₹17326.0
+1.1% today
· 30d +7.82%
as of 2026-11-09
Price · Daily Candles
“LMW's Q4 Surge: Profit Jumps 33.19% as FIIs nibble at institutional holdings.”
LMW delivered a robust Q4 2026 performance with net profit increasing 33.19% YoY to ₹64 Cr and revenue up 16.12% YoY to ₹933 Cr. Despite recent quarterly strength, the company's valuation metrics are elevated, with a trailing P/E of 125.21 and ROCE at 7.0%, while its 3-year revenue and net profit CAGRs sit at -12.98% and -30.18% respectively.
BULL CASE
+Q4 2026 net profit surged 33.19% YoY to ₹64 Cr, alongside a 16.12% YoY revenue growth to ₹933 Cr.
+Operating profit margin improved slightly by 0.33% YoY in Q4 2026.
+FIIs increased their stake by 0.07% to 5.54% in Q4 2026, signaling renewed interest.
+The stock has shown positive short-term momentum, with 1-month returns at 7.41% and 1-week returns at 6.08%.
BEAR CASE
−The trailing P/E ratio of 125.21 and P/B of 5.77 indicate a stretched valuation compared to historical norms.
−The company's ROCE stands at a low 7.0%, significantly behind peers like CUMMINSIND (35.32%) and ABB (30.29%).
−Longer-term growth shows deterioration, with 3-year revenue CAGR at -12.98% and net profit CAGR at -30.18%.
−ML predictions show weak ranks for FCF growth across all horizons, with FCF 1Y stable 7Y ranking at 0.0.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-09-30
REVENUE
₹1132 Cr
+37.72% YoY
NET PROFIT
₹71 Cr
+74.07% YoY
OPM
11.45%
+1.59pp YoY
EPS
₹66.68
PE 125.21
Intrinsic value · DCF: N/A — ML model predicts severe Δ FCF compression (h1=-0.8%, h2=+1.2%, h3=-1.0% of mktcap), driving projected FCF negative by year 3 despite healthy current FCF. Treating as forecast outlier rather than reporting a misleading ₹0 valuation. Use the Strategy Fit and ML sections instead.
◇ Sector Position
LMW trades at a significantly higher P/E of 125.21 compared to peers like SIEMENS (62.23) and CUMMINSIND (75.1), while its ROCE of 7.0% lags substantially behind the sector leaders like GVT&D (47.75) and CUMMINSIND (35.32).
PEERPEROCE %
LMW125.217.0
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ML Forward Growth Predictions 🔒
50
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
STRONG
75
Valuation
STRETCHED
5
Growth
STEADY
66
Profitability
AVERAGE
42
Technicals
NEUTRAL
65
Risk
MODERATE
50
Key Stats
TTM PE
125.21
P/B
5.77
52W HIGH
₹20151.0
OFF HIGH
-14.02%
DIV YIELD
0.24%
MKT CAP
₹18426 Cr
◉ Active Signals
MACDBullish173.2655
RSI(14)Neutral56.92
Street Consensus
2 analysts₹11323.0
mean target
Low ₹7658.0Now ₹17326.0High ₹14988.0
⧉ Strategy Fit 🔒