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CRISIL assigns 'AA/Stable' Corporate Credit Rating to LMW Limited
CRISIL Ratings has assigned a new 'CRISIL AA' corporate credit rating with a 'Stable' outlook to LMW Limited. This high-investment-grade rating reflects the company's strong market position in textile machinery and its exceptionally robust balance sheet, featuring zero debt and a net worth of ₹2,971 Cr. While the company is currently facing cyclical headwinds with capacity utilization at 40-45% in its textile division, the rating validates its financial resilience. This credit profile supports LMW's ongoing diversification into high-barrier aerospace components through its Advanced Technology Centre.
Confidence: HIGH
What changedCRISIL has formally assigned a high-investment-grade corporate credit rating (AA/Stable) to LMW Limited, which previously did not have this specific rating disclosed.
Why it mattersA high credit rating validates the company's 'zero-debt' status and financial strength, ensuring lower borrowing costs if the company decides to leverage its balance sheet for its aerospace (ATC) or Dubai expansion plans.
Credit Rating: CRISIL AAOutlook: StableDebt-to-Equity Ratio: 0.00Net Worth: ₹2,971 CrCapacity Utilization (TMD): 40-45%
📅 Short termThe announcement is a positive sentiment driver as it confirms the company's fundamental financial health despite a sluggish domestic textile market.
📈 Long termThe rating provides a strong foundation for LMW's structural shift toward aerospace and composite products, which carry higher entry barriers and potentially better margins.
⚠ Risk flags
- Low capacity utilization in core textile division
- Cyclicality of the textile machinery industry
- Sluggish domestic demand
Key Highlights
CRISIL assigned a new 'CRISIL AA' rating with a 'Stable' outlook on August 7, 2026.
Company maintains a zero-debt position (D/E of 0.00) as per latest financial context.
Net worth stands at ₹2,971 Cr, providing significant financial cushion despite a TTM OPM of 5.3%.
Textile Machinery Division is currently operating at a low capacity utilization of 40-45%.
TTM Revenue of ₹3,207 Cr reflects a recovery trend from recent quarterly lows (Mar 2026 revenue at ₹933 Cr).
👀 What to Watch
Investors should monitor if this high credit rating precedes any major fundraise for the aerospace segment expansion. Watch for improvements in capacity utilization beyond the current 40-45% level in upcoming quarterly results.
LMW Q1 FY27: PBT Jumps 151% YoY to ₹85 Cr; Active Order Book at ₹2,400 Cr
LMW reported a strong YoY performance for Q1 FY27, with PBT rising 151% to ₹85 Cr compared to ₹34 Cr in the previous year. While sequential revenue was flat at ₹891 Cr, the Textile Machinery Division (TMD) showed signs of recovery with capacity utilization improving to 60% from earlier lows of 40-45%. The company maintains a total order book of ₹3,200 Cr, though only ₹2,400 Cr is currently active. Management is also seeking enabling resolutions to diversify into high-growth sectors like Pharma, Specialty Chemicals, and EVs.
Confidence: HIGH
What changedLMW has seen a significant jump in profitability and a 15-20% improvement in capacity utilization compared to the previous fiscal year.
Why it mattersThe recovery in textile machinery demand, spurred by new state policies in Gujarat and Odisha, combined with steady growth in the Aerospace (ATC) segment, improves the company's earnings visibility.
Q1 FY27 PBT: ₹85 CrActive Order Book (TMD): ₹2,400 CrOrder Book vs TTM Revenue: 74.8%Textile Capacity Utilization: 60%MTD Automotive Mix: 56%
📅 Short termThe stock may react positively to the sharp YoY profit growth and the management's commentary on improving domestic demand and state-level subsidies.
📈 Long termLMW's pivot toward Aerospace (ATC) and potential entry into Pharma/EV sectors could reduce its cyclical dependence on the textile industry.
⚠ Risk flags
- ₹800 Cr of the total order book remains inactive
- Continued losses in China (₹7 Cr) and Global/Dubai (₹5.6 Cr) subsidiaries
- High concentration in the automotive sector for the Machine Tool Division
Key Highlights
Profit Before Tax (PBT) surged 151% YoY to ₹85 Cr for the June 2026 quarter.
Active order book for the Textile Machinery Division stands at ₹2,400 Cr, representing ~75% of TTM revenue.
Textile division capacity utilization improved to 60%, up from the 40-45% range reported in FY26.
Machine Tool Division (MTD) revenue reached ₹343 Cr, with 56% of sales driven by the automotive sector.
Advanced Technology Centre (ATC) revenue grew to ₹60 Cr, supported by favorable forex impacts from USD appreciation.
👀 What to Watch
Watch for the conversion of the ₹800 Cr 'inactive' order book into active status and the execution of the diversification strategy into Pharma and EV sectors.
LMW Q1 Net Profit Jumps 384% to ₹55.5 Cr; Board Proposes Entry into EV, Robotics & Pharma
LMW reported a strong turnaround in Q1 FY27, with consolidated revenue growing 24% YoY to ₹860.72 Cr and Net Profit surging 384% to ₹55.52 Cr. The growth was supported by a recovery in the Textile Machinery Division, which turned a segment profit of ₹0.40 Cr compared to a loss of ₹24.16 Cr in the previous year. Crucially, the Board has proposed a major strategic expansion of the company's 'Objects Clause' to include high-growth sectors like Electric Vehicles (EV), Robotics, Electronics Manufacturing, and Pharmaceuticals, signaling a long-term diversification strategy.
Confidence: HIGH
What changedLMW has reported a significant recovery in profitability and officially initiated a process to diversify its business into new-age technology sectors beyond textile machinery.
Why it mattersThe diversification into EVs, Robotics, and Electronics could reduce LMW's historical dependence on the cyclical textile industry, which has recently suffered from low capacity utilization (40-45%).
Q1 Revenue: ₹860.72 CrQ1 PAT: ₹55.52 CrRevenue vs TTM Revenue: ~26.8%YoY PAT Growth: 384%VRS Exceptional Item: ₹2.41 Cr
📅 Short termThe stock is likely to react positively to the sharp earnings recovery and the ambitious diversification plans into high-multiple sectors like EV and Robotics.
📈 Long termIf successfully executed, the pivot into electronics and mobility could structurally re-rate the company from a textile machinery manufacturer to a diversified technology and engineering firm.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk in entering highly competitive new sectors like EV and Electronics
- Core textile segment margins remain thin at 0.08% for the quarter
Key Highlights
Consolidated Revenue from operations increased 24% YoY to ₹860.72 Cr from ₹694.14 Cr.
Net Profit surged to ₹55.52 Cr, a 384% increase over the ₹11.47 Cr reported in Q1 FY26.
Machine Tool & Foundry Division revenue grew 36.7% YoY to ₹343.03 Cr.
Advanced Technology Centre (Aerospace) revenue increased 28.3% YoY to ₹59.54 Cr.
Company incurred a one-time exceptional cost of ₹2.41 Cr for a Voluntary Retirement Scheme (VRS).
👀 What to Watch
Investors should monitor the upcoming Postal Ballot for shareholder approval of the MoA amendment and watch for specific capex announcements related to the new business segments like EV and Robotics.
LMW to Diversify into EV, Robotics, and Pharma; Board Approves MoA Amendment
LMW's Board has approved a significant amendment to its Memorandum of Association (MoA) to include new business segments such as Electric Vehicles (EV), Robotics, Pharmaceuticals, and Renewable Energy. This strategic pivot comes as the company's core Textile Machinery Division faces low capacity utilization of 40-45% and a revenue decline from Rs 4,695.86 Cr in FY24 to Rs 3,012.01 Cr in FY25. The company will seek shareholder approval for these changes via a postal ballot. While no specific investment figures were disclosed, the move signals an intent to leverage manufacturing capabilities for high-growth, new-age industries.
Confidence: HIGH
What changedLMW is expanding its legal business scope beyond textile machinery and aerospace to include EV, Robotics, Electronics, and Life Sciences.
Why it mattersThe diversification is a strategic response to the cyclical downturn and underutilization in the textile machinery segment, aiming to de-risk the business model through high-growth sectors.
Textile Division Capacity Utilization: 40-45%FY25 Revenue: Rs 3,012.01 CrFY24 Revenue: Rs 4,695.86 CrMarket Cap: Rs 16,965 CrTTM Operating Profit Margin: 5.3%
📅 Short termThe market may react cautiously to the diversification news until concrete project timelines or investment outlays are announced.
📈 Long termThis represents a structural shift in LMW's business identity; success will depend on the company's ability to compete in technologically intensive and competitive new-age sectors.
⚠ Risk flags
- Execution risk in unrelated business diversifications
- High competition in EV and Electronics manufacturing
- Potential for significant capital expenditure requirements
Key Highlights
Board approved adding 6 new business categories including EV, Robotics, and Specialty Chemicals to the MoA.
Core Textile Machinery Division is currently operating at a low 40-45% capacity utilization.
Annual revenue saw a ~36% decline from Rs 4,695.86 Cr in FY24 to Rs 3,012.01 Cr in FY25.
Postal ballot process initiated to seek shareholder approval for the proposed diversification.
Company is maintaining a 5-day work week in its textile division due to sluggish domestic demand.
👀 What to Watch
Monitor upcoming postal ballot results and subsequent management commentary regarding specific capital expenditure plans or partnerships in the newly added sectors like EV and Robotics.
LMW to Expand Business Scope into EV, Robotics, and Life Sciences via MOA Amendment
LMW's Board has approved a significant expansion of its Memorandum of Association (MOA) to include new-age sectors such as Electric Vehicles (EV), Robotics, Renewable Energy, and Life Sciences. This strategic pivot comes as the company's core Textile Machinery Division faces low capacity utilization of 40-45%, leading to a reduced 5-day work week. While the amendment is an enabling procedural step, it signals management's intent to diversify its Rs 3,207 Cr TTM revenue base into higher-growth technology segments. The proposal is subject to shareholder approval via a postal ballot.
Confidence: HIGH
What changedThe company is formally expanding its legal business mandate to enter industries entirely outside its traditional textile machinery and aerospace focus.
Why it mattersThis indicates a strategic shift to address sluggish demand in the domestic textile sector and utilize existing engineering capabilities for higher-margin, technology-oriented businesses.
Current Capacity Utilization (TMD): 40-45%TTM Revenue: ₹ 3,207 crTTM Operating Profit Margin: 5.3%New Business Segments Proposed: 6
📅 Short termThe market may react to the 'intent' of entering high-growth sectors like EV and Robotics, but no immediate financial impact is expected until concrete projects are announced.
📈 Long termThis could be structurally significant if LMW successfully leverages its Advanced Technology Centre (ATC) expertise to gain a foothold in high-entry-barrier sectors like aerospace and robotics.
⚠ Risk flags
- Execution risk in diversifying into unrelated high-tech sectors
- Potential for capital misallocation
- Continued sluggishness in the core textile machinery segment
Key Highlights
Board approved inserting 6 new sub-clauses (28 to 33) into the Objects Clause of the MOA.
New target sectors include EV, Mobility, Robotics, Automation, Specialty Chemicals, and Electronics Manufacturing.
Core Textile Machinery Division currently operates at a low 40-45% capacity utilization.
TTM Revenue stands at Rs 3,207 Cr with a thin Operating Profit Margin of 5.3%.
Shareholder approval will be sought through a postal ballot process overseen by a scrutinizer.
👀 What to Watch
Monitor for specific capital expenditure (Capex) plans or technical collaborations in these new segments, as the MOA amendment is only a legal precursor to actual business entry.
LMW Proposes Major Diversification into EV, Robotics, and Life Sciences; Q1 Results Approved
LMW's Board has approved the unaudited financial results for Q1 FY27 (quarter ended June 30, 2026). Crucially, the company is seeking to amend its Memorandum of Association to diversify into high-growth sectors including Electric Vehicles (EV), Robotics, Electronics Manufacturing, and Specialty Chemicals. This strategic pivot comes as its core Textile Machinery Division faces low capacity utilization of 40-45%. The diversification aims to leverage LMW's engineering expertise in new-age industries and reduce cyclicality.
Confidence: HIGH
What changedLMW is formally expanding its business mandate to enter non-textile sectors like EV, Electronics, and Chemicals, moving beyond its traditional machinery focus.
Why it mattersThis signals a long-term strategy to de-risk from the volatile textile industry and utilize engineering capabilities in high-growth, high-margin technology sectors.
Capacity Utilization (TMD): 40-45%Market Cap: Rs 16,965 CrTTM Revenue: Rs 3,207 CrBoard Meeting Date: 24th July 2026
📅 Short termThe market is likely to react to the Q1 earnings performance and the ambitious diversification plans in the coming days.
📈 Long termIf successfully executed, diversification into EVs and Robotics could structurally re-rate the company from a textile machinery play to a diversified technology and engineering firm.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk in entering unrelated high-tech sectors
- Capital allocation efficiency for new business lines
- Continued sluggishness in domestic textile demand
Key Highlights
Board approved Q1 FY27 financial results on July 24, 2026
Proposed expansion into 6+ new sectors including EV, Robotics, Renewable Energy, and Life Sciences
Core Textile Machinery Division currently operates at a low 40-45% capacity utilization
Amendment involves inserting new sub-clauses 28 to 33 in the Objects Clause of the MoA
Shareholder approval for diversification to be sought via Postal Ballot
👀 What to Watch
Monitor the detailed Q1 FY27 earnings release for margin trends and watch for the Postal Ballot results regarding the diversification strategy.
LMW FY26 Consolidated Profit Up 29% to ₹195 Cr; Textile Order Book Hits ₹3,300 Cr
LMW reported a 6.9% growth in consolidated revenue to ₹3,353 crores for FY26, with consolidated profit increasing 29% to ₹195 crores. The Textile Machinery Division (TMD) achieved a turnaround, posting a profit of ₹9.75 crores against a previous loss, supported by a massive order book of ₹3,300 crores. The high-margin Advanced Technology Centre (Aerospace) grew revenue to ₹207 crores, while the Machine Tool Division saw 20% growth. Management is aggressively expanding the aerospace segment, allocating 50% of the year's Capex to this division.
Key Highlights
Consolidated PBT rose 42% YoY to ₹221 crores, despite ₹13.18 crores in exceptional labor-related costs
Textile Machinery Division active order book stands at ₹2,300 crores with significant new orders in Q4
Advanced Technology Centre (ATC) achieved ~20% margins and has an execution pipeline of ₹360 crores
LMW China doubled revenue to ₹130 crores and achieved breakeven compared to a loss last year
Machine Tool Division revenue reached ₹1,205 crores, with non-automotive sectors contributing 48%
👀 What to Watch
Investors should focus on the company's successful diversification into high-margin aerospace and defense sectors, which reduces reliance on the cyclical textile industry. Monitor the execution of the large textile order book and the impact of the $30 million UAE investment on future growth.
LMW FY26 Revenue Rises 6% to ₹3,082 Cr; Declares ₹35 Dividend per Share
LMW Limited reported a steady 6% growth in annual revenue for FY26, reaching ₹3,081.84 crore. While the net profit of ₹153.92 crore is lower than the previous year's ₹238.24 crore, the decline is primarily due to a high base effect from exceptional gains in FY25. The company demonstrated strong performance in its Machine Tool & Foundry division, which saw revenue grow by 20%. A significant dividend of ₹35 per share (350%) has been recommended, alongside the re-appointment of the Managing Director for a five-year term.
Key Highlights
Annual revenue from operations increased to ₹3,081.84 crore in FY26 from ₹2,909.40 crore in FY25.
Recommended a final dividend of ₹35 per equity share (350%) for the financial year ended March 31, 2026.
Machine Tool & Foundry Division revenue grew significantly to ₹1,204.94 crore from ₹1,003.14 crore YoY.
Net profit for FY26 stood at ₹153.92 crore, following an exceptional expenditure of ₹13.18 crore.
Sanjay Jayavarthanavelu re-appointed as Managing Director for a 5-year term starting April 2027.
👀 What to Watch
Investors should take note of the robust growth in the Machine Tool segment and the healthy dividend payout. The management continuity and expansion into the Advanced Technology Centre suggest a positive long-term outlook despite cyclical pressures in textile machinery.
LMW Reports FY26 Revenue Growth of 6% and Recommends Rs 35 Dividend
LMW Limited announced its FY26 audited financial results, reporting a 5.9% growth in standalone revenue from operations to Rs 3,081.84 crore compared to Rs 2,909.40 crore in FY25. Standalone net profit for the year decreased to Rs 153.92 crore from Rs 238.24 crore in the previous year, primarily impacted by lower exceptional income. The Board has recommended a dividend of Rs 35 per equity share (350% of face value) for the financial year ended March 31, 2026. Additionally, the company approved key management re-appointments, including Managing Director Sanjay Jayavarthanavelu for another 5-year term.
Key Highlights
Standalone revenue from operations for FY26 increased by 5.9% to Rs 3,081.84 crore from Rs 2,909.40 crore in FY25.
Standalone net profit for FY26 dropped to Rs 153.92 crore against Rs 238.24 crore in FY25, due to a high base effect from exceptional income last year.
Recommended a dividend of Rs 35 per equity share of face value Rs 10 for FY26.
Machine Tool & Foundry Division revenue grew significantly by 20.1% to Rs 1,204.94 crore in FY26 from Rs 1,003.14 crore in FY25.
Approved the re-appointment of Sri Sanjay Jayavarthanavelu as Managing Director for a further period of 5 years from April 1, 2027.
👀 What to Watch
Investors should monitor the operational turnaround in the Textile Machinery Division, which showed improved segment results in Q4 despite a full-year dip, while enjoying the steady payout from the Rs 35 dividend.
LMW FY26 Revenue Up 6% to ₹3,082 Cr; Recommends ₹35 Dividend and Appoints New Auditors
LMW Limited reported a steady 6% growth in standalone revenue for FY26, reaching ₹3,081.84 crore compared to ₹2,909.40 crore in FY25. Although net profit fell to ₹153.92 crore from ₹238.24 crore, the decline is attributed to a high base in the previous year which included ₹131.61 crore in exceptional income. The company maintained a strong shareholder payout by recommending a dividend of ₹35 per share (350%). Significant leadership and governance updates were also announced, including the re-appointment of the Managing Director and a transition to M/s Brahmayya & Co as statutory auditors.
Key Highlights
Standalone Revenue from operations increased to ₹3,081.84 crore in FY26 from ₹2,909.40 crore in FY25.
Recommended a final dividend of ₹35 per equity share (350%) with a record date of July 17, 2026.
Machine Tool & Foundry Division profit grew significantly by 64% YoY to ₹97.20 crore.
M/s Brahmayya & Co recommended as new Statutory Auditors for a 5-year term starting FY2026-27.
Sanjay Jayavarthanavelu re-appointed as Managing Director for a further 5-year term starting April 2027.
👀 What to Watch
Investors should focus on the operational growth in the Machine Tool and Advanced Technology segments rather than the headline profit dip, which was due to non-recurring exceptional items in the prior year. The consistent dividend and management continuity are positive indicators for long-term stability.
LMW FY26 Revenue Rises 6% to ₹3,081 Cr; Recommends ₹35 Dividend and Re-appoints MD
LMW Limited reported a steady performance for FY26 with annual revenue from operations growing 6% to ₹3,081.84 crore. Although standalone net profit for the year decreased to ₹153.92 crore from ₹238.24 crore, the previous year's profit was significantly bolstered by a ₹131.61 crore exceptional gain. The company has recommended a healthy dividend of ₹35 per share (350%) and ensured leadership continuity by re-appointing Sanjay Jayavarthanavelu as Managing Director for another five-year term. Segment performance was mixed, with the Machine Tool & Foundry division showing robust growth while the Textile Machinery division remained relatively flat.
Key Highlights
Annual revenue from operations increased to ₹3,081.84 crore in FY26 from ₹2,909.40 crore in FY25.
Recommended a dividend of ₹35 per equity share with a record date of July 17, 2026.
Machine Tool & Foundry division revenue grew 20% YoY to ₹1,204.94 crore with segment results jumping to ₹97.20 crore.
Q4 FY26 standalone net profit rose 10.7% YoY to ₹54.37 crore compared to ₹49.12 crore in the same quarter last year.
Board approved the re-appointment of Sanjay Jayavarthanavelu as MD for 5 years starting April 2027.
👀 What to Watch
Investors should view the growth in the Machine Tool and Advanced Technology segments as a positive sign of diversification beyond the cyclical textile machinery business. The consistent dividend and management stability make it a solid hold for long-term portfolios.
LMW Limited Sets July 17 as Record Date for ₹35 Per Share Dividend
LMW Limited has officially announced a dividend of ₹35 per equity share for the financial year 2025-26. The company has fixed July 17, 2026, as the record date to determine the eligibility of shareholders for this payout. The dividend is subject to the approval of shareholders at the upcoming 63rd Annual General Meeting. The register of members and share transfer books will remain closed from July 18 to July 24, 2026.
Key Highlights
Dividend declared at ₹35 per equity share with a face value of ₹10 each.
Record date for determining eligible members is fixed as Friday, July 17, 2026.
Book closure period scheduled from July 18, 2026, to July 24, 2026.
The payout relates to the financial year 2025-26 and awaits 63rd AGM approval.
👀 What to Watch
Investors interested in the dividend should ensure they own the shares before the ex-dividend date, typically one business day prior to the July 17 record date. The ₹35 payout reflects the company's commitment to returning capital to shareholders.
LMW FY26 Revenue Rises 6% to ₹3,082 Cr; Recommends ₹35 Dividend and New Auditor Appointment
LMW Limited reported a 6% year-on-year increase in annual revenue to ₹3,081.84 crore for FY26, supported by strong growth in the Machine Tool & Foundry and Advanced Technology segments. Although net profit declined to ₹153.92 crore from ₹238.24 crore, this was largely due to a high base effect from exceptional gains in FY25 and a ₹13.18 crore exceptional loss in FY26. The board has recommended a dividend of ₹35 per share (350%) and proposed M/s Brahmayya & Co. as the new statutory auditors. Management stability is reinforced with the re-appointment of Sanjay Jayavarthanavelu as Managing Director for another five-year term.
Key Highlights
Annual Revenue from operations grew 5.9% YoY to ₹3,081.84 crore compared to ₹2,909.40 crore in FY25.
Recommended a final dividend of ₹35 per equity share (350%) for the financial year ended March 31, 2026.
Machine Tool & Foundry Division segment results improved significantly to ₹97.20 crore from ₹59.29 crore YoY.
Statutory Auditor transition proposed from M/s S Krishnamoorthy & Co to M/s Brahmayya & Co. for a 5-year term.
Re-appointment of Sanjay Jayavarthanavelu as Managing Director approved for 5 years starting April 2027.
👀 What to Watch
Investors should note the strong operational performance in the Machine Tool and Advanced Technology segments which are offsetting volatility in the Textile Machinery division. The healthy dividend payout and management continuity remain positive signals for long-term shareholders.
LMW Recommends Rs 35 Dividend; Q4 Net Profit Rises to Rs 54.37 Crore
LMW Limited has recommended a final dividend of Rs 35 per equity share (350%) for the financial year ended March 31, 2026. The company reported a steady Q4 FY26 with standalone revenue rising to Rs 853.69 crore from Rs 788.81 crore in the same period last year. While the full-year net profit of Rs 153.92 crore appears lower than FY25 due to high exceptional income in the previous year, the profit before exceptional items grew significantly by 42.4% to Rs 221.06 crore. Additionally, the Board has approved the re-appointment of Sanjay Jayavarthanavelu as Managing Director for a five-year term starting April 2027.
Key Highlights
Recommended a final dividend of Rs 35 per share with a record date of July 17, 2026.
Q4 FY26 standalone net profit grew 10.7% YoY to Rs 54.37 crore.
Full-year profit before exceptional items and tax rose to Rs 221.06 crore from Rs 155.26 crore.
Machine Tool & Foundry Division revenue saw strong growth, reaching Rs 1,204.94 crore for the full year.
Board approved re-appointment of Sanjay Jayavarthanavelu as MD for 5 years and M Sankar as Whole-time Director.
👀 What to Watch
Investors should view the strong growth in operational profits and the Machine Tool segment as positive indicators of long-term health. The consistent dividend payout and leadership continuity provide further stability for long-term shareholders.
LMW FY26 Operational Profit Jumps 42% to ₹221 Cr; ₹35 Dividend Recommended
LMW reported a 6% increase in annual revenue to ₹3,081.84 crore for FY26. Although net profit fell to ₹153.92 crore from ₹238.24 crore, this was primarily due to a high base effect from a ₹131.6 crore exceptional gain in the previous year. Operationally, the company showed significant strength with Profit Before Exceptional Items rising 42.4% YoY. The board has recommended a dividend of ₹35 per share and approved the re-appointment of Sanjay Jayavarthanavelu as Managing Director for a five-year term.
Key Highlights
FY26 Revenue from operations rose 6% YoY to ₹3,081.84 crore compared to ₹2,909.40 crore.
Profit Before Exceptional Items and Tax grew 42.4% to ₹221.06 crore in FY26.
Recommended a dividend of ₹35 per share (350%); Record date set for July 17, 2026.
Machine Tool & Foundry division revenue increased 20% YoY to ₹1,204.94 crore.
Textile Machinery segment results turned positive at ₹9.75 crore profit versus a loss of ₹15.64 crore in FY25.
👀 What to Watch
Investors should look past the headline net profit decline caused by exceptional items and focus on the strong operational growth and segment turnaround. The company remains a key beneficiary of industrial capex with a healthy dividend payout.
LMW Reverts to Six-Day Work Week at Textile Machinery Division Facilities
LMW Limited has announced a return to a six-day work week for its Textile Machinery Division (TMD) across all Coimbatore facilities, effective February 4, 2026. This move reverses a previous operational schedule change initiated in May 2024, suggesting a recovery in production requirements. The shift back to a full working week typically indicates an improvement in order inflow or a need to clear existing backlogs. This operational ramp-up is a positive signal for the company's capacity utilization and revenue potential in the upcoming quarters.
Key Highlights
Reverting to a 6-day work week at all Textile Machinery Division (TMD) facilities in Coimbatore.
The operational change is effective from Wednesday, February 4, 2026.
Updates a previous disclosure regarding working days made on May 14, 2024.
Indicates potential improvement in demand and capacity utilization within the textile machinery segment.
👀 What to Watch
Investors should view this as a positive lead indicator for volume growth and monitor the next quarterly results for confirmation of improved order execution. No immediate action is required, but it strengthens the outlook for the manufacturing segment.
LMW Reports 9M FY26 Consolidated Profit of ₹104 Cr; TMD Faces Continued Slowdown
LMW Limited reported a consolidated profit of ₹104 crores for 9M FY26, an increase from ₹90 crores in the previous year, despite a flat Q3 revenue performance. The Textile Machinery Division (TMD) continues to face headwinds with a 2% revenue decline and low capacity utilization, leading to a 5-day work week. However, the Machine Tool Division and Advanced Technology Centre (ATC) showed resilience, with ATC revenue growing to ₹150 crores. Global subsidiaries remain a drag on profitability, posting a combined loss of ₹36 crores due to weak export demand in markets like Turkey and Bangladesh.
Key Highlights
Consolidated 9M FY26 profit rose to ₹104 crores compared to ₹90 crores in the previous year.
Textile Machinery Division (TMD) maintains an order book of ₹2,600 crores, though actual orders are ₹1,500 crores.
Machine Tool Division and Foundry revenue increased to ₹853 crores for 9M FY26 from ₹728 crores YoY.
Advanced Technology Centre (ATC) revenue grew to ₹150 crores with improving double-digit margins.
LMW Global and LMW China reported losses of ₹25 crores and ₹11 crores respectively for the 9-month period.
👀 What to Watch
Investors should closely monitor the recovery of the textile industry cycle and export demand, which are currently dampening TMD performance. The growth in the Machine Tool and ATC segments provides some diversification, but a significant re-rating depends on the turnaround of the core textile machinery business.
LMW Q3 Standalone Revenue Up 7.8% to ₹766.75 Cr; Core Profit Before Tax Rises 52.8% YoY
LMW reported a 7.8% YoY growth in standalone revenue to ₹766.75 crore for Q3 FY26. While the reported net profit fell sharply to ₹29.94 crore from ₹147.88 crore YoY, this was primarily due to a high base effect from a ₹131.61 crore exceptional gain in the previous year's quarter. Operationally, profit before exceptional items and tax grew by 52.8% to ₹56.30 crore. The Machine Tool & Foundry and Advanced Technology segments showed strong growth, while the Textile Machinery division remained under pressure with a marginal loss.
Key Highlights
Standalone Revenue from operations grew 7.8% YoY to ₹766.75 crore in Q3 FY26.
Profit before exceptional items and tax increased 52.8% YoY to ₹56.30 crore, indicating improved operational efficiency.
Machine Tool & Foundry division revenue rose 19.5% YoY to ₹298.33 crore with segment profits up 41%.
Advanced Technology Centre revenue grew 27.7% YoY to ₹53.21 crore with segment profits more than doubling to ₹9.18 crore.
Reported Net Profit fell to ₹29.94 crore due to an exceptional loss of ₹11.50 crore versus a massive exceptional gain of ₹131.61 crore in the year-ago period.
👀 What to Watch
Investors should focus on the strong operational growth in the Machine Tool and Aerospace segments rather than the headline profit decline caused by base effects. The significant jump in core profit before tax suggests a positive trend in the company's underlying business performance.
LMW Completes Sale of Equity Stake in Super Sales India Limited
LMW Limited has officially completed the transaction for the sale of its equity shares in Super Sales India Limited. This follows the company's initial disclosure regarding the proposed sale on December 15, 2025. The completion of this divestment indicates a strategic move to exit or reduce its holding in the entity. While the specific transaction value was not mentioned in this update, it represents the finalization of a previously announced corporate action.
Key Highlights
Completion of the sale of equity shares held in Super Sales India Limited.
Follow-up to the previous regulatory intimation dated December 15, 2025.
Compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
The transaction marks a formal exit or reduction in the company's investment portfolio.
👀 What to Watch
Investors should monitor the next quarterly financial statement to understand the exact cash inflow and any capital gains realized from this divestment. No immediate trading action is required as this is a completion of a previously known intent.
LMW to Divest 9.77% Stake in Super Sales India Limited
LMW Limited's Board of Directors has approved the sale of 3,00,000 equity shares held in M/s. Super Sales India Limited. This divestment represents a significant 9.77% of the paid-up share capital of the target company. The move appears to be a strategic decision to monetize non-core investment holdings. While the transaction value was not disclosed in the filing, the exit from this long-term holding will provide a cash inflow to LMW.
Key Highlights
Board approved the sale of 3,00,000 equity shares of Super Sales India Limited.
The stake being sold represents 9.77% of the total paid-up share capital of the target entity.
The decision was finalized in a Board Meeting held on December 15, 2025, between 10:15 AM and 10:50 AM.
The transaction is classified as a 'Proposed Transaction' under Regulation 30 of SEBI Listing Regulations.
👀 What to Watch
Investors should monitor subsequent disclosures regarding the sale price and the identity of the buyer to evaluate the financial gain. This divestment indicates LMW's intent to streamline its investment portfolio.
