Lohia Corp Limited – Investor Presentation Summary

Key Operational Highlights

  • Consolidated revenue for Q1 FY27 registered robust growth of 60% Y-o-Y
  • Exports contributed ~41% of revenue in Q1 FY27 versus ~37% in Q4 FY26
  • Growth in order book in hand provides strong visibility of revenue for the year
  • Exports constitute ~30% of current orders in hand
  • Execution cycle of current order book ranges from 6 to 9 months

Key drivers of operational performance:

Higher volumes, operating leverage, and higher efficiencies across operations

Segment-wise Performance

Not Specified

Financial Highlights

Revenue: ₹5,030 Mn

PAT: ₹663 Mn

EBITDA margin expanded by ~840 bps Y-o-Y

PAT margin expanded sharply Y-o-Y and held steady sequentially

YoY/QoQ comparison:

  • Revenue growth: 60% YoY, broadly steady sequentially compared to Q4 FY26
  • PAT growth: 292% YoY (from ₹169 Mn in Q1 FY26 to ₹663 Mn in Q1 FY27)
  • PAT sequentially: ₹663 Mn in Q1 FY27 versus ₹715 Mn in Q4 FY26

Drivers of financial performance:

Higher volumes, operating leverage, and higher efficiencies across operations

Geographical Revenue Split

Domestic vs Export Revenue:

  • Export: ~41% of total revenue in Q1 FY27
  • Domestic: ~59% of total revenue in Q1 FY27

Balance Sheet Snapshot

Not Specified

Capex & Cash Flow Health

Not Specified

Strategic & R&D Initiatives

  • Expanding into adjacent applications such as monofilament solutions
  • Developing solutions for recycling and circularity in plastics industry
  • Embedding data streams and AI capabilities into products
  • Innovation driven by automation, productivity enhancement, energy efficiency and digitization
  • 71 patents and 54 trademarks in India, 56 patents internationally with 8 design registrations
  • Applied for 24 trademark registrations and 19 patents in India (pending)

Industry Trends & Business Environment

  • India's recycling market set to double between 2023 – 2032
  • Integrated shredder–extruder–pelletizer machines enabling efficient one-step recycling of PP/HDPE raffia
  • Global high performance fibre market projected to grow at CAGR of 8%–10%, reaching over US$28 billion by 2030

Management Commentary & Growth Outlook

Strategic Outlook: "To be the World's No 1 in woven plastics machinery and allied businesses through innovative solutions"

FY Guidance: Not Specified

New Product Launches

  • Expanded Co-Ex and advanced coating & lamination capabilities: Introduced 1600 mm multilayer extrusion coating & lamination Co-Ex tandem line
  • Advanced automation for 1- and 2-loop FIBC production: Introduced automatic fabric cutting solutions
  • Higher productivity with next-generation Nova 6+: Launched Nova 6+ high-speed 6-shuttle circular loom with weft insertion rates up to 1,150 picks per minute

Operational Initiatives

  • Established Virtual Remote Assistance (VRA) Center at Chaubepur unit
  • Introduction of 3 months residential training and Certification Program at TTRC for Blokomatic Machine Operations

Manufacturing and Training Infrastructure

  • 6 manufacturing facilities (4 in India & 1 each in USA & Italy)
  • 1 live experience centre in India
  • 4 sales offices in India & 1 corporate office
  • 5 international offices located in Brazil, Russia, Thailand, UAE & USA
  • Manufacturing Technology Training Centre (MTTC): Trained 3,500+ Industry Ready Professionals, 400+ engineers under Onsite Programs and 250+ Business Owners as of FY26