Investor Presentation

November 05, 2026 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai - 400 051 Mumbai - 400 001 Trading Symbol: LCL Scrip Code: 544839 Dear Sir/Madam, Sub: Presentation on the Unaudited Financial Results for the quarter and half year ended September 30, 2026 Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Presentation on the Consolidated and Standalone Unaudited Financial Results of the Company for the quarter and half year ended September 30, 2026, which will be discussed during the Earnings Call scheduled to be held on Friday, November 06, 2026 at 01:30 P.M. (IST). The aforesaid presentation is also being made available on the website of the Company at https://www.lohiagroup.com/investor-relations Sincerely, for Lohia Corp Limited Shikha Srivastava Company Secretary and Compliance Officer Lohia Corp Limited Regd. Off.: D-3/A, Panki Industrial Estate, Kanpur - 208 022, India | T: +91 512 2246500 | M: +91 9936294101 | E: Isl@lohiagroup.com HO: Lohia Industrial Complex, Chaubepur, Kanpur - 209 203, India | T: +91 512 2593100 | M: +91 9936294000 Sales Offices in India: Overseas Offices/Associates: www.lohiagroup.com Ahmedabad | Bengaluru | Delhi | Kolkata B a n g k o k | B u r lington – NC | Dubai | Itajai-Brazil C I N : L 2 8 2 6 1 U P 2 0 2 3 P L C 1 8 3 4 7 6 Lohia Corp Limited Investor Presentation – Q2FY27 November 2026 Disclaimer This presentation and the accompanying slides (the “Presentation”) have been prepared by Lohia Corp Limited (the “Company”) solely for information purposes and do not constitute an offer, recommendation or invitation to purchase or subscribe for any securities of the Company, and shall not form the basis of, or be relied upon in connection with, any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of an applicable 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. However, no representation or warranty, express or implied, is made as to the accuracy, completeness, fairness or reasonableness of the information contained herein, and no reliance should be placed on this Presentation as a complete statement of the matters discussed. This Presentation may not be all-inclusive and may not contain all of the information that an investor may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain statements in this Presentation concerning the Company’s business, strategy, market opportunity, growth prospects and future performance may constitute forward-looking statements. Such statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements. These risks and uncertainties include, but are not limited to, changes in domestic and international economic conditions, market demand and supply, competition, raw material prices, foreign exchange fluctuations, regulatory and policy changes, technological developments, project execution, customer demand, industry conditions and the Company’s ability to successfully implement its business strategy and growth plans. The Company does not undertake any obligation to update, revise or otherwise modify any forward-looking statements contained in this Presentation, whether as a result of new information, future events or otherwise, except as may be required under applicable law. Any forward-looking statements, projections or estimates made by third parties and included in this Presentation are not adopted by the Company, and the Company assumes no responsibility for such statements or projections. TABLE OF CONTENTS 01 Financial and Operational Performance 4 02 Company Overview 10 03 Industry Overview 27 04 Historical Financial Statements 29 05 Data Book 32 Financial and Operational Performance - Consolidated Key Highlights Q2FY27 Performance H1FY27 Performance Strong Balance Sheet* Total Income Total Income Net Debt / Equity 6,003 11,099 (0.18x) INR Mn INR Mn +43.0% YoY | +17.8% QoQ +50.2% YoY ROCE EBITDA EBITDA 51.3% 1,155 2,156 INR Mn INR Mn +33.3% YoY | +15.3% QoQ +75.5% YoY 42.8% EBITDA Margin EBITDA Margin 19.4% 19.7% -128 bps YoY | -49 bps QoQ +291 bps YoY Order Book PAT PAT 777 1,440 INR Mn INR Mn 19,936 INR Mn +48.2% YoY | +17.3% QoQ +107.7% YoY *Net debt and equity as on 30 September 2026. Net Debt = Total Debt less Cash and Cash Equivalents less Current Investments; ROCE and ROE are based on annualized profits Total Income includes other Operating and Non-Operating Income; EBITDA is calculated excluding other income Q2 and H1FY27 Financial Highlights Revenue from EBITDA & PAT & Highlights Operations EBITDA Margin PAT Margin ✓Strong Q2 and H1 Revenue 18.2% 42.0% 49.6% 15.3% 33.3% 75.5% 17.3% 48.2% 107.7% Performance driven by sustained momentum in all segments ( 21% 20% 19% 17% 20% 12% 13% 13% 9% 13% Machinery , After Market Revenue and Other Revenue) of the business 10,974 2,156 1,440 ✓Material margin moderated during the quarter, on account of higher 7,338 commodity prices. This was driven by macro economic factors 1,229 5,943 1,155 777 5,030 1,002 663 693 ✓EBITDA margins however have 4,184 867 remained resilient, on account of operating leverage as increase in employee costs and other expenses were moderate relative to sales growth Q2 Q1 Q2 H1 H1 Q2 Q1 Q2 H1 H1 Q2 Q1 Q2 H1 H1 ✓PAT margin followed similar trajectory FY26 FY27 FY27 FY26 FY27 FY26 FY27 FY27 FY26 FY27 FY26 FY27 FY27 FY26 FY27 on quarterly numbers and expanded sharply on half yearly numbers Q-o-Q Y-o-Y Q2 and H1FY27 Operational Highlights Revenue Breakup Region-wise Sales Order Book Highlights (INR Mn) Distribution (INR Mn) ✓Machine sales grew 44% YoY to INR 25,000 4,808 Mn in Q2 and 53% in H1, Q2 FY26 49% 51% contributing about 80% of revenue 19,936 1,146 Q1 FY27 59% 41% 20,000 ✓Aftermarket revenue rose 16% YoY to 1,010 17,782 INR 540 Mn in Q2 and 13% in H1, adding a steady recurring revenue Q2 FY27 63% 37% 690 stream 15,000 ✓Overseas revenue rose to INR 2,185 Mn 550 10,307 470 8,818 in Q2 (+6% QoQ, +2% YoY) underscoring 10,000 the growing strength in international 5,755 4,808 H1 FY26 52% 48% operations; its share fell to 37% from 4,010 3,348 51% as domestic sales grew ~83% YoY, 5,000 not due to weaker exports H1 FY27 61% 39% Q2 Q1 Q2 H1 H1 FY26 FY27 FY27 FY26 FY27 ✓Total Order book nearly doubled YoY - (+93%) to INR 19,936 Mn and grew 12% Machines Aftermarket Others Domestic Overseas Q2FY26 Q1FY27 Q2FY27 QoQ, providing strong visibility for the coming quarters. Order book for exports is also at an all time high Quarterly Business Highlights (1/2) Events in Recycling Segment EXECUTION DEVELOPMENT EXHIBITIONS Participated in Global Conclave on Plastics Recycling and Sustainability (GCPRS) at New Delhi and Plastics Recycling (PRS) show at Mumbai. Both events witnessed encouraging customer engagement with strong interest in the Reclamax 120 (500kg/hr recycling m/c) ReclaPro D150 (Mother Baby) Company’s Post –Consumer Recycling Solutions Largest machine in the ReclaMax series The Mother-Baby Extruder is an advanced two- stage extrusion system designed to enhance the - A powerful single-step recycling solution to efficiency and quality of plastic recycling, produce quality recycled pellets. It is ideal for particularly for post-consumer and contaminated various applications such as raffia waste, bags, plastic waste. tapes, fibres and thick-walled scrap. It represents an important advancement in - Supplied to a [Showing first 8,000 characters — download PDF for full document]