Investor Presentation

LIL:CS:IP:2026-27 Date : 08.08.2026 BSE Limited National Stock Exchange of India Limited Listing & Compliance Department Listing & Compliance Department Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1 Block G, Dalal Street, Mumbai - 4001 Bandra Kurla Complex, Bandra (E), Mumbai - 400051 Security Code : 517206 Company Symbol: LUMAXIND Sub: Investor Presentation for the 1st Quarter ended June 30, 2026. Dear Sir/Ma’am, Please find enclosed herewith the Investor Presentation of the Company for the 1st Quarter ended June 30, 2026. The same shall also be made available on the website of the Company at https://www.lumaxworld.in/lumaxindustries/index.html This is for your information and records. Thanking you, Yours faithfully, For LUMAX INDUSTRIES LIMITED RAAJESH KUMAR GUPTA EXECUTIVE DIRECTOR & COMPANY SECRETARY ICSI M. NO. A8709 Encl: As stated above Lumax Industries Limited Q1 FY 27 Investor Presentation Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Lumax Industries Limited (the “Company”), have been prepared 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. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. 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. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Evolving, Innovating, Transforming For Tomorrow 2 A New ERA HERITAGE STABILITY PASSION WARMTH ENERGY POSITIVITY - Amalgamation of our eight-decade legacy & our eternal existence - Seamless and smooth transition over three generations - Shows the lineage of our Brand’s ethos across each era Evolving, Innovating, Transforming For Tomorrow 3 About Lumax Industries Leading Automotive Lighting Manufacturer having a Tier I relationship with all OEMs in India # 2 4 Strong International JV Partners –Stanley 2 R&D centers & 2 Overseas Design Market Leadershipin automotive Lighting and SL Corporation; having leadership centers tostay ahead of the curve in position across the globe design trends 12 12 manufacturing facilities strategically One of the few players with largest range 8 decades of OEM relationships located at key automotive hubs in the of lighting solutions & Electronics country Key Financial Parameters (FY26) 4,184 22 9.8 15 410+ Rs. % > % % Rs. Crore Crore Revenue CAGR Revenue growth last 3 EBITDA Margins RoCE Capex years Evolving, Innovating, Transforming For Tomorrow 4 Milestones 1981:Lumax Industries Pvt Limited 1945:Founded a partnership firm established after taking over ‘Globe Auto Industries’ as a Trading partnership firm Globe Auto 1994:Equity participation of Stanley, Japan in concern Industries Lumax Industries Limited 1956-57:Set-up dedicated unit for 1984:TA signed with Stanley, Japan 1997:Joint Venture agreement with SL Lumax Automotive Lighting Equipment in for Lighting Equipment Limited. Delhi 1985: Setup a manufacturing unit in 1998:Set-up manufacturing unit at Dharuhera, 1977-79: Setup manufacturing units Gurugram, Haryana. The company Haryana in Faridabad, Haryana and Pune, went public & is listed on the stock 2003: Demerger Lumax Industries Maharashtra exchange 2005: Setup manufacturing unit in Chakan, 2016: Opening of Design Centrein Taiwan 2021: Opening of Design office in Czech Republic Maharashtra 2017:Further expansion at Sanand, Gujarat 2022: Start ofCommercial Production at Bawal 2008:Setup manufacturing plant in Pantnagar, facility (New Electronics Facility) & at new Sanand plant, Uttarakhand & expansion of Dharuhera and Chakan plants. Also setup a R&D centre at Gurugram 2019: Commencement of Electronics Facility at Gujarat Manesar Opening of Lumax European Technical Centre 2010: Setup a manufacturing plant in Haridwar, (LETC) in Czech Republic as 100% subsidiary Uttarakhand 2020: Lumax Industries Ltd, India and Stanley Electric Co. Ltd., Japan extend product portfolio 2023 : Start of Commercial Production at new 2011: Setup manufacturing plants in Bawal, Haryana; to include Electronics components, HVAC Chakan plant, Maharashtra Sanand, Gujarat & Bidadi, Karnataka. Also setup a Panels, etc. R&D centre at Pune 2026: Achieved highest ever revenue of ₹ 4,184 crore, up 23% yoy Evolving, Innovating, Transforming For Tomorrow 5 Global Partnerships Relationship since 1984 Relationship since 1997 JV for Lighting, HVAC Panels and other Electronics JV for Lighting and Other Automotive parts 37.5% in Lumax Industries Limited 21.28% in SL Lumax Limited Stanley, Japan SL Corporation, Korea • Lumax has maintained a strong, four-decades-long relationship • Nearly three-Decade long relationship with SL Corporation, South withStanleyElectricCo.,Japan. Korea • The enduring alliance has been crucial in the manufacturing and • Lumax Industries has established a strategic partnership with SL design of advanced lighting solutions with shared expertise and Corporationtomanufactureawiderangeofproducts advancedtechnology • This collaboration encompasses the production of end-to-end • The partnership has facilitated the production of Printed Circuit lightingsystemsandotherautomotivecomponents Boards (PCBs), a vital component in LED lighting systems, specificallytoserveIndiancustomers • This longstanding relationship has significantly contributed to Lumax's reputation as a reliable and innovative manufacturer in theindustry Evolving, Innovating, Transforming For Tomorrow 6 About SL Lumax About SL Lumax Limited In partnership with SL Corporation, Korea, a multinational automotive player with presence in Asia-Pacific, Europe & US Plant located at Sriperumbudur near Chennai Products include Head Lamp, Rear Combination Lamp, Fog Lamp, Chassis, Trim & Mirrors, Shift Lever, Parking Brakes Caters to Hyundai India FY26 Financials Revenue : Rs. 2,933 Crore Evolving, Innovating, Transforming For Tomorrow 7 Strategic Manufacturing Locations in Proximity t [Showing first 8,000 characters — download PDF for full document]