BSE Metal Sector Regulatory Filings — October 29, 2026

29-10-2026

Adani Enterprises Limited filed the Monitoring Agency Report from CARE Ratings for the quarter and half year ended September 30, 2026, covering utilization of Rights Issue proceeds aggregating Rs. 24,930.30 crore. The MA reports no deviation from the stated objects of the issue (deviation: No; range: NA). The report was reviewed by the Audit Committee and filed under Regulation 32(6) of the SEBI Listing Obligations Regulations.

• · Monitoring Agency Agreement dated November 05, 2025 governs the report
• · Report reference No. CARE/ARO/GEN/2026-27/1199, dated October 28, 2026
• · Report is a draft-format MA report; management/Audit Committee comments sections are not reviewed by the MA

29-10-2026

Hindalco Industries Limited has intimated under Regulation 30 of the SEBI LODR Regulations that the Q2 FY27 earnings conference call of its wholly owned subsidiary Novelis Inc. is scheduled for Thursday, November 5, 2026 at 17:30 HRS IST, following the announcement of results for the quarter and half year ended September 30, 2026. The filing is a logistical notice; no financial results, figures, or performance metrics are disclosed in this document.

• · Earnings call scheduled for Thursday, November 5, 2026 at 17:30 HRS IST, with pre-registration and live webcast available on the Hindalco website
• · Novelis is described as the world's largest aluminum recycler, serving aerospace, automotive, beverage can and specialties industries across North America, Europe, Asia and South America
• · Investor Relations contact is Subir Sen; the filing is also tabled on BSE, NSE and Luxembourg Stock Exchange

29-10-2026

Lloyds Metals and Energy Limited's Committee of the Board approved, via circular resolution dated 29 October 2026, the allotment of USD 130,000,000 senior secured floating rate notes under a Reg S private placement. The notes carry a 3-month Term SOFR + 4.5% coupon, mature on 29 October 2029, and are secured by a second pari passu hypothecation over BHQ Plant movable fixed assets, a first-ranking assignment of LGRF's rights, and a first-ranking pledge over 49% of Virtus Lloyds shares.

• · Notes are unlisted and issued under Reg S private placement, so no public listing is proposed
• · No credit rating has been assigned to the notes
• · Quarterly interest payments begin 29 January 2027 with bullet principal repayment at maturity
• · Use of proceeds includes BHQ Plant capex, reimbursement, offshore Group debt repayment, and transaction fees
• · No payment delays, defaults, or cancellations are reported

29-10-2026

JSW Steel Limited has filed a disclosure under Regulation 30(6) read with Schedule III of the SEBI LODR Regulations, 2015, providing links to the transcript and audio recording of its Q2 FY27 Earnings Conference Call held after the Board of Directors meeting on October 23, 2026. The filing contains no quantitative financial figures, so no performance metrics can be assessed from this document alone.

• · Earnings call relates to Q2 FY27 results and followed the Board of Directors meeting held on October 23, 2026
• · Transcript and audio recording of the call are hosted on the company website
• · Filing made under Regulation 30(6) read with Schedule III of SEBI LODR Regulations, 2015
• · NSE Symbol: JSWSTEEL; BSE Scrip Code: 500228

29-10-2026

Vedanta Limited filed a letter dated October 29, 2026 under Regulation 30 and Regulation 46(2)(oa) of the SEBI LODR Regulations, 2015, informing exchanges that the transcript of its Q2 and H1 FY27 earnings conference call on unaudited consolidated and standalone financial results (period ended September 30, 2026) has been posted on the company website. The filing itself contains no financial figures, guidance, or management commentary; these are only available in the linked transcript.

• · Transcript of the Q2 and H1 FY27 earnings call was made available at www.vedantalimited.com, referencing prior letter VEDL/Sec./SE/26-27/116 dated October 28, 2026
• · Scrip codes: BSE 500295, NSE VEDL

29-10-2026

APL Apollo Tubes reported its Q2 FY27 results on a conference call held October 26, 2026, describing it as the company's best quarter by sales volume, EBITDA and net profit, with volume of 960,000 tons and EBITDA per ton of Rs. 6000. Management flagged that UAE/Dubai operations remain disrupted, export trade is hampered by container freight disruption, and domestic steel is short, while the Apollo brand and roofing segments drove growth. Management guided to 20% absolute EBITDA growth for FY27 and 15%–20% growth in the Apollo brand and roofing products, but declined to commit to overall volume guidance given the Dubai and steel uncertainties.

• · Management declined to provide overall company volume guidance, citing Dubai and steel shortage uncertainty
• · Management guided to 15%–20% YoY growth for Apollo brand and roofing products
• · Management targets FY27 absolute EBITDA above Rs. 2200 crore; FY28 target above Rs. 2500 crore
• · Management indicated Q3 FY27 EBITDA per ton would come above Rs. 6000
• · Management indicated FY28 EBITDA per ton target of Rs. 6000 to Rs. 6500
• · Power cost at Rs. 6.2 to Rs. 6.3 per unit with target of Rs. 5 per unit next year
• · Freight cost reduced by Rs. 150 per ton in the quarter
• · Light structures realization lower, gross profit per ton down about Rs. 500 QoQ
• · Management stopped disclosing product-level EBITDA breakdown and heavy/super-heavy share
• · Analyst noted typo in slide 18 H1 EBITDA per ton (about Rs. 11,000), management agreed to correct
• · Management stated pre-dividend FY26 free cash flow of about Rs. 1300 crore; H1 FY27 FCF of about Rs. 200 crore after capex
• · Management expects H2 FY27 free cash flow to exceed Rs. 1300 crore

29-10-2026

Jindal Power Limited, a promoter group entity of Jindal Steel Limited, acquired 3,49,076 equity shares (0.034% of total capital) on October 26, 2026, under Regulation 29(2) of the SEBI SAST Regulations, raising its holding from 1,20,51,383 shares (1.181%) to 1,24,00,459 shares (1.215%). The disclosure is a routine promoter-group share acquisition with no change in control and no encumbrance on the acquired shares.

• · Jindal Power Limited is listed as a promoter group member in Annexure A as of October 23, 2026, and the acquirer is confirmed to be part of the promoter group
• · Shares held by Jindal Power Limited are unencumbered before and after the acquisition
• · Mode of acquisition was open market; disclosure was dated October 28, 2026, two days after the trade
• · Total equity share capital remained unchanged at 1,02,00,88,097 shares before and after the transaction