JINDAL STEEL LIMITED

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imited Corporate Relationship Department, 1st Floor, New Trading Ring, Rotunda Building, P J Towers, Dalal Street, Fort, Mumbai – 400 001 corp.relations@bseindia.com Scrip Code: 532286 National Sto

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related areas are purely indicative and could change with market conditions and host of other factors. 2 Table of Content Highlights Industry Update Company Update Way Forward Page No 4 6 10 20 H

5mt

from China bodes well for Indian Steel producers Chinese monthly Steel exports have remained below 5mt levels (Fig in Mill MT) 10.0 5.0 - 120 100 80 60 40 20 0 7.5 8.0 5.3 6.5 5.7 5

13%

n-22 Feb-22 Mar-22 Apr-22 Chinese Crude Steel production growth has tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86

7%

Feb-22 Mar-22 Apr-22 Chinese Crude Steel production growth has tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86 82

2%

-22 Mar-22 Apr-22 Chinese Crude Steel production growth has tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86 82 75

12%

2 Apr-22 Chinese Crude Steel production growth has tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86 82 75 88 93 Ap

5%

-22 Chinese Crude Steel production growth has tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86 82 75 88 93 Apr-21

6%

Chinese Crude Steel production growth has tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86 82 75 88 93 Apr-21 May-

9%

se Crude Steel production growth has tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86 82 75 88 93 Apr-21 May-21 J

14%

teel production growth has tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86 82 75 88 93 Apr-21 May-21 Jun-21 Jul-

21%

tapered (Fig in Mill MT) 13% 7% 2% -7% -12% -5% -6% -9% -5% -14% 98 99 94 87 83 -21% 74 -22% 72 -21% 69 86 82 75 88 93 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21

Expansion

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India

1

Global

1

Global

Coking Coal Mozambique Australia Anthracite South Africa 11 STEEL CAPACITIES ACROSS LIFE CYCLE IRON MAKING (10.42 MTPA) LIQUID STEEL (9.60 MTPA) FINISHED STEEL (6.65 MTPA) Capacity in deail DRI 3.12 MTPA (Direct Reduced Iron) BF 7.30 MTPA (Blast Furnace) SMS 9.60 MTPA (Steel Melting Shop) WRM 0.60 MTPA (Wire Rod Mill) Rail Mill 0.75 MTPA BSM 0.70 MTPA (Beam & Structure Mill) Plate Mill 2.20 MTPA BRM 2.40 MTPA (Bar Rod Mill) 12 INDIA CAPACITIES Raigarh (Chhattisgarh) B F 3.05 M T PA Angul (Odisha) C G P 225,000 Nm 3/Hr D R I 1.32 M T PA B F 4.25 M T PA SM S 3.6MTPA D R I 1.8 M T PA Plate Mill 1.00 M T PA Rail Mill 0.75 M T PA B SM 0.70 M T PA SM S 6 M T PA B R M 1.4 M T PA Plate Mill 1.2 M T PA C P P 824 M W C P P 810 M W Barbil (Odisha) Patratu (Jharkhand) Mining Pellet Plant 9 M T PA W R M 0.60 M T PA Tensa 3.11 M T PA B R M 1.0 M T PA Kasia 7.5 M T PA Power Hot Metal Liquid Steel Finished Steel 13 JSPL STANDALONE KEY FINANCIALS (INR Crores) *Incl. GST (goods and service tax) & Captiv

Expansion

INR 11,400 Cr. ANGUL PHASE-II : TIMELINE FY22 FY23 FY24 FY25 Angul Pellet Plant #1: 6MTPA HSM Phase #1: 3MTPA Angul Pellet Plant #2: 6MTPA Slurry Pipeline Oxygen plant, Coke oven , RMHS HSM Phase #2 Expand to 5.5 MTPA Blast Furnace #2: 4.25 MTPA Angul BOF #2 : 3.3 MTPA DRI #2: 2.7 MTPA Angul EAF #2 : 3 MTPA TSCR : 3 MTPA Expected COD 2QFY23 4QFY23 2QFY24 2QFY24 2QFY24 2QFY24 3QFY24 3QFY24 4QFY25 4QFY25 4QFY25 Past (FY11) Present Future (FY25) JSP FINISHED STEEL CAPACITY BRM, 25% PLATES, 25% BSM, 15% 3.95 MTPA WRM, 15% RAIL MILL, 19% PLATES, 33% BRM, 36% 6.65 MTPA BSM, 11% RAIL MILL, 11% WRM, 9% BSM 4% RAIL MILL 5% WRM 4% BRM 16% PLATES 15% 15.15 MTPA HSM 36% TSCR 20% | DRI- Direct Reduced Iron | BF- Blast Furnace | WRM- Wire rod mill | BSM- Beam & structure mill | BRM- Bar rod mill (rebar) | HSM- Hot Strip Mill | TSCR – Thin Slab Caster & Rolling | 24 ODISHA INTEGRATED STEEL PLANT, ANGUL PELLET PLANT, BARBIL 25 CHHATTISGARH & JHARKHAND INTEGRATED STEEL PLANT,RAIGARH STEEL FABRICATION P