Investor Presentation

July 29, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department, Exchange Plaza, Bandra Kurla Complex, 1st Floor, New Trading Ring, Bandra (E), Rotunda Building, P. J. Towers, Mumbai – 400 051 Dalal Street, Fort, Trading Symbol: LXCHEM Mumbai – 400 001 Scrip Code: 543277 Dear Sir / Madam, Sub: Presentation for Analyst / Institutional Investors’ meeting for the quarter ended June 30, 2026 Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Company had informed that it will hold an Investor & Analyst Meet to discuss performance for the quarter ended June 30, 2026, on Thursday, July 30, 2026, at 2:00 PM (IST). In this regard, please see the enclosed investor presentation for the aforementioned meet. We request you to take this intimation on record. For Laxmi Organic Industries Limited Aniket Hirpara Company Secretary and Compliance Officer Encl.: A/a Geared to Win; Geared for Growth Investor Presentation – Q1 FY27 July 2026 www.laxmi.com Disclaimer This presentation and the accompanying slides (the “Presentation”), have been prepared by Laxmi Organic Industries Limited (the “Company”) 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. Certain statements in this presentation concerning our future growth prospects are forward looking statements which involve a number of risks and uncertainties that could cause actual results to differmaterially from those in such forward- looking statements. The riskand uncertainties relating to the statements include, but are not limited to, risks and uncertainties regarding fiscal policy, competition, inflationary pressures and general economic conditions affecting demand / supply and price conditions in domestic andinternational markets. The Company does not undertake to update any forward -looking statement that may be made from time to time by or on behalf of the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable. 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. The Company does not make any promise to update/provide such presentation along with results to be declared in the coming quarters and years. LAXMI ORGANIC INDUSTRIES LIMITED | Q1FY27 Key Highlights – Q1 FY27 ➢Markets remained volatile due to geopolitical disturbances impacting feedstock prices and supply chain ➢Strong double-digit revenue growth across the portfolio driven by volumes and prices ➢Supply chain agility ensured timely availability of feedstock at competitive prices ➢Higher realizations and operating leverage supported strong margin growth despite higher energy and freight costs ➢Ethyl Acetate new capacity at Lote successfully commissioned ➢Scheduled Maintenance activity at Mahad Site I successfully and safely completed LAXMI ORGANIC INDUSTRIES LIMITED | Q1FY27 Financial Highlights Q1FY27 www.laxmi.com Consolidated Financial Highlights – Q1FY27 ((iinn IINNRR MMnn..)) Revenue EBITDA* PAT* +40% +272% +216% 9,683 1,143 6,929 308 214 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Gross Margin (%) EBITDA Margin (%)* PAT Margin (%)* 660 bps 740 bps 390 bps 37.5% 11.8% 7.0% 30.8% 3.1% 4.4% Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 *Q1FY26 EBITDA includes the impact of one-time supply chain redesign project expense INR 79 Mn (PAT impact INR 67 Mn) LAXMI ORGANIC INDUSTRIES LIMITED | Q1FY27 Consolidated Business Highlights – Q1 FY27 (in INR Mn.) Essentials Revenue Specialties Revenue +50% +17% 7,265 2,418 2,071 4,858 Q1FY26 Q1FY27 Q1FY26 Q1FY27 EBITDA Contribution (in %) •Both business units posted strong YoY revenue growth driven by a mix Q1FY26 Q1FY27 of volume & price •EBITDA recorded strong double-digit YoY growth in both businesses Essentials Specialties *Q1FY26 EBITDA includes the impact of one-time supply chain redesign project expense INR 79 Mn (PAT impact INR 67 Mn) LAXMI ORGANIC INDUSTRIES LIMITED | Q1FY27 Consolidated Profit & Loss – Q1FY27 (in INR Mn.) Particulars(Rs. Mn) Q1FY27 Q1FY26 Y-o-Y Q4FY26 Q-o-Q Revenue from operations 9,683 6,929 39.7% 7,353 31.7% COGS 6,057 4,794 4,880 Gross Margin 3,627 2,136 69.8% 2,473 46.7% Gross Margins (%) 37.5% 30.8% 660 bps 33.6% 380 bps Employee Cost 398 409 - 354 - Power and Fuel 766 608 - 645 - Other Expenses 1,320 811 - 938 - EBITDA 1,143 308 271.8% 536 113.2% Other Income 34 55 - 27 - Depreciation 217 171 - 192 - Finance Cost 43 49 - 47 - Profit before Tax 918 142 546.6% 325 182.6% Tax 240 (72) - 109 - PAT 677 214 216.5% 215 214.2% Q1FY26 EBITDA includes the impact of one-time supply chain redesign project expense INR 79 Mn (PAT impact INR 67 Mn) LAXMI ORGANIC INDUSTRIES LIMITED | Q1FY27 De-risking continues to Deliver Revenue from Top 10 Customers Exports continue to remain Relevant 30% 32% 36% 35% 23% 23% 70% 68% 64% 65% FY24 FY25 FY26 Q1FY27 FY24 FY25 FY26 Q1FY27 Exports Domestic LAXMI ORGANIC INDUSTRIES LIMITED | Q1FY27 Capex Update – Dahej Inorganic Environmental Clearance (EC) - May’24 Bhoomi Pujan - May’24 Consent-to-Operate received Civil foundation Organic Consent-to- for production (first phase) completed. Other Establish – Jun’24 and commercial delivery activities progressing on started schedule. Q1 Q2 Q3 QQ31 FY27 FY25 FY25 FY25 FFYY2266 FY26 EC and Factory Licence Public hearing Received Provisional received completed – Jul’24 Consolidated Consent & Authorization from Gujarat Civil Foundation Pollution Control Board work – Jul’24 Q2 - Chemical Charging Weigh bridge calibrated and ready Q3 - Stabilization & Customer for operations Qualification Q4 - Ramp up LAXMI ORGANIC INDUSTRIES LIMITED | Q1FY27 Looking Ahead ➢Operating environment continues to remain volatile ➢Sharp focus on Customer engagement, Procurement efficiency and Execution discipline ➢Commissioning of Dahej Phase II ➢Project Vaayu on track ➢Strong new product pipeline in Specialties business LAXMI ORGANIC INDUSTRIES LIMITED | Q1FY27 Company Overview www.laxmi.com Laxmi Organic Industries Ltd. – A Leading Indian Chemical Company Essentials BU - Lean & Reliable Specialties BU - World Class Technology Supplier serving diverse industries platforms with strong development capabilities serving diverse industries Emphasis on Development, Quality, and ESG. Large Scale Operations (400 kT+), Responsible Care certified by ICC Current Asset Base ~ INR 21000 Mn and Together for Sustainability Score of 87% R&D Strength of 65+ Became a Public Listed employees Company in March 2021 ~INR 28500 Mn 4 50+ 700+ 55+ ~25% Revenue (FY’26) Manufacturing Sites Products Active Customers Countries Served Green Power Our Core Values and Integrated EHS Program Lost Time Injury (LTI) and Process Safety incident (PSI) targets for VPs and above Employee Health & Safety INTEGRITY INNOVATION Accident and EHS Risk To do what is right in the To create a culture where Incident Analysis Assessment interest of all our stakeholders failure is the first step to with an unwavering focus success Monitoring Emergency CORE INTEGRATED & Reporting Plan VALUES EHS PROGRAM Operational Continuous Control Training Regulatory CUSTOMER CENTRICITY SUSTAINABILITY Compliance To improve the lives of our To make a positive impact in all customers through reliability, interactions with the Achieved 120.65 million incident free agility, empathy and quality environment and communities manhours for Site 1, 2, 3 and 4* * Reportable lost time injury-free manhours YTD March 2026 Laxmi’s Value Chains [Showing first 8,000 characters — download PDF for full document]