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

35.7 mt

r Port, Odhisha 4 Steel Energy JSW Group ▪ India’s largest steel producer ▪ Consol. capacity of 35.7 mtpa, growing to 43.4 mtpa by Sep’27 ▪ Targeting 51.5 mtpa capacity by FY31 ▪ Market Cap: ~US$32 Bn ▪

43.4 mt

el Energy JSW Group ▪ India’s largest steel producer ▪ Consol. capacity of 35.7 mtpa, growing to 43.4 mtpa by Sep’27 ▪ Targeting 51.5 mtpa capacity by FY31 ▪ Market Cap: ~US$32 Bn ▪ Power producer with 1

51.5 mt

largest steel producer ▪ Consol. capacity of 35.7 mtpa, growing to 43.4 mtpa by Sep’27 ▪ Targeting 51.5 mtpa capacity by FY31 ▪ Market Cap: ~US$32 Bn ▪ Power producer with 13.2 GW installed generation capa

13.2 GW

tpa by Sep’27 ▪ Targeting 51.5 mtpa capacity by FY31 ▪ Market Cap: ~US$32 Bn ▪ Power producer with 13.2 GW installed generation capacity ▪ Targeting 30GW generation + 40GWh of energy storage capacity by F

30GW

31 ▪ Market Cap: ~US$32 Bn ▪ Power producer with 13.2 GW installed generation capacity ▪ Targeting 30GW generation + 40GWh of energy storage capacity by FY30 ▪ Market Cap: ~US$10 Bn Infrastructure C

40GW

US$32 Bn ▪ Power producer with 13.2 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 3 operational Ports and 7 operating Terminals on the west and e

20.6 mt

7 operating Terminals on the west and east coast of India ▪ Market cap of ~US$6 Bn ▪ Capacity of 20.6 mtpa, growing to ~41.85 mtpa and developing a pan-India presence ▪ Lowest CO2 emission intensity in

41.85 mt

on the west and east coast of India ▪ Market cap of ~US$6 Bn ▪ Capacity of 20.6 mtpa, growing to ~41.85 mtpa and developing a pan-India presence ▪ Lowest CO2 emission intensity in cement industry ▪ Equity

35%

latform and SaaS businesses at pre- series A to series A stages venture capital fund investing ▪ 35% stake in JSW MG Motors India ▪ Plan to build largest EV complex in India ▪ Targeting 300k of PV and

25 mt

Infrastructure Investor Presentation Dec 2025 Note: Market cap as of November 28, 2025| 1. As of FY25 mtpa: million tonnes per annum, GWh: Gigawatt hours, GW: Gigawatt, klpa: kilo litres per annum 5 JSW

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

“Consequently, the Q2 FY25 cargo for Liquid Terminal UAE is now 1.88 MT instead of 1.25 MT and H1 FY25 cargo is now 3.46 MT instead of 2.50 MT.”

Note

1

Note

1: 239,148 TEU – Container, 0.64 mtpa – other cargo 2: The Company owns a majority stake in PNP port 7 Presence in Logistics & Port Connectivity Our footprints in Logistics & Port Connectivity Key Equipments Operational Under Construction Gujarat Maharashtra Odisha Navkar – Morbi ICD Navkar – Ajivali CFS I & II Navkar - Somathane Kudathini ICD Karnataka Slurry Pipeline Gati Shakti Cargo Terminal (GCT) Slurry Pipeline Railway/GCT Tamil Nadu Inland Container Depot (ICD)/ Container Freight Station (CFS) Note: Map is not to scale JSW Infrastructure Investor Presentation Dec 2025 Note: 1) 3 Rakes on Lease 2814 Domestic standard containers 602 Trailers for last mile delivery 141 Rakes 6 RTG Cranes Land Bank (Acres) Particulars Developed Undeveloped Total Panvel Maharashtra Morbi, Gujarat Total 84 99 183 59 41 100 143 140 283 8 India’s Growth Story and Strong Fundamentals of Port Sector JSW Infrastructure Investor Presentation Dec 2025 Mangalore Container, Karnataka 9 Indian Economy Poised to