Monitoring Agency Report for the Quarter ended 30th September, 2026

03th November, 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: Monitoring Agency Report for the Quarter ended 30th September, 2026. Dear Sir/Madam, Pursuant to Regulation 32(6) of the Securities and Exchange Board of India (“SEBI”) (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”) read with Regulation 173A and 162A(2) of SEBI (Issue of Capital and Disclosure Requirements) Regulations, 2018, we have enclosed herewith Monitoring Agency Report for the quarter ended 30th September, 2026, issued by ACER Credit Rating Private Limited (“Monitoring Agency”), in respect of the utilization of proceeds raised through Preferential Issue of Warrants respectively by the Company. The aforesaid Monitoring Agency Report has been reviewed by the Audit Committee and taken on record by the Board of Directors at its meeting held on 03th November, 2026. The same will also be available on the Company’s Website 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. Ac ER IA ccurate l ( Corporale I , l--: . Economet,1c L- Research Date: 3rd November 2026 M/s Lloyds Metals and Energy Limited. A-2, 2nd Floor, Madhu Estate, Pandurang Budhkar Marg, Lower Parel, Mumbai 400013 Subject: Monitoring Agency Report for the quarter ended 30th September 2026 in relation to Preferential Warrant. Dear Sir, Pursuant to Regulation 162A of SEBI (Issue of Capital and Disclosure Requirements) Regulations, 2018 ("SEBI ICDR Regulations") and Monitoring Agency Agreement dated 26th February 2026, please find enclosed herewith the Monitoring Agency Report, as per Schedule XI of the SEBI ICDR Regulations towards utilization of proceeds of Right Issue of Equity Shares, for the quarter ended 30th September 2026. Request you to kindly take the same on records. Thanking You, For and on behalf of ACER Credit Rating Pvt Ltd Name:~ Head - IPO Monitoring ACER Credit Rating Private Limited Regd. Off.: Unit No.-808, 8th Floor, Signature +91124 460 7887 Tower -B, Sector -30 Gurugram, Haryana -122001 CIN:U66190HR2024PTC118388 contact@acerratings.com Regional Off.: Unit 1513-1514, C Wing, One BKC, SEBI Reg. No.: IN/CRA/009/2025 Bandra Kurla Complex, Mumbai-400051 www.acerratings.com Ac ER IA ccurate [ Corporate Economclric l Research Monitoring Agency Report Name of the issuer: M/s Lloyds Metal & Energy Ltd For quarter ended: 30th September 2026 Name of the Monitoring Agency: ACER Credit Rating Private Limited a) Deviation from the objects: No deviation from stated objects. b) Range of Deviation: Not Applicable c) Any other material factto be highlighted: Please refer Para No 3. Declaration: We declare that this report provides an objective view of the utilization of the issue proceeds in relation to the objects of the issue based on the information provided by the Issuer and information obtained from sources believed by it to be accurate and reliable. The MA does not perform an audit and undertakes no independent verification of any information/ certifications/ statements it receives. This Report is not intended to create any legally binding obligations on the MA which accepts no responsibility, whatsoever, for loss or damage from the use of the said information. The views and opinions expressed herein do not constitute the opinion of MA to deal in any security of the Issuer in any manner whatsoever. Nothing mentioned in this report is intended to or should be construed as creating a fiduciary relationship between the MA and any issuer or between the agency and any user of this report. The MA and its affiliates also do not act as an expert as defined under Section 2(38) of the Companies Act, 2013. The MA or its affiliates may have credit rating or other commercial transactions with the entity to which the report pertains and may receive separate compensation for its ratings and certain credit related analyses. We confirm that we do not have any direct/indirect interest in or relationship with the issuer/promoters/directors/management and also confirm that we do not perceive any conflict of interest in such relationship/interest while monitoring and reporting the utilization of the issue proceeds by the issuer. We declare that this report is based on the format prescribed by the SEBI (ICDR) Regulations, 2018, We further declare that this report provides a true and fair view of the utilization of the issue proceeds. There may have been certain sections of the report under the title "Comments of the Board of Directors", that shall be captured by the Issuer's Management I Audit Committee of the Board of Directors subsequent to the MA submitting their report to the issuer and before dissemination of the report through stock exchanges. These sections have not been reviewed by the MA, and the MA takes no responsibility for such comments of the issuer's Sign re (.j -0 Anupam 0't::>: _.<..., Head - IPO Monitoring 'I>- * Ac ER I ECA cc oc orpu nor oa mril le cl -e 1 ric L ii l p ', Research 1. Issue Details Name of the Issuer M/s Lloyds Metals and Energy Ltd Name of the Promoter Sh. Ravi Babulal Agarwal Sh. Mukesh Rajnarayan Gupta Smt. Renu Rajesh Gupta Smt. Abha Gupta Sh. Rajesh Rajnarayan Gupta Sh. Madhur Rajesh Gupta Smt. Priyanka Rajesh Gupta Sh. Shreekrishna Mukesh Gupta Sh. Balasubramanian Prabhakaran Smt. Dipti Akhil Mundhra Sh. Babulal Agarwal M/s Lloyds Enterprises Limited M/s Thriveni Earth movers Private Limited M/s Crosslink Food and Farms Private Limited M/s Lloyds Metals & Minerals Trading LLP M/s Blossom Trade & Interchange LLP M/s Sky United LLP M/s Plutus Trade and Commodities LLP Mis Teamwork Properties Developments LLP Industry/ Sector to which it Manufacturing of sponge Iron & Iron Ore Mining belongs 2. Issue Details Issue Period 13th September 2024 to 24th September 2024 Type of specified securities 4,00,00,000 Convertible Warrants (each convertible into one equity share of face value of Rs. 1/-) of face value of Rs 1/- issued at price of Rs. 740.00. Type of issue (public/rights) Preferential Issue IPO Grading, if any Not Applicable Issue size (in crore) Rs 2,960.00 crores* *It is the total issue size. However, 3,67,95,000 convertible warrants are subscribed. The actual subscription of the convertible warrants and the amount received by the company as on 30.09.2026 is as below: Value (Amt in Securities Nos Rate er.) Convertible Share Warrants having face 3,67,95,000 740.00 2,722.83 value of Rs. 1/- Total 3,67,95,000 NA 2,722.83 vi>- * ,:._" Ac ER IA ccurale l [ Corporate r Economclric L- Research 3. Details of the arrangement made to ensure the monitoring of issue proceeds: Source of information / Comments of certifications considered by Comments of the Particulars Reply the Board of Monitoring Agency for Monitoring Agency Directors preparation of report "Chief Financial Officer (CFO), Whether all utilization is as ""Statutory Auditor Certificate Issue Proceeds are utilized per the disclosures in the Offer Document? Yes -Notice to Shareholder for EGM for the Objects stated in No Comment along with Corrigendum, Offer Document. Relevant Bank Statement Whether shareholder approval has been obtained in case of material Please refer para 4(ii) No Comment deviations# from expenditures disclosed in the Offer Document? Whether the means of finance for the disclosed Please refer para 4(ii) No Comment objects of the issue has changed? Is there any major deviation observed over No Comment No Comment the earlier monitoring agency reports? Whether all Government/ statutory approvals related to Yes "Chief Financial Officer (CFO) No Comment No Comment the object(s) [Showing first 8,000 characters — download PDF for full document]