JSW Energy Limited

rs,

oard of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Madam / Sirs, Further to our letter dated 31st July, 2025, please find attached the Results Presentation in conne

1,080 MW

agar Solar Power Plant JSW Energy Q1 FY26 Results Presentation 3 Company Highlights Barmer TPP 1,080 MW Q1 FY26 - Quarterly Highlights (1/3) • Net Generation: Up by 71% YoY at 13.5 BUs driven by organi

71%

pany Highlights Barmer TPP 1,080 MW Q1 FY26 - Quarterly Highlights (1/3) • Net Generation: Up by 71% YoY at 13.5 BUs driven by organic RE capacity additions, contribution from O2 Power and Mahanadi

54%

anadi plant, and higher generation at Vijayanagar due to long-term tie-up • RE generation is up by 54% YoY at 5.0 BUs driven by organic wind capacity addition and O2 power • Thermal generation is up by

83%

YoY at 5.0 BUs driven by organic wind capacity addition and O2 power • Thermal generation is up by 83% YoY at 8.5 BUs, driven by incremental contribution from Vijayanagar, Mahanadi and Utkal plants •

73%

ental contribution from Vijayanagar, Mahanadi and Utkal plants • Long Term PPA Generation: Up by 73% YoY to 11.8 BUs Operational Performance Q1 FY26 | Net Generation (MUs) Renewables Up 54% YoY

7,536 MW

,743 375 747 13,494 MUs 13,494 768 71 936 (27) 7,881 MUs 7,881 Installed capacity 7,536 MW Q1 FY25 O2 Power * Hydro Wind Solar Mahanadi ST Thermal LT Thermal Generation Up 71% YoY

5.2 GW

dro Wind Solar Mahanadi ST Thermal LT Thermal Generation Up 71% YoY from 7.9 BUs to 13.5 BUs 5.2 GW (~70% YoY) Capacity Increase Installed capacity 12,768 MW Q1 FY26 JSW Energy Q1 FY26 Results Pr

70%

Solar Mahanadi ST Thermal LT Thermal Generation Up 71% YoY from 7.9 BUs to 13.5 BUs 5.2 GW (~70% YoY) Capacity Increase Installed capacity 12,768 MW Q1 FY26 JSW Energy Q1 FY26 Results Presenta

12,768 MW

ation Up 71% YoY from 7.9 BUs to 13.5 BUs 5.2 GW (~70% YoY) Capacity Increase Installed capacity 12,768 MW Q1 FY26 JSW Energy Q1 FY26 Results Presentation Mahanadi represent Mahanadi Thermal Plant ST: Sh

93%

th effect from 9th April 2025 5 Q1 FY26 - Quarterly Highlights (2/3) • Reported EBITDA increased 93% YoY to ₹ 3,057 Cr, driven by organic renewable capacity additions and contribution from Mahanadi

₹ 3,057

rom 9th April 2025 5 Q1 FY26 - Quarterly Highlights (2/3) • Reported EBITDA increased 93% YoY to ₹ 3,057 Cr, driven by organic renewable capacity additions and contribution from Mahanadi and O2 Power Co

“Inflation remains within the RBI’s medium-term target of 4%.”

“JSW Energy Q1 FY26 Results Presentation Source: Reserve Bank of India (RBI), Monetary Policy Committee (MPC), IMF, Press Information Bureau India 33 Power Demand declined by 1.5% in Q1 FY26 Power Demand in BUs Power Demand Growth (% YoY) 20% 10% 0% -10% Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar • All India demand during Q1 FY26 at 446 BUs declined by 1.5% YoY on high base of previous year and an early onset of monsoon.”

“Demand in West was flattish at 139 BUs in Peak Demand in GW Power Demand by Region in BU Q1 FY26.”

“243 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Q1 Q2 Q3 Q4 4 year range FY 2026 FY 2025 FY 2024 JSW Energy Q1 FY26 Results Presentation 452 62 109 139 143 446 61 107 139 139 153 21 32 44 55 150 21 34 43 52 Q1 FY2025 Q1 FY2026 Jun-24 Jun-25 • Peak demand of 243 GW was witnessed East & NE during the quarter.”

“• Share of thermal in overall generation deceased to 72% in Q1 FY26 vs 77% in Q1 FY25, with net generation of 342 BUs down 8.2%, resulting in a PLF of 69% in Q1 FY26.”

“• Generation from RE (excluding large hydro) increased by 21% YoY in Q1 FY26, strongly supported by solar and wind with growth of 18% YoY and 32% YoY, respectively.”

“• Hydro generation during Q1 FY26 at 40 BUs was up 13% YoY.”

“Q1 FY2025 Q1 FY2026 Jun-24 Jun-25 JSW Energy Q1 FY26 Results Presentation Source: Central Electricity Authority (CEA), National Power Portal 35 India’s installed capacity stands at 485 GW as on Jun-25 Sector-wise Installed Capacity Segment-wise Installed Capacity Renewable Capacity Breakdown State Private Central 22% 23% 485 GW 55% 49 9 185 485 GW Thermal Nuclear Hydro Renewables 242 185 17 52 116 Overall segment wise net capacity additions (GW) * Renewable Capacity Additions (excl.”

“DAM Market Cleared Volume (MUs) Total Cleared Volume (MUs) Traded Volume 12500 11500 10500 9500 8500 7500 6500 5500 • The cleared volume in DAM was 12.4 BUs, down by 7.4% YoY and total cleared volumes stood at 32.4 BUs, up 17% YoY in Q1 FY26.”

Investor Relations Contact

1

Investor Relations Contact

ir.jswenergy@jsw.in ESG Data Profile: Link JSW Energy, Barmer and Vijayanagar Solar 31 Business Environment JSW Hydro - Sholtu Indian Economy Real GDP Growth (%) 22.6 9.9 13.5 5.5 4.5 6.0 4.8 6.9 9.7 9.3 9.5 8.4 6.5 5.6 6.4 7.4 1 2 - r a M 1 2 - n u J 1 2 - p e S 1 2 - c e D 2 2 - r a M 2 2 - n u J 2 2 - p e S 2 2 - c e D 3 2 - r a M 3 2 - n u J 3 2 - p e S 3 2 - c e D 4 2 - r a M 4 2 - n u J 4 2 - p e S 4 2 - c e D 5 2 - r a M GST Collection (₹ Lakh Cr) PMI – Manufacturing & Services 65 60 55 50 45 PMI Manufacturing PMI Service 2 2 - c e D 3 2 - r a M 3 2 - n u J 3 2 - p e S 3 2 - c e D 4 2 - r a M 4 2 - n u J 4 2 - p e S 4 2 - c e D 5 2 - r a M 5 2 - n u J 1 2 - p e S 1 2 - c e D 2 2 - r a M 2 2 - n u J 2 2 - p e S 2 2 - c e D 3 2 - r a M 3 2 - n u J 3 2 - p e S 3 2 - c e D 4 2 - r a M 4 2 - n u J 4 2 - p e S 4 2 - c e D 5 2 - r a M 5 2 - n u J 3.3 1.8 0 2 - c e D 2.8 2.3 1.8 1.3 0.8 • India continues to see resilient growth amid global headwinds o Real GDP growth in Mar-25 stood at