General Updates

RS/LLOYDSENGG/BSEL-NSEL/2026/96 November 2, 2026 The Department of Corporate Services, The National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra Kurla Complex, 27th Floor, P.J. Towers, Dalal Street, Bandra (East), Mumbai - 400 051 Mumbai - 400 001 Scrip Code: 539992 Symbol: LLOYDSENGG ISIN: INE093R01011 Dear Sir / Madam, Sub: Earnings / Investors Presentation for the quarter ended 30th September 2026. Lloyds Engineering Works Limited presents the Earnings / Investors Presentation to various stakeholders of the Company for quarter ended as on 30th September 2026. The same is made available on the website of the Company at www.lloydsengg.in. We request you to kindly take the above information and enclosed documents on your records. Thanking You, Yours faithfully, For Lloyds Engineering Works Limited Rahima Shaikh Company Secretary and Compliance Officer ACS: 63449 Encl: As above Lloyds Engineering Works Limited www.lloydsengg.in Registered Office : Plot No. A-5/5, MIDC Industrial Area, Murbad, District Thane – 421 401 | +91 2524 222271 | +91 95456 54196 C orporate Office : A-2, 2nd Floor, Madhu Estate, Pandurang Budhkar Marg, Lower Parel (W), Mumbai – 400 013 | +91 22 6291 8111 infoengg@lloyds.in W orks : Plot No. A-5/4, A-5/5 & A-6/3, MIDC Industrial Area, Murbad, District Thane – 421 401 : K-3, Additional Murbad Industrial Area, Kudavali Village, MIDC Murbad, District Thane – 421 401 CIN: L28900MH1994PLC081235 INVESTOR PRESENTATION November 2026 Why Lloyds Engineering Works? 50+ Years of Heritage Diversified Business Integrated Manufacturing Technology Partnerships Deep engineering legacy built since Diversified presence across Engineering, End-to-end capabilities spanning Exclusive global tie-ups across 1974, evolving into an integrated Electrical, EPC & Infrastructure, and engineering, fabrication, machining, marine, process and defence infrastructure platform. Defence Technologies. assembly and testing. technologies limit competition. Marquee Client Base Large Growth Markets Strong Financial Position Scalable Growth Platform Long-standing relationships with IOC, Exposure to Infrastructure, Steel, Low leverage and a modernised, Manufacturing expansion, strategic L&T, BPCL, SAIL, Indian Navy, Reliance Railways, Power and Defence end- asset-light base support future acquisitions and recurring service and other majors. markets. growth investments. revenues drive long-term growth. A trusted, technology-led engineering partner across India's industrial, infrastructure and defence sectors. Investor Presentation | Lloyds Engineering Works Limited 2 Financial Overview Investor Presentation | Lloyds Engineering Works Limited 3 Q2 & H1FY27: Highlights H1 Consolidated pro forma income up 74% and EBITDA up 50% YoY — scaled execution, an ₹1,03,554 Mn order book and targeted capability investment THE SCOREBOARD — H1FY27 PRO FORMA, ₹ Mn Q2 actual consolidated growth +87% YoY Revenue reached ₹5,936 Mn; EBITDA rose 40% to ₹795 Mn. Total Income H1FY27 25,501 H1FY26 Standalone engine accelerates +72% H1 PAT +74% YoY H1 revenue grew 72% to ₹7,181 Mn; PAT reached ₹872 Mn. EBITDA H1FY27 3,588 LICL scales with visibility H1FY26 ₹57,637 Mn OB +50% YoY Q2 revenue rose 55% to ₹7,615 Mn; PAT grew 34% to ₹595 Mn. H1FY27 2,815 Record platform order book H1FY26 ₹1,03,554 Mn +37% YoY Order book at 30 Sep 2026 spans EPC, fabrication, defence and industrial projects. H1FY27 2,122 Standalone Defence + HT Motor R&D + testing ₹567 Mn invested H1FY26 +33% YoY As on date R&D investment in Defense is ₹310 Mn and ₹267 Mn in Electrical engineering. H1 pro forma income +74% YoY · Standalone H1 PAT +72% YoY · Pro forma H1 EPS +27% YoY Investor Presentation | Lloyds Engineering Works Limited 4 Post merger Consolidated Pro-forma Income Statement Particulars (₹ Mn) Q2-FY27 Q2-FY26 Y-o-Y H1-FY27 H1-FY26 Y-o-Y Total Income 13,691 8,065 70% 25,501 14,619 74% EBITDA 1,924 1,219 58% 3,588 2,398 50% PBT 1,467 1,029 43% 2,815 2,059 37% PAT 1,088 870 25% 2,122 1,598 33% EPS (₹) 0.56 0.47 19% 1.09 0.86 27% Consolidated Proforma of merged entities (LEWL+Metalfab + Techno + LICL) + Siscol + LADS Investor Presentation | Lloyds Engineering Works Limited 5 LICL (24.2% Stake-Associate) Particulars (₹ Mn) Q2-FY27 Q2-FY26 Y-o-Y H1-FY27 H1-FY26 Y-o-Y Total Income 7,615 4,917 55% 14,023 9,112 54% EBITDA 1,068 670 59% 2,001 1,480 35% EBITDA Margin (%) 14.02% 13.62% 40 bps 14.27% 16.24% (197 bps) PBT 827 571 45% 1,546 1,293 20% PAT 595 445 34% 1,138 992 15% Healthy Order book of ~₹57,637 million. Investor Presentation | Lloyds Engineering Works Limited 6 SISCOL (51.70% Stake) Particulars (₹ Mn) H1-FY27 Total Income 5,002 EBITDA 511 EBITDA Margin (%) 10.22% PBT 279 PAT 203 Order book stands at ₹12,601 Mn Investor Presentation | Lloyds Engineering Works Limited 7 Metalfab (76% Stake) Particulars (₹ Mn) Q2-FY27 Q2-FY26 Y-o-Y H1-FY27 H1-FY26 Y-o-Y Total Income 340 579 (41%) 1982 846 134% EBITDA 57 104 (45%) 305 183 67% EBITDA Margin (%) 16.76% 17.96% (120 bps) 15.39% 21.63% (624 bps) PBT 49 106 (54%) 288 166 73% PAT 41 106 (61%) 218 153 42% • Stable growth performance going ahead with order book of ₹1,899 Mn Investor Presentation | Lloyds Engineering Works Limited 8 LLOYDS ADVANCE DEFENCE SYSTEMS (85% stake) Particulars (₹ Mn) H1-FY27 Total Income 74 EBITDA 12 EBITDA Margin (%) 16.22% PBT 12 PAT 9 Order book stands at ₹81 Mn Investor Presentation | Lloyds Engineering Works Limited 9 Techno Industries (WOS) Particulars (₹ Mn) Q2-FY27 Q2-FY26 H1-FY27 H1-FY26 Total Income 507 378 899 701 EBITDA (45) 12 (91) (24) EBITDA Margin (%) - 3.17% - - PBT (83) (4) (158) (57) PAT (96) (1) (161) (43) • Healthy Orderbook of ₹2,527 Mn • Prestigious order being received from Railways and Real estate developers Investor Presentation | Lloyds Engineering Works Limited 10 Quarterly Consolidated Financial Performance Particulars (₹ Mn) Q2-FY27 Q2-FY26 Y-o-Y Q1-FY27 Q-o-Q H1-FY27 H1-FY26 Y-o-Y Revenue 5,936 3,167 87% 5,272 13% 11,207 5,337 110% Other Income 140 82 71% 131 7% 271 170 59% Manufacturing, Construction & Operating 4,654 2,357 97% 4,198 11% 8,845 3,975 123% Expenses Employee 431 219 97% 306 41% 736 424 74% Sales, Administration & 203 104 95% 107 90% 309 187 65% Other expenses EBITDA 788 569 39% 792 (1%) 1,588 921 72% EBITDA Margin (%) 12.97% 17.97% (500 bps) 14.66% (169 bps) 13.84% 16.72% (288 bps) Depreciation 112 58 93% 70 60% 190 89 113% Interest 97 39 149% 32 203% 129 63 105% PBT 579 472 23% 690 (16%) 1,269 769 65% Tax 145 36 303% 139 4% 284 165 72% PAT 434 436 (1%) 551 (21%) 985 605 61% Share of Associates 144 108 33% 131 10% 275 240 15% PAT (incl. Associates) 578 544 7% 682 (15%) 1,260 845 49% Consolidation includes LEWL, Techno Industries, Metalfab, LADS and SISCOL Investor Presentation | Lloyds Engineering Works Limited 11 Quarterly Standalone Financial Performance Particulars (₹ Mn) Q2-FY27 Q2-FY26 Y-o-Y Q1-FY27 Q-o-Q H1-FY27 H1-FY26 Y-o-Y Revenue 3,623 2,445 48% 3,558 2% 7,181 4,184 72% Other Income 150 70 114% 144 4% 294 161 83% Manufacturing, Construction & Operating 2,863 1,876 53% 2,872 (-) 5,736 3,212 79% Expenses Employee 176 119 48% 168 5% 344 233 48% Sales, Administration & 112 68 65% 62 145% 174 119 46% Other expenses EBITDA 622 452 38% 600 4% 1,221 782 56% EBITDA Margin (%) 16.49% 17.97% (148 bps) 16.21% 28 bps 16.33% 18.00% (167 bps) Depreciation 55 41 34% 52 6% 107 62 73% Interest 40 31 29% 27 48% 66 44 50% PBT 527 380 39% 521 1% 1,048 676 55% Tax 89 48 85% 87 2% 176 168 5% PAT 438 332 32% 434 1% 872 508 72% PAT Margin (%) 11.61% 13.20% (159 bps) 11.72% (11 bps) 11.67% 11.69% (2 bps) Investor Presentation | Lloyds Engineering Works Limited 12 Company Overview Integrated Infrastructure Solutions-One platform, four engines ENGINEERING ELECTRICAL LIGHT FABRICATION — Legacy Ops, Metalfab & Bhilai MOTORS & PUMPS — Techno Industries • Metalfab Q2FY27: ₹340 Mn revenue, 16.76% EBITDA margin • LT & HT motors and pumps; new HT line at Vatva, live FY27 • Bhilai: heavy engg. for rai [Showing first 8,000 characters — download PDF for full document]