Press Release

LIL/2026-27/16 Dated: 04.11.2026 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 and half year ended September 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 Q2 and H1 FY27 Earnings Press Release Q2 FY27 Revenue from Operations at Rs. 661 Crore Q2 FY27 Operating EBITDA at Rs. 84 Crore, with Margin of 12.8% Q2 FY27 PAT of Rs. 53 Crore, with Margin of 7.9% Manufacturing Order Book at Rs 922 Crore; EPC Order Book at Rs. 1,963 Crore & Total Order Book at Rs. 2,885 Crore Kolkata, 4th November 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 unaudited financial results for the quarter and half year ended 30th September 2026. Consolidated Financial Highlights: Q2 Q2 Y-o-Y Q1 Q-o-Q H1 H1 Y-o-Y Rs. Cr FY27 FY26 (%) FY27 (%) FY27 FY26 (%) Revenue from Operations 661 509 30% 521 27% 1,183 946 25% Operating EBITDA 84 63 34% 71 19% 155 116 34% Operating EBITDA Margin (%) 12.8% 12.4% 40 bps 13.6% (82 bps) 13.1% 12.2% 91 bps PAT 53 35 51% 40 32% 93 66 42% PAT Margin (%) 7.9% 6.8% 109 bps 7.6% 30 bps 7.8% 6.8% 99 bps Basic EPS (Rs.) 2.0 1.4 40% 1.6 23% 3.7 2.7 37% Manufacturing Business: Q2 Q2 Y-o-Y Q1 Q-o-Q H1 H1 Y-o-Y Rs. Cr FY27 FY26 (%) FY27 (%) FY27 FY26 (%) Revenue from Operations 460 331 39% 371 24% 831 679 22% Operating EBITDA 58 39 52% 49 18% 108 79 36% Operating EBITDA Margin (%) 12.7% 11.6% 110 bps 13.3% (60) bps 13.0% 11.7% 130 bps EPC Business: Q2 Q2 Y-o-Y Q1 Q-o-Q H1 H1 Y-o-Y Rs. Cr FY27 FY26 (%) FY27 (%) FY27 FY26 (%) Revenue from Operations 201 178 13% 150 34% 352 267 32% Operating EBITDA 26 24 6% 21 21% 47 36 31% Operating EBITDA Margin (%) 12.9% 13.7% (80) bps 14.3% (140) bps 13.5% 13.6% (10) bps H1 FY27 Revenue from Operations H1 FY27 Order Book H1 FY27 Operating EBITDA (Rs 1,183 Crore) (Rs 2,885 Crore) Margins (13.1%) 30% 32% 13.5% 68% 13.0% Products EPC Manufacturing EPC Note: EBITDA excludes Other Income Page 1 of 3 Q2 and H1 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 announce yet another successful set of results for Q2 and H1 FY27. During the second quarter of year, Revenue from Operations was Rs. 661 crore, registering a growth of 30% YoY. From a profitability perspective, Operating EBITDA was Rs. 84 crore, with a margin of 12.8%, while Profit after Tax was Rs. 53 crore, with a margin of 7.9%. During H1, the Company generated positive Cash Flow from Operations of Rs. 56 crore. Our order book of Rs. 2,885 crore as of September 30, 2026, comprised Rs. 922 crore from Manufacturing and Rs. 1,963 crore from EPC, providing visibility across both businesses. Post September 30, 2026, we have received orders worth Rs. 386 crore across conductors, cables and underground distribution infrastructure, reflecting demand across our product and project offerings. Additionally, we are L1 in tenders worth Rs. 555 crore. The Ranihati expansion is central to our next phase of growth. The facility will add 35,000 MT of annual capacity in phases, increasing our total installed capacity from 40,000 MT to 75,000 MT. Alongside increasing manufacturing scale, it will broaden our cable portfolio to include HT power cables up to 66 kV. Commercial production under the first phase is expected to commence in Q4 FY27. We see opportunities for conductors and cables, supported by renewable energy capacity additions, the expansion of data centres and continued investment in power infrastructure. Initiatives such as Green Energy Corridor Phase III and infrastructure development under PM Gati Shakti are expected to support demand for our products. We also see opportunities for specialised products, particularly HTLS conductors, as utilities seek to increase power transfer capacity across existing networks. Our integrated manufacturing and EPC model combines product expertise with project execution, providing greater control over product quality, supply and execution timelines. Looking ahead, our priorities are to advance the Ranihati expansion, increase the contribution of specialised conductors and cables, and execute our order book efficiently. In EPC, we will focus on opportunities where our manufacturing capabilities and project experience offer a competitive advantage, particularly in substations, distribution infrastructure and HTLS reconductoring. We remain focused on creating long-term value through disciplined growth and execution.” For further information, please contact: Hemant Bhuwania Neha Dingria / Kapil Juneja Chief Financial Officer +91 73032 11037 Investor.relation@luminoindustries.com lumino@churchgatepartners.com Page 2 of 3 Q2 and H1 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 (Amta Road, Ganesh Complex, Gate No. 1), 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/ Statements in this document relating to future status, events, or circumstances, including but not limited to statements about plans and objectives, the progress and results of research and development, potential project characteristics, project potential and target dates for project related issues are forward-looking statements based on estimates and the anticipated effects of future events on current and developing circumstances. Such statements are subject to numerous risks and uncertaint [Showing first 8,000 characters — download PDF for full document]