'
LMW hosted a conference call on
Jan 29, 2026. In the conference call the company was represented by V Senthil, CFO.
Key takeaways of the call
TMD order book was Rs 2600 crore
of which active orders were Rs 1500 crore. LMW China order book stood at Rs 6 crore.
TM demand is cyclical and every
eight year there will be a down cycle and upcycle. Post slowdown of 18 months
there was an anticipation of bounce back of TM demand but the tariff issue was
not expected. This put a spoke. Order flow has been better in Q3FY26
compared to last year 12 months. Right
actions have been taken up but confidence has to come back in end use segment
for demand to pickup.
Every eight year there will be a
down cycle and upcycle.
During the down time the company
continues to invest in new TM products as well as on efficiency improvement of its
manufacturing plant....
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