Lloyds Metals & Energy Limited has issued a clarification to BSE Limited regarding the recent increase in trading volume of its equity shares, stating that the movement is purely market-driven with no pending material information requiring disclosure.

BSE Inquiry and Company Response

The clarification came in response to BSE's email dated February 12, 2026, bearing reference number L/SURV/ONL/PV/APJ/2025-2026/917, which sought explanation for the volume surge in the company's scrip. Company Secretary Akshay Vora signed the response on behalf of the management.

Regulatory Compliance Statement

The company confirmed compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Management stated there is no pending information or announcement that could influence the price or volume behavior of the company's shares.

Key aspects of the company's position include:

• No material information pending disclosure under SEBI Listing Regulations
• Volume movement attributed to prevailing market conditions
• Management has no control over or knowledge of specific trading volume drivers
• Continued commitment to regular disclosure of Unpublished Price Sensitive Information (UPSI)

Market-Driven Movement

Lloyds Metals emphasized that the increased trading volume is purely market-driven and beyond management control. The company reiterated its commitment to transparency, stating it has been regularly disseminating all UPSI as required under applicable regulations.

Corporate Information

The company operates from its registered office in Ghugus, District Chandrapur, Maharashtra, with corporate office located in Lower Parel, Mumbai. Lloyds Metals continues to maintain its commitment to regulatory compliance and stakeholder communication through proper disclosure mechanisms.

Lloyds Metals & Energy Limited delivered exceptional financial performance for Q3FY26, with consolidated net profit surging to ₹10.90 billion compared to ₹3.90 billion in the corresponding quarter of the previous year. The company's board meeting held on 3rd February, 2026, approved multiple significant business developments alongside the outstanding quarterly results.

Consolidated Financial Performance

The company demonstrated remarkable growth across all key financial metrics for Q3FY26. Consolidated revenue reached ₹49.10 billion compared to ₹16.70 billion in the year-ago quarter, representing substantial year-on-year expansion.

On a standalone basis, revenue from operations stood at ₹3,800.79 crore for the quarter, with net profit after tax of ₹888.55 crore and basic EPS of ₹16.84. For the nine months ended 31st December, 2025, the company reported revenue from operations of ₹8,629.80 crore and net profit after tax of ₹2,128.67 crore.

Major Strategic Approvals

Slurry Pipeline Project

The company approved a significant infrastructure development - the Second Slurry Pipeline Project with an estimated investment of ₹8000 crore. The pipeline route will extend from Hedri-Konsari-Chandrapur-Jalna-Maharashtra Port, developed in two phases over approximately 2.5 years.

Capacity Expansion Initiatives

The board approved capacity increases for both Pellet Plant-1 and Pellet Plant-2 at Konsari from 4 MTPA each to 5 MTPA each through debottlenecking and process technological improvements.

International Expansion and Corporate Developments

Global Acquisitions

Two significant international acquisitions were approved. Lloyds Global Resources FZCO will acquire up to 95% equity stake in Lloyds Asia Resources Pte. Ltd. for up to USD 5 million, serving as a regional investment platform for mining activities in Papua New Guinea and other Asian jurisdictions. Additionally, the company approved acquisition of 100% equity stake in TP Phoenix (Pty) Ltd and formation of Lloyds Global Resources South Africa, each for up to USD 1 million.

Warrant Conversion and Capital Structure

The board approved the allotment of 8,05,500 equity shares upon conversion of preferentially issued convertible warrants to non-promoters at an issue price of ₹740 per share, raising ₹38,74,45,500.

Regulatory Compliance and Publication

Pursuant to Regulation 30, 47(1)(b) and 47(3) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company published extracts of its standalone and consolidated unaudited financial results in Business Standard (English Daily) and Navrashta Times (Marathi Daily) on 5th February, 2026. The complete results are available on the company's website at www.lloyds.in and stock exchange websites.

Segment Performance

The company operates through two primary segments - Mining and Steel & related value-added products. Mining segment revenue reached ₹2,781.03 crore in Q3FY26, while Steel segment contributed ₹1,549.17 crore. The mining segment reported profit before finance costs and tax of ₹736.37 crore, with the steel segment contributing ₹519.42 crore. The company's strategic initiatives demonstrate its commitment to expanding across the steel-making value chain while strengthening its presence in international markets.