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

Container, Karnataka 4 Steel Energy JSW Group ▪ India’s largest steel producer with capacity of 35.7 MTPA ▪ Growing to 51.52 MTPA by FY31 ▪ Market Cap: ~US$33 Bn Infrastructure ▪ India’s 2nd largest P

51.52 MT

Steel Energy JSW Group ▪ India’s largest steel producer with capacity of 35.7 MTPA ▪ Growing to 51.52 MTPA by FY31 ▪ Market Cap: ~US$33 Bn Infrastructure ▪ India’s 2nd largest Private Ports Operator & F

183 MT

Infrastructure ▪ India’s 2nd largest Private Ports Operator & Fast growing Logistics Platform ▪ 183 MTPA ports capacity, growing to 400 MTPA by 2030 ▪ Market cap of ~US$6 Bn ▪ Power producer with 13.3

400 MT

t Private Ports Operator & Fast growing Logistics Platform ▪ 183 MTPA ports capacity, growing to 400 MTPA by 2030 ▪ Market cap of ~US$6 Bn ▪ Power producer with 13.3 GW installed generation capacity ▪ T

13.3 GW

83 MTPA ports capacity, growing to 400 MTPA by 2030 ▪ Market cap of ~US$6 Bn ▪ Power producer with 13.3 GW installed generation capacity ▪ Targeting 30GW generation + 40GWh of energy storage capacity by F

30GW

0 ▪ Market cap of ~US$6 Bn ▪ Power producer with 13.3 GW installed generation capacity ▪ Targeting 30GW generation + 40GWh of energy storage capacity by FY30 ▪ Market Cap: ~US$11 Bn Cement ▪ Capacit

40GW

~US$6 Bn ▪ Power producer with 13.3 GW installed generation capacity ▪ Targeting 30GW generation + 40GWh of energy storage capacity by FY30 ▪ Market Cap: ~US$11 Bn Cement ▪ Capacity of 24.1 mtpa, gr

24.1 mt

ration + 40GWh of energy storage capacity by FY30 ▪ Market Cap: ~US$11 Bn Cement ▪ Capacity of 24.1 mtpa, growing to ~43.5 mtpa and developing a pan-India presence ▪ Lowest CO2 emission intensity in c

43.5 mt

y storage capacity by FY30 ▪ Market Cap: ~US$11 Bn Cement ▪ Capacity of 24.1 mtpa, growing to ~43.5 mtpa and developing a pan-India presence ▪ Lowest CO2 emission intensity in cement industry ▪ Equity

61.2%

Maharashtra ▪ Completed transformative acquisition of Akzo Nobel India, with a shareholding of 61.2% ▪ Targeting 800,000 KLPA capacity by FY30 ▪ Market Cap: ~US$1.5 Bn Ventures ▪ Early-stage instit

35%

latform and SaaS businesses at pre- series A to series A stages venture capital fund investing ▪ 35% stake in JSW MG Motors India, 2nd Largest EV passenger vehicle seller in India ▪ Plan to build I

“Road : Bharatmala, FASTag, Multi-modal logistics parks, etc Waterways : Sagarmala, Jal Marg Vikas, etc Rail : Dedicated Freight Corridor, Gati Shakti Cargo Terminal, General Purpose Wagon Investment Scheme, Liberalise Special Freight Train Operator, etc Rail Advantage : Lowest cost (₹1.96/tonne/km), Freight volume in FY25 – 1.6 billion tonnes.”

“in mtpa Potential Projects 10.0 400 300 300 Levers to Accelerate Growth Privatisation Bids - Balancing sustained growth Leveraging Balance Sheet for inorganic growth opportunities in port and port-related infrastructure 170 FY25 183 FY26 183 FY28E FY30E Projects Approved/Under Construction Pipeline of Potential Projects JSW Infrastructure Corporate Presentation – May 2026 * Further approval of 4 MTPA is under process.”

“2) The figures mentioned above are Operating revenue and Operating EBITDA 14 Key Project Updates JSW Infrastructure Corporate Presentation – May 2026 1515 South West Port, Goa Key Project Updates (1/3) Terminals V.O.”

“• • • • • • • • • Board recommended dividend of ₹0.90/share, representing 45% of the Face Value (40% in FY25) Public hearings successfully concluded for the proposed greenfield ports at Keni (Karnataka) and Murbe (Maharashtra).”

“The Slurry pipeline project is ~80% complete, while construction activities at Jatadhar Port and capacity addition works at Jaigarh and Dharamtar ports are progressing well.”

“However, the situation improved from April 2026 Key Drivers – FY26 • • • 122 MT cargo handled in FY26, reflecting a 4% YoY growth Strong performance at South West Port, Dharamtar Port and Jaigarh Port Interim operations contributed positively at Tuticorin and JNPA1 has • Overall growth impacted by subdued volumes at Paradip Iron Ore Terminal (down 4.2 MT YoY) and lately by the Middle East conflicts impact at Fujairah Terminal JSW Infrastructure Corporate Presentation – May 2026 Note: 1.”

“Reported PBT for FY26 is ₹1,873 crore vs ₹1,803 crore in FY25.”

“2) Reported PAT for FY26 is ₹1,547 crore vs ₹1,521 crore in FY25.”

“These initiatives not only unlock investment opportunities but also aim to modernize India's freight infrastructure, reduce logistics costs and improve the competitiveness of Indian industry on a global scale.”

“CMP COIL MULTI PURPOSE WAGON : These wagons will be able to handle steel coils as well as steel flats.”

Key initiatives undertaken by the Government

1

Key initiatives undertaken by the Government

Road : Bharatmala, FASTag, Multi-modal logistics parks, etc Waterways : Sagarmala, Jal Marg Vikas, etc Rail : Dedicated Freight Corridor, Gati Shakti Cargo Terminal, General Purpose Wagon Investment Scheme, Liberalise Special Freight Train Operator, etc Rail Advantage : Lowest cost (₹1.96/tonne/km), Freight volume in FY25 – 1.6 billion tonnes. Targeting 45% share by 2030. Freight Movement in India Logistics Cost / km in India Others 8% Rail 27% ₹ per tonne per km 72 Cost Effective Rail Road 65% 1.96 3.3 1.8 3.78 Rail Inland Coastal Road Air JSW Infrastructure Corporate Presentation – May 2026 Source: Maritime India Vision Document, PWC Research Report and Department for Promotion of Industry and Internal Trade (Logistics Division) – September 2025 report. mtpa: million tonnes per annum 10 Growth Strategy & Guidance JSW Infrastructure Corporate Presentation – May 2026 Jaigarh Port, Maharashtra 1111 2030 Road Map for Growth and Value Creation for Port Segment ~2.4x increase in overall ca