'
LMW hosted a conference call on
May 15, 2025. In the conference call the company was represented by V Senthil,
CFO of the company.
Key takeaways of the call
TMD domestic order book as end of
Mar 31, 2025 stood at Rs 2900 crore. Of the order book the active orders were
about 75%. Additionally TMD exports order
book stood Rs 260 crore. ATC order book is over Rs 400 crore.
TMD Revenue mix for FY25 is OEM
65%, ex 13%, 22% spares for TMD division. In Q4FY25 70% OEMs, 12% Exports and 18%
spares.
TMD market update: Six months of
downtrend in TMD order booking and that continues in current quarter ending Jun
2025 as well. Under tariff war scenario, the market dynamics is different. Capacity
utilization of spinning mill customers of the company are about 90% and they
are reasonably profitable. Instead of additional capacity they are going for modernization
currently. There is good traction in FTAs, ta...
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
|
|