Earnings Update / Investor Presentation for the Quarter ended 30.06.2026

11th August, 2026 To, To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, 1st Floor, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai - 400001. Bandra (East), Mumbai - 400 051. BSE Scrip Code: 512463 NSE Symbol: LLOYDSENT Sub: Earnings Update / Investor Presentation for the Quarter ended 30th June, 2026. Dear Sir/Madam, Pursuant to Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”), we, Lloyds Enterprises Limited (“the Company”) are enclosing herewith the Earnings Update / Investor Presentation for the Quarter ended 30th June, 2026. The aforesaid Earnings Update / Investor Presentation will also be available on Company’s website at www.lloydsenterprises.in Kindly take the same on record. Thanking you, Yours faithfully, For Lloyds Enterprises Limited Pranjal Mahapure Company Secretary and Compliance Officer ACS69408 Encl: As above LLOYDS ENTERPRISES LIMITED Registered Address: A-2, 2nd Floor, Madhu Estate, Pandurang Budhkar Marg, Lower Parel, Mumbai – 400013 Tel: 022 - 6291 8111 Email: lloydsenterprises@lloyds.in Website: www.lloydsenterprises.in (CIN) L27100MH1986PLC041252 LLOYDS ENTERPRISES LTD. Q1FY27 Investor Presentation August 2026 ENGINEERING REAL ESTATE METALS LLOY D S E NTE R PR IS E S LIMITE D About Us Lloyds Enterprises Limited (LEL) is a diversified holding platform spanning trading, real estate and strategic investments Listed on the BSE since 1987 and on the NSE since 2024 Trading portfolio spans steel, allied products and iron ore pellets HOLDING COMPANY OF: Serves both domestic and export markets – Lloyds Engineering Works Limited (LEWL), a four-engine engineering, EPC, electrical Investment strategy focused on long-term value creation and defence platform. Portfolio balanced between near-term opportunities and sustainable growth – Lloyds Realty Developers Limited (LRDL), a 270+ acre land bank across the MMR assets growth corridors. STRATEGIC INVESTMENTS INCLUDE: – Geomysore Services India Pvt Ltd, operator of India’s first private primary gold mine, now in commercial production – 4.13% stake in Lloyds Metals & Energy Ltd (LMEL), offering exposure to an integrated iron ore and steel franchise – In June 2026 the company agreed to acquire 17.98% of Steel Infra Solutions Company Ltd (SISCOL) QU AR TE R E ND E D 30 JU NE 2026 Q1 FY27 Result Highlights Consolidated performance: Total income of INR 605.44 Crore for Q1 FY27 and Total Comprehensive Income of INR 1,200.65 Crore, up 60% year on year, reflecting the growing value of the group's operating and strategic investments. EBITDA of INR 130.75 Crore translated into a healthy 21.6% margin. Standalone performance: Total income of INR 53.99 Crore for Q1 FY27 and Total Comprehensive Income of INR 3,115.83 Crore, led by the appreciation in value of the company's strategic investment portfolio. The standalone entity remains the group's holding and capital allocation platform, anchoring stakes across engineering, real estate, metals and gold. Lloyds Engineering Works Ltd delivered a record quarter. Consolidated income of INR 540.2 Crore, up 139% year on year, and net profit of INR 68.2 Crore, up 127%, with a consolidated order book of INR 8,857 Crore as on 30 June 2026. SISCOL acquisition announced: The company agreed to acquire an 17.98% stake in Steel Infra Solutions Company Limited for ~INR 219 Crore, taking combined structural fabrication capacity of LEWL to 150,000 MTPA. Jonnagiri enters commercial production: Geomysore Services began commercial operations on 24 June 2026, India's first private primary gold mine since Independence, targeting around 400 kg of gold in FY27 and scaling towards a tonne a year. Q1 FY27 Performance Trend STANDALONE PERFORMANCE ₹ Crores ₹ Crores 364.26 3115.83 271.56 1106.04 53.99 Q1 FY26 Q4 FY26 Q1 FY27 -482.11 Q1 FY26 Q4 FY26 Q1 FY27 Total Income Total Comprehensive Income CONSOLIDATED PERFORMANCE ₹ Crores ₹ Crores 1200.65 790.43 613.01 605.44 748.48 342.73 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Total Income Total Comprehensive Income Q1 FY27 Financial Performance Standalone and Consolidated STANDALONE RESULTS CONSOLIDATED RESULTS All amounts in INR Crore All amounts in INR Crore PARTICULARS Q1 FY27 Q1 FY26 YOY(%) PARTICULARS (INR CRORES) Q1 FY27 Q1 FY26 YOY(%) Total Income 605.44 613.01 (1.23%) Total Income 53.99 364.26 (85.18%) Total expenses 474.69 308.49 53.88% Total expenses 44.05 98.25 (55.17%) EBIDTA* 130.75 304.52 (57.06%) EBIDTA* 9.94 266.01 (96.26%) EBIDTA Margin (%) 21.60% 49.68% (2808 bps) EBIDTA Margin (%) 18.41% 73.03% (5462 bps) Depreciation and amortization 7.20 3.34 115.57% Depreciation and amortization 0.13 0.08 62.50% Finance costs 10.96 13.64 (19.65%) Finance costs 7.61 5.51 38.11% Exceptional Items - - - Exceptional items - - - Profit Before Tax 112.59 287.54 (60.84%) Profit Before Tax 2.20 260.42 (99.16%) Tax 16.01 52.20 (69.33%) Tax (0.24) 39.15 - Share of associates 13.40 13.33 0.53% Total Comprehensive Income 3,115.83 1,106.04 181.72% Total Comprehensive Income 1,200.65 748.48 60.41% Lloyds Realty Developers Limited (LRDL) Established in 1994, LRDL is a stalwart in Indian real estate with a strong footprint across the Mumbai Metropolitan Region (MMR), Pune and Tamil Nadu. The company has delivered more than 3.16 million sq ft of residential and commercial developments and operates with an asset-light model that prioritises joint-venture partnerships to accelerate growth and manage cyclicality. Several projects are currently under development through land banks and controlled SPVs, over the next 5–7 years. Aggregate land under recent MoUs now exceeds 270 acres across MMR. 3.16 Mn sq ft LLOY D S E NTE R PR IS E — ACQUIRED A 60.38% STAKE ON 31 JANUARY 2024 DELIVERED AREA ICONIC DELIVERIES Lloyds Estate, Wadala, Mumbai: The Qube, Andheri, Mumbai: Pearl Residency, Prabhadevi, Mumbai: Om Chambers, Pune: A sprawling project of 4.5 lakh sq ft encompassing a A landmark commercial building located adjacent to Nestled near Siddhivinayak Temple, this lavish A premium commercial project in Pimpri, Pune, harmonious mix of residential and commercial Sahar Airport, offering 2.65 lakh sq ft of luxurious project spans over 1.55 lakh sq ft. spanning over 3.25 lakh sq ft. spaces. amenities. Real Estate: A 270+ Acre MMR Land Bank ASSET LIGHT APPROACH ROBUST PIPELINE OF PROJECTS LRDL follows an asset-light approach, emphasising having negligible debt and 01 Bandra SRA & commercial; exploring joint ventures. This strategy aims to further enhance prospects, and discussions are underway for various projects through the JV route, promising 02 Goregaon (W) redevelopment; additional value to the current pipeline. All developments are structured with 03 Khopoli ~175-acre township MoUs; –minimal upfront capital, 04 Taloja ~99-acre warehousing hub; –joint ventures with reputed companies, 05 Ghodbunder Road, Thane mixed-use; –and superior project IRRs. 06 Dadar (W) redevelopment. The asset-light model enables LEL to be capital efficient, generate quicker cash flows, and mitigate development risk—an ideal approach in the current real estate cycle. Corporate Restructuring to Create Two Focused Businesses STRUCTURAL CHANGES STRATEGIC RATIONALE ▪ Lloyds Enterprises will first merge its real estate subsidiaries, • Trading and real estate differ sharply in capital intensity, risk Lloyds Realty Developers and Indrajit Properties, into itself. profile and operating timelines, making a combined structure inefficient. ▪ The entire real estate business will then be separated into a new company, Lloyds Realty Limited. • The separation allows each business to run with its own balance sheet, funding strategy and management focus. ▪ After the restructuring, Lloyds Enterprises will retain only the trading and investment business. • It brings the underlying value of the real estate portfolio into clear view instead of keeping [Showing first 8,000 characters — download PDF for full document]