Laxmi Organic Industries Limited

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ited Corporate Relationship Department, 1st Floor, New Trading Ring, Rotunda Building, P. J. Towers, Dalal Street, Fort, Mumbai – 400 001 Scrip Code: 543277 Dear Sir / Madam, Sub: Presentation fo

12 billion

ation Ketene/Diketene Fluorination New Technology… Market Size Large addressable market > USD 12 billion Large addressable market > USD 3.5 billion Market Position Top supplier in India and amongst top

3.5 billion

Technology… Market Size Large addressable market > USD 12 billion Large addressable market > USD 3.5 billion Market Position Top supplier in India and amongst top 3 players globally (ex. China) Top supplie

100%

LIMITED | Q3 FY24 4 Group Operating Structure Laxmi Organic Industries Limited (Mahad & Dahej) 100% 95% 26% 26% Yellowstone Fine Chemicals Pvt. Ltd. (Lote) (Specialty) Saideep Traders (Disti

95%

ED | Q3 FY24 4 Group Operating Structure Laxmi Organic Industries Limited (Mahad & Dahej) 100% 95% 26% 26% Yellowstone Fine Chemicals Pvt. Ltd. (Lote) (Specialty) Saideep Traders (Distillery

26%

Q3 FY24 4 Group Operating Structure Laxmi Organic Industries Limited (Mahad & Dahej) 100% 95% 26% 26% Yellowstone Fine Chemicals Pvt. Ltd. (Lote) (Specialty) Saideep Traders (Distillery) Cl

rs 1

Healthy balance of exports and domestic sales* Continued trusted partner of choice for our customers 1 2 3 Deepening innovation & leveraging chemistries and technology absorption Economies of Scale

40%

s 4 Flourospecialty intermediaries In house R&D beyond Miteni Technology 5 * Historically 30-40% share of exports LAXMI ORGANIC INDUSTRIES LIMITED | Q3 FY24 6 Geared to Win – Innovation pipelin

2%

ng Pipeline – 11 products are in pilot and capex approval stage Investment Continue to invest 2% of Specialties revenues for Innovation Infrastructure Infrastructure - Miteni piloting asse

20%

n Infrastructure Infrastructure - Miteni piloting assets already in place Revenue Continue >20% Revenue Contribution from New Products in Specialties* 4 5 2 3 Innovation New Innovation

90%

3rd party storage tank agreements Mahad (2 Units) • • • Land parcel: 45 acres Land Occupancy: 90% Product Mix: o Essentials – 60% o Specialties – 40% Dahej* Mahad, Maharashtra (2 units) Euro

60%

s Mahad (2 Units) • • • Land parcel: 45 acres Land Occupancy: 90% Product Mix: o Essentials – 60% o Specialties – 40% Dahej* Mahad, Maharashtra (2 units) Europe Dahej* Lote* Lote* Jarandes

“For our Dahej project, we are working diligently with the relevant authorities to receive the clearances to start construction, post which, the project execution is expected to take 18-20 months.”

“5,500 Mn Project had delays and cost overrun on account of COVID restrictions, rise in freight costs along with investments EHS, common infrastructure & utilities for further expansions Rs.”

Product Mix

2

Product Mix

o Essentials – 60% o Specialties – 40% Dahej* Mahad, Maharashtra (2 units) Europe Dahej* Lote* Lote* Jarandeshwar Panchganga As part of the global footprint, we have offices in Leiden (Netherlands), Shanghai (China) & Rome (Italy) Belgium Netherlands Italy • • • Land parcel: 86 acres Land Occupancy: 20% (phase I) Product Mix (proposed)#: o Specialties – 65% o Essentials – 35% • • • Land parcel: 30 acres Land Occupancy: 50%

Product Mix

o Specialties Scalable Brownfield Sites All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness LAXMI ORGANIC INDUSTRIES LIMITED | Q3 FY24 *including upcoming manufacturing facilities at Lote & Dahej #Spilt of Capex Spend 8 Geared to Win– Network and Alliances Ravi Goenka Executive Chairman Dr Rajan Venkatesh Managing Director & Chief Executive Officer Harshvardhan Goenka Executive Director – Strategy & Business Development Rajeev Goenka Non-Executive Director Manish Chokhani Independent Director in Chemical Bachelor’s degree Bangalore from Engineering University and has been a part of the Company since its inception in 1989 Master's in Chemistry, M. Phil. in in Polymer Science, and Ph.D. Polymer Chemistry. 19 years at BASF, culminating as Senior VP, Care Chemicals APAC B.Sc. from Babson College, School of Business in Boston, USA, and 11 years the of chemicals