Transcript of the Earnings Call held on August 20, 2026 in connection with the Unaudited Consolidated and Standalone Financial Results of the Company for the quarter ended June 30, 2026.

August 27, 2026 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai - 400 051 Mumbai - 400 001 Trading Symbol: LCL Scrip Code: 544839 Dear Sir/Madam, Sub: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015- Transcript Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith the transcript of the Earnings Call held on August 20, 2026 in connection with the Unaudited Consolidated and Standalone Financial Results of the Company for the quarter ended June 30, 2026. The transcript of the call is also uploaded on the Company’s website i.e. https://www.lohiagroup.com/investor- relations This is for information and records. Sincerely, for Lohia Corp Limited Shikha Srivastava Company Secretary and Compliance Officer Lohia Corp Limited Regd. Off.: D-3/A, Panki Industrial Estate, Kanpur - 208 022, India | T: +91 512 2246500 | M: +91 9936294101 | E: Isl@lohiagroup.com HO: Lohia Industrial Complex, Chaubepur, Kanpur - 209 203, India | T: +91 512 2593100 | M: +91 9936294000 Sales Offices in India: Overseas Offices/Associates: www.lohiagroup.com Ahmedabad | Bengaluru | Delhi | Kolkata B a n g k o k | B u r lington – NC | Dubai | Itajai-Brazil C I N : U 2 8 2 6 1 U P 2 0 2 3 P L C 1 8 3 4 7 6 “Lohia Corp Limited Q1 FY '27 Earnings Conference Call” August 20, 2026 MANAGEMENT: MR. RAJ KUMAR LOHIA – CHAIRMAN AND MANAGING DIRECTOR – LOHIA CORP LIMITED MR. GAURAV LOHIA – WHOLE-TIME DIRECTOR AND CHIEF OPERATING OFFICER – LOHIA CORP LIMITED MR. ANUPAM AGARWAL – CHIEF FINANCIAL OFFICER – LOHIA CORP LIMITED MR. K. G. GUPTA – ADVISOR TO CMD – LOHIA CORP LIMITED MODERATOR: MR. ASHISH PODDAR – MOTILAL OSWAL Page 1 of 18 Lohia Corp Limited August 20, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Lohia Corp Limited Q1 FY '27 Earnings Conference Call hosted by Motilal Oswal Financial Services. 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 touch-tone phone. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions, and expectation of the company as on date of this call. These statements are not the guarantee of future performance and involve risks and uncertainties that are difficult to predict. I now hand the conference over to Mr. Ashish Poddar from Motilal Oswal. Thank you, and over to you, sir. Ashish Poddar: Yes. Thank you, Danish. Thank you, everyone, for joining us today for Lohia Corp Limited Q1 FY '27 earnings conference call. We are pleased to host the senior management of the company, represented by Mr. Raj Kumar Lohia-ji, Chairman and Managing Director; Mr. Gaurav Lohia- ji, Whole-time Director and Chief Operating Officer; Mr. Anupam Agarwal-ji, Chief Financial Officer; and Mr. K G Gupta-ji, Advisor to CMD. Without further ado, I request Gaurav Lohia-ji to start with your opening remarks, and then we can open the floor for Q&A. Over to you, Gaurav. Gaurav Lohia: Good afternoon, everyone. It gives me immense pleasure to welcome you to the first earnings call of Lohia Corp Limited as a listed company. This is a special occasion for us. While becoming a listed company is an important milestone, our fundamental approach to business has not changed. We have always believed in building for the long term, investing in technology, strengthening our manufacturing capabilities, developing our people, and most importantly, remaining close to our customers. As most of you would know that we are the leading global manufacturer of machinery and equipment for technical textiles with emphasis on woven fabric and sack production. We offer end-to-end solutions for the woven plastic fabric. Woven plastic finds use in packaging as well as non-packaging applications. Packaging applications are packaging of cement, chemical, food grain, fertilizer, shopping bags, and jumbo bags, which are also called FIBCs for bulk quantities. Non-packaging applications include geotextiles, ground cover, tarpaulins, roof underlayment, and others. We have manufacturing facilities at Kanpur and Bangalore in India and in US and Italy. We have a global customer base, which is served through an extensive sales and distribution network. We have an advanced manufacturing infrastructure and in-house training centers to cater to the needs of our customers for skilled manpower as well as for company's internal Page 2 of 18 Lohia Corp Limited August 20, 2026 manufacturing requirements. We have a strong focus on innovation-led R&D for mechanical design, polymer processing, textile engineering, and automation. Over the years, we have built capabilities across the woven plastics machinery value chain and developed relationships with customers across India and international markets. But manufacturing is ultimately not about machines alone. It is about reliability, productivity, quality, and the value that our equipment creates for the customer over its entire operating life. Our teams continuously work on improving machine speeds, energy efficiency, automation, reliability, and ease of operation. Equally important is our ability to support customers after installation and respond to their evolving requirements. We believe this combination of engineering capability, manufacturing experience, and customer understanding is one of Lohia Corp's important strengths. From an operating perspective, our focus remains on doing more with the resources we already have. This means improving productivity, reducing waste, shortening lead times, improving supply chain responsiveness, and making better use of our manufacturing assets. For us, operational excellence is not a one-time performance; it is a continuous process. Increasingly, we are using digital tools to help our teams identify problems earlier, make better decisions, and improve execution. At the same time, we continue to look ahead. Our customers are increasingly looking for machines that provide higher productivity with lower energy consumption, reduced manpower, and greater automation. Sustainability and recycling are also becoming increasingly important considerations for the plastic industry globally. These changes create opportunities for us to apply the engineering capabilities and customer knowledge that we have developed over many years to new products and solutions. We will pursue these opportunities with the same philosophy with which we have built our existing businesses; patiently, responsibly, and with a clear focus on creating value. Let me briefly touch upon our performance during the quarter before sharing some perspectives on the business. For the quarter, we reported revenue from operations of INR503 crores compared with INR315 crores in the corresponding quarter last year, representing a growth of around 60%. Our EBITDA stood at INR100 crores with an EBITDA margin of 19.9% compared with 11.5% in the corresponding period last year. Profit after tax was INR66 crores compared with INR17 crores in the same quarter last year. Our order book at the end of the quarter stood at approximately INR1,778 crores, providing healthy visibility for the coming quarters. International markets continue to be an important part of our business, contributing approximately 41% of our revenue during the quarter. From an operations perspective, our focus remains firmly on productivity, quality, delivery performance, capacity utilization, and operating efficiency. Innovation continues to be the key driver of our growth strategy. During the quarter, we succes [Showing first 8,000 characters — download PDF for full document]