Shyam Metalics and Energy Limited

23%

Siding Strategically located plants with Proximity to Mineral Belts, National Highways and Ports 23% Revenue growth in Q2 FY26 Cash positive in Q2 FY26 at Rs. 619 crores 24% Volume growth in Q2 FY2

Rs. 619 crore

ral Belts, National Highways and Ports 23% Revenue growth in Q2 FY26 Cash positive in Q2 FY26 at Rs. 619 crores 24% Volume growth in Q2 FY26 PAT Positive since commencement of operations in 2005 15.13 MTPA

24%

nal Highways and Ports 23% Revenue growth in Q2 FY26 Cash positive in Q2 FY26 at Rs. 619 crores 24% Volume growth in Q2 FY26 PAT Positive since commencement of operations in 2005 15.13 MTPA Combi

15.13 MT

619 crores 24% Volume growth in Q2 FY26 PAT Positive since commencement of operations in 2005 15.13 MTPA Combined Production Capacity 467 MW Total power generation ~81% of Power sourced from captive i

467 MW

PAT Positive since commencement of operations in 2005 15.13 MTPA Combined Production Capacity 467 MW Total power generation ~81% of Power sourced from captive in Q2 FY26 which helps in improving our

81%

nt of operations in 2005 15.13 MTPA Combined Production Capacity 467 MW Total power generation ~81% of Power sourced from captive in Q2 FY26 which helps in improving our margins 81% of power sourc

Rs. 2.46

Q2 FY26 which helps in improving our margins 81% of power sourced from Captive Power Plants at Rs. 2.46/Kwh in Q2 FY26, while Avg Power costs including Grid Power at Rs. 2.97/Kwh Our power generation is

Rs. 2.97

om Captive Power Plants at Rs. 2.46/Kwh in Q2 FY26, while Avg Power costs including Grid Power at Rs. 2.97/Kwh Our power generation is sourced from balanced mix of thermal and green energy Promoters with

Rs. 136 crore

are focused on return on invested capital, as evidenced by the following statistic: we have infused Rs. 136 crores into the company since inception, returned Rs. 1400 crores since inception by way of dividend an

Rs. 1400 crore

the following statistic: we have infused Rs. 136 crores into the company since inception, returned Rs. 1400 crores since inception by way of dividend and OFS and have a residual stake of Rs. 17,940 crores invested

Rs. 17,940 crore

returned Rs. 1400 crores since inception by way of dividend and OFS and have a residual stake of Rs. 17,940 crores invested in the company. A breakup of cumulative five-year financial performance Revenue EBIT

21%

mulative five-year financial performance Revenue EBITDA PAT EBITDA Margin (%) PAT Margin (%) 21% 16% 26% 21% 19% 27% 12% 35% 29% 46,868 7,881 4,892 24% CAGR 14,837 31% CAGR 2,382

“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”

“619 crores 24% Volume growth in Q2 FY26 PAT Positive since commencement of operations in 2005 15.13 MTPA Combined Production Capacity 467 MW Total power generation ~81% of Power sourced from captive in Q2 FY26 which helps in improving our margins 81% of power sourced from Captive Power Plants at Rs.”

“2.46/Kwh in Q2 FY26, while Avg Power costs including Grid Power at Rs.”

“Taking into consideration the least performance in five-year cycles over the past 20 years, our Revenues have grown at CAGR of 16% and EBITDA at CAGR of 19% respectively.”

“We can grow Revenue, EBITDA at ~2.5x, ~2.5x times over next 5 years, respectively, even if we grow by 15-17% for revenues and 18-20% CAGR for EBITDA respectively, without raising any additional capital and retaining our 75% stake.”

“4,908 crores have been capitalized • Q2 FY26: Revenue: Rs.”

“✓ Foray into Newer Segments ✓ Increase Backward Integration ✓ Utilize cash generated from operations for growth Upcoming Projects 12 Business update: greenfield expansion - cold rolling mill Greenfield project for a cold rolling mill spread over 55 acres of land at Jamuria, West Bengal Project approved under the PLI scheme Products will include GI/GL coils and PPGL (Pre-Painted Galvalume Coils) Merger completed with Shyam Sel And Power Limited Phase 1 operation comprises of 1.”

“has already been incurred in DI Pipe plant project which has been discontinued 21 Projects pending installation and status of cost incurred for others Particulars”

“525 cr is on account of Joint Venture partner in RIL 22 Synopsis of CAPEX & growth - carbon steel Particulars Products Existing Capacity (in MMTPA) Capacity Post- Expansion (in MMTPA) Increase by Present Sales in Volume (MMTPA) FY25 Expected Sales in Volume (MMTPA) FY28E Growth”

“26 Q2 & H1 FY26 Financial Performance Performance highlights 6 2 Y F 2 Q 6 2 Y F 1 H Rs.”

Stainless Steel

2

Aluminium

2

OUR BRANDS

1

Ore Mine

1

Objectives for Expansion

1

Product Mix

1

Carbon Steel

1

Investor Relations

1

OUR BRANDS

Sricer SricEr Sricer-o Sricer T TToT. 5 FOOD GRADE ALUMINIUM FOIL STAINLESS STEEL ROOFING SHEETS Sinesr S u"cwnn ulu SHYAM METALICS AND ENERGY LIMITED FEG OFF CE: Trinity Tower, 7ih Floor, 83, Topsia Road, Kolkata - 700 046, West Bengal, /1/: L40101WB2002PLC0S5491 (5111 : 19AAHCS5842A22D P-19, {Plate No.: D-403), Taratala Road, CPT Colony, Kolkata, West Bengal - 700088 1491334016 4001 : +91 33 4016 4025 [ 117 : contact@shyamgroup.com |/c0: www.shyammetalics.com “¢ v @am Shyam Metalics & Energy Limited Investor Presentation | Q2 & H1 FY26 Safe harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Shyam Metalics And Energy Limited (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of

Ore Mine

Maharashtra Railway siding 377 MW CPP Renewables – Captive Solar Energy Plant Aluminium Mill with Caster Current Portfolio Downstream Products Intermediates Ferro Alloys Finished Steel Stainless Steel Aluminium Foil CRM Stainless Stainless Steel Pellets, Billets, Sponge Iron, Coke Oven, Pig Iron Billet- Hot Flat Product, Billet- Parallel Flange Ferro chrome, Low Carbon Ferro Chrome, Ferro Manganese, Silico Manganese Angles, Channels, TMT, Beam, Wire rod & Structurals, Color Coated Sheets Billet SS Aluminum Flat Rolled Products Battery foil Hot Flat Products Parallel Flange Beam Steel Wire Drawing Stainless Steel Bright Bars Stainless Steel Wire Rods Multiple Sale Points across the Value Chain Greater Control on Operating Margins Flexibility to alter Product Mix Focus on Quality

Objectives for Expansion

✓ Foray into Newer Segments ✓ Increase Backward Integration ✓ Utilize cash generated from operations for growth Upcoming Projects 12 Business update: greenfield expansion - cold rolling mill Greenfield project for a cold rolling mill spread over 55 acres of land at Jamuria, West Bengal Project approved under the PLI scheme Products will include GI/GL coils and PPGL (Pre-Painted Galvalume Coils) Merger completed with Shyam Sel And Power Limited Phase 1 operation comprises of 1. 2. 3. 4. 5. HR Coil – Raw thick Steel CR Coil – Cold rolled for smooth finish and reduced thickness Galvalume Coating – Hot dip coating with Al-Zn-Si for corrosion resistance Chemical Pre-treatment – Surface treatment for better paint adhesion and Color coating – Primer + topcoat applied and baked Greenfield Expansion Phase I Phase II 2,50,000 Ton Capacity 1,50,000 Ton 13 Capex Incurred Rs. 525Cr Capex Pending Rs.78Cr Total Capex Rs. 603 Cr Launched diverse range of roofing sheets under SEL Tiger in four distinct

Product Mix

Scaling up stainless steel, aluminum foil and EV Battery Foil Strong Brand & Distribution Network Private Railway Sidings Advantage for Seamless Logistics Captive Power for ~81% power requirement Capacity Addition to increase share of High Margin B2C Products De-Leveraged Balance Sheet giving flexibility in growth Sustainable solution - Waste used as ‘Productive Inputs’ Consistent Performance over the last decade 19 Current Projects Overview Projects pending installation and status of cost incurred of carbon steel Particulars Benefication Plant Sponge Iron Blast Furnace Coke Oven Billets (heavy structural mill) Parallel Flange Beams TMT, Structural Steel, Wire Rods & Pipes Color coated Sheet Solar Plant (MW) Captive Power (MW) Railway Siding (No. of lines) Oxygen Plant (TPD) Railway Wagons Total (A) Capacities to be Commissioned (Million MTPA) Budgeted Capex (Rs Cr) Capex incurred till 30th September (Rs Cr) Pending Capex (Rs Cr) 3​.00 1.05 0.45 0.25 0.40 0.40 0.09 0.15 100 130 2 150 4

Stainless Steel

Billet Stainless Steel Billet Slabs for Flat products Hot flat products CRM Stainless Steel Stainless Steel Bright Bars Stainless Steel Wire Rods Total Stainless Steel (B) Ferro Alloys (C)

Aluminium

Aluminium Mill with Caster Battery foil plant Aluminium Flat Rolled Product Aluminium Foil Total Aluminium (D) Total (E) = (B+C+D) Total (A+E) Capacities to be Commissioned (Million MTPA) Budgeted Capex (Rs Cr) Capex incurred till 30th September (Rs Cr) Pending Capex (Rs Cr) 0.13 0.50 0.50 0.20 0.03 0.02 1.38 0.02 0.01 0.01 0.06 0.02 0.10 130 200 550 150 70 40 1,140 60 75 25 450 250 800 2,000 5,199 108 35 182 30 68 38 461 48 32 22 204 48 306 815 2,640 22 165 368 120 2 2 679 12 43 3 246 202 494 1,185 2,559 Note - Out of the above, contribution of Rs. 525 cr is on account of Joint Venture partner in RIL 22 Synopsis of CAPEX & growth - carbon steel Particulars Products Existing Capacity (in MMTPA) Capacity Post- Expansion (in MMTPA) Increase by Present Sales in Volume (MMTPA) FY25 Expected Sales in Volume (MMTPA) FY28E Growth