Investor Presentation

Date: August 14, 2026 To, To, The Secretary, The Secretary, BSE Limited, National Stock Exchange of India Ltd., P.J. Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandera (E), Mumbai- 400 001 Mumbai - 400 051 Scrip Code: 539542 Symbol: LUXIND Respected Sir/Madam, Sub: Investor Presentation Please find enclosed herewith, the Investor Presentation of the Company. The Investor Presentation is also available on the website of the Company. This is for your information and records. Thanking You. Yours faithfully, For LUX INDUSTRIES LIMITED Smita Mishra (Company Secretary & Compliance Officer) M.No: A26489 Enclosed - as stated above LUX INDUSTRIES LIMITED PS Srijan Tech -Park, lQth Floor, DN -52, Sector -V, Saltlake, Kolkata -700 091, India. P: 91-33-4040 2121, F: 91-33-40012001, E: info@luxinnerwear.com Regd. Office: 39 Kali Krishna Tagore Street, Kolkata -700 007, India, P: 91-33-2259 8155, Website: www.luxinnerwear.com • CIN: L17309WB1995PLC073053 LUX INDUSTRIES LIMITED CORPORATE PRESENTATION I Q1 FY’27 WHAT’S INSIDE 25-39 Fast-track progress Market 25 Strengths 34 Financials 26 Manufacturing 03 Market Outlook & Company Update 35 Leadership Profile 27 New Markets 36 Next Generation 28 Multi- Channel Footprint 37-38 Management 05-16 29-32 Branding 39 Transforming into a New Lux 33 Digitalization Corporate Identity 41-58 05 At a glance Performance 06-07 Milestone 08-15 Brand Portfolio 41 Business Highlights 16 Presence 42-58 Performance 17 Export presence 18 Governance 60-67 21-22 Sustainability Opportunities 60 Sustainability 61-65 CSR 21-22 New Production Facility 66-67 Environment 22 ICAI Visit to Dankuni 23 Opportunity landscape MARKET MARKET OUTLOOK & COMPANY UPDATE Economy & Market Update Brand Performance ➢ Growing appetite for mid- premium & premium ➢ Brands continue to expand strategically in brands ➢ Strong brand recall key markets ➢ Moderate volume recovery ➢ Yarn prices remain volatile ➢ Promising response received for brand ‘Lux Nitro’ ‘Lux Parker’, ‘Lux Cozi Heatek’ and ‘Lux Cozi Pynk’. ➢ ‘Omni channel’ being driven as core strategy Operational Highlights ➢ Sales looks promising ➢ Revenue increased by 1% YoY Q1 FY 27 ➢ Global demand remains uneven ➢ Increased solar power capacity from 1MW to 1.7MW. ➢ Freight volatility persists ➢ Increased focus on modern trade and e-commerce. ➢ Competitive pricing pressure ➢ Brand investments for long-term growth rather than immediate margin maximization. Lux Industries Limited 05 At a glance 06-07 Milestone 08-15 Brand Portfolio 16 Presence 17 Export Presence 18 Governance C O R P O R A T E AT A GLANCE ENSURING EVERYDAY COMFORT FOR DECADES Lux group Unique in its value proposition Leadership Scale No.1 ₹ 609 Crore 44+ Crore 2 lakh+ 46+ Indian innerwear Consolidated revenue Garment pieces* Retailers network across Country export presence company from operations for Q1 FY’27 manufacturing capacity India (volume terms) across 9 state-of-the-art plants Prominence ~15% 95% 4,800+ 5K+ 100+ Share in organized Fill rate against industry Employees SKUs; among industry’s Products spanning men's innerwear market average of 80% largest innerwear innerwear, outerwear, ranges. It will be 13K+ if rainwear and athleisure color and size counted wear categories separately * YE Mar’26 Lux Industries Limited MILESTONE BUILDING ON A RICH LEGACY 1957 2017-19 (Contd.) 2017-19 • Shri Girdhari Lal Todi founded • Lux Classic & Lux Venus Classic • Varun Dhawan roped in as brand Biswanath Hosiery Mills relaunched. ambassador of Lux Cozi • Kartik Aaryan onboarded as brand 1993-95 • Amitabh Bachchan became face of ambassador for Lux Inferno and the brands of Lux • Export commenced across the • Launched “Lyra” lingerie Taapsee Pannu for Lyra. Middle East, Africa and Europe • Launched India's first scented 2015-16 2003 vest Lux Cozi. • Shares of Lux listed on the BSE and • IPO launched- oversubscribed 4 2021-22 times • Commissioned Eastern India’s • Merger of J.M. Hosiery and Ebell 2010-12 largest hosiery manufacturing plant Fashions with Lux Industries. • Shah Rukh Khan became brand in Dankuni. • Relaunched brand “Lux Venus” & ambassador for ONN • Became KKR primary sponsor. onboarded Salman Khan as brand • Launched womenswear brand 2014 ambassador. “Lyra” • Lux Cozi became title sponsor at • Onboarded Sourav Ganguly for 2013 Lux Cozi, Boman Irani for Lux the Zee Cine Awards, the world’s • Lux become Comfort Partner for biggest viewer’s choice awards, Inferno & Satish Kaushik for Lux Kings XI Punjab and Pune Warriors seen by over 700 million viewers Cott’s wool. in IPL. across 168 countries Lux Industries Limited MILESTONE BUILDING ON A RICH LEGACY (Contd.) 2023 2025 2025 Contd.. • Roped in Janhvi Kapoor as brand • Launched “Lux Nitro” & “Lux Nitro • Mr. Saket Todi, ED & Mr. Udit Todi, ED ambassador for “Lyra”, Urvashi Neo” as a men’s innerwear brand in named among India’s Top 155 U35 Rautela for ‘GenX’, Jacqueline mid-premium segment and Leaders by Avendus Hurun India 2025 Fernandez & Vijay Deverakonda for onboarded Kartik Aaryan as the 2026 Lux Cozi. brand ambassador • Hrithik Roshan onboarded as Brand 2024 • Launched outerwear women range Ambassador for Premium Wear Brand • Launched Rainwear & Lingerie “Lux Cozi Pynk” & onboarded “ONN” & Kartik Aaryan for “Lux category under the brand “Lux Shraddha Kapoor as the brand Inferno” Venus”. ambassador • Sidharth Malhotra onboarded as • Shri Ashok Kumar Todi • Launched economy segment Brand Ambassador for the brand “Lux received “Bharat Samman Award, innerwear range “Lux Parker” Champion & Sunny Deol for “Lux 2023” at The House of Lords (UK onboarded Sourav Ganguly as the Parker” Parliament), London. brand ambassador • Vertical B partners with REEBOK as its • Commissioned manufacturing facility • “Lux Cozi” got the Brand of the Year exclusive licensee for innerwear and at Jagadishpur, Hosiery Park, West 2025 by BARC & ERTC Media thermal wear in India Bengal. • “Lux Cozi Pynk” got the Best Brand • Mr. Saket Todi, ED has been honoured • “Lux Cozi” got Brand of the Year for Women 2025 by Times Group with the prestigious “Star of the East • “Lyra” was recognized as “India’s • Launched thermal wear range ”Lux 2026” award by Hurun India Most Desired Bottom wear Brand” by Cozi Heatek” is latest Lux Cozi TRA’s MOST DESIRED BRANDS. innovation Lux Industries Limited New Face for Brand - ONN BRAND PORTFOLIO NEW BRAND AMBASSADOR FOR ‘LUX CHAMPION’ In an age dominated by loud trends and fast fashion, Lux Industries Limited is redefining comfort through the philosophy of a “second skin.” Reinforcing this vision, the company has onboarded Sidharth Malhotra as the face of its premium brand, Lux Champion — a collaboration built on the idea that confidence begins with feeling comfortable in one’s own skin. Its latest range of premium innerwear and casual wear has been thoughtfully engineered to deliver a feather-light feel, combining superior fit, fabric technology, and everyday functionality. The move reflects the brand’s strategic entry into the rapidly evolving performance-wear segment, where comfort, quality, and innovation shape consumer preference. For the younger generation, it goes beyond hosiery — it becomes an essential comfort system for everyday living. With his dynamic persona and grounded individuality, Sidharth Malhotra perfectly embodies the spirit of Lux Champion — where contemporary innovation meets timeless comfort. Lux Industries Limited BRAND PORTFOLIO NEW BRAND LAUNCHES Lux Industries Limited BRAND PORTFOLIO NEW BRAND LAUNCHES Lux Industries Limited BRAND PORTFOLIO NEW BRAND LAUNCHES Our latest mid-premium men’s innerwear brand, Lux Nitro, marks a significant milestone, symbolizing a bold step forward to reinvigorate the market with a fresh and youthful personality. Lux Nitro aims to redefine the innerwear segment by combining superior quality, cutting-edge technology, and contemporary style, making it the ultimate choice for today’s youth. With [Showing first 8,000 characters — download PDF for full document]