Dear Sir / Madam, PFA, the Investors Presentation for the quarter ended June 30, 2026.

RS/LLOYDSENGG/BSEL-NSEL/2026/63 August 6, 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 June 2026. Lloyds Engineering Works Limited presents the Earnings / Investors Presentation to various stakeholders of the Company for quarter ended 30th June 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 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 August 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 Q1FY27: Highlights Consolidated revenue up 139% and PAT up 127% year-on-year — acquired scale plus a doubling of core execution THE SCOREBOARD — CONSOLIDATED, INR Mn Metalfab at highest capacity utilisation INR 1,641 Mn First full quarter of consolidation lifts light-fabrication revenue 6.2x YoY. Total Income Q1FY27 5,402 Q1FY26 Core execution doubled +105% YoY +139% YoY Standalone revenue of INR 3,558 Mn with standalone PAT up 147% YoY. EBITDA Q1FY27 14.7% margin Bhilai capacity offers a huge potential Q1FY26 2x floor space +124% YoY Ongoing acquisition of engineering division adds railway, nuclear and power fabrication throughput. Q1FY27 Platform compounding Q1FY26 Order book INR 88,569 Mn +132% YoY Order inflows are broad-based across group entities, deepening multi-year visibility. PAT (incl. associates) Q1FY27 R&D investment ramping up INR 320 Mn deployed Q1FY26 +127% YoY 12 contracts across ROMD, torpedoes and UAVs worth 199 Mn; HT Motor adds INR 121 Mn. Standalone PAT margin at 11.72%, up 212 bps YoY · Consolidated PAT Margin of 12.62% incl. associates · Q1FY27 proforma income of INR 11,810 Mn for the merged platform Investor Presentation | Lloyds Engineering Works Limited 4 Post merger Pro-forma Income Statement Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y FY26 FY25 Y-o-Y Total Income 11,810 6,554 80% 32,531 7,780 318.1% EBITDA 1,726 1,179 46% 4,899 1,452 237.4% PBT 1,409 1,031 37% 4,368 1,300 236.0% PAT 1,094 729 50% 3,307 997 231.7% EPS (INR) 0.58 0.39 50% 1.82 0.86 111.6% Proforma of merged entities (LEWL+Metalfab + Techno + LICL) Investor Presentation | Lloyds Engineering Works Limited 5 Techno Industries (wholly owned subsidiary) Particulars (INR Mn) Q1-FY27 Q1-FY26 FY26 FY25 Y-o-Y Total Income 392 323 1,873 1,574 19.0% EBITDA (45) (35) 168 97 73.2% EBITDA Margin (%) - - 8.97% 6.16% 281 Bps PBT (75) (53) 71 45 57.8% PAT (64) (41) 52 33 57.6% • Healthy Orderbook of INR 1,975 Mn • Prestigious order being received from Railways and Real estate developers Investor Presentation | Lloyds Engineering Works Limited 6 Metalfab (76% Subsidiary) Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y FY26 FY25 Y-o-Y Total Income 1,641 266 517% 1,878 1,598 17.5% Adjusted EBITDA 248 79 214% 260 240 8.3% EBITDA* 248 79 214% 394 240 64.2% Adj EBITDA Margin (%) 15.10% 29.70% (1460 bps) 13.86% 15.02% (115) Bps PBT 239 71 237% 360 199 80.9% Adjusted Pat 178 47 279% 201 (25) NA PAT 178 47 279% 335 (25) NA *EBITDA includes one-time income of INR 134 Mn due to profit on sale of land in FY26. • Consistent Margins delivery • Stable growth performance going ahead with order book of INR 1,962 Mn • Metal Fab consolidation w.e.f from 20th May 2025 Investor Presentation | Lloyds Engineering Works Limited 7 LICL (24.2% Stake-Associate) Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y FY26 FY25 Y-o-Y Total Income 6,408 4,196 52.72% 19,158 10,732 78.5% EBITDA 933 806 15.76% 2,800 1,132 147.3% EBITDA Margin (%) 14.56% 19.21% (465 bps) 14.62% 10.55% 407 Bps PBT 719 718 - 2,323 907 156.1% PAT 536 547 (2.01%) 1,738 667 160.6% Healthy Order book of ~INR 48,302 million. Investor Presentation | Lloyds Engineering Works Limited 8 SISCOL (52.1% Stake-Proposed Subsidiary) Particulars (INR Mn) Q1-FY27 Total Income 2,360 EBITDA 243 EBITDA Margin (%) 10.30% PBT 130 Order book stands at INR 11,974 Mn Investor Presentation | Lloyds Engineering Works Limited 9 Quarterly Consolidated Financial Performance Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y Revenue 5,272 2,170 143% Other Income 131 88 49% Manufacturing, Construction & Operating Expenses 4,198 1,617 160% Employee 306 205 49% Sales, Administration & Other expenses 107 83 29% EBITDA 792 353 124% EBITDA Margin (%) 14.66% 15.63% (97 bps) Depreciation 70 32 119% Interest 33 24 38% PBT 690 297 132% Tax 139 129 8% PAT 551 168 228% Share of Associates 131 132 - PAT (incl. Associates) 682 300 127% Consolidation includes LEWL, Techno Industries, Metalfab and LADS Investor Presentation | Lloyds Engineering Works Limited 10 Quarterly Standalone Financial Performance Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y Revenue 3,558 1,740 104% Other Income 144 91 58% Manufacturing, Construction & Operating Expenses 2,872 1,336 115% Employee 168 115 46% Sales, Administration & Other expenses 62 51 22% EBITDA 600 330 82% EBITDA Margin (%) 16.21% 18.02% (181 bps) Depreciation 52 21 148% Interest 27 14 93% PBT 521 295 77% Tax 87 119 (27%) PAT 434 176 147% PAT Margin (%) 11.72% 9.60% 212 bps Investor Presentation | Lloyds Engineering Works Limited 11 Company Overview Integrated Infrastructure Solutions-One platform, four engines ENGINEERING ELECTRICAL LIGHT FABRICATION — Legacy Ops, Metalfab & Bhilai MOTORS & PUMPS — Techno Industries • Metalfab Q1FY27: ₹1,641 Mn revenue, 15.10% EBITDA margin • LT & HT motors and pumps; new HT line at Vatva, live FY27 • Bhilai: heavy engg. for rail, nuclear, defence • Pre-qualified with NTPC, BHEL & L&T for cross-sell • Combined TAM: ₹1 Trillion (India structural steel) • Motors TAM: ₹1.7 Trillion ELEVATORS & ESCALATORS — Techno Industries HEAVY FABRICATION — SISCOL • 200+/month dispatch capacity at new Vatva plant • Top-3 India structural steel fabricator • Elevator TAM: ₹1.5 Trillion (12.4% CAGR to 2030) • 100,000 MTPA capacity, 6 units, 187 projects executed • Techno Q1FY27: ₹392 Mn revenue • Order book ₹11,974 Mn EPC & IN [Showing first 8,000 characters — download PDF for full document]