Please find attached the Transcript of the Analyst/ Investor meeting held on 27th July 2026.

LMW LIMITED (formerly Lakshmi Machine Works Limited) Our Ref: Sec/270/2026 Date: 31st July 2026 BSE Limited Listing Department Phiroze Jeejeebhoy Towers Dalal Street, Mumbai-400 001 Scrip Code: 500252 National Stock Exchange of India Limited Listing Department Exchange Plaza, C-1, Block-G, Bandra Kurla Complex Bandra(E), Mumbai - 400 051. Symbol: LMW Dear Sir/Madam, Sub: Intimation of submission of the transcript of the Analyst / Investor Meeting In continuation of our letter dated 14th July 2026, please find the attached transcript of the Analyst/ Investor meeting held on 27th July 2026. Pursuant to Regulation 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the same has been uploaded to the website of the Company as well. This is for your information and records. Thanking you, Yours faithfully, For LMW LIMITED C R SHIVKUMARAN COMPANY SECRETARY & COMPLIANCE OFFICER Encl: As above CORPORATE OFFICE: 34-A, Kamaraj Road, Coimbatore - 641 018. Phone: +91 422 7198100. REGISTERED OFFICE: SRK Vidyalaya Post, Perianaickenpalayam, Coimbatore - 641 020, India. Website: www.lmwglobal.com Email: secretarial@lmw.co.in; GSTIN: 33AAACL5244N1ZF CIN: L29269TZ1962PLC000463 TRANSCRIPT OF Q1 INVESTOR CALL LMW Limited (formerly Lakshmi Machine Works Limited) LMW Earnings call for Q1-FY 26-27 held on Monday, July 27, 2026 at 04:00 P.M. (IST) through Video conference/Other Audio Visual Means (VC/OAVM). Moderator Good day and Welcome To the earnings call of LMW Limited for Q1 of FY 26-27 hosted by NSDL. As a reminder, please know that the participants lines will be in listen only mode and there will be an opportunity to ask questions after the brief by the company officials. Should you require any assistance during the conference call and raise questions, please signal the operator by raising your hands. Please note that this call is being recorded and this is Sameer from NSDL. We have with us Mr. V Senthil, Chief Financial Officer and Ma' am B. Dhanalakshmi, Associate Vice President of the company and now over to you sir. Mr. V. Senthil (CFO) Thank you. Thank you, Mr. Samir. Very good afternoon to everyone and thank you for joining the LMW Earnings call for Q1 of FY 26-27. We will have a brief about the Overall performance of the company for the Period ending June 26 followed by an interactive session. I would also like to clarify that certain statements made in the discussion during the call will be forward looking in nature. To begin with let me explain the Overall performance of the company then we will go into segment wise and consolidated performance. The financial results have been posted on the company website and I hope you had an opportunity to go through the same. The revenue for the period ended June 26 is at 891 crores as against 889 crores for March 26 which is almost flat, when compared to June 25 quarter end it was 722 crores, that's an increase of 24%. The PBT for the period stands at 85 crores as against 72 crores for the previous quarter with an increase of 18% and when compared to the quarter ended June 25 where it was 34 crores, that's an increase of around 151%. Going to division wise detail, TMD revenue stands at 482 crores for the current quarter as against 485 for the previous quarter and revenue for the quarter end of June 25 was 415 crores which is up by 16% compared to the current quarter. With respect to the order book, currently we hold an order book of 3200 crores for TMD of which the active orders are around 2,400 crores. With respect to sales which has been clocked during the current quarter, the ratio of domestic to export to spares, the ratio stands at 64%, 10% exports and 26% spares. With respect To LMW Global, the turnover for the quarter stands at 51 crores as against a comparative number of 54 crores for the previous quarter. For the current quarter the loss stands at 5.6 crores as against the loss of 5 crores for the previous quarter and the order book stands at 22 crores. In LMW China for the quarter the turnover is 11 crores and comparative period last year it stood at 76 crores and the loss during the current quarter is 7 crores as against a loss of 11.5 crores during the previous quarter, the order book on hand in China stands at 128 crores. Now I move to Machine Tool Division and Foundry. The revenue in Machine Tool Division and foundry stands at 434 crores for the current quarter as against, I'm sorry, Sorry, It is 343 crores for the current quarter as against 352 crores for the previous quarter, and it was 251 crores for the quarter ended June 25. Out of this around 8% relates to foundry Division. The balance is towards Machine Tool Division. With respect to ATC, the revenue for the current quarter stands at 60 crores as against 57 crores for the previous quarter and for the quarter ended June 25 it was 46 crores. At a consolidated level, the revenue stands at 902 crores for the current quarter as against 972 crores during the previous quarter and the profit is at rupees 75 crores as against rupees 78 crores during the previous quarter. With this brief, I would like to continue to the interactive session. Over to you, Mr. Sameer. Moderator Sir, thank you so much for Addressing the people we have with us. Ladies and gentlemen, it is time we go ahead with the interactive session. We would request the people in the attendees who have any questions to please raise their hands so that we can take you forward. I would like to request people to please use the raise hands feature so that you can be unmuted and your video can be turned on. And then we can proceed with your questions. So, we have with us Mr. Divyam Doshi. Divyam ji, thank you so much for joining us. You have already been unmuted. We would also request you to please turn on your video if possible. Else we can use the audio feature and go ahead with the question. Sir, Mr. V. Senthil (CFO) You are on mute. Mr. Divyam, can you please unmute? Yeah, I'm audible now. Mr. Divyam Doshi Yeah, I'm audible now Mr. V. Senthil (CFO) Yes, yes. Please go Ahead Mr. Divyam Doshi So, congratulations on the good set of numbers. I just wanted to ask that since we are expanding into six new divisions. What actually triggered this plan of expanding into six different divisions? Mr. V. Senthil (CFO) Any other questions? Mr. Divyam Doshi Yeah, I also have one follow up. Not a follow up question, but yeah. So, pharma and specialty chemical is not. Is a very different part that we don't match with in any sense. So how does. How did the board come up with thinking of launching into the pharma and specialty thing? Mr. V. Senthil (CFO) Any other questions Mr. Divyam on the current? Mr. Divyam Joshi (Speaker) No Sir. Mr. V. Senthil (CFO) Okay, I think yes, this is an enabling resolution. The idea is to, and it is not just pharma chemical. You'll have EV there; you have got advanced technology center there. The idea is that we are looking at various options which are available and this is an enablement resolution. Anything which is significant which needs to be informed, we’ll bring it too, it will get published and it will get informed to the shareholders. But as of now, it's an enabling resolution where we're looking at multiple options. Mr. Divyam Joshi (Speaker) Okay, thank you so much sir. Mr. V. Senthil (CFO) Thank you. Back to you, Mr. Sameer. Moderator So, thank you so much. This was Mr. Divyam with the questions going ahead. We would request more people to please raise your hands if at all you have any questions so that we can take you forward. Now amongst the attendees, we have no hands raised. Hence we would request people to please raise your hands if at all you have any questions. Okay, now we do have next person who has his hand raised is Mr. Lakshmi Narayanan. Mr. Lakshmi Narayanan (Speaker) Yeah, thank you so much. Sir. I just want to understand, you know, how you are thinking about your order book in terms of the domestic market, particularly in [Showing first 8,000 characters — download PDF for full document]