Nava Limited · NSE:NAVA

Nava — Q1 FY27 Earnings Presentation

14 slides from Nava's earnings presentation, Aug 14, 2026

  1. Slide 1: Cover letter to stock exchanges

    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 0

  2. Slide 2: Diverse Businesses. Unified Vision. Investor Presentation Q1FY27

    Diverse Businesses. Unified Vision. Investor Presentation Q1FY27

  3. 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

  4. Slide 4: Contents

    Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income statement update • Ferro alloys • Energy • Mining Annexures 3 SUMMARY

  5. Slide 5: Financial highlights for Q1FY27

    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, +1

  6. Slide 6: Other highlights for Q1FY27

    Other highlights for Q1FY27 Maamba Energy Others • Receivable arrears stands at US$ 13.4 Mn with  Nava Global declared dividend of US$ 15 Mn US$ 15.0 Mn realization  NBEIL - full effect of coal price reduction by Singareni • Operational parameters being bettered with Collieries was captured during

  7. Slide 7: Contents

    Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income statement update • Ferro alloys • Energy • Mining Annexures 6 SUMMARY

  8. Slide 8: Consolidated Financial Performance – Q1FY27

    Consolidated Financial Performance – Q1FY27 Q1 Q4 Q o Q Q1 Yo 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% 187.7 Total Income 1,268.8 1,194.8 6.2% 1,232.6 2.9% 4,478.7 Cost of materials 314.3 33

  9. Slide 9: Standalone Financial Performance – Q1FY27

    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 -

  10. Slide 10: Contents

    Contents Highlights Financial Update Business Update • Financial Highlights • Business performance • Income Statement update • Ferro alloys • Energy • Mining Annexures 9 SUMMARY

  11. Slide 11: Business segment update – Ferro Alloys

    Business segment update – Ferro Alloys Key Operating Metrics Q1 Q4 QoQ Q1 Yo 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

  12. Slide 12: Business segment update – Energy (India)

    Business segment update – Energy (India) Key Operating Metrics Q4 Q4 QoQ Q1 Yo Y Particulars FY26 FY26 FY26 Var % FY26 Var % Power Units Sold (in Mn kWh) 682 625 9.1% 693 -1.7% 2274 Merchant – Nava 351 260 35.0% 288 21.5% 893 Merchant – NBEIL 214 203 5.1% 236 -9.6% 714 Captive 117 162 -27.4% 169 -30

  13. Slide 13: Business segment update – MEL Zambia

    Business segment update – MEL Zambia Key Operating Metrics Q1 Q4 Q1 Particulars FY26 QoQ FY27 FY26 FY26 • Revenue higher by 7.5% with increased Average PLF (%) 89.3% 86.0% 95.2% 89.6% plant availability of power plant, higher Power Units Sold coal sales 526 500 560 2,115 (in Mn kWh) • PAT increased

  14. Slide 14: Thank You

    Nava Limited VSN Raju Vice President & Company Secretary Tel : + 91 40 2340 3501 | Email : vsn.raju@navalimited.com THANK YOU

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