Laxmi Organic Industries Limited has submitted Transcript for the Investor and Analyst Meet held on July 30, 2026.

August 4, 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: Disclosure under Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligation and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”), we wish to inform you that the Company participated in the investor conference as given below: Date and time Type of Meeting / Event Location July 30, 2026, at 2:00 PM (IST) Investor & Analyst Meet to discuss Conference Call through dial-in performance for the quarter ended June 30, 2026, hosted by Strategic Growth Advisors No Unpublished Price Sensitive Information was shared/discussed in the meeting with the investors. Further, please see the enclosed transcript of the Investor Call for Q1FY27. We request you to take the above on record. For Laxmi Organic Industries Limited Aniket Hirpara Company Secretary and Compliance Officer Encl.: A/a “Laxmi Organic Industries Limited Q1 FY27 Earnings Conference Call” July 30, 2026 E&OE - This transcript is edited for factual errors. In case of any discrepancy, the audio recording uploaded on the stock exchanges on 30th July 2026 will prevail. MANAGEMENT: DR. RAJAN VENKATESH – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER –LAXMI ORGANIC INDUSTRIES LIMITED MR. AMIT JAIN – CHIEF FINANCIAL OFFICER – LAXMI ORGANIC INDUSTRIES LIMITED Page 1 of 11 Laxmi Organic Industries Limited July 30, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Laxmi Organic Industries Limited Q1 FY27 Earnings Conference Call. 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 then zero on your touchtone phone. Please note that this conference is being recorded. Before we begin, I would like to point out that this conference may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on the date of this call. These statements do not guarantee the future performance of the company, and it may involve risks and uncertainties that are difficult to predict. I now hand the conference over to Dr. Rajan Venkatesh. Thank you, and over to you, sir. Rajan Venkatesh: Thank you. Namaskaaram, from my side. A very good morning, evening and afternoon, depending on the time zone that you guys are all dialing in from. I hope you all continue to do very well. So before we get into nitty-gritty, I have the immense pleasure of introducing Amit Jain, our new CFO last time, but here, he is there in the flesh and blood. So he is also here with me during this call. So Amit, again, welcome on board to Laxmi. And as I've shared with the broader audience, Amit comes with 30-plus years of deep experience across industries from pharmaceuticals, packaging and chemicals. So, we are very thrilled to have him as part of our leadership team and as our CFO. Amit Jain: Thanks. Rajan Venkatesh: Coming to what the chemical macro ecosystem, as I always do, I'll talk a bit on the macro, then I'll go back to our key markets and applications that we service, speak a bit on our raw materials, how they have developed, give you guys an update on our projects and then basically will hand it over to Amit, who will take us through the financials. I think the macro, not surprisingly, if we reflect back into Q1, unpredictability, volatility and there have been multiple such words that have been employed ever since the West Asia crisis unfolded towards the end of February into March. And that is what dominated a big chunk of, I would say, March and certainly into April. We saw some sort of easing out into the latter part of the quarter. But now as we stand as the cusp, we are also seeing in quarter 2, a 2.0 version of the West Asia crisis unfolding. So that's broadly the macro. I guess we are all tuned into it. That is evolving daily as we speak. If we look at really the chemical ecosystem globally, the structural shifts are continuing to happen. There is, I would say, almost monthly callout of capacity restructuring, realignment, shutdowns, primarily in the geographies of Europe, Japan and Korea. So that seems to be an important element within the structural chemical ecosystem. Page 2 of 11 Laxmi Organic Industries Limited July 30, 2026 As a result of the backdrop, we've also not surprisingly seen large disruptions in the logistics side, be it pricing, I think, the Gulf of Hormuz, everybody knows very, very well, the Red Sea, so the availability of vessels. And if you have to now reflect what we just experienced, a large typhoon around the South China belt, which had larger ramifications also for transportation moving into the global direction and also into India. So that broadly remains the macro. Now, coming to our key segments that we serve. Pharma solutions is one key industry that we serve. We have seen demand broadly on a quarter-on-quarter basis. This, I'm referring to quarter 4 of the last financial year into quarter 1 of this financial year. I would say, broadly being stable, slight differences or nuances between our Essentials and Specialty business. When we talk about the agro side, the agro solutions, there, again, on a quarter-on-quarter basis, from a demand perspective, we have seen stability despite the backdrop what we are operating in. In our pigments sort of downstream, we have seen certain site softness at our customer site. Printing and packaging, we have seen that stability. And also when we talk about our Industrial Solutions segment, which encompasses the coatings and many of the other new-age industries that we service, we have seen there a positive momentum. That being said, I think given all the large gyrations in feedstock prices have made many of our customers, buyers far more cautious. So we have seen the mix of buying what they need for, some overstocking because they realized how the disruption. So some were doing it just in time, just where some took a just-in-case approach, some looked at deferment. So we have seen the plethora of directions being taken by our downstream customers. But this is broadly what I would like to park with you from a demand perspective. Then when we come to our raw materials, and I know many of you guys have been tracking apart from crude, we have obviously seen large, large jumps. This started fundamentally in March, and we saw this continuing well into April, and it was only towards the end of May and into June, where we saw, a sort of especially for key raw materials that we employ, acetic acid, we saw moderation. Even in the case of ethanol, we saw in North America ethanol prices moving slightly upward, given it is used in the fuel industry there. So that's the dynamic that we were sort of grappling with when we were navigating through our quarter 1. So we have seen these spikes. If you would now base in, say, March, you sort of base it at 100, we saw sort of methanol - acetic acid spiking about almost 200%. We saw methanol, which is a precursor or raw material for acetic acid, spiking even more. So those elements have brought in a lot of disruptions. Now that's the lens on the raw material side. Let me then also closer to home, our projects, our Dahej project, which is the key element for us, that continues to take very good shape. And as we look into quarter 2 and into quarter 3, the focus remains that we stabilize mechanical completion, stabilization, followed by customer qualificatio [Showing first 8,000 characters — download PDF for full document]