Nava Limited · NSE:NAVA
Nava — Q2 FY26 Earnings Presentation
15 slides from Nava's earnings presentation, Nov 7, 2025
Slide 1: Stock exchange cover letter for investor presentation
NAVA LIMITED NAVA/SECTL/318/2025-26 November 07, 2025 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
Slide 2: Investor Presentation Q2 FY26
Forging new Paths. Reaching newer Frontiers. Investor Presentation Q2 FY26
Slide 3: Confidentiality Statement & Disclaimer
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 an
Slide 4: Contents
Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income statement update • Ferro alloys • Energy • Mining Annexures 3 SUMMARY
Slide 5: Contents
Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income statement update • Ferro alloys • Energy • Mining Annexures 4 SUMMARY
Slide 6: Financial highlights for Q2 FY26
Financial highlights for Q2 FY26 Financial Highlights Revenue Consolidated Revenue at ₹ 989.7 Cr • Revenue grew YoY with higher Ferro Alloys sales at 32,760 MT Vs 19,337 MT for Sep 24 • Energy division sustained the revenue despite early monsoon and prolonged rains, PBT Margin affecting the power de
Slide 7: Other highlights for Q2 FY26
Other highlights for Q2 FY26 Maamba Energy Others • Received US$ 30.0 Mn during • Nava received dividend of US$ the quarter, bringing down the 10.0 Mn from Nava Global & INR outstanding receivable to US$ 13.0 cr from Nava Bharat Energy 55.5 Mn. India Limited during the quarter • Paying dividend to t
Slide 8: Contents
Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income statement update • Ferro alloys • Energy • Mining Annexures 7 SUMMARY
Slide 9: Consolidated Financial Performance – Q2 FY26
Consolidated Financial Performance – Q2 FY26 Q2 Q1 QoQ Q2 YoY 6M 6M YoY Particulars FY 25 FY26 FY26 Var % FY25 Var % FY26 FY25 Var % Revenue from operations 963.7 1,193.2 -19.2% 900.5 7.0% 2,157.0 2,122.8 1.6% 3,983.5 Other income 26.0 39.3 -33.9% 42.4 -38.8% 65.3 78.4 -16.7% 151.6 Total Income 989.
Slide 10: Standalone Financial Performance – Q2 FY26
Standalone Financial Performance – Q2 FY26 Q2 Q1 Q o Q Q2 YoY 6M 6M Y o Y Particulars FY 25 FY26 FY26 Var % FY25 Var % FY26 FY25 Var % Revenue from operations 439.5 529.9 -17.1% 330.6 32.9% 969.40 848.5 14.3% 1,612.0 Other income 115.5 42.8 169.8% 99.9 15.6% 158.32 127.6 24.1% 188.2 Total Income 555
Slide 11: Contents
Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income Statement update • Business Highlights • Ferro alloys • Energy • Mining Annexures 10 SUMMARY
Slide 12: Business segment update – Ferro Alloys
Business segment update – Ferro Alloys Key Operating Metrics Q2 Q1 QoQ Q2 YoY 6M 6M Particulars FY 25 FY26 FY26 Var % FY25 Var % FY26 FY25 Silico Manganese Production (tons) 31,770 28,172 12.8% 30,676 3.6% 59,942 51,610 104,165 Sales (tons) 32,110 29,789 7.8% 16,694 92.3% 61,899 39,683 94,686 Ferro
Slide 13: Business segment update – Energy (India)
Business segment update – Energy (India) Key Operating Metrics Q2 Q1 QoQ Q2 YoY 6M 6M Particulars FY 25 FY26 FY26 Var % FY25 Var % FY26 FY25 Total Power Units Sold (in Mn kWh) 524 693 -24.4% 542 -3.3% 1217 1227 2183 Merchant – Nava 181 288 -37.3% 162 11.6% 469 464 768 Merchant – NBEIL 169 236 -28.4%
Slide 14: Business segment update – MEL Zambia
Business segment update – MEL Zambia Key Operating Metrics • Total revenue sustained Y-o-Y despite Q2 Q1 Q2 6M 6M planned maintenance shutdown Particulars FY 25 FY26 FY26 FY25 FY26 FY25 • PAT was affected by forex loss & tax Average PLF (%) 80.4% 95.2% 84.5% 87.7 92.2% 89.8% expense. Power division
Slide 15: Thank You
Nava Limited VSN Raju Vice President & Company Secretary Tel : + 91 40 2340 3501 | Email : vsn.raju@navalimited.com THANK YOU