Disclosure

NAVA LIMITED NAVA/SECTL/147/2026-27 August 14, 2026 Listing Department Dept. of Corp. Services National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No.C/1, G Block Dalal Street Bandra Kurla Complex, Bandra (E) MUMBAI – 400 001 MUMBAI – 400 051 NSE Symbol: ‘NAVA’ Scrip Code: ‘513023’ / ‘NAVA Dear Sir/ Madam, Sub: Investor Presentation --o0o-- Please find enclosed the investor presentation for the Quarter ended June 30, 2026. Kindly take the same on record and acknowledge the receipt. Thanking you, Yours faithfully, for NAVA LIMITED VSN Raju Company Secretary & Vice President Encl: as above. Regd. Off.: Nava Bharat Chambers, 6-3-1109/1, 3rd Floor, Raj Bhavan Road, Somajiguda, Hyderabad - 500 082, Telangana, India. CIN: L27101TG1972PLC001549 T +91 40 40345999, +91 40 23403501 E nava@navalimited.com; investorservices@navalimited.com W www.navalimited.com ISO 9001 | ISO 14001 | ISO 45001 | ISO 50001 Diverse Businesses. Unified Vision. Investor Presentation Q1FY27 Confidentiality Statement & Disclaimer The information shared herein is strictly confidential, proprietary and unique to the company. It is only made and shared for the purpose and extent it is intended for and no other. Usage or sharing of the said information in any form, directly or indirectly and in any manner whatsoever, might constitute a violation of laws or regulations in vogue in geographies in which the company operates, besides breaching confidentiality. The users shall meet any liability emanating from such violation and shall indemnify company for any loss, damage, expense,penalty, fine, fee, chargesincurred by companyon accountof any suchviolation. Certain statements in this document that are not historical facts are forward looking statements. Such forward-looking statements are subject to certain risks and uncertainties like government actions, local, political or economic developments, technological risks, and many other factors that could cause actual results to differ materially from those contemplated by the relevant forward-looking statements. Nava Limited will not be in any way be responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances. 2 S U M MARY Contents Highlights Financial Update Business Update • Business performance • Financial Highlights • Income statement update • Ferro alloys • Energy • Mining Annexures 3 S U M MARY Financial highlights for Q1FY27 Financial Highlights Highest ever quarterly total income • Operational revenue up by 6.0% QoQ Revenue  Energy division revenue up by 18.3% with all Consolidated Revenue at ₹1,268.8 Cr, +6.2% QoQ power plants operating at higher PLFs Standalone Income at ₹688.9 cr, +12.1% QoQ  Mining revenue higher by 20.4% with increased sales quantity  Ferro Alloys division revenue decreased with EBITDA planned shutdown of production at Odisha- Consolidated EBITDA at ₹583.5 Cr, up 37.9% QoQ Margin @46.0% • Cost of materials lower relatively with Standalone EBITDA at ₹318.6 cr, up 87.6% QoQ decreased coal costs from Singareni Collieries • ECL provision reversal is miniscule with arrears Consolidated PAT at ₹332.8 Cr, +144.2% QoQ from ZESCO nearing 100% realization Margin @ • Tax expense – DTL provision of ₹ 25.2 cr is 26.2% Standalone PAT at ₹266.0 cr, -44.4% QoQ recognized with further appreciation of Zambian Kwacha • Standalone – decrease in PAT is due to exceptional item had during Q4FY26 4 S U M MARY Other highlights for Q1FY27 Maamba Energy Others • Receivable arrears stands at US$ 13.4 Mn with  Nava Global declareddividend of US$ 15 Mn US$ 15.0Mn realization  NBEIL - full effect of coal price reduction by Singareni • Operational parameters being bettered with Collieries wascapturedduring the quarter reduced auxiliary consumption % and increasedNet Dependable Capacity  MaambaSolar’s 100 MW – constructionnearingcompletionand is setfor commissioningin Sep26  MEL’s PhaseII 300 MW – erectionworksprogressingsteadily  Avocado plantation – 3/4th plantation completed with 286,000+ trees on ground. Plantation in Div A yielding commercial fruit  Integrated Sugar project – Sugarcane plantation is progressing well for multiplication, supplies of equipment have commenced while construction & erectionactivities have commenced 5 S U M MARY Contents Highlights Financial Update Business Update • Business performance • Financial Highlights • Income statement update • Ferro alloys • Energy • Mining Annexures 6 S U M MARY Consolidated Financial Performance – Q1FY27 Q1 Q4 Q o Q Q1 Y o Y Particulars FY26 FY27 FY26 Var % FY26 Var % Revenue from operations 1,211.8 1,142.8 6.0% 1,193.2 1.6% 4,290.9 Other income 57.0 52.0 9.6% 39.3 44.8% 1 87.7 Total Income 1 ,268.8 1 ,194.8 6.2% 1,232.6 2.9% 4 ,478.7 Cost of materials 3 14.3 3 33.9 -5.9% 388.5 -19.1% 1,354.8 Change in FG 28.6 85.8 -66.6% 21.2 34.8% 75.2 Manufacturing expenses 1 64.7 1 58.7 3.7% 106.6 54.5% 5 14.7 Employee costs 93.5 1 09.5 -14.6% 65.8 42.2% 3 77.6 Estimated credit loss (4.4) (19.9) -77.9% (74.1) -94.1% (137.1) Other expenses 88.5 1 03.6 -14.5% 96.9 -8.6% 3 88.4 EBITDA 583.5 423.2 37.9% 627.7 -7.0% 1 ,905.2 EBITDA % 46.0% 35.4% 50.9% 42.5% Finance Charges 2.5 7.1 -64.8% 1.3 90.4% 11.9 Depreciation & impairment loss 1 01.3 90.8 11.6% 90.5 12.0% 3 91.2 Profit before Tax (PBT) 479.6 325.4 47.4% 535.9 -10.5% 1 ,502.1 PBT % 37.8% 27.2% 43.5% 33.5% Tax expense (146.4) (188.8) -22.5% (136.5) 7.2% (462.1) Profit after Tax 333.2 136.6 144.0% 399.4 -16.6% 1 ,040.0 Profit / loss from discontinued ops (0.4) (0.3) 38.4% (0.32) 30.7% (1.4) Profit for the period (PAT) 332.8 136.3 144.2% 399.1 -16.6% 1 ,038.6 PAT % 26.2% 11.4% 32.4% 23.2% Earnings per share (Rs. Per share) 9.80 4.49 10.89 2 7.80 7 A Sll UAm Mo Mu Ant Rs Yare in Rupees Crores unless otherwise stated Standalone Financial Performance – Q1FY27 Q1 Q4 Q o Q Q1 Y o Y Particulars FY26 FY27 FY26 Var % FY26 Var % Revenue from operations 522.3 559.3 -6.6% 529.9 -1.4% 1,924.7 Other income 166.6 55.0 203.0% 42.8 289.2% 317.0 Total Income 688.9 614.3 12.1% 572.7 20.3% 2,241.7 Cost of materials 237.0 257.5 -8.0% 279.0 -15.0% 1,030.9 Change in inventories 36.5 81.9 -55.4% 15.0 142.9% 8 9.6 Manufacturing expenses 18.8 28.5 -33.9% 21.2 -11.1% 9 3.4 Employee costs 36.5 34.1 7.0% 28.3 29.2% 138.4 Other expenses 41.4 42.5 -2.7% 42.1 -1.7% 186.6 EBITDA 318.6 169.9 87.6% 187.2 70.2% 702.8 EBITDA % 46.3% 27.7% 32.7% 31.35% Finance Charges 0.5 0.9 -41.8% 0.4 38.6% 2.2 Depreciation 8.6 8.5 1.8% 8.7 -0.9% 3 4.5 Profit before exceptional item & Tax 309.5 160.5 92.9% 178.1 73.8% 666.2 PBT % 44.9% 26.1% 31.1% 29.7% Exceptional items, net - 403.9 403.9 Tax expense (43.0) (86.0) -50.0% (36.7) 17.1% (157.7) Profit after Tax 266.5 478.4 -44.3% 141.4 88.5% 912.4 Profit / loss from discontinued ops (0.4) ( 0.3) 39.9% ( 0.3) 30.7% (1.4) Profit for the period (PAT) 266.0 478.1 -44.4% 141.0 88.6% 910.9 PAT % 38.6% 77.8% 24.6% 40.6% Earnings per share (Rs. Per share) 9.40 16.89 4.99 32.19 All Amounts are in Rupees Crores unless otherwise stated 8 S U M MARY Contents Highlights Financial Update Business Update • Business performance • Financial Highlights • Income Statement update • Ferro alloys • Energy • Mining Annexures 9 S U M MARY Business segment update – Ferro Alloys Key Operating Metrics Q1 Q4 Q o Q Q1 Y o Y Particulars FY26 FY27 FY26 Var % FY26 Var % Silico Manganese Production (tons) 24,462 33,547 -27.1% 28,172 -13.2% 127,486 Sales (tons) 29,133 40,863 -28.7% 29,789 -2.2% 134,410 Ferro Silicon Production (tons) 231 300 NA 3,447 -93.3% 5,966 Sales (tons) 353 2,313 -84.7% 3,341 -89.4% 8,039 • Si Mn Alloys production and sales are lower because of planned shutdown at Odisha-Ops • Sales realisations increased by ₹3,200/MT with higher export sales • Ferro Silicon is recovered from residues 10 S U M MARY Business segment update – Energy (India) Key Operating Metrics • Al [Showing first 8,000 characters — download PDF for full document]