Q2 2025 LMW Ltd Earnings Call Transcript
Key Points
- LMW Ltd (BOM:500252) reported a 14% increase in quarterly revenue, reaching INR750 crores compared to the previous quarter.
- The company holds a substantial order book of INR3,300 crores, with active orders around INR2,500 crores, indicating strong future business potential.
- The machine tool division's revenue increased by 4% quarter-over-quarter, showcasing growth in this segment.
- The company is optimistic about future demand due to new policies, such as the Gujarat policy, which could positively impact the textile sector.
- LMW Ltd is expanding its global presence, with significant export orders and a strategic focus on long-term contracts in the metallics division.
- There was a 43% decrease in half-year revenue compared to the previous year, indicating significant challenges in maintaining growth.
- Profit before tax (PBT) decreased by 79% compared to the previous period, highlighting financial pressure.
- The textile machinery division is operating at only 45% to 50% capacity, reflecting underutilization and potential inefficiencies.
- The company faces challenges in international markets, particularly in Bangladesh and Turkey, due to economic and forex issues.
- The foundry division is experiencing losses, contributing to overall margin pressure and affecting profitability.
Ladies and gentlemen, good day. And welcome to the earnings call of LMW Limited for quarter two of fy 24-25 hosted by NSDL.
As a reminder, please note that the participants' lines will be in listen-only mode and there will be an opportunity to ask questions after the brief by the company officials.
Should you require any assistance during the conference call and raise questions? Please signal the operator by raising your hands. Please note that this call is being recorded. This is Samir from NSDL. We have with us Mr Senthil, Chief Financial Officer and B Dhanalakshmi, senior general manager of the company and over to you, sir.
Good afternoon, everyone and thank you for joining the LMW limited earnings call for Q2 FI 24 25.
We'll have a brief about the overall performance of the company for the period ending September 24 followed by an interactive session. I would also like to clarify that certain statements made in the discussion of the conference will be forward-looking in
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