Nava Limited · NSE:NAVA
Nava — Q3 FY26 Earnings Presentation
15 slides from Nava's earnings presentation, Feb 5, 2026
Slide 1: Exchange cover letter: Investor Presentation
NAVA LIMITED NAVA/SECTL/450/2025-26 February 05, 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
Slide 2: Investor Presentation Q3 FY26
Forging new Paths. Reaching newer Frontiers. Investor Presentation Q3 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 Q3 FY26
Financial highlights for Q3 FY26 Financial Highlights Revenue Consolidated Revenue at ₹ 1061.5 Cr, up by • Operational revenue has grown by 2.8% QoQ 7.3% QoQ with MEL power plant operated at PLF of 96.6% Vs 80.4% for Q2. • Indian Energy business witnessed decline in PBT Margin revenue because of pla
Slide 7: Other highlights for Q3 FY26
Other highlights for Q3 FY26 Maamba Energy Others • Arrears have come down to US$ ✓ Buyback of US$ 50 Mn made by 30.5 Mn with US$ 25.0 Mn Nava Global concluded with the realization since last Board realization of consideration in Jan Meeting. 26 • Cumulative dividend declared to ✓ Cumulative dividen
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 – Q3 FY26
Consolidated Financial Performance – Q3 FY26 Q3 Q2 QoQ Q3 YoY 9M 9M YoY Particulars FY 25 FY26 FY26 Var % FY25 Var % FY26 FY25 Var % Revenue from operations 991.1 963.7 2.8% 842.5 17.6% 3,148.1 2,965.3 6.2% 3,983.5 Other income 70.4 26.0 170.9% 35.6 97.6% 135.8 114.1 19.0% 151.6 Total Income 1,061.5
Slide 10: Standalone Financial Performance – Q3 FY26
Standalone Financial Performance – Q3 FY26 Q3 Q2 QoQ Q3 YoY 9M 9M YoY Particulars FY 25 FY26 FY26 Var % FY25 Var % FY26 FY25 Var % Revenue from operations 396.0 439.5 -9.9% 280.0 41.4% 1,365.4 1,128.4 21.0% 1,612.0 Other income 103.7 115.5 -10.2% 15.9 553.5% 262.0 143.4 82.7% 188.2 Total Income 499.
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 Q3 Q2 QoQ Q3 YoY 9M 9M Particulars FY 25 FY26 FY26 Var % FY25 Var % FY26 FY25 Silico Manganese Production (tons) 33,537 31,770 5.6% 26,807 25.1% 93,479 68,242 104,165 Sales (tons) 31,648 32,110 -1.4% 17,358 82.3% 93,547 56,571 94,686 Ferro
Slide 13: Business segment update – Energy (India)
Business segment update – Energy (India) Key Operating Metrics Q3 Q2 QoQ Q3 YoY 9M 9M Particulars FY 25 FY26 FY26 Var % FY25 Var % FY26 FY25 Total Power Units Sold (in Mn kWh) 432 524 -17.6% 422 2.3% 1649 1512 2183 Merchant – Nava 163 181 -9.7% 142 15.3% 633 468 768 Merchant – NBEIL 106 169 -37.4% 1
Slide 14: Business segment update – MEL Zambia
Business segment update – MEL Zambia Key Operating Metrics Q3 Q2 Q3 9M 9M Particulars FY 25 FY26 FY26 FY25 FY26 FY25 Average PLF (%) 96.6% 80.4% 94.2% 90.7% 92.9% 89.8% Power Units Sold 577 478 557 1,615 1,645 2,109 (in Mn kWh) Coal – Outside sales • Power revenue increased with higher 122 115 107 3
Slide 15: Thank You
Nava Limited VSN Raju Vice President & Company Secretary Tel : + 91 40 2340 3501 | Email : vsn.raju@navalimited.com THANK YOU