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LMW Limited Q1 FY26 earnings call summary

NSE: LMW · BSE: 500252

Earnings call of 18 Jul 2025, summarised by AI from the filing.

LMW Q1 FY26 revenue ₹685 cr (+4%), PBT ₹32.5 cr; TMD order book ₹2,800 cr with active portion 50%-55% amid tariff uncertainty.

Key takeaways

  1. Revenue ₹685 cr (Q1 FY25: ₹659 cr, +4%); standalone PBT ₹32.5 cr (Q1 FY25: ₹17.5 cr).
  2. Guidance No forward guidance given; management waits and watches tariff situation.
  3. Order book ₹2,800 cr as of June 2025; active portion 50%-55%, slightly reduced in the quarter.
  4. Risk Lower order inflow over eight quarters; tariff uncertainty delays capex decisions.

Original filing on BSE

LMW Limited Q1 FY27 results

As filed: Revenue ₹861 cr (+24% year on year), EBITDA ₹63.6 cr (+300% year on year), PAT ₹55.5 cr (+300% year on year), EBITDA margin 7.4% (+537 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹933 cr (+16% year on year), EBITDA ₹69.8 cr (+22% year on year), PAT ₹63.7 cr (+33% year on year), EBITDA margin 7.5% (+39 bps). Score 58 of 100, In line with trend. EBITDA margin rose 39 bps year on year. Other income 50% of PBT. Not enough history for a trend yet: scored on growth alone. Share price after the results: +15.8% in 30 days (Nifty 500: +2.5%).
  • Q3 FY26: Revenue ₹758 cr (−1% year on year), EBITDA ₹41.7 cr (+16% year on year), PAT ₹14.7 cr (+3% year on year), EBITDA margin 5.5% (+79 bps). Score 29 of 100, Below trend. EBITDA margin rose 79 bps year on year. Other income 100% of PBT. Tax rate 50%. Not enough history for a trend yet: scored on growth alone. Revenue fell 8% from last quarter. Share price after the results: +4.3% in 30 days (Nifty 500: +0.4%).
  • Q2 FY26: Revenue ₹822 cr (+7% year on year), EBITDA ₹44.0 cr (+38% year on year), PAT ₹41.0 cr (+71% year on year), EBITDA margin 5.4% (+119 bps). Score 63 of 100, In line with trend. EBITDA margin rose 119 bps year on year. Other income 75% of PBT. Not enough history for a trend yet: scored on growth alone. Share price after the results: −4.7% in 30 days (Nifty 500: +0.7%).
  • Q1 FY26: Revenue ₹685 cr, EBITDA ₹26.0 cr, PAT ₹24.0 cr, EBITDA margin 3.8%. Not scored. No result for the same quarter last year. Share price after the results: −10.2% in 28 days (Nifty 500: −3.4%).
  • Q4 FY25: Revenue ₹789 cr, EBITDA ₹57.0 cr, PAT ₹49.0 cr, EBITDA margin 7.2%. Not scored. No result for the same quarter last year. Share price after the results: −8.4% in 30 days (Nifty 500: +1.8%).
  • Q3 FY25: Revenue ₹711 cr, EBITDA ₹31.0 cr, PAT ₹148 cr, EBITDA margin 4.4%. Not scored. No result for the same quarter last year.
  • Q2 FY25: Revenue ₹751 cr, EBITDA ₹35.0 cr, PAT ₹29.0 cr, EBITDA margin 4.7%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

LMW Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.