Lloyds Metals And Energy Limited

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12th August, 2025 To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 BSE Scrip Code: 512455 Sub: Earnings Presentation for Q1 FY26 Dea

4 million

MDO acquisition Entered MDO space; will have dual benefits of costs and profitability Pellet 4 million tonne commissioned at Konsari Completed within 18 months of receiving EC. Investor Presentati

INR 24,084

r Presentation | August 2025 www.lloyds.in 4 Q1-FY26 Highlights Q1-FY26 Financial Performance INR 24,084Mn Total Income INR 8,087Mn EBITDA 33.57% EBITDA Margin INR 6,346Mn PAT ▪ Revenue for Q1FY26 was

INR 8,087

5 www.lloyds.in 4 Q1-FY26 Highlights Q1-FY26 Financial Performance INR 24,084Mn Total Income INR 8,087Mn EBITDA 33.57% EBITDA Margin INR 6,346Mn PAT ▪ Revenue for Q1FY26 was flat YoY and 99% higher Q

33.57%

Q1-FY26 Highlights Q1-FY26 Financial Performance INR 24,084Mn Total Income INR 8,087Mn EBITDA 33.57% EBITDA Margin INR 6,346Mn PAT ▪ Revenue for Q1FY26 was flat YoY and 99% higher QoQ. For YoY, High

INR 6,346

1-FY26 Financial Performance INR 24,084Mn Total Income INR 8,087Mn EBITDA 33.57% EBITDA Margin INR 6,346Mn PAT ▪ Revenue for Q1FY26 was flat YoY and 99% higher QoQ. For YoY, Higher iron ore revenue was

99%

e INR 8,087Mn EBITDA 33.57% EBITDA Margin INR 6,346Mn PAT ▪ Revenue for Q1FY26 was flat YoY and 99% higher QoQ. For YoY, Higher iron ore revenue was offset by lower DRI & Power Revenue, whereas on

370 bps

QoQ front, growth was led by an all-around performance. ▪ EBITDA Margins reported an increase of 370 bps YoY and 1046 bps QoQ to 33.58% in Q1FY26 versus 29.90% in Q1FY25, 23.12% in Q4FY25 ▪ On the EBIT

1046 bps

h was led by an all-around performance. ▪ EBITDA Margins reported an increase of 370 bps YoY and 1046 bps QoQ to 33.58% in Q1FY26 versus 29.90% in Q1FY25, 23.12% in Q4FY25 ▪ On the EBITDA front, it repo

33.58%

all-around performance. ▪ EBITDA Margins reported an increase of 370 bps YoY and 1046 bps QoQ to 33.58% in Q1FY26 versus 29.90% in Q1FY25, 23.12% in Q4FY25 ▪ On the EBITDA front, it reported an increa

29.90%

▪ EBITDA Margins reported an increase of 370 bps YoY and 1046 bps QoQ to 33.58% in Q1FY26 versus 29.90% in Q1FY25, 23.12% in Q4FY25 ▪ On the EBITDA front, it reported an increase of 12% YoY and 188% QoQ

23.12%

reported an increase of 370 bps YoY and 1046 bps QoQ to 33.58% in Q1FY26 versus 29.90% in Q1FY25, 23.12% in Q4FY25 ▪ On the EBITDA front, it reported an increase of 12% YoY and 188% QoQ. A healthy mix

“RoCE – FY25 – 26.4% (ex CWIP 62%) RoE – FY25 – 22.7% Swift execution accompanying Sustainability Swift execution of projects has been a strong foothold of LMEL.”

TEIL Paid up cap

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ValoremAdvisorsDisclaimer

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Investor Kit Link

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TEIL Paid up cap

87.7cr (Increased from 50L) Building Resilience through Strategic Cost Control Thriveni’s MDO Acquisition to Boost the Overall Outlook Sustainable and Strategic Controls Enhancing Profit Margins Achieving Operational Efficiency Long-Term Competitive Advantage Minimizing impact of Steel Price Fluctuations Strengthening Resilience Investor Presentation | August 2025 www.lloyds.in 13 Benefits from the integration of Thriveni’s MDO operation Step towards producing non-cyclical “ low-cost” steel of India Alignment of Shareholder Interest Margin Expansion ▪ Long term alignment of shareholder interest with key partner Thriveni ▪ Biggest cost (MDO) fully integrated with cost efficient operator ▪ Collaboration for longer term to multiply shareholder returns Cost and Time Synergies ▪ Synchronisation of resources between LMEL and Thriveni ▪ Cost reduction as we scale up ▪ Acquiring proven and established expertise for MDO vs developing MDO expertise in- house (time-consuming with a long learning

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1.2MNT HRC: 3MNT Investor Presentation | August 2025 www.lloyds.in 16 Project Updates Completed Projects Undergoing Projects Project Mines Slurry Pipeline - 1 & Pellet Plant - 1 Pellet Plant - 2 1.2mnt Steel BHQ 30 mnt Throughput Progress So Far FY22 – 3 mnt FY23 - 3.6 mnt FY24 & 25 – 10 mnt Work Completed Major Machinery Ordered, Work at Site in full swing Project Details FY26 - Mobilised along with Thriveni to mine and sell 22- 23 mnt of iron ore Project commissioned Project in advanced stages to be completed ahead of the Schedule DRI plant at Ghughus is nearing completion Steel Plant construction work has started Pilot Plant 5TPH completed Primary Engineering completed for BHQ plants and major equipment procuring in progress The project is at the advanced stages and is expected to be on time or slightly ahead of the schedule. Pilot Plant has given Excellent results with processed ore delivering Fe content of more than 66% on a consistent basis Investor Presentation | August 2025 www

ValoremAdvisorsDisclaimer

Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review. Valorem Advisors Mr. Anuj Sonpal, CEO Tel: +91-22-49039500 Email: lloyds@valoremadvisors.com

Investor Kit Link

https://www.valoremadvisors.com/lloyds Investor Presentation | August 2025 Investor Relations Lloyds Metals and Energy Ltd Tel: +91-22-62918164/9892183389 Email: lloyds_ir@lloyds.in www.lloyds.in 36