LUMINO

- Lumino Industries Limited submitted the audio recording link of the Earnings Conference Call held on November 5, 2026. - The call discussed the financial performance of the company for the quarter and half year ended September 30, 2026. - The audio recording is accessible on the company's website.

- Lumino Industries reported H1 FY27 consolidated revenue of ₹1,183 Cr, registering a 25% YoY growth compared to ₹946 Cr in H1 FY26. - H1 FY27 EBITDA stood at ₹155 Cr with a margin of 13.1%, up from ₹116 Cr (12.2% margin) in H1 FY26. - H1 FY27 PAT grew by 41% YoY to ₹93 Cr compared to ₹66 Cr in H1 FY26. - Total order book as of September 30, 2026, stood at ₹2,885 Cr, comprising ₹922 Cr from Manufacturing and ₹1,963 Cr from EPC. - The company is expanding manufacturing capacity at Ranihati, Howrah, adding 35,000 MT of annual capacity in phases (taking total capacity from 40,000 MT to 75,000 MT), with Phase 1 commercial production expected in Q4 FY27.

- Q2 FY27 Revenue grew 30% YoY to ₹661 Cr vs ₹509 Cr in Q2 FY26. - Operating EBITDA rose 34% YoY to ₹84 Cr with margin at 12.8%. - PAT surged 51% YoY to ₹53 Cr. - Total order book stood at ₹2,885 Cr; L1 in ₹555 Cr tenders.

Q2 FY27 Consolidated Revenue ₹661.42 Cr vs ₹509.14 Cr (▲30% YoY) EBITDA ₹84.31 Cr vs ₹62.97 Cr (▲34% YoY) PAT ₹53.06 Cr vs ₹35.21 Cr (▲51% YoY) EBITDA Margin 12.75% vs 12.37% (▲38bps)