Lohia Corp Limited · NSE:LCL
Lohia — Q2 FY27 Earnings Presentation
36 slides from Lohia's earnings presentation, Nov 5, 2026
Slide 1: Exchange filing intimation letter
November 05, 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: Presentation on the Un
Slide 2: Lohia Corp Limited Investor Presentation – Q2FY27
Lohia Corp Limited Investor Presentation – Q2FY27 November 2026
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”) have been prepared by Lohia Corp Limited (the “Company”) solely for information purposes and do not constitute an offer, recommendation or invitation to purchase or subscribe for any securities of the Company, and shall no
Slide 4: Table of Contents
TABLE OF CONTENTS 01 Financial and Operational Performance 4 02 Company Overview 10 03 Industry Overview 27 04 Historical Financial Statements 29 05 Data Book 32
Slide 5: Financial and Operational Performance - Consolidated
01 Financial and Operational Performance - Consolidated
Slide 6: Key Highlights
Key Highlights Q2FY27 Performance H1FY27 Performance Strong Balance Sheet* Total Income Total Income Net Debt / Equity 6,003 INR Mn 11,099 INR Mn (0.18x) +43.0% YoY | +17.8% QoQ +50.2% YoY ROCE EBITDA EBITDA 51.3% 1,155 INR Mn 2,156 INR Mn +33.3% YoY | +15.3% QoQ +75.5% YoY ROE EBITDA Margin EBITDA
Slide 7: Q2 and H1FY27 Financial Highlights
Q2 and H1FY27 Financial Highlights Revenue from EBITDA & PAT & Highlights Operations EBITDA Margin PAT Margin 18.2% 42.0% 49.6% 15.3% 33.3% 75.5% 17.3% 48.2% 107.7% ✓ Strong Q2 and H1 Revenue Performance driven by sustained momentum in all segments ( 21% 20% 19% 17% 20% 12% 13% 13% 9% 13% Machinery
Slide 8: Q2 and H1FY27 Operational Highlights
Q2 and H1FY27 Operational Highlights Revenue Breakup Region-wise Sales Order Book Highlights (INR Mn) Distribution (INR Mn) 25,0 00 ✓ Machine sales grew 44% YoY to INR Q2 FY26 49% 51% 4,808 Mn in Q2 and 53% in H1, contributing about 80% of revenue 1,146 19,936 Q1 FY27 59% 41% 20,0 00 ✓ Aftermarket r
Slide 9: Quarterly Business Highlights (1/2)
Quarterly Business Highlights (1/2) Events in Recycling Segment EXECUTION DEVELOPMENT EXHIBITIONS Participated in Global Conclave on Plastics Recycling and Sustainability (GCPRS) at New Delhi and Plastics Recycling (PRS) show at Mumbai. Both events witnessed encouraging customer engagement with stro
Slide 10: Quarterly Business Highlights (2/2)
Quarterly Business Highlights (2/2) ✓ Executed a 1000 mm Specialised Stretching Line for a key Indian customer to process Disentangled Ultra High Molecular Weight Polyethylene (DPE) for the defence sector—expanding the Company's presence in specialised, high-value applications and demonstrating its
Slide 11: Financial Snapshot
Financial Snapshot INR Mn Q2 FY27 Q2 FY26 Y-o-Y Q1 FY27 Q-o-Q H1 FY27 H1 FY26 Y-o-Y Revenue from operations 5,943 4,184 42% 5,030 18% 10,974 7,338 50% Other income 60 15 66 125 51 Total income 6,003 4,199 43% 5,096 18% 11,099 7,389 50% Cost of materials consumed 3,571 2,439 2,896 6,467 4,150 Changes
Slide 12: Company Overview
02 COMPANY OVERVIEW
Slide 13: Leading global manufacturers of machinery and equipment for technical textiles
Leading global manufacturers of machinery and equipment for technical textiles* Company Overview Operational Highlights • Set up initially as a JV between the Lohia Group and Maschinenfabrik Starlinger & Co., Austria in 1981^ • Provides solutions for producing PP/HDPE woven fabric and 15.4% 40.7% 24
Slide 14: Our Product Portfolio across group entities
Our Product Portfolio across group entities Diverse product portfolio Provides solutions for conversion Tape extrusion Used for producing PP/HDPE tapes. Conversion of a wide variety of tubular fabrics lines 1 Melt capacity of 150-1000 kg / hr machines 1 into bags Used for winding flat or fibrillated
Slide 15: Key Milestones
Key Milestones* ▪ Manufactured and Sold first recycling machine ▪ Collaboration with Maschinenfabrik ▪ Acquired assets of Leesona Corp, USA Windmöller & Hölscher for exclusive right to ▪ Launched Blokomatic, block bottom valve bag manufacture and market “Extrusion Coating converting machine and Lami
Slide 16: Awards and Accreditation
Awards and Accreditation Awarded “South Asia Innovation Award 2026” by Clarivate Federation of Indian Export Organisations – Awarded Valued Partner at 52nd and Northern Region Export Excellence Award (Gold Trophy) for Top Exporter Uttar “Most Preferred Workplace” by 53rd Export Excellence Regional P
Slide 17: Lohia Corp: Key Strengths
Lohia Corp: Key Strengths Market leader in India and among the leading Advanced manufacturing infrastructure with 1 manufacturers globally of woven raffia machinery in a comprehensive backward integration, supported by an 4 growing market in-house training centre Technology-driven operations with a
Slide 18: Diverse product portfolio, offering end-to-end solutions for the woven fabric ecosystem
Diverse product portfolio, offering end-to-end solutions for the woven fabric 1 ecosystem Machines for entire Woven sack process Upto Fabric making stage Post Fabric Making: Conversion & Processing stage . Raw Tape Weaving Coating & Bag Winding Printing Material Production Circular looms Laminating
Slide 19: Delivering solutions across a diverse spectrum of end-user industries
2 Delivering solutions across a diverse spectrum of end-user industries Consultancy Engineering Training Feasibility Studies Fully Integrated Engineering Solutions Process Guidance Concept to Plant Layout Assessment Commission Machine Installation Troubleshooting Equipment Selection Equipment Specif
Slide 20: Strong relationships with a diverse, global customer base
Strong relationships with a diverse, global customer base through an extensive global 3 sales and distribution network A well spanning network across the globe Focused to enhance customer satisfaction Remote and Installation digital services & setup Russia Training & Technical performance support op
Slide 21: Advanced manufacturing infrastructure & in-house training centre
4 Advanced manufacturing infrastructure & in-house training centre… 6 manufacturing facilities located strategically equipped with advance machinery to cater customers across the globe 2 manufacturing facilities located Kanpur outside India Manufacturing facilities Chaubepur 108,000 240 2,000 KWP Bu
Slide 22: Supported by comprehensive backward integration
4 …supported by comprehensive backward integration Facilities equipped with high precision machine tools & manned by a team of qualified & experienced engineers following consistent processes Laser/plasma cutting, punching Welding & CNC machines CNC & conventional machines Powder/liquid coating, pla
Slide 23: Training Centres
4 ……Training Centres OVERVIEW OFFERINGS Established in 2012 (over 7,300 m2 constructed area), offers training for Operator Proficiency Course: 16 Weeks duration, aimed at creating operator- operators, supervisors, managers, promoters, and entrepreneurs, with on- level competency site hostels for tra
Slide 24: Technology-driven operations with a strong focus on innovation-led R&D
5 Technology-driven operations with a strong focus on innovation-led R&D Key Highlights 518 368 371 R&D Expenses (INR Mn) 251* 71/54 R&D employees Patents/trademarks 56 8 3.2% as % of representing 12.5% of in India & additional 19/24 Patents outside India Design registrations 2.7% 3.0% Revenue total
Slide 25: Key Strategies
Key Strategies Objective & Action Plan Extend into conversion & Scale high-performance Drive operational Expand global footprint recycling fibres via M&A efficiency • Grow international market share in • Conversion & processing machines, a • Target a global market growing at 8– • ZEEP (Zero Error Ex
Slide 26: Skilled and experienced management team (1/2)
6 Skilled and experienced management team with committed employee base (1/2) • 43+ years of experience Raj Kumar • Bachelor’s Degree in Arts from Kanpur University Gaurav Lohia • 20+ Years of experience Lohia • Associated with Plastics Machinery Manufacturers Whole Time • Bachelor’s Degree in Busine
Slide 27: Skilled and experienced management team (2/2)
6 Skilled and experienced management team with committed employee base (2/2) Selot Dinesh Boloor Shikha Srivastava Anupam Agarwal Manoj Shrikrishna Chief Sales and Marketing Company Secretary and Chief Financial Officer Chief Technology Officer Officer Compliance Officer • 32+ years of experience •
Slide 28: Industry Overview
03 INDUSTRY OVERVIEW
Slide 29: Industry Opportunity Across Raffia, with Recycling Emerging as a Key Growth Driver
Industry Opportunity Across Raffia, with Recycling Emerging as a Key Growth Driver Woven Raffia Market Woven Raffia Machine Market Emerging Segments Global Market Size (USD Bn) Global Market Size (USD Mn) India Recycling Market (USD Bn) Global Sorting/Washing/Extrusion Machine Market CAGR 6.3% 39,40
Slide 30: Historical Financial Statements
04 HISTORICAL FINANCIAL STATEMENTS
Slide 31: Consolidated Income statement
Consolidated Income statement (₹ in Mn) Particulars FY24* FY25 FY26 H1 FY27 Revenue from operations 11,658 13,769 17,170 10,974 Other income 78 96 209 125 Total Income 11,736 13,865 17,379 11,099 Expenses Cost of materials consumed 5,953 6,583 9,140 5,818 Purchases of stock-in-trade 466 996 1,072 64
Slide 32: Consolidated Balance sheet
Consolidated Balance sheet (₹ in Mn) Particulars FY24* FY25 FY26 H1 FY27 Particulars FY24* FY25 FY26 H1 FY27 ASSETS EQUITY AND LIABILITIES Non-current assets Equity Property, plant and equipment 3,602 3,334 3,247 3,171 Equity share capital 2,496# 106 106 106 Right-of-use assets 367 541 502 466 Other
Slide 33: Data Book
05 DATA BOOK
Slide 34: Key Operational Metrics
Key Operational Metrics Revenue Mix by Product Order Book Revenue from operations (₹ mn) Pending order book at period end (₹ mn) Machines Aftermarket Others 2.6x 19,936 1,561 17,782 1,950 1,354 13,585 1,187 1,738 1,146 1,394 1,010 7,692 8,285 13,659 9,078 10,677 8,818 FY24 FY25 FY26 Q1FY27 Q2FY27 FY
Slide 35: Key Financial Metrics
Key Financial Metrics Revenue from Operations Material Margin EBITDA & EBITDA Margin PAT & PAT Margin ₹ mn % of revenue from operations ₹ mn (EBITDA margin, %) ₹ mn (PAT margin, %) 44.3% 100 .00% 100 .00% 17,170 43.7% 42.7% 3500 3,186 90. 00% 200 0 1,935 90. 00% 13,769 80. 00% 80. 00% 3000 2,190 70.
Slide 36: Thank You
THANK YOU Corporate Office: Investor Relations Advisors: Lohia Industrial Complex, Chaubepur, Kanpur 209203, Uttar Pradesh, India [email protected] Anup Sudhendranath Registered Office: [email protected] D-3/A, Panki Industrial Estate, Kanpur 208 022, Uttar Pradesh, India Vinita Pan