Investor Presentation

Date: October 05, 2026 BSE Limited National Stock Exchange of India Limited PJ Towers, Floor 25, Exchange Plaza Dalal Street, Bandra Kurla Complex Mumbai — 400001 Bandra (East), Mumbai – 400 051 BSE Code: 544918 Symbol: LCCPROJECT Sub.: Investor Presentation for Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026. Dear Sir, Pursuant to requirements of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investor Presentation for the Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026. Please take the same on your records. For LCC Projects Limited Gayatri Desai Company Secretary and Compliance Officer ICSI Membership Number: A60858 LCC Projects Limited Investor Presentation Q1 FY27 Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by LCC Projects Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but 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. This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. Key Highlights Key Company Updates Order Book & Pipeline • As on June 30, 2026, the Order Book stood at ₹83,878 million compared to ₹79,532 million as on March 31, 2026, reflecting steady growth in our execution pipeline. • YTD Orders booking in FY27 - ₹22,291 mn • Q1 FY27 - ₹11,724 mn • Q2 FY27 - ₹10,567 mn • Robust L1 position for projects worth ₹17,673 million • This strong order visibility underscores our continued success in securing high-quality projects and reinforces confidence in sustained growth momentum through FY27. Operational Highlights: • Execution during the quarter was impacted by supply-chain disruptions arising from global geopolitical tensions, which lead to a shortage of commercial fuel availability. In addition, temporary workmen shortages linked to state elections further impacted execution. The situation has since normalized, with a steadily increasing on-ground workforce and improved material availability. • With these constraints now behind us, execution momentum has strengthened across project sites, positioning the Company to deliver on its growth and performance objectives for the remainder of the year. Q1 FY27 Performance Updates Revenue from Operations (₹ Mn) EBIDTA (₹ Mn) & EBIDTA margin (%) 14.9% 13.5% EBIT (₹ Mn) & EBIT margin (%) PAT (₹ Mn) & PAT margin (%) 14.3% 13.0% 8.1% 8.2% Q1 FY27 Key Financial Highlights (Consolidated) Particulars (₹ In Mn) Q1FY27 Q1FY26 Y-o-Y FY26 FY25 Y-o-Y Revenue from Operations 8,026 9,455 -15% 36,003 29,183 23% Other Income 78 35 392 227 Total Income 8,104 9,490 -15% 36,395 29,410 24% Construction Expenses (incl Cost of Material Consumed) 6,332 7,806 29,470 23,993 Employee Expenses 343 290 1,312 1,099 Other Expenses 155 82 404 308 EBITDA (excluding other income) 1,195 1,277 -6% 4,817 3,782 27% EBITDA Margin (%) 14.9% 13.5% 13.4% 13.0% Depreciation 112 81 454 274 EBIT 1,161 1,231 -6% 4,755 3,736 27% EBIT Margin (%) 14.3% 13.0% 13.1% 12.7% Finance Cost 245 196 962 801 Share of Profit/(loss) of JV & Associates (net) 2 0 -1 1 Exceptional Item 0 0 8 0 Profit before Tax 918 1,035 -11% 3,784 2,935 29% Profit before Tax Margin (%) 11.3% 10.9% 10.4% 10.0% Tax 260 256 919 699 Profit After Tax 658 779 -16% 2,864 2,236 28% PAT Margin (%) 8.1% 8.2% 7.9% 7.6% Other comprehensive income -2 -2 0 -2 Total other comprehensive income 656 777 -16% 2,865 2,234 28% Basic & Diluted EPS 2.3 2.8 10.4 8.2 Company Overview A Multidisciplinary EPC Company in Irrigation and Water Supply Segment Multidisciplinary large corporate EPC company from Gujarat LCC has executed wide range of projects which includes construction of Key Financial Highlights1 1 2 3 4 ₹ 36,003 Mn Hydraulic Dams Barrages Canals Structures Revenue 2004 5 6 7 8 ₹ 5,199 Mn Commencement of our Pipe Distribution Lift irrigation Water supply Other EPC EBITDA operations networks works schemes projects ₹ 2,864 Mn LCC is primarily into execution of Irrigation and water supply project segments Key Highlights Key Operational Metrics We focus on complex projects and have a strong track record in project We build canals, pipe distribution 12 States management, execution and timely networks, and modern irrigation systems Order Book as at 30th June 2026 Presence in India 1 2 3 completion of irrigation and water to support sustainable farming and comprises more than 100 projects supply projects across India, mostly ahead ensure clean drinking water. of or on schedule. 80 Projects completed Our Company uses latest technologies Completed execution of Company's first Our in-house design and engineering team such as SCADA, Water Gems, Water metro rail project including station, comprises ~ 700 qualified engineers and 4 5 6 Hammer, and Staad-Pro for design ₹ 83,878 Mn approaches, and viaducts; currently technical personnel trained in planning, design database, and for Order Book executing EPC for mining project. construction management and design. mapping and analysing topographic data. As on 30th June 2026 1 As of FY26 8 LCC Projects Key Milestones Crossed ₹ 10,000 million in turnover. Secured first back- Expanded reach to Achieved turnover to-back work order Chhattisgarh. Successful Listing milestone of over exceeding ₹506 Received first on NSE & BSE ₹5,000 million million project of road work 2004 2011 2016 2018 2020 2023 2024 2026 Crossed ₹20,000 Received first Received first Commencement of million in turnover contract order of metro rail Operations and expanded exceeding ₹1,000 project and reach to Karnataka million in Madhya expanded reach to & Jharkhand Pradesh multiple states Key Strengths Experienced management team and Multidisciplinary EPC company in India qualified personnel with significant for irrigation and water supply projects industry experience Strong Order book and Efficient business model 5 2 diversified project portfolio Strong risk management, project In-house project designing selection and dispute resolution capabilities with robust technical proces [Showing first 8,000 characters — download PDF for full document]