Lokesh Machines Ltd · NSE:LOKESHMACH

Lokesh Machines — Shareholder Meeting (September 2026)

14 slides from Lokesh Machines's shareholder meeting presentation, Sep 22, 2026

  1. Slide 1: Resilience. Rebuilding. Readiness. 42nd Annual General Meeting

    Resilience. LOKESH MACHINES LIMITED 42nd Annual General Meeting Rebuilding. of Shareholders Readiness. 22 September 2026 Through Video Conferencing / Other Audio-Visual Means Annual Report 2025-26 BSE: 532740 | NSE: LOKESHMACH 1

  2. Slide 2: 2025-26: resilience, rebuilt operating base, readiness for reopening

    2025-26 was a year of resilience under constraint, a rebuilt operating base, and readiness for reopening 42nd Annual General Meeting 2

  3. Slide 3: Talking Points

    Talking Points Held Firm Through a Constrained Year  Revenue from operations of ₹208.56 crore against ₹228.32 crore; Machinery grew 29.6% to ₹194.91 crore as Components contracted to ₹14.70 crore with principal-customer supplies suspended  Total expenses fell 10.7%, faster than revenue, on cuts ac

  4. Slide 4: Recent Timeline

    Recent Timeline From a peak base, through two constrained years, to a reopening order book TOTAL INCOME TOTAL INCOME TOTAL INCOME ORDER BOOK ₹295 Cr ₹230 Cr ₹210 Cr ₹271 Cr FY24 FY25 FY26 FY27 YTD ● Total income (FY24-FY26) ● Order book, 12 August 2026 (FY27 YTD) FY24 — Peak base Total income peaked

  5. Slide 5: Key Numbers

    Key Numbers Profitability restored on a reset revenue base, with equity strengthened through the period Total income reset (₹ Cr) EBITDA recovered on mix and cost control (₹ Cr) 295.2 42.0 39.3 244.5 34.3 229.8 29.9 209.6 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 PAT firmly positive again (₹ Cr) Capit

  6. Slide 6: Revenue Mix and Order Book

    Revenue Mix and Order Book Machinery carried the year; the order book of ₹271 crore now exceeds FY26 revenue with defence over a third Segment performance (₹ crore) Order book composition, 12 Aug 2026 FY26 FY25 GPM ₹103 Cr Machinery division Revenue 194.91 150.38 Defence ₹98 Cr Segment PBIT 28.94 14

  7. Slide 7: The Opportunity

    The Opportunity Import substitution & defence indigenisation give domestic tailwind; the export channel has reopened India Global Innovation Drivers  Capital-goods output growing at  European and US markets  5-axis and turn-mill machining a double-digit pace addressable again centres  PLI scheme

  8. Slide 8: Strategy Map

    Strategy Map Precision engineering for India's manufacturing and defence future, pairing four decades of machine-tool Our Purpose expertise with in-house R&D to serve automotive OEMs, Tier-1 suppliers and the Armed Forces Financial Working Capital,  Convert the FY26 inventory build to despatches; t

  9. Slide 9: Manufacturing and R&D

    Manufacturing and R&D Six manufacturing units across Hyderabad and Pune, backed by in-house design and institutional research Strategic Manufacturing Footprint Breakthrough Capabilities IIT Madras and RRCAT Hyderabad, Telangana Hybrid additive systems and 5-axis machining; eHAM3 Registered office at

  10. Slide 10: Certifications and Credentials

    Certifications and Credentials Quality systems, defence registrations and credit ratings ✓ ✓ ✓ AS 9100 / ISO 9000 DGQA Registration DPIIT Form VII Aerospace and general quality Quality assurance for high- Recommendation for HMG management systems precision defence assemblies manufacture, 12.7 to 30

  11. Slide 11: Strategic Portfolio for Future Growth

    Strategic Portfolio for Future Growth Order-book shares as of 12 August 2026 (₹271 crore); job works make up the remaining 1% 1 General Purpose Machines 2 Special Purpose Machines & Automation 38% of the order book 14% of the order book  Core product line: CNC turning, machining centres  Cam and c

  12. Slide 12: Diversified Markets, Balanced Customers

    Diversified Markets, Balanced Customers A Machine Tools, SPM and Defence-led revenue base spread across more customers than the Components model Segment revenue mix End-markets served 7% Automotive Defence 35% 28% OEM and Tier-1 makers Army and CAPFs via DGQA 93% Aerospace Railways 72% Precision mac

  13. Slide 13: Takeaway

    Takeaway Established Position Four decades of machine-tool manufacturing since 1983, six units, 5,000+ clients in 7+ countries Resilience Demonstrated A full year under constraint: costs cut 10.7%, EBITDA margin restored to 18.34%, PAT up seven-fold Reopening Achieved Delisting completed on 30 June

  14. Slide 14: Thank you

    Thank you Resilience. Lokesh Machines Limited Rebuilding. Readiness. B-29, EEIE Stage II, Balanagar, Hyderabad 500 037, Telangana CIN: L29219TG1983PLC004319 BSE: 532740 | NSE: LOKESHMACH Contact [email protected] 42nd Annual General Meeting www.lokeshmachines.com 22 September 2026 This prese

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