Navkar Corporation Limited

rs,

ate: February 10, 2025 To, The Manager Listing Department BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Fort Mumbai – 400001 Script Code: 539332 Dear Sirs, To, The Manager Listin

35.72 mt

ation Feb 2025 4 Steel Energy JSW Group  India’s largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.5 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$27 Bn 

43.5 mt

l Energy JSW Group  India’s largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.5 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$27 Bn  Power producer with 1

51.5 mt

largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.5 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$27 Bn  Power producer with 10 GW of generation capacity by F

10 GW

tpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$27 Bn  Power producer with 10 GW of generation capacity by FY25  Targeting 20GW generation + 40GWh of Storage capacity by FY30  Ma

20GW

Y31  Market Cap: ~US$27 Bn  Power producer with 10 GW of generation capacity by FY25  Targeting 20GW generation + 40GWh of Storage capacity by FY30  Market Cap: ~US$10 Bn Infrastructure Cement  S

40GW

~US$27 Bn  Power producer with 10 GW of generation capacity by FY25  Targeting 20GW generation + 40GWh of Storage capacity by FY30  Market Cap: ~US$10 Bn Infrastructure Cement  Second largest priv

174 mt

0  Market Cap: ~US$10 Bn Infrastructure Cement  Second largest private port operator in India -174 mtpa capacity  Strategicallylocated Ports and Terminals on the west and east coast of India  Equi

20.6 mt

east coast of India  Equity listing in Oct 2023, current market cap of ~US$6 Bn  Capacity of 20.6 mtpa, growing to ~41 mtpa  Lowest CO2 emission intensity in Indian cement industry and among major

41 mt

 Equity listing in Oct 2023, current market cap of ~US$6 Bn  Capacity of 20.6 mtpa, growing to ~41 mtpa  Lowest CO2 emission intensity in Indian cement industry and among major global companies  T

60 mt

st CO2 emission intensity in Indian cement industry and among major global companies  Targeting 60 mtpa capacity Paints EV Amongst India’s leading Conglomerates with a turnover of US$24 Bn1  Capa

35%

 State-of-the-art plants in Karnataka and Maharashtra  Targeting 800,000 klpa capacity by FY30  35% stake in JSW MG Motors India  Plan to build largest EV complex in India  Targeting 300k of PV and

“Source: Infra Capital Expenditure from CAG, MoF; FY 25 RE & FY26 BE, estimates as per the budget.”

“FY30 Targets Revenue (Crore) ₹ 8,000 EBIDTA (Crore) ₹ 2,000 CAPEX (FY25-30) ₹ 9,000 Crore JSW Infrastructure Investor Presentation Feb 2025 Note: Please note the map is not to scale 14 Key Project Updates (1/3) Terminals V.O.”

“Consequently, the Q3 FY25 cargo is now 2 MT instead of 1.3 MT and 9M FY25 cargo is now 5.4 MT instead of 3.7 MT.”

“2) CDP (Carbon Disclosure Project) is a global non-profit organization that runs the world’s independent environmental disclosure system.”

“Consequently, the Q3 FY25 cargo is now 2 MT instead of 1.3 MT, 9M FY25 cargo is now 5.4 MT instead of 3.7 MT and FY24 cargo is now 2MT instead of 1.4 MT earlier.”

Note

1

Climate Change

1

Note

1: 239,148 TEU – Container, 0.64 mtpa – other cargo 2: The Company owns a majority stake in PNP port 8 India Growth Story and Strong Fundamentals of Port Sector JSW Infrastructure Investor Presentation Feb 2025 9 Indian Economy Poised to Grow India on Track to be 3rd Largest Economy with a Size Of $7 Tn+ Government’s Thrust on Infra Capex CY23 GPD (USD Tn) CY28P GDP (USD Tn) CY30P GDP (USD Tn) USA China Germany Japan India UK 27.7 USA 17.8 China 4.5 4.2 3.6 3.4 India Germany Japan UK 34.1 23.3 5.7 5.4 5.0 4.2 Infra Capital Expenditure (₹ Trillion) 11.2 10.2 9.5 7.4 5.9 4.3 India expected to remain within the Top 3 economies globally with over $7 Tn in size 2.0 2.2 3.1 2.6 3.1 3.4 India 7.31 Flagship Govt. programs to drive large scale infra improvements Flagship Govt. programs to drive large scale infra improvements FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25E FY26E 3 • National Infrastructure Pipeline $1.3 Trillion + investment planned from FY20-25 to develop infrastructure

Climate Change

• Curtail direct GHG emissions and achieve Net-Neutrality by 2050 • Aligned with India’s Nationally Determined Contributions targets for reduction in Emission Intensity as per Paris Accord 15% reduction in CO2e emission intensity by 2025-26 (vs. base year 2020-21) • • 35% reduction in CO2e emission intensity by 2030-31 (vs. base year 2020-21) Biodiversity: No Net Loss for Biodiversity Waste Water: Strive for Zero Liquid Discharge Water Resources: Reduction in fresh water consumption Waste: Strive for 100% solid waste utilization Making our World a Better Place Social Sustainability Local Considerations Indigenous People Human Rights Labour Practices & Employment Employee Health, Safety & Wellbeing Air Emissions Business Ethics Cultural Heritage Energy Aligned to National & International Frameworks JSW Infrastructure Investor Presentation Feb 2025 JSW IL Policies for each Focus Area are available on our Website (Sustainability Policies) Governance and Oversight By Board-level Business R