LMW earnings calls.

LMW reported Q1 FY27 standalone revenue of 891 croreCurrent reported value: 891 crore. No comparable prior figure is available in the source record., up 24Current reported value: 24. No comparable prior figure is available in the source record.% YoY, driven by strong performance in textile machinery (PMD: 482 crore, +16% YoY) and machine tools (MTD: 343 croreCurrent 343 crore. Reported change: +37% YoY., +37% YoY). PBT surged 151% YoY to 85 crore. Management cited an order book of 3,200 croreCurrent 3,200 crore. Reported change: +Secured, ~2 years visibility. for PMD (2,400 crore active), providing ~2 years visibility, while ATC holds 1,000 croreCurrent 1,000 crore. Reported change: 3-3.5 years execution. in orders over 3-3.5 years. Domestic demand is supported by state policies in Gujarat, Uttar Pradesh, and Madhya Pradesh, though capacity utilization remains ~60%Current ~60%. Reported change: Gradual improvement. in textiles. MTD faces margin pressure from input cost inflation (3-3.5% cost increase) and product mix shifts, operating at 75-80% utilization. The company announced an enabling resolution for potential diversification into pharma, chemicals, and advanced technology—management was evasive on specifics. ATC capex of 150 crore over 18-24 months is planned. Risks include customer concentration uncertainty, competitive dynamics, and input cost volatility not fully offset by pricing actions.