LMW Q2 FY27: PAT ₹66.01 & Rev ₹891.47 Cr

Investor Takeaways

Revenue grew 69.9% YoY to ₹891.47 crores in Q1 June 2026.

Net profit increased to ₹66.01 crores in Q1 June 2026.

Board approved MoA amendment to expand business scope and initiated postal ballot for shareholder approval.

Voluntary retirement scheme expense of ₹2.41 crores disclosed.

Current Fundamentals: Market Cap ₹15,555.52 Cr, P/E Ratio 128.82.

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹891.47 Cr	69.9%
Net Profit	₹66.01 Cr	N/A
OPM	7.41%	N/A
EPS	₹61.76	N/A

What Changed

The filing reveals a significant revenue surge driven by strong YoY growth to ₹891.47 crores, accompanied by a substantial rise in net profit to ₹66.01 crores. The company has initiated strategic expansion by amending its Memorandum of Association to enter new sectors and seeking shareholder approval via postal ballot, signaling diversification beyond core industrial manufacturing. The voluntary retirement scheme expense of ₹2.41 crores indicates workforce restructuring. Current fundamentals show a high P/E ratio of 128.82 relative to peers like HAL (33.73) and BEL (62.03), suggesting elevated valuation expectations. The Q1 June 2026 performance marks a notable improvement from previous quarters, particularly the sharp rise in net profit and OPM from Q4FY24's ₹65.98 crores and 7.57% OPM.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
LMW Limited	128.82	N/A	N/A	15,555.52
Bharat Electronics Limited (BEL)	62.03	N/A	N/A	3,09,678.78
Hindustan Aeronautics Limited (HAL)	33.73	N/A	N/A	2,93,338.09
Cummins India Limited (CUMMINSIND)	74.38	N/A	N/A	1,49,466.24

LMW Limited's P/E ratio of 128.82 is significantly higher than BEL (62.03), HAL (33.73), and Cummins India (74.38), indicating a premium valuation relative to established peers in the capital goods sector.

Risks & Concerns

No specific risks identified in this filing.

⚠️ Voluntary retirement scheme expense of ₹2.41 crores may impact short-term profitability.

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	766.43	19.3	4.67
Q2FY25	768.99	24.46	4.19
Q1FY25	672.96	11.02	1.97
Q4FY24	970.65	65.98	7.57

CRITICAL: Quarterly trend data is included as provided in the context. The Q1 June 2026 figures (₹891.47 Cr revenue, ₹66.01 Cr profit) are not part of the quarterly trend table, which only covers Q3FY25 to Q4FY24. The Q1 June 2026 data is presented separately in the Key Financial Highlights and What Changed sections.

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About LMW Limited (LMW)

Capital Goods · Engineering · Listed on NSE

Market Cap: ₹20,315.49 Cr P/E: 116.2 ROE: 6.1% ROCE: 8.2% Div Yield: 0.18%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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