Analysts/Institutional Investor Meet/Con. Call Updates

November 09, 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: Transcript of the Earnings Call dated November 06, 2026 Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith the transcript of the Earnings Call held on November 06, 2026, in connection with the Unaudited Consolidated and Standalone Financial Results of the Company for the quarter and half year ended September 30, 2026. The transcript of the call is also uploaded on the Company’s website i.e. https://www.lohiagroup.com/investor- relations This is for information and records. 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 Q2 FY27 Earnings Conference Call” November 06, 2026 MANAGEMENT: MR. GAURAV LOHIA – WHOLE-TIME DIRECTOR AND CHIEF OPERATING OFFICER – LOHIA CORP LIMITED MR. ANUPAM AGARWAL – CHIEF FINANCIAL OFFICER – LOHIA CORP LIMITED MR. K.G. GUPTA – ADVISOR TO CHAIRMAN AND MANAGING DIRECTOR – LOHIA CORP LIMITED MODERATOR: MR. ASHISH PODDAR – MOTILAL OSWAL FINANCIAL SERVICES LIMITED Page 1 of 20 Lohia Corp Limited November 06, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Lohia Corp Limited Q2 FY27 Earnings Conference Call hosted by Motilal Oswal Financial Services Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star and then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Ashish Poddar from Motilal Oswal Financial Services Limited. Thank you, and over to you, sir. Ashish Poddar: Yes. Thank you, Sagar. Thank you everyone for joining us today in Lohia Corp’s Limited Q2 FY27 earnings conference call. We have a pleasure to host Mr. Gaurav Lohia, the Whole-Time Director and Chief Operating Officer, Mr. Anupam Agarwal, Chief Financial Officer, and Mr. K.G. Gupta, Advisor to CMD, sir Without ado, I hand over the call to Gaurav ji for his opening remarks, post which we can open the floor for Q&A. Over to you, Gaurav. Gaurav Lohia: Thank you. Good afternoon, everyone. Thank you for joining us for Lohia Corp Limited’s Q2 and H1 FY27 earnings conference call. It is a pleasure to connect with our shareholders and the investor community once again. Following our recent listing, we have had the opportunity to engage with the wider investor audience. We value this engagement and remain committed to building long-term relationships through consistent performance, transparency, and responsible business practices. For those who are relatively new to Lohia Corp, let me briefly introduce our business. Lohia Corp is among the leading global manufacturers of machinery and equipment for technical textiles, with a strong presence in woven plastic fabric and flat production. Our solutions span the entire production value chain, from tape extrusion and circular weaving to coating, printing, and back conversion. With manufacturing operations across India, the US, and Italy, we serve a diverse global customer base across packaging and non-packaging application sectors. Research, innovation, and engineering excellence remain central to our business. Our R&D center in Kanpur and Digital Innovation Center in Bangalore support product development across machine design, automation, polymer processing, and digital technologies. Our intellectual property portfolio includes 71 patents in India and 56 patents internationally, alongside a growing pipeline of patent applications and design registrations. These capabilities help us develop differentiated machines offering higher productivity, greater automation, and lower operating costs. Our strategic priorities are to strengthen our leadership in woven plastic machinery, while expanding into conversion equipment, high-performance fiber equipment, monofilament machinery, and recycling technologies, leveraging our engineering capabilities to broaden our addressable markets. Page 2 of 20 Lohia Corp Limited November 06, 2026 Alongside product innovation and expanding our international presence and strengthening our aftermarket services remain important priorities. Our focus on technical support, remote assistance, and operator training enables us to build deeper customer relationships and create value throughout the operating life of our equipment. In the recycling segment, we supplied the ReclaMax 120, the largest machine in the ReclaMax series with a capacity of 500 kgs per hour, to a key customer in India on August 26th. We also advanced the development of ReclaPro D150, which is mother-baby extruder series, a two-stage solution designed to improve the quality and efficiency of recycling post-consumer and contaminated plastic waste. We are also pursuing opportunities beyond our core woven plastic machinery business, particularly in recycling equipment and specialized technical applications. During the quarter, we executed 1,000-millimeter specialized stretching line for a key Indian customer to process ultra-high molecular weight polyethylene for the defense sector. We also secured our first order from South Korea, making an important milestone in our international expansion. Our emphasis on aftermarket support, digital services, and customer engagement also continues. During the quarter, we hosted a customer care meet in Udaipur, bringing together our sales, service, spares, and technical teams for direct engagement with customers. We also participated in five industry exhibitions across India and international markets. Strengthening customer outreach and brand visibility. In addition, our Technical Training & Research Centre led the BIS working group on a new national standard for polylactic acid, which is a kind of a bioplastic, and helped advance ISO 15270-3 on physical recycling to the draft international standard stage. Overall, the quarter delivered strong growth across revenue and profitability, supported by a robust order book. Anupam ji will take you through the detailed financial performance shortly. Looking ahead, our focus remains on executing our order book efficiently, strengthening our technological capabilities, expanding our product portfolio, and pursuing sustainable growth opportunities with financial and operational discipline. We believe that our established global presence, strong engineering capabilities, extensive intellectual property portfolio, and customer-centric approach provide a solid foundation for the next phase of Lohia Corp's growth. I would like to thank our employees, customers, business partners, and shareholders for the continued trust and support. With that, I would now request our CFO, Mr. Anupam Agarwal, to take you through the financial performance for the quarter and the first half of the year. Thank you. Anupam Agarwal: Thank you, Gaurav-ji. Good afternoon, everyone. I will take you through our financial performance for the quarter and the first half of the year, along with key business developments, order book movement, and our financial position. Page 3 of 20 Loh [Showing first 8,000 characters — download PDF for full document]