Navkar Corporation Limited

rs,

te: September 01, 2025 To, The Manager Listing Department BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Fort Mumbai – 400001 Scrip Code: 539332 Dear Sir/ Ma’am To, The Manager Li

35.72 mt

ation Sep 2025 4 Steel Energy JSW Group  India’s largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$29 Bn 

43.4 mt

l Energy JSW Group  India’s largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$29 Bn  Power producer with 1

51.5 mt

largest steel producer  Consol. capacity of 35.72 mtpa, growing to 43.4 mtpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$29 Bn  Power producer with 13 GW installed generation capaci

13 GW

tpa by Sep’27  Targeting 51.5 mtpa capacity by FY31  Market Cap: ~US$29 Bn  Power producer with 13 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by F

30GW

FY31  Market Cap: ~US$29 Bn  Power producer with 13 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Infrastructure C

40GW

~US$29 Bn  Power producer with 13 GW installed generation capacity  Targeting 30GW generation + 40GWh of energy storage capacity by FY30  Market Cap: ~US$10 Bn Infrastructure Cement  Second la

177 mt

 Market Cap: ~US$10 Bn Infrastructure Cement  Second largest private port operator in India - 177 mtpa capacity  Strategically located Ports and Terminals on the west and east coast of India  Mark

20.6 mt

and Terminals on the west and east coast of India  Market cap of ~US$7 Bn Paints  Capacity of 20.6 mtpa. Targeting 60 mtpa capacity  Lowest CO2 emission intensity in Indian cement industry and among

60 mt

west and east coast of India  Market cap of ~US$7 Bn Paints  Capacity of 20.6 mtpa. Targeting 60 mtpa capacity  Lowest CO2 emission intensity in Indian cement industry and among major global compa

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

1.7mt

Infrastructure Investor Presentation Sep 2025 Note: Market cap as of Aug 29, 2025|1. As of FY25 2. 1.7mt capacity at JVML-Vijayanagar under commissioning. mtpa: million tonnes per annum, GWh: Gigawatt ho

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

“Consequently, the Q1 FY25 cargo is now 28.1 MT instead of 27.8 MT .”

“Consequently, the Q1 FY25 cargo for Liquid Terminal UAE is now 1.58 MT instead of 1.25 MT.”

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 Sep 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 10.5 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 7.01 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 FY25 FY26E • National Infrastructure Pipeline Covered 13,000 projects with a capex of $2+ trillion • Bharatmala 65,000 kms