Slide 1: Cover letter to stock exchanges
NAVA LIMITED NAVA/SECTL/46/2026-27 May 15, 2026 Listing Department s 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
Slide 2: Investor Presentation Q4 & FY26
Forging new Paths. Reaching newer Frontiers. Investor Presentation Q4 & 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: Financial highlights for Q4 & FY26
Financial highlights for Q4 & FY26 Financial Highlights Consolidated Revenue at ₹4,479 Cr, +8.3% YoY • Operational revenue up by 7.7% Revenue ✓ higher Si Mn alloys volumes by 39,724 MT YoY Standalone Income at ₹2242 cr, highest ever with production shift from Ferro Silicon ✓ Incremental energy reven
Slide 6: Other highlights for Q4 & FY26
Other highlights for Q4 & FY26 Maamba Energy Others • Cumulative dividend declared for ✓ Nava Bharat Projects paid dividend of the year is US$ 175 Mn - Nava ₹29.5 cr during the quarter Global’s share is US$ 113.75 Mn ✓ Nava Global paid dividend of US$ 24 Mn during the year ✓ Dividend and share buyba
Slide 7: Contents
Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income statement update • Ferro alloys • Energy • Mining Annexures 6 SUMMARY
Slide 8: Consolidated Financial Performance – Q4 FY26 & FY26
Consolidated Financial Performance – Q4 FY26 & FY26 Q4 Q3 QoQ Q4 YoY YoY Particulars FY26 FY25 FY26 FY26 Var % FY25 Var % Var % Revenue from operations 1,142.8 991.1 15.3% 1,018.2 12.2% 4,290.9 3,983.5 7.7% Other income 52.0 70.4 -26.2% 37.5 38.5% 187.7 151.6 23.8% Total Income 1,194.8 1,061.5 12.6%
Slide 9: Standalone Financial Performance – Q4 FY26 & FY26
Standalone Financial Performance – Q4 FY26 & FY26 Q4 Q3 QoQ Q4 YoY YoY Particulars FY26 FY25 FY26 FY26 Var % FY25 Var % Var % Revenue from operations 559.3 396.0 41.2% 483.6 15.7% 1,924.7 1,612.0 19.4% Other income 55.0 103.7 -47.0% 44.7 22.9% 317.0 188.2 68.5% Total Income 614.3 499.7 22.9% 528.3 1
Slide 10: Contents
Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income Statement update • Ferro alloys • Energy • Mining Annexures 9 SUMMARY
Slide 11: Business segment update – Ferro Alloys
Business segment update – Ferro Alloys Key Operating Metrics Q4 Q3 QoQ Q4 YoY YoY Particulars FY26 FY25 FY26 FY26 Var % FY25 Var % Var % Silico Manganese Production (tons) 33,547 33,537 0.0% 25,617 31.0% 127,486 104,165 22.4% Sales (tons) 40,863 31,648 29.1% 37,645 8.5% 134,410 94,686 42.0% Ferro Si
Slide 12: Business segment update – Energy (India)
Business segment update – Energy (India) Key Operating Metrics Q4 Q3 QoQ Q4 YoY QoQ Particulars FY26 FY25 FY26 FY26 Var % FY25 Var % Var % Power Units Sold (in Mn kWh) 625 432 44.6% 535 16.7% 2274 2183 4.2% Merchant – Nava 260 163 59.1% 163 59.3% 893 768 16.3% Merchant – NBEIL 203 106 92.0% 200 1.6%
Slide 13: Business segment update – MEL Zambia
Business segment update – MEL Zambia Key Operating Metrics Q4 Q3 Q4 Particulars FY26 FY25 QoQ FY26 FY26 FY25 • Energy division revenue lower with Average PLF (%) 86.0% 96.6% 80.4% 89.6% 89.8% planned maintenance shutdown of 1 unit - Power Units Sold PLF at 86.0% Vs 96.6% for Q3 500 577 464 2,115 2,1
Slide 14: Thank You
Nava Limited VSN Raju Vice President & Company Secretary Tel : + 91 40 2340 3501 | Email : vsn.raju@navalimited.com THANK YOU