LMW LIMITED Q2 CONCALL : ₹3,400 CR TEXTILE MACHINERY ORDER BOOK, 50% MACHINE TOOLS GROWTH & ₹1,000 CR AEROSPACE ORDERS

• TEXTILE MACHINERY ORDER BOOK AT ₹3,400 CR, INCLUDING ₹2,600 CR ACTIVE ORDERS • MACHINE TOOLS BUSINESS GROWTH RUNNING NEAR 50% IN CURRENT YEAR, WITH STRONG MOMENTUM EXPECTED • MACHINE TOOLS CAPACITY EXPANSION PLANNED THROUGH EXISTING FACILITIES & ADDITIONAL SHIFTS • MACHINE TOOLS CAPACITY UTILIZATION AT APPROXIMATELY 75–80% • AEROSPACE & DEFENCE ORDER BOOK AT ₹1,000 CR, COMPRISING 70% METALLICS & 30% COMPOSITES • APPROXIMATELY ₹150 CR INVESTMENT DISCUSSED FOR AEROSPACE CAPACITY EXPANSION; TIMELINE NOT CONFIRMED • AEROSPACE & DEFENCE CAPACITY UTILIZATION CURRENTLY AROUND 70% • TEXTILE MACHINERY CAPACITY UTILIZATION AT APPROXIMATELY 60%, PROVIDING ROOM FOR HIGHER EXECUTION • LAKSHMI WINDER COMMERCIALIZED; BROADER CUSTOMER DELIVERY RAMP-UP EXPECTED NEXT YEAR • LAKSHMI WINDER ADDRESSABLE MARKET ESTIMATED ABOVE ₹1,500 CR, SUPPORTING IMPORT SUBSTITUTION OPPORTUNITIES • OVERSEAS ORDERS INCLUDE ₹163 CR FROM DUBAI & ₹128 CR FROM CHINA, WITH EXECUTION EXPECTED OVER SIX MONTHS OR LONGER • FY27 CAPEX EXPECTED TO REMAIN BROADLY IN LINE WITH ANNUAL DEPRECIATION • DEFENCE, ELECTRONICS MANUFACTURING & HIGH-VALUE MACHINING CENTRES IDENTIFIED AS KEY GROWTH OPPORTUNITIES • TEXTILE MACHINERY PRICE INCREASES UNDER DISCUSSION TO OFFSET RAW MATERIAL COST PRESSURE • COMMODITY INFLATION, ELECTRONICS SHORTAGES & WEAK OVERSEAS PROFITABILITY REMAIN KEY RISKS

MIVEN MACHINE TOOLS LTD.

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