LLOYDS METALS AND ENERGY LTD.

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05th May, 2026 To, BSE Limited Corporate Services Department Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 BSE Scrip Code: 512455 Sub: Earnings Presentation for Q4 & FY26 D

INR 1,38,378

tion | May 2026 www.lloyds.in 5 Q4 & FY26 Highlights - Standalone FY26 Financial Performance INR 1,38,378 Mn Total Income INR 46,731 Mn EBITDA 33.77% EBITDA Margin INR 31,943 Mn PAT Strong Growth Backed

INR 46,731

5 Q4 & FY26 Highlights - Standalone FY26 Financial Performance INR 1,38,378 Mn Total Income INR 46,731 Mn EBITDA 33.77% EBITDA Margin INR 31,943 Mn PAT Strong Growth Backed by Operating Leverage and M

33.77%

hts - Standalone FY26 Financial Performance INR 1,38,378 Mn Total Income INR 46,731 Mn EBITDA 33.77% EBITDA Margin INR 31,943 Mn PAT Strong Growth Backed by Operating Leverage and Mix Improvement •

INR 31,943

6 Financial Performance INR 1,38,378 Mn Total Income INR 46,731 Mn EBITDA 33.77% EBITDA Margin INR 31,943 Mn PAT Strong Growth Backed by Operating Leverage and Mix Improvement • • • Total Income for Q4

INR 49,774

Backed by Operating Leverage and Mix Improvement • • • Total Income for Q4FY26 / FY26 stood at INR 49,774 mn / INR 1,38,378 mn, registering a sharp 310% YoY growth in Q4 and 104% YoY growth for the full ye

310%

• • Total Income for Q4FY26 / FY26 stood at INR 49,774 mn / INR 1,38,378 mn, registering a sharp 310% YoY growth in Q4 and 104% YoY growth for the full year EBITDA for Q4FY26 / FY26 came in at INR 16,

104%

Y26 / FY26 stood at INR 49,774 mn / INR 1,38,378 mn, registering a sharp 310% YoY growth in Q4 and 104% YoY growth for the full year EBITDA for Q4FY26 / FY26 came in at INR 16,788 mn / INR 46,731 mn, gr

INR 16,788

rp 310% YoY growth in Q4 and 104% YoY growth for the full year EBITDA for Q4FY26 / FY26 came in at INR 16,788 mn / INR 46,731 mn, growing 498% YoY in Q4 and 133% YoY in FY26 EBITDA margins expanded to 33.73% i

498%

rowth for the full year EBITDA for Q4FY26 / FY26 came in at INR 16,788 mn / INR 46,731 mn, growing 498% YoY in Q4 and 133% YoY in FY26 EBITDA margins expanded to 33.73% in Q4FY26 (+1,058 bps YoY) and 33

133%

year EBITDA for Q4FY26 / FY26 came in at INR 16,788 mn / INR 46,731 mn, growing 498% YoY in Q4 and 133% YoY in FY26 EBITDA margins expanded to 33.73% in Q4FY26 (+1,058 bps YoY) and 33.77% in FY26 (+418

33.73%

16,788 mn / INR 46,731 mn, growing 498% YoY in Q4 and 133% YoY in FY26 EBITDA margins expanded to 33.73% in Q4FY26 (+1,058 bps YoY) and 33.77% in FY26 (+418 bps YoY), reflecting strong operating leverage

“IPCC commissioned on 11 Aug ’25, handling 2.89 million tonnes Investor Presentation | May 2026 www.lloyds.in 15 FY26 Highlights- Thriveni Earthmovers and Infra Private Limited (TEIPL)”

“Key Operational Data Particulars Q4-FY26 Q3-FY26 Iron Ore (Mn Tonnes) – Incl BHQ Baryte – Incl.”

“With assets already commissioned and teams deployed on the ground, the project is positioned for rapid ramp-up and disciplined scale.”

“km) in the Katanga Copper Belt with a 12,000 TPA SX-EW plant with mix of captive and third party, transitioning to fully captive supply over medium term.”

“Pilot Plant has given Excellent results with yield of 38%+ Forest Land Secured for the ongoing BHQ project Investor Presentation | May 2026 www.lloyds.in 28 Phase 1 Phase 2 Project Updates Project Slurry Pipeline 195 kms Pellet Plant – 3 BHQ Beneficiation of 15MNT Integrated Steel Plant Future Projects Progress So Far Survey work completed, preliminary engineering completed, ROW approval in progress Land procured, engineering in progress, EC in hand.”

“Project Details Hedri to Ghughus via Konsari Plant.”

“➢ The project is designed to structurally lower logistics costs, deliver cost savings of : ➢ Hedri to Ghughus Plant- Cost savings of INR 800-1000 per tonne ➢ Stockyard at Chandrapur, Saves further INR 250 per tonne on external sales ➢ The presence of parallel slurry routes also provides built-in redundancy, reducing the risk of disruption in case of downtime on any single line.”

“RoE – FY26 – 37% Swift execution accompanying Sustainability Swift execution of projects has been a strong foothold of LMEL.”

Record yearly performance

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Indonesia

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Financial Assets

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Valorem Advisors Disclaimer

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Investor Kit Link

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Record yearly performance

• OB Removal : 72.8 million BCM • Coal Production: 17.5 million tonnes • Coal Crushing: 17.4 million tonnes • Coal Dispatch: 17.4 million tonnes • • Electrical loading : 21.8 million BCM (Increased by 80% YoY) • Electric Drill : 1.59 lakh meters (Increased by 45% YoY) • Wireless communication system implemented across HEMM and mid-scale equipment. IPCC commissioned on 11 Aug ’25, handling 2.89 million tonnes Investor Presentation | May 2026 www.lloyds.in 15 FY26 Highlights- Thriveni Earthmovers and Infra Private Limited (TEIPL)

Indonesia

• Plans to scale down the Indonesian operations due to lower margins and operational issues and propose to shift the equipment's either to Congo and/or shift the equipment to PNG, Geomysore – Gold Mining • Geomysore Gold Mining MDO Operations : MDO and exploration contract already commenced in Jan-2026 and for FY 26- 27 targeted EBITDA 60 Crore. Investor Presentation | may 2026 www.lloyds.in 16 TEIPL (Consolidated) - Key Matrices Particulars (INR Mn) Total Income Total expenses EBIDTA* EBIDTA Margins (%) Cash PAT Cash Pat Margins (%) Key Balance Sheet Q4-FY26 Q3-FY26 25,154 15,410 9,744 38.74% 5,948 23.65% 21,971 16,516 5,455 24.83% 3,427 15.60% Net Debt (incl RPS) (as on 31.03.26) Equity (as on 31.03.26) Other Equity (including Non Controlling interest) (as on 31.03.26) *EBITDA excludes one-time fair value loss on CCPS financial liability. Key Operational Data Particulars Q4-FY26 Q3-FY26 Iron Ore (Mn Tonnes) – Incl BHQ Baryte – Incl. OB (Mn Cubic meters) Coal (Indian operations) Incl.

Financial Assets

(d) Investments (e) Non-Current Tax Assets 11,568 12,682 780 0.4 - 16,078 99,925 42,673 1,39,461 827 3,881 324 24 6,081 1,010 (f) Other Non-Current Assets ( incl. Goodwill) 3,072 5,712 67,902 Current Assets (a) Inventories () Investments (i) Trade Receivables (ii) Cash and Cash Equivalents (iii) Other Bank Balances (iv) Loans and Advances (b) Other Current Assets 2,311 290 799 26 2,845 15 4,988 4,327 26,596 751 1,714 416 6,993 2,508 6,759 1,051 14,805 21,219 5,811 8,896 19,862 (c) Other Current Liabilities 5,682 11,564 22,817 TOTAL EQUITY AND LIABILITIES 39,376 89,106 4,16,500 TOTAL ASSETS 39,376 89,106 4,16,500 Investor Presentation | May 2026 www.lloyds.in 48 Consolidated Historical Financial Highlights Total Income (INR Mn) EBITDA (INR Mn) & EBITDA Margins (%) Adj PAT (INR Mn) 65,746 67,748 34,667 1,73,064 63,339 33.60% 70,000 60,000 50,000 40,000 30,000 20,000 10,000 - 25.52% 27.09% 17,812 8,847 29.66% 20,095 38,286 * 9,855 12,429 14,553 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23

Valorem Advisors Disclaimer

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 | May 2026 Investor Relations Lloyds Metals and Energy Ltd Tel: +91-22-62918164 Email: lloyds_ir@lloyds.in www.lloyds.in 51