H1FY27 INVESTOR PRESENTATION

oO ian SUGS LLOYD LIMITED ISO 9001: 2015 CERTIFIED Corporate Office: 2"! Floor Logix Park, SUGS LLOYD Plot No A4 and 5 Sector 16, Noida, Uttar Pradesh, India, 201301 E mail: compliance@sugslloyds.com Date: November 01°, 2026 BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai — 400001. Company Scrip Code: 544501 Company Symbol: SUGSLLOYD Sub: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Investor Presentation on the Unaudited Financial Results for the half year ended September 30, 2026. Dear Sir / Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and with reference to our letter dated October 27, 2026, intimating Earning Conference Call Scheduled on November 03%, 2026, we are attaching herewith the Investor presentation on the Unaudited Financial Results for the half year ended September 30, 2026 (H1 FY 2027). We request you to please take the same on record. Thanking you. Yours faithfully, For Sugs Lloyd Limited Nimmy Singh Chauhan Company Secretary and Compliance Officer Place: Noida Encl.: as above CIN: L4900DL2009PLC194400 Registered office: Office No-8B, CSC-I, Behind Narwana Appartments, New Delhi, India, 110092 Sugs Lloyd Executing India’s Energy Future Ee: 544501 | Symbol: SUGSLLOYD | ISO 9001 - 14001 - 45001 certif ied ) VE 4 EARNINGS PRESENTATION -Q2.& HI FY2Z y LL w Quarter and half year ended 30 September 2026 4 a s Disclaimer EO SUGS LLOYD This presentation has been prepared by Sugs Lloyd Limited (“Sugs Lloyd” or “the Company”) for information only. It is not an offer to sell, or a solicitation of an offer to buy, any securities of the Company, and it is not investment advice. No part of it should be relied on for an investment decision or a contract. The information has been compiled from sources the Company believes to be reliable. The Company makes no representation or warranty, express or implied, on its accuracy, completeness or fairness, and accepts no liability for any error or omission in it. Some statements are forward-looking. They reflect current expectations about the Company’s business, markets and plans and carry risks and uncertainties, including economic conditions in India and abroad, government spending and policy, competition, project execution, working capital and regulatory change. Actual results may differ materially. The Company has no obligation to update these statements. Figures are standalone unless stated. % Cr means % crore. Order values exclude GST unless stated; GST-inclusive awards are converted at 18%. Totals may not add because of rounding. Basis of preparation. Q2 FY27 is H1 FY27 less Q1 FY27, and Q2 FY26 is H1 FY26 less Q1 FY26, all as filed. EBITDA excludes other income. Ratios marked annualised use H1 x 2. Sugs Lloyd Limited - BSE SME 544501 Delivering Excellence ON TIME Highlights Financial performance Order book Company and outlook 2 EVERY TIME Company overview eo SUGS LLOYD An EPC and grid-products company built around India’s power distribution networks e Source: Annual Report FY26 @ 17+ years PRODUCT RANGE operating since 2009 FPI, AR-VCB and %300.7 Cr i SCADA FY26 revenue, up 71% Power T&D Solar EPC Grid products Civil 80+ Distribution networks and Ground-mount and rooftop PV, — Fault passage indicators, auto- Buildings, industrial civil works 33/11 kV substations; ADMS PM Surya Ghar rooftop, solar reclosers and sectionalisers, and substation civil works projects completed (OMS and DAS); network O&M street lighting, O&M SCADA integration 9 states CORPORATE JOURNEY operating footprint at FY26 2009 2013 2020 2021 2025 e@ e e @ e 1 000+ Incorporated T&D EPC Solar EPC Civil Listed on BSE SME employees Best Integrated T&D and Solar EPC Company of the Year, EPS Energy Awards 2026, at the 14th EPS Industry Connect, Patna Emerging Solar EPC of the Year, EPS Solar 2024 Listed on the BSE SME platform on 5 September 2025 - product revenue is reported within T&D Delivering Excellence ON TIME Highlights Financial performance Order book Company and outlook 3 EVERY TIME Q2 FY27 at a glance SUGS LLOYD Execution on the Patna project carried the quarter; seven new orders took the book well beyond Bihar Standalone - year-on-year comparisons only @ PROFIT AND LOSS - Q2 FY27 AGAINST Q2 FY26 REVENUE EBITDA PAT EPS %134.9 Cr %19.0 Cr %12.5 Cr 25.39 A 112% YoY A 91% YoY,Q2FY26: % 10cr A 108% YoyY,Q2FY26:Rs6cr A 63% YoY Q2 FY26: 363.6 Cr Margin 14.1% (Q2 FY26: 15.7%) Margin 9.3% (Q2 FY26: 9.5%) Q2 FY26: 33.30; behind PAT growth on IPO dilution ORDERS AND BALANCE SHEET : 30 SEP 2026 AGAINST 30 SEP 2025 ORDER INFLOW IN Q2 ORDER BOOK DEBT / EQUITY ORDER BOOK / FY26 REVENUE X395 Cr X1,067 Cr 1.04x 3.5x 7 orders, ex-GST A 2.6x YoY A 0.35x YoY Revenue visibility 2466 Cr including GST, as disclosed to 30 Sep 2025: 2409 Cr 30 Sep 2025: 0.69x FY26 revenue: 3300.7 Cr = Revenue up 112% YoY driven by the scale-up in billing under RDSS projects. » Q2 orders of 3395 Cr: Tata Power Odisha network O&M renewals and a Punjab RDSS award Q2 FY27 = H1 FY27 less Q1 FY27 - Q2 FY26 = H1 FY26 less Q1 FY26, as filed - 30 Sep 2025 from the H1 FY26 presentation Delivering Excellence ON TIME Highlights Financial performance Order book Company and outlook 4 EVERY TIME Management commentary go SUGS LLOYD Santosh Kumar Shah, Chairman and Managing Director, on the quarter and the half year H1 FY27 has been the strongest half-year in our history, with revenue growing 73% to 2213.31 crore and PAT increasing 69% to 220.01 crore. Q2 revenue more than doubled to 2134.91 crore, reflecting the realisation of deferred billing, as indicated in our previous earnings call. We won seven orders worth 3395 crore excluding GST in the quarter, led by an RDSS award for Punjab State Power Corporation in Faridkot and Gurdaspur circles, which takes our distribution-reform work beyond Bihar, and three-year network O&M mandates from Tata Power’s Odisha discoms. Our total order book stood at 21,067 crore as on 30 September 2026. Santosh Kumar Shah We see significant opportunities to expand our presence in transmission, SCADA and BESS, while strengthening our product CHAIRMAN AND MANAGING ; ; ; ; DIRECTOR portfolio through the launch of compact FPlIs in Q3 FY27 and the ongoing development of VCBs and RMUs. With a strong order book, expanding market opportunities and a growing product portfolio, we are well positioned to sustain our growth momentum. Our focus remains on accelerating execution, improving cash flows and converting opportunities into revenue, thereby driving profitable growth and creating long-term shareholder value. Q2 FY27 IN BRIEF 02 Jul 21 Aug 31 Aug 02 Sep 21 Sep 28 Sep ‘eo e @ e e@ e FP] and SCADA order, MP Sugs Renewables Pvt Ltd set TPSODL and TPWODLLOIs, TPCODL maintenance LOI, Punjab RDSS award, 2213.5 2 MW solar, Golden Temple, Paschim up 2214 Cr 224.6 Cr Cr 28.9 Cr Order values in the timeline include GST a Delivering Excellence ON TIME Highlights Financial performance Order book Company and outlook 5 EVERY TIME Weree lmeseKe etre: Q2 FY27 financial performance Oy) Q2 FY27 profit and loss statement oF) H1 FY27 financial performance 09 Segment-wise revenue 10 Balance sheet il Borrowings and returns 12 Historical track record Ai e} Q2 FY27 financial performance SUGS LLOYD Revenue, EBITDA and PAT against the same quarter last year and the previous quarter e % Cr - Standalone : latest quarter first ©@ Revenue from operations A 112% YoY EBITDA A 91% YoY Profit after tax A 108% YoY A 72% QoQ A 59% QoQ A 67% QoQ 134.9 19.0 12.5 78.4 12.0 63.6 10.0 6.0 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 YoY growth EBITDA margin PAT margin 112% n.a. 32% 14.1% 15.7% 15.3% 9.3% 9.5% 9.6% = PAT margin eased only 20 bps YoY: finance cost fell to 2.5% of revenue from 3.8% Q2 =H1 less Q1, as filed - Q2 FY25 was not published as a quarter, so Q2 FY26 YoY growth is n.a [Showing first 8,000 characters — download PDF for full document]