Investor Presentation for the 2nd Quarter and Half year ended September 30, 2026

LIL:CS:IP:2026-27 Date: October 26, 2026 BSE Limited National Stock Exchange of India Limited Listing & Compliance Department Listing & Compliance Department Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1 Block G, Dalal Street, Mumbai - 400001 Bandra Kurla Complex, Bandra (E), Mumbai – 400051 Security Code: 517206 Symbol: LUMAXIND Sub: Investor Presentation for the 2nd Quarter and Half Year ended September 30, 2026. Dear Sir/Ma'am, Please find enclosed herewith the Investor Presentation of the Company for the 2nd Quarter and Half Year ended September 30, 2026. The same shall also be made available on the website of the Company at https://www.lumaxworld.in/lumaxindustries/index.html This is for your information and records. Thanking you, Yours Faithfully. For Lumax Industries Limited Raajesh Kumar Gupta Executive Director & Company Secretary ICSI M. No. ACS-8709 Encl: As stated above Lumax Industries Limited Q2 & H1 FY 27 Investor Presentation Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Lumax Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Evolving, Innovating, Transforming For Tomorrow 2 Contents 01 Who We Are: Lumax Group & Lumax Industries 4 02 Strategy, Technology & Leadership 15 03 Q2 & H1 FY27 Operational & Financial Performance 22 04 ESG & CSR Initiatives 36 05 Awards & Accolades 40 06 Glossary 43 Evolving, Innovating, Transforming For Tomorrow 3 Who We Are Lumax Group & Lumax Industries Lumax Group A Legacy of Innovation, A Future of Transformation 8 Decades of Group Legacy 4 Decades of Lumax Industries Evolving, Innovating, Transforming For Tomorrow 5 A New Era HERITAGE STABILITY PASSION WARMTH ENERGY POSITIVITY - Amalgamation of our eight-decade legacy & our eternal existence - Seamless and smooth transition over three generations - Shows the lineage of our Brand’s ethos across each era Evolving, Innovating, Transforming For Tomorrow 6 Lumax Group at a Glance 8 41 8 10 7 15,000+ INR ~12,000 Cr Decades of Manufacturing States in India Partnerships Design, R&D, engineering Employees Lumax brand revenue, FY26 legacy facilities & tech centres Lumax Industries Limited (LIL) Lumax Auto Technologies Limited (LATL) Listed on BSE & NSE Listed on BSE & NSE • Leader in automotive lighting: end-to-end exterior lighting, interior • Diversified automotive systems: Advanced Plastics & Interiors, cabin lighting and new-technology lighting (AFS, ADB, Matrix) Structures & Control Systems, Mechatronics, Alternate Fuels and Aftermarket • Serves all segments – 2W, 4W, CV and farm equipment • One of the dominant players in gear shifters, interior solutions and • Technology partners: Stanley Electric, Japan (since 1984) and SL CNG components. Corporation, Korea (since 1997) • 8 partnerships across Japan, Italy, Spain, Israel and India • 12 manufacturing plants • 29 manufacturing plants Group figures include Lumax Industries Limited and Lumax Auto Technologies Limited, along with their subsidiaries, JVs and associates. Lumax Brand Revenue includes revenues of SL Lumax Limited, an associate of Lumax Industries Limited and their collaboration encompasses the production of end-to-end lighting systems and other automotive components Evolving, Innovating, Transforming For Tomorrow 7 Lumax Group: Our Purpose, Vision and Values Our Purpose Our Vision Our Values Evolving, Innovating, Transforming For Tomorrow 8 Lumax Group: Journey over the Years 1945–1955 1975–1985 1995–2005 2015–2023 • Founded ‘Globe Auto Industries’ • Lumax Industries Pvt Limited • Lumax Industries JV with SL • JVs with FAE, Spain; Ituran, Israel; as a trading partnership firm established from Globe Auto Corporation, Korea (1997) Yokowo, Japan; and Alps Alpine, Industries • Lumax Auto Electricals renamed Japan • Technical agreement with Stanley, Lumax Auto Technologies Limited Japan for lighting equipment • Lumax Auto Electricals established to manufacture 2-wheeler lighting at Bhosari, Maharashtra 1955–1975 1985–1995 2005–2015 2023–2026 • Set up dedicated unit for • Lumax Industries listed on the • Lumax Auto Technologies listed • Acquired 60% stake in Greenfuel automotive lighting equipment in stock exchanges on the stock exchanges Energy Solutions Delhi-NCR and Maharashtra • JVs with Cornaglia, Italy and • Opened ‘SHIFT’ tech centre, Mannoh Industrial, Japan Bengaluru • Opened Japan satellite office and China representative office • Merger of IAC India completed Evolving, Innovating, Transforming For Tomorrow 9 Lumax Industries Limited (LIL) at a Glance FY26 INR 4,184 Cr INR 412 Cr INR 173 Cr INR 410+ Cr 24% Financial Revenue EBITDA (9.8% margin) PAT Capex Revenue CAGR, FY22– highlights FY26 Revenue mix by product, FY26 69% 22% 9% 12 2 2 50 Front lighting (69%) Rear lighting (22%) Others (9%) Manufacturing Global technology R&D centres – Patents filed; 6 facilities pan-India partners Gurugram & Pune awarded* Revenue mix by vehicle segment, FY26 65% 29% 6% Passenger vehicles (65%) Two-wheelers (29%) Commercial vehicles (6%) 88% 61% 46% 2 Revenue mix by technology, FY26 LED share of LED share of order Contribution to Overseas design revenue, FY26 61% 39% book, end of FY26 Lumax Group centres – Taiwan & revenue Czech Republic LED (61%) Conventional (39%) FY26 figures are consolidated. CAGR = compound annual growth rate. Manufacturing facilities include SL Lumax Limited (associate). Lumax Group revenue refers to combined revenue of Lumax Industries Limited and Lumax Auto Technologies Limited. *Patents filed and awarded as on September 30, 2026. Evolving, Innovating, Transforming For Tomorrow [Showing first 8,000 characters — download PDF for full document]