Lohia Corp Limited has released the transcript of its earnings conference call held on August 20, 2026. The document covers the company’s unaudited consolidated and standalone financial results for the first quarter ended June 30, 2026.

The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The transcript is accessible via the company’s website and exchange filings.

Call Details

The conference call took place on Thursday, August 20, 2026. It was moderated by Motilal Oswal Financial Services Limited.

Management Participation

The following executives participated in the discussion:

• Raj Kumar Lohia, Chairman and Managing Director
• Gaurav Lohia, Whole-time Director and Chief Operating Officer
• Anupam Agarwal, Chief Financial Officer
• K G Gupta, Advisor to CMD

Ashish Poddar, Director of Research at Motilal Oswal Institutional Equity, served as the moderator.

Regulatory Disclosure

Shikha Srivastava, Company Secretary and Compliance Officer, signed the disclosure on August 27, 2026. The intimation was issued to both the National Stock Exchange of India Limited and BSE Limited.

Lohia Corp reported a net profit of ₹663 million for the quarter ended June 30, 2026, marking a sharp recovery from the ₹169 million recorded in the corresponding period of FY25. The capital goods manufacturer saw its revenue from operations expand by 60% year-on-year to ₹5,030 million, up from ₹3,154 million in Q1FY26. The company’s pending order book surged to ₹17,782 million as of June 2026, reflecting strong visibility for future revenues.

The results reflect strong operational momentum following the company's recent transition to public listing. Lohia Corp completed its initial public offering (IPO) of 25,931,407 equity shares at an issue price of ₹425 per share, raising approximately ₹11,012.9 million through an offer for sale by existing shareholders. The shares were listed on the National Stock Exchange and BSE on July 30, 2026.

Financial Performance Highlights

The consolidated financial results for Q1FY27 show significant improvements across key income statement lines compared to the prior year. EBITDA margin expanded by approximately 840 basis points year-on-year to 19.9%, driven by higher volumes and operating leverage.

Revenue growth outpaced expense inflation, with total expenses rising 42% year-on-year to ₹4,183 million. This divergence contributed to a substantial expansion in pre-tax profits, which jumped 289% to ₹913 million. Other income increased to ₹66 million from ₹37 million in the prior year, while finance costs remained contained at ₹24 million.

What the Numbers Show

The surge in profitability is primarily operational, driven by higher sales volumes rather than one-off gains. Unlike the previous fiscal year, where exceptional items related to new labour codes impacted the bottom line, Q1FY27 results contain no such non-recurring charges. The effective tax rate for the quarter stood at approximately 27.4%, with total tax expense amounting to ₹250 million, including a deferred tax credit of ₹7 million. Exports contributed ~41% of the revenue in Q1FY27, an increase from ~37% in Q4FY26, indicating strengthening international demand.

Segment and Subsidiary Details

The group operates as a single segment focused on manufacturing machinery for the HDPE/PP woven fabric industry. Six subsidiaries were included in the consolidated statement, including Leesona Corp (USA) and OMGM Extrusiontechnik S.R.L. Among these, six subsidiaries reviewed by joint auditors reported a combined revenue of ₹250.6 million but incurred a net loss of ₹55.8 million for the quarter, highlighting a concentration of losses within specific international or niche entities despite the overall group profitability.

The standalone results mirrored the consolidated trend, with the holding company reporting a net profit of ₹732.7 million, up from ₹175.9 million in Q1FY26. Standalone revenue rose 63.3% to ₹4,997.5 million. The Board of Directors, chaired by Raj Kumar Lohia, approved the unaudited financial results on August 19, 2026, following review by the Audit Committee and statutory auditors Walker Chandiok & Co LLP and Anil Pariek & Garg.