Investor Presentation

LATL:CS:IP:2026-27 Date: August 10, 2026 BSE Limited National Stock Exchange of India Limited Listing & Compliance Department Listing & Compliance Department Exchange Phiroze Jeejeebhoy Towers, Plaza, C-1 Block G, Dalal Street, Bandra Kurla Complex, Mumbai – 400001 Bandra (E), Mumbai – 400051 Security Code: 532796 Symbol: LUMAXTECH Subject: 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 aforesaid information shall also be made available on the website of the Company at www.lumaxworld.in/lumaxautotech. This is for your Information and Records. Thanking you, Yours faithfully, For Lumax Auto Technologies Limited Pankaj Mahendru Company Secretary & Compliance Officer ICSI Membership No. A28161 Enc: As stated above Lumax Auto Technologies Limited Q1 FY 27 Investor Presentation Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Lumax Auto Technologies 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. Fostering Partnerships, Propelling Growth. 2 Lumax Group A Legacy of Innovation, A Future of Transformation 8 Decades of Group Legacy 2 Decades of Lumax Auto Technologies Fostering Partnerships, Propelling Growth. 3 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 Fostering Partnerships, Propelling Growth. 4 8 Decades of Lumax Group Built by passion, relationships, and resilience 1945-1955 1955-1975 1975-1985 Founded 'Globe Auto Industries' as a trading Set-up dedicated unit for Automotive Lumax Industries Pvt Limited established from partnership firm Lighting Equipment in Delhi- NCR and Globe Auto Industries Maharashtra TA signed with Stanley, Japan for Lighting Equipment Lumax Auto Electricals was established to manufacture 2-wheeler Lighting at Bhosari, Maharashtra 1995-2005 1985-1995 Lumax Auto Electricals was Lumax Industries lists on Stock exchanges renamed to Lumax Auto Lumax industries formed JV with SL Corporation Technologies Limited Korea. 2005-2015 2023-2026 2015-2023 Acquisition of 60% stake in Greenfuel Energy Solutions Listed Lumax Auto Technologies Formed JV with FAE Spain; Ituran – Limited on stock exchanges Israel; Yokowo- Japan; Alps Alpine- Opening of ‘SHIFT’ Tech center Formed JV with Cornaglia, Italy; & Japan Opening of Japan satellite office & China representative office; Mannoh Industrial, Japan Merger of IAC India completed Fostering Partnerships, Propelling Growth. 5 20 Years Of Lumax Auto Technologies - The Journey So Far (Growth Through Partnerships, Product Diversification & Strategic Acquisition) Metric 2005 2026 Revenue Rs. 100 Cr Rs. 4,870 Cr Diverse – 13+ Advanced plastics, Interior Solutions, Product Lines 1 - Lighting Metallics, Lighting, Aftermarket, Sensors, Electronics, Telematics & alternate fuels Manufacturing Plants 1 28 facilities Pan-India <10 >500 Engineering Strength Reverse engineering & Built to print Innovation & IPR focused Strategic JVs/Alliances NIL 7 JVs/Alliance Sector Focus 2W only Healthy mix of PV/2W/ CV Fostering Partnerships, Propelling Growth. 6 EV Agnostic Product Portfolio Content Segment Product Categories Products Lines ICE EV per Vehicle (Rs.) Cockpits & Consoles ü ü Headliners ü ü Door Panels ü ü Advance Plastics Trims ü ü Louvers ü ü Air Intake Systems ü X 70K – 75K Tanks ü ü Power window switch ü ü Mechatronics Telematics Control Unit ü ü 4W 5X Growth Antennas ü ü Last 5 years Gear Shifters ü ü Control Housing ü ü Monostable E-shifters ü ü Structures & Control Systems Smart Actuator ü ü Shift Tower ü ü Seating Structures ü ü Alternate Fuels CNG delivery System NA Lamps ü ü 22K – 25K Advance Plastics Fenders ü ü Mechatronics O2 Sensors, TPS & IVI ü ü Frames ü ü 5X Growth Structures & Control Systems Swing Arms ü ü Last 5 years Fostering Partnerships, Propelling Growth. 7 Powered By Diversification Across Products, Customers And Vehicle Segments Product Wise Revenue Customer Wise Revenue Segment Wise Revenue 6% 5% 30% 8% 6% Q1FY27 Q1FY27 Q1FY27 16% 6% Advance Plastics Structures & Control Systems M&M Bajaj After Market Mechatronics Aftermarket MSIL LIL TATA PV 2/3W After Market CV Others Alternate Fuels Others HMSI Others (Misc) Growth strategies • Innovation-Led Growth Driving scale through R&D investments, new product development in future mobility, clean mobility, sensors and mechatronics • Strategic JVs & Acquisitions Accelerating capabilities and market access via targeted partnerships. Fostering Partnerships, Propelling Growth. 8 Order Pipeline Timeline FY’27 FY’28 FY’29 200, 13% 379 Cr. 894 Cr. 328 Cr. 40% in Future 787, 49% 1,601 Cr. & Clean Mobility 483, 30% 131, 8% 24% 56% 20% Advance Plastics Structures & Control Systems The order book is set to progress in stages achieving full completion by FY29. Mechatronics Alternate Fuels Fostering Partnerships, Propelling Growth. 9 Strategic Manufacturing Locations in Proximity to Customers Manesar & Gurugram (Haryana) No of Plants - 9 Pantnagar (Uttarakhand) No of Plants - 1 Mehsana (Gujarat) No of Plants - 1 Bhiwadi (Rajasthan) Pithampur (Madhya Pradesh) No of Plants – 1 No of Plants - 1 Bangalore (Karnataka) No of Plants - 3 Pune, Nashik & Waluj (Maharashtra) No of Plants – 12 R&D Centre in Manesar 1 satellite office in Japan & 1 Representative office in China 28 Plants in 7 States Engineering Centres in Pune 1 tech [Showing first 8,000 characters — download PDF for full document]