LMW Limited has made the audio recording of its analyst conference call available to investors. The call took place on Monday, July 27, 2026, at 4:00 P.M. (IST). The company shared the link on July 28, 2026, as part of its ongoing disclosure obligations to the BSE and NSE.

The audio file is hosted on the company’s website under the investor relations section. This follows a previous communication dated July 14, 2026, regarding the scheduling of the event. The move ensures transparency and allows stakeholders who could not attend live to review management’s commentary.

Call Details

C R Shivkumaran, Company Secretary & Compliance Officer, signed the disclosure letter. The document was submitted to the Listing Departments of both the Bombay Stock Exchange and the National Stock Exchange of India Limited.

Investor Access

Investors can access the recording directly through the provided URL on the LMW Limited website. The file is stored in the meeting information folder for the year 2026. This practice aligns with standard regulatory requirements for listed entities to maintain accessible records of significant investor interactions.

LMW Limited reported a standalone net profit of ₹66.01 crore for the quarter ended June 30, 2026 (Q1FY26), marking a 169% year-on-year increase from ₹24.47 crore in Q1FY25. This surge was driven by a 24.5% rise in revenue from operations to ₹853.30 crore and significant improvement in operating margins. Consolidated net profit stood at ₹55.52 crore, up from ₹11.47 crore in the corresponding period of the previous fiscal, signaling strong operational leverage and cost management efficiency. The Board of Directors, meeting on July 24, 2026, approved an amendment to the Memorandum of Association to facilitate entry into emerging sectors including Electric Vehicles and Robotics, subject to shareholder approval via postal ballot.

The financial results were approved pursuant to Regulation 30 and Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. S. Krishnamoorthy & Co., the statutory auditors, issued a limited review report confirming that the financial statements present a true and fair view in accordance with Ind AS 34. The results were certified by CFO V Senthil and Chairman and Managing Director Sanjay Jayavarthanavelu. The company disclosed an exceptional item representing compensation of ₹2.41 crore towards the Voluntary Retirement Scheme opted for by employees. On July 27, 2026, LMW Limited resubmitted these results to the National Stock Exchange of India Limited in the requested Machine-Readable Format, confirming that the financial figures remain unchanged from the initial filing on July 24, 2026.

Financial Performance

Standalone total income rose to ₹891.47 crore from ₹721.73 crore in Q1FY25. Profit before tax increased to ₹82.60 crore from ₹32.53 crore. Earnings per share (basic) jumped to ₹61.79 from ₹22.91. On a consolidated basis, total income from operations was ₹901.73 crore, compared to ₹730.74 crore in Q1FY25. Consolidated EPS reached ₹51.97, up from ₹10.74.

Segment-wise Results

The Textile Machinery Division contributed ₹482.09 crore in standalone segment revenue, while the Machine Tool & Foundry Division added ₹343.03 crore. The Advanced Technology Centre generated ₹59.54 crore. In consolidated terms, the Textile Machinery Division reported segment revenue of ₹492.34 crore. Notably, the Textile Machinery Division’s standalone segment result turned positive at ₹10.90 crore, recovering from a loss of ₹11.16 crore in Q1FY25.

Strategic Expansion

The Board approved an amendment to Clause III(a) of the Memorandum of Association to expand the company’s object clause. This change aims to facilitate entry into Pharmaceuticals and Life Sciences, Specialty Chemicals and Advanced Materials, Electric Vehicles and Mobility, Renewable Energy, Electronics Manufacturing, and Robotics and Automation. Shareholders will vote on this proposal through a postal ballot process, with MDS & Associates LLP appointed as the scrutinizer.

What the Numbers Show

A key driver of the profit surge is the significant improvement in operating margins alongside revenue growth. Standalone profit before exceptional items and tax more than doubled to ₹85.01 crore from ₹33.82 crore, outpacing the 24.5% revenue growth. This divergence indicates enhanced operational leverage and cost management. Additionally, the recovery in the Textile Machinery Division’s segment profitability signals a stabilization in this core business unit after reporting losses in the prior year period.