Press Release

LIL/2026-27/06 Dated: 21.09.2026 The Secretary The Manager BSE Limited National Stock Exchange of India Limited New Trading Wing Exchange Plaza, C-1, Block “G” Rotunda Building 5th floor, Bandra Kurla Complex PJ Tower, Dalal Street Bandra East Mumbai- 400001 Mumbai- 400051 Scrip Code: 544894 SYMBOL: LUMINO Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015 - Press Release Dear Sir / Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of the Press Release in connection with the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. The aforesaid disclosure will also be hosted on the Company’s website at https://luminoindustries.com/. We request you to kindly take the aforesaid information on record. Thanking you, Yours Faithfully, For Lumino Industries Limited Vivek Jain Company Secretary & Compliance Officer M. No: A36946 Encl: As above Q1 FY27 Earnings Press Release Q1 FY27 Revenue from Operations at Rs. 521 Cr Q1 FY27 Operating EBITDA at Rs. 71 Cr, with Margin of 13.6% Q1 FY27 PAT of Rs. 40 Cr, EPS of Rs. 1.65 Manufacturing Order Book at Rs 1,046 Cr; EPC Order Book at Rs. 2,013 Cr Kolkata, 21st September 2026: Lumino Industries Limited (“Lumino Industries” or the “Company”) (BSE: 544894 | NSE: LUMINO), a leading manufacturer and solution provider in the power transmission and distribution sector in India, has announced its first unaudited financial results for the quarter ended 30th June 2026. Note: The Company will not conduct an earnings call for Q1 FY27, given the proximity to the end of Q2 FY27 on 30th September 2026. Consolidated Financial Highlights: Q1 Q1 Y-o-Y Q4 Q-o-Q Y-o-Y Rs. Cr FY26 FY25 FY27 FY26 (%) FY26 (%) (%) Revenue from Operations 521 437 19.3% 712 (26.7%) 2,041 1,918 6.4% Operating EBITDA 71 53 34.2% 90 (21.6%) 239 223 7.2% Operating EBITDA Margin (%) 13.6% 12.1% 1.5% 12.7% 90 bps 11.7% 11.6% 9 bps PAT 40 30 32.4% 66 (39.5%) 160 125 28.4% PAT Margin (%) 7.6% 6.8% 80 bps 9.1% (1.5%) 7.7% 6.4% 126 bps Basic EPS (Rs.) 1.65 1.25 32.4% 2.73 (39.5%) 6.57 5.11 28.6% Manufacturing Business: Q1 Q1 Y-o-Y Q4 Q-o-Q Y-o-Y Rs. Cr FY26 FY25 FY27 FY26 (%) FY26 (%) (%) Revenue from Operations 371 348 6.5% 516 (28.1%) 1,423 1,246 14.2% Operating EBITDA 49 41 21.2% 64 (23.2%) 165 143 15.4% Operating EBITDA Margin (%) 13.3% 11.7% 1.6% 12.5% 80 bps 11.6% 11.5% 12 bps EPC Business: Q1 Q1 Y-o-Y Q4 Q-o-Q Y-o-Y Rs. Cr FY26 FY25 FY27 FY26 (%) FY26 (%) (%) Revenue from Operations 150 89 69.6% 196 (23.2%) 618 672 (8.0)% Operating EBITDA 21 12 78.7% 26 (17.4%) 74 80 (7.5)% Operating EBITDA Margin (%) 14.1% 13.4% 70 bps 13.1% 1.0% 12.0% 11.9% 7 bps Q1 FY27 Revenue from Operations Q1 FY27 Order Book Q1 FY27 EBITDA Margins (Rs 521 Cr) (Rs 3,059 Cr) (13.6%) 29% 34% 14.1% 13.3% 71% 66% Products EPC Manufacturing EPC Page 1 of 3 Q1 FY27 Earnings Press Release Commenting on the performance, Mr. Devendra Goel, Managing Director, Lumino Industries said: “The leadership team at Lumino Industries is pleased to present the Company’s first unaudited quarterly results following its listing on September 3, 2026. The Company completed an IPO of Rs. 700 crore, including a fresh issue of Rs. 500 crore with net proceeds being mainly used for the repayment of borrowings and capex for manufacturing facilities. Over three decades, Lumino Industries has successfully transitioned from a manufacturer of conductors and cables into an integrated business combining product manufacturing with infrastructure EPC capabilities. Today, the Company supplies specialised conductors and cables to customers across sectors, in particular leading the way in HTLS conductors in India, and selectively deploys products within its own EPC business. Revenue from Operations was Rs. 521 crore in Q1 FY27, reflecting year-on-year growth of 19.3%. From a profitability perspective, Operating EBITDA increased by 34.2% to Rs. 71 crore, with the Operating EBITDA margin at 13.6% compared with 12.1% in Q1 FY26. Profit after Tax increased by 32.4% to Rs. 40 crore, with the margin at 7.6%. The Manufacturing business Revenues increased by 6.5% to Rs. 371 crore, with the EPC business reporting Revenues of Rs. 150 crore, a year-on-year growth of 70%. Order inflows of Rs. 176 crore during the quarter took the Company’s order book to Rs. 3,059 crore as of June 30, 2026, a decline of 2.9% year-on-year. The order book comprised Rs. 1,046 crore from Manufacturing and Rs. 2,013 crore from EPC. Key orders secured during the quarter included an EHV substation order from Haryana Vidyut Prasaran Nigam Limited. Subsequent to the quarter end, CRISIL Ratings upgraded the rating on the Company’s long-term bank facilities from CRISIL A/Stable to CRISIL A+/Stable. The rating on the short-term bank facilities was reaffirmed at CRISIL A1. Lumino Industries is developing the Ranihati facility to add 35,000 MT of capacity across three phases. The first 10,000 MT is targeted to commence operations in H2 FY27, followed by 11,000 MT (approx.) in Q3 FY28 and 14,000 MT (approx.) in Q1 FY29. Upon completion, the Company’s total installed capacity will increase from 40,000 MT to 75,000 MT. This expansion plan will increase capacity across existing product categories and add the capability to produce HT power cables up to 66 kV. Looking ahead, the strategic priority will be to use the additional capacity to increase the contribution from specialised conductors and cables, including products for higher-voltage applications. In EPC, the Company will focus on opportunities across substations and HTLS reconductoring, where its product manufacturing and project execution capabilities can be deployed synergistically.” Lumino Industries (BSE: 544894 | NSE: LUMINO) Listed on Stock Exchange on 3rd September 2026 Page 2 of 3 Q1 FY27 Earnings Press Release About Lumino Industries Limited: Lumino Industries Limited is a product driven integrated engineering, procurement and construction (EPC) company with a focus on manufacturing and supplying products for the power transmission and distribution industry. With over three decades of industry experience, the Company manufactures aluminium conductors, power cables and electrical wires. Its products are used across power transmission and distribution, industrial applications, renewable energy projects, communication systems, electrical panels and railway networks. The Company also undertakes EPC projects across power transmission and distribution, EHV substations, reconductoring with HTLS conductors, solar power and water management. The Company operates two manufacturing facilities in Howrah, West Bengal, with a combined capacity of 40,000 MT of aluminium consumption per year for cables and conductors. It is establishing a new manufacturing facility at Ranihati, Howrah, on 15 acres of land as part of its expansion plans. This is expected to increase production capacity from 40,000 MT to 75,000 MT and broaden product portfolio across conductors and cables. Its integrated business model enables the in-house supply of specialised products for EPC projects, improving control over quality, supply and execution timelines. As of March 31, 2026, the Company had managed operations across 26 states and four union territories in India and exported to 17 countries. Its manufacturing facilities hold multiple ISO certifications, and its in-house testing laboratory is accredited by the National Accreditation Board for Testing and Calibration Laboratories. For more details, please visit: https://luminoindustries.com/ For further information, please contact: Hemant Bhuwania Neha Dingria / Kapil Juneja Chief Financial Officer +91 73032 11037 Investor.relation@luminoindustries.com lumino@churchgatepartners.com Statements in this document relating to future status, events, or circumstances, including but not limited to statements about plans and ob [Showing first 8,000 characters — download PDF for full document]