Transcript of investor conference call

Date: 21st August, 2026 The Manager – Listing Department BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 Scrip Code: 501261 Subject: Disclosure under Regulation 30 & 46 of SEBI (LODR) Regulations, 2015 – Transcript of Investor Conference Call Dear Sir / Madam, Pursuant to Regulation 30 & 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Investor Conference Call held on Wednesday, 19th August 2026, to discuss the Company's business progress, operational developments, and Q1 FY27 performance updates. The transcript is submitted for the information of the Exchange and the stakeholders. Kindly take the above information on record. In compliance with the aforesaid regulations, the transcript of the call have been uploaded on the Company's website and can be accessed at: https://drive.google.com/drive/folders/17LClG0V4RNYsDa_-aoz_OfthR-X7carS?usp=sharing Thanking you, For Lord’s Mark Industries Limited (Formerly known as Lords Mark India Limited and Kratos Energy & Infrastructure Limited) Mr. Sachidanand Hariram Upadhyay Managing Director DIN No: - 01631728 LORD’S MARK INDUSTRIES LIMITED Q1 FY27 Investor Conference Call Transcript 19th August 2026 +91 22-31561436 ir@financialmindss.com Organised By: Financial Mindss (A JaiBharti Group Company) Management: Mr. Suneet Rastogi – Management Moderators: Ms. Marian Thattil and Mr. Tushar Ranjan Moderator: Good evening. Ladies and gentlemen, good day and welcome to the Q1 FY27 Investor Summit presented by Financial Mindss, IR PR Agency. This summit will be a recording event, so we look forward to having you join us again in the future. Today, we're joined by two companies: Visdem Technosys Limited, formerly Kundan Edifice Limited, and Lords Mark Industries Limited. The session will proceed as follows: Visdem Technosys Limited will present first, followed by Lords Mark Industries. Management from each company will share their quarterly updates, followed by a Q&A session. Now before we begin, please note this conference call may contain forward-looking statements about the companies based on their beliefs, opinions, and expectations of their respective managements as on the date of this call. These statements are not guarantees of future performance and are subject to risks and uncertainties that are difficult to predict. As a reminder, all participant lines will be in listen-only mode during the presentations. We will open the floor for questions afterward, and due to time constraints, we will be taking two questions per participant. I now welcome our next company, Lords Mark Industries Limited. It is a diversified conglomerate with a legacy spanning over 25 years, founded under the leadership of Dr. Sachidanand Upadhyay. The group has transformed from traditional business into sectors such as in vitro diagnostics, advanced medical technology, precision genomics, and renewable energy. I now hand the conference over to the management team. Mr. Suneet Rastogi: Hello. Am I audible? Thank you, Jai Bharti Group for inviting us for this investor summit and giving us an opportunity to answer the queries of our investors, research analysts in the market who look upon our company as a future prospect, probably. And though we have got listed recently, it gives us a platform to present ourselves to all the valued research analysts and investors. So over to you. Moderator: Thank you very much, sir. Sir, can you just brief about your company? Mr. Suneet Rastogi: So we are into diversified businesses. One is the LED and renewable energy business and the other is the IVD and Medtech, where in IVD and Medtech we do rapid test manufacturing, biochemistry and analyzer machines, plus in the Medtech segment we manufacture dialysis machines. Onco Spectra, there are certain technologies which we have taken as a TOT from various government organizations for testing cancers, which are in the phase of launch. So this is probably a brief. I think you would have shared the entire detail about our presentation to all the research analysts which we have shared. Do you want me to speak more on this? We started, we are a 28-year-old company probably. We got listed on 10th of July this year by getting reverse merged to a listed entity which was Kratos Energy. So the promoter started this business with a small paper trading business. Then we migrated to renewable energy which was the focus for the Government of India in 2013. In renewable, we do lighting projects for all the government and institutions. Majorly we do government projects financed by the Central Government of India. These are renewable projects, LED lighting projects where Philips is our partner for all the execution in terms of technology. And in 2020, Covid gave us an opportunity to venture into rapid testing and IVD segment, wherein we started this segment in 2020 with manufacturing of rapid test kits for Covid antigen test kits. Then we slowly and gradually developed testing of other kits for other diseases. Apart from this, we developed technology for manufacturing biochemistry and analyzer machines. So IVD and Medtech business is around six years old as of today. And three years back we started venturing into the Medtech space, wherein we acquired certain technologies from various government institutions such as sickle cell testing technology, we acquired it from IIT Bombay with an exclusive transfer of technology agreement from IIT Bombay, which is in the stage of approval from ICMR and CDSCO. Commercial launch is expected to be at the end of this financial year in the fourth quarter. The second technology which we acquired is from Bhabha Atomic Research Center, which is a cancer testing technology. This is a technology where oral cancer could be detected without a biopsy and PET scan. This is one of the world- class technologies developed by our premier institutions, which is Bhabha Atomic Research Center. This technology again the product wherein there are three products which are Onco Diagnoscope, Onco Spot, and Onco TB Truth. So testing of these three diseases, these are technologies which we have acquired from Bhabha Atomic Research Center. So again the development of the product is in the development stage with various approvals from ICMR and CDSCO. We expect to have these products probably launched in the fourth quarter of this financial year or by early first quarter of next financial year. And the other Medtech product is the dialysis machine. Dialysis machine is something which is not manufactured in India. All of the machines which are there in India are all imported. So we are the only company in this where we have developed a technology for manufacturing of dialysis machines. Commercial production of the dialysis machine has started, and the launch is already done and there are decent order books for exports and domestic sales. And in dialysis, BEL is our manufacturing partner. This is a small brief I could give you today about the company. Moderator: Thank you, sir. Sir, could you please provide details on financial updates this quarter, Q1? Mr. Suneet Rastogi: Yes, financials Q1 numbers have been declared, and in terms of topline, we have achieved around 280 crores of topline, and in terms of bottom line, it is around 32 crores. Moderator: And revenue guidance has been shared by the management which I think you would have shared with all the investors. Mr. Suneet Rastogi: Yes. Thank you so much. Moderator: Thank you very much, sir. We will now begin the Q&A round. Ladies and gentlemen, please raise your hands to join the queue. The first question is from the line of Mr. Darshil Jhaveri. Please unmute your mic, sir. Darshil Jhaveri: Hello. Hi Darshil. Good evening, sir. Sir, you've given a very clear cut guidance for FY27, but I just wanted to understand more about the potential of the products that we are launching towards the end of the year. So each product [Showing first 8,000 characters — download PDF for full document]