Intimation for Operational Update for H1FY27

01st October, 2026 BSE Limited National Stock Exchange of India Limited Corporate Services Department Corporate Communications Department Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai – 400001 Bandra (East), Mumbai - 400051 BSE Scrip Code: 512455 NSE Symbol: LLOYDSME Sub: Intimation for Operational Update for H1FY27 Dear Sir/Madam, We are pleased to release herewith the Operational Update of the Company for H1FY27. The same is also available on the website of the Company at www.lloyds.in. The same may please be taken on record and suitably disseminated to all concerned. Thanking you, Yours Sincerely, For Lloyds Metals and Energy Limited Akshay Vora Company Secretary Encl.: as above LLOYDS METALS & ENERGY LIMITED R/O: Plot No: A 1-2, MIDC Area, Ghugus, District Chandrapur – 442505, Maharashtra, India. H/O: A-2, 2nd Floor, Madhu Estate, Pandurang Budhkar Marg, Lower Parel (West), Mumbai – 400013, Maharashtra, India W: www.lloyds.in Mumbai, 1st October 2026 Operational Update –H1FY27 (provisional) Lloyds Metals and Energy Ltd records best ever H1 Operational Performance VAP SHARE IN OVERALL MIX INCREASES SIGNIFICANTLY HIGHEST EVER H1 PRODUCTION OF IRON ORE AT 10 MNT, HIGHER 36% YOY DRI PRODUCTION AT 343K TONNES, HIGHER 104%YOY PELLET PRODUCTION AT 3.8 MN TONNES, HIGHER 372% YOY LLOYDS METALS AND ENERGY LIMITED (“THE COMPANY”) IS PLEASED TO ANNOUNCE ITS OPERATIONAL PERFORMANCE FOR THE H1FY27, DEMONSTRATING CONSISTENT PRODUCTION ACROSS ALL KEY SEGMENTS. Iron ore Continuing the strong momentum, Iron ore output for H1FY27 was 10 million tonnes, up 36% YoY. Anchored to produce 26 MT iron ore in FY27. The mined ore excludes the BHQ of 8.7 million tonnes, which the company will be processing once the beneficiation plants are commissioned. Direct Reduced Iron (DRI) Production during H1FY27 was 343k tonnes, compared with 168k tonnes in H1FY26, registering a growth of 104%, implying capacity utilisation of more than 90% on a consistent basis. Pellet The company commenced its 2nd 4mnt pellet plant , ramping up its annual capacity to 8 mn tonnes. H1FY27 pellet production saw a production of 3.8 mnt. Implying 100% capacity utilisation. This marks a significant milestone for the Company, reflecting one of the fastest commissioning-to-ramp-up timelines achieved to date. Copper H1FY27 production stood at 4,389 tonnes. The copper produced also includes residual production of Chemaf plant in Q1FY27 The break-up of production (Provisional) is as follows: Production H1FY27 H1FY26 YoY(%) Iron Ore (Mn Tonnes) 10.0 7.4 36% BHQ (mn tonnes) 8.7 1.2 598% DRI (tonnes) 3,43,064 1,67,812 104% Pellet (mn tonnes) 3.8 0.8 372% Copper (tonnes) 4,389 - NA About Lloyds Metals & Energy Limited Lloyds Metals and Energy Limited ("LMEL"), incorporated in 1977, is a leading integrated metal and mining company and the largest merchant iron ore miner in Maharashtra, India. LMEL operates one of the country's largest single-location iron ore mines at Surjagarh, Gadchiroli district, with an expanded Environmental Clearance (EC) capacity of 55 million tonnes per annum (MTPA), including beneficiation of Banded Hematite Quartzite (BHQ). The Company has a Direct Reduced Iron (DRI) manufacturing capacity of 700,000 TPA spread across two locations in Maharashtra. In addition, LMEL has successfully commissioned an 85 km slurry pipeline from Hedri to Konsari and has scaled up its pellet-making capacity to 8 MTPA at Konsari, significantly strengthening its logistics integration and downstream value addition. Extending its footprint across the broader metals value chain, LMEL has also forayed into copper through strategic investments in mining assets in the Democratic Republic of Congo (DRC), marking the Company's entry into base metals and reinforcing its long-term resource security and growth ambitions. With strategic mine location advantages, LMEL caters to key steel and industrial markets across India, reinforcing its position as a vital contributor to the country's steel value chain. Guided by rich cultural values and over four decades of operational excellence, LMEL is committed to redefining mining and ironmaking through a focus on sustainability, innovation, and cost leadership. The Company continuously benchmarks its business vision, governance, manufacturing processes, and community engagements against global best-in-class standards to create long-term value for all stakeholders. For more information, please contact: Tel :- +91 9892183389 Email: lloyds_ir@lloyds.in Safe Harbour: This document may contain forward-looking statements about the Company, which are based on the beliefs, opinions, and expectations of the Company’s management as of the date of this release, and the Company does not assume any obligation to update their forward-looking statements if those beliefs, opinions, expectations, or other circumstances should change, These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. Consequently, readers should not place any undue reliance on such forward-looking statements.