JK Cement Limited

rs,

v@JKcement BSE Ltd. Corporate Relationship Department, Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai- 400001 Scrip Code: 532644 (ISIN.INE 823G01014) Through BSE Listing Ce

12.0%

Company Overview Q4 & FY23 Performance 1 Macro Forecast Demand Growth Demand (MMT) Growth 12.0% 9.0% 299 5.0% 269 274 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0%

9.0%

ny Overview Q4 & FY23 Performance 1 Macro Forecast Demand Growth Demand (MMT) Growth 12.0% 9.0% 299 5.0% 269 274 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0% FY16

5.0%

Q4 & FY23 Performance 1 Macro Forecast Demand Growth Demand (MMT) Growth 12.0% 9.0% 299 5.0% 269 274 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0% FY16 FY17 FY18

2.0%

ormance 1 Macro Forecast Demand Growth Demand (MMT) Growth 12.0% 9.0% 299 5.0% 269 274 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0% FY16 FY17 FY18 FY19 -3.0% F

1.0%

ecast Demand Growth Demand (MMT) Growth 12.0% 9.0% 299 5.0% 269 274 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0% FY16 FY17 FY18 FY19 -3.0% FY20 FY21 FY22 FY23

11.0%

Demand Growth Demand (MMT) Growth 12.0% 9.0% 299 5.0% 269 274 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0% FY16 FY17 FY18 FY19 -3.0% FY20 FY21 FY22 FY23 FY24E

8.0%

th Demand (MMT) Growth 12.0% 9.0% 299 5.0% 269 274 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0% FY16 FY17 FY18 FY19 -3.0% FY20 FY21 FY22 FY23 FY24E FY28E Gr

3.0%

4 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0% FY16 FY17 FY18 FY19 -3.0% FY20 FY21 FY22 FY23 FY24E FY28E Growth is expected to continue due to government's focus on

6%

e Indian economy is well equipped to face any headwinds and is expected to grow at a rate of over 6% higher that the global growth rate 2. Momentum will be aided by the GDP projection and its high

61%

few months and are expected to remain stable ahead 4. Demand Drivers Rural and Urban Housing – 61% • Government initiatives like “Housing for All” will push demand • The outlay for PMAY is being

66%

t initiatives like “Housing for All” will push demand • The outlay for PMAY is being enhanced by 66% to over Rs. 79,590 cr Infrastructure – 27% • The Union Budget for 2023-24 announced a 33% in

“Momentum will be aided by the GDP projection and its high correlation with cement 3.”

Manufacturing Units at

1

Manufacturing Units at

Nimbahera, Mangrol, Gotan (Rejasthan) | Muddapur (Karnataka) Iharli (Haryana} | Katni (M.P.) | Aligarh (U.P.) | Balasinor (Gujarat) T Investor Presentation – Q4 & FY23 1 Agenda Macro Forecast ESG & CSR Update Company Overview Q4 & FY23 Performance 1 Macro Forecast Demand Growth Demand (MMT) Growth 12.0% 9.0% 299 5.0% 269 274 2.0% 335 327 328 1.0% 11.0% 505 8.0% 356 425 395 8.0% 5.0% FY16 FY17 FY18 FY19 -3.0% FY20 FY21 FY22 FY23 FY24E FY28E Growth is expected to continue due to government's focus on infrastructure development, rising demand for rural and urban housing, and higher spending in the year before elections. 4 Outlook for FY24 1. The Indian economy is well equipped to face any headwinds and is expected to grow at a rate of over 6% higher that the global growth rate 2. Momentum will be aided by the GDP projection and its high correlation with cement 3. Fuel and Pet coke prices have moderated in the last few months and are expected to remain stable ahead 4. Demand Drivers Rural