'
LMW hosted a conference call on
July 18, 2025. In the conference call the company was represented by V Senthil,
CFO.
Key takeaways of the call
TMD order book as end of Jun 2025
stood at Rs 2800 crore and of which active order book is about 52-55%. TMD export order book is Rs 200 crore.
STO of TMD in Q1FY26 was Rs 415
crore against Rs 440 crore, a decline of 6%YoY. Of which domestic is 65%,
spares 26% and exports was 9%. In Q1FY25
the STO of China and Middle East stood at Rs 208 crore (vs. Rs 206 crore) and
Rs 33 crore (vs. RS 26.9 crore)
respectively. with loss at China being RS 4.9 crore. The loss of LMW holding in
Q1FY26 was Rs 13 crore with LMW China’s loss stand at RS 4.9 crore.
TMD division continue to work for
5 days a week. Seeing lower inflow of orders for last 7-8 quarters resulting in
lower capacity utilisation and lower machine offtake. Global tariff uncertainties resulted in lower
...
Pleaselogin & subscribe to view the full report.
More Reports
-
(05-Feb-2025)
Castrol India
Expects EBITDA margin of 22%-25% for CY25
-
(10-Feb-2023)
Deepak Nitrite
Plans capex of about Rs 1500 crore for FY23 and FY24
-
(09-Feb-2023)
Mayur Uniquoters
Targets revenue of Rs 1000 crore in FY24
-
(31-Jan-2023)
Tega industries
Capex plan is US$ 30-32 million for next three years
|
|