JSW Infrastructure Limited

rs,

to reflect the occurrence of unanticipated events.. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking stat

35.72 mt

ation May 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$29 Bn I

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$29 Bn Infrastructure  Secon

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$29 Bn Infrastructure  Second largest private port operator

177 mt

by FY31  Market Cap: ~US$29 Bn Infrastructure  Second largest private port operator in India - 177 mtpa capacity  Strategically located Ports and Terminals on the west and east coast of India  Equi

12.2 GW

coast of India  Equity listing in Oct 2023, current market cap of ~US$7 Bn  Power producer with 12.2 GW of generation capacity at the end of FY25  Targeting 20GW generation + 40GWh of energy storage

20GW

of ~US$7 Bn  Power producer with 12.2 GW of generation capacity at the end of FY25  Targeting 20GW generation + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Cement  Capacit

40GW

er producer with 12.2 GW of generation capacity at the end of FY25  Targeting 20GW generation + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Cement  Capacity of 20.6 mtpa, gr

20.6 mt

ration + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Cement  Capacity of 20.6 mtpa, growing to ~41 mtpa  Lowest CO2 emission intensity in Indian cement industry and among major

41 mt

y storage capacity by FY30  Market Cap: ~US$10 Bn Cement  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 May 2025 Note: Please note the map is not to scale 14 Key Project Updates (1/3) Terminals V.O.”

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

Note

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 May 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 CY24 GPD (USD Tn) CY28P GDP (USD Tn) CY30P GDP (USD Tn) USA China Germany Japan India UK 29.2 USA 18.7 China 4.7 4.0 3.9 3.6 India Germany Japan UK 34.3 23.1 5.6 5.3 4.7 4.5 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 7.0 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 • National Infrastructure Pipeline $1.5 Trillion + investment planned from FY20-25 to develop infrastructure •