Electrosteel Castings Limited

rs,

18 May, 2026 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai – 400 001 Scrip Code: 500128 ISIN: INE086A01029 Dear Sir/Madam, N

9 Lakh

Strong foundation in the Indian market Capacity Build up at Regular Intervals to Drive Growth 9 Lakh TPA capacity to meet growing demand Viksit Bharat Vision - Provides Robust Demand Visibility A

15 Crore

Jal Jeevan Mission (JJM): Driving Water Infra Demand  Government’s flagship scheme has connected 15 Crores households with tap water connection since 2019 from baseline of 3.23 crores.  Provide functio

3.23 crore

ip scheme has connected 15 Crores households with tap water connection since 2019 from baseline of 3.23 crores.  Provide functional household tap connection to every household with service level at the rat

81.89%

e rate of 55 litres per capita per day (lpcd) JJM Progress till May 2026:- Tap Water Connections – 81.89% rural households vs. (81.60% rural households – January 2026) Pending Tap Water Connections – 3.51

81.60%

a per day (lpcd) JJM Progress till May 2026:- Tap Water Connections – 81.89% rural households vs. (81.60% rural households – January 2026) Pending Tap Water Connections – 3.51 Crores rural households (3.5

3.51 Crore

.89% rural households vs. (81.60% rural households – January 2026) Pending Tap Water Connections – 3.51 Crores rural households (3.56 Crores rural households – January 2026) Jal Jeevan Mission (JJM) 2.0: Ser

3.56 Crore

60% rural households – January 2026) Pending Tap Water Connections – 3.51 Crores rural households (3.56 Crores rural households – January 2026) Jal Jeevan Mission (JJM) 2.0: Service Delivery & Pipeline Quali

₹ 8.69 lakh crore

ity and maintenance.  Meaningfully Higher Government Outlay: • Total JJM 2.0 outlay enhanced to ₹ 8.69 lakh crore • Central assistance increased to ₹ 3.59 lakh crore from ₹ 2.08 lakh crore Opportunity:  Visibil

₹ 3.59 lakh crore

ent Outlay: • Total JJM 2.0 outlay enhanced to ₹ 8.69 lakh crore • Central assistance increased to ₹ 3.59 lakh crore from ₹ 2.08 lakh crore Opportunity:  Visibility of Funds on Ground: ~ ₹ 1,562 crore already rele

₹ 2.08 lakh crore

M 2.0 outlay enhanced to ₹ 8.69 lakh crore • Central assistance increased to ₹ 3.59 lakh crore from ₹ 2.08 lakh crore Opportunity:  Visibility of Funds on Ground: ~ ₹ 1,562 crore already released to five states (UP

₹ 1,562 crore

eased to ₹ 3.59 lakh crore from ₹ 2.08 lakh crore Opportunity:  Visibility of Funds on Ground: ~ ₹ 1,562 crore already released to five states (UP, Chhattisgarh, MP, Odisha and Maharashtra) after reform-linked

“ Visibility of Funds on Ground: ~ ₹ 1,562 crore already released to five states (UP, Chhattisgarh, MP, Odisha and Maharashtra) after reform-linked MoU compliance, indicating execution-linked and performance-backed spending  Medium-Term Volume Visibility: Target to cover 100% rural households by December 2028 supports sustained ordering pipeline for transmission and distribution networks  FY 2026-2027 Budget: Budget estimate for FY 2026-27 for JJM is Rs.”

“ Union Budget 2026-27 has allocated ₹ 6,587 Crores towards Pradhan Mantri Krishi Sinchai Yojna and ₹ 3,320 Crores towards Polavaram Irrigation Project (PIP) to enhance demand for DI Pipes & Fittings Interlinking of Rivers (ILR): Adding to Water Infra Demand Helmed by Ministry of Jal Shakti, for transferring water from water surplus basins to water-deficit basins; National Water Development Agency has identified 30 links (16 under Peninsular Component & 14 under Himalayan Component).”

“As of February 2026, Pre-Feasibility Reports (PFRs) have been completed for all 30 projects, Feasibility Reports (FRs) for 26 projects, and Detailed Project Reports (DPRs) for 13 link projects.”

“• The foundation stone for the project was laid on 25th December 2024.”

“The product is patented and will be the cornerstone of the Company’s strong growth in coming years • Key Market Presence: Europe, Middle East, USA, Africa.”

Opportunity

1

Key Advantage of ILR

1

Ken-Betwa Project Update

1

Individual Category

1

Organizational Category

1

Opportunity

 Visibility of Funds on Ground: ~ ₹ 1,562 crore already released to five states (UP, Chhattisgarh, MP, Odisha and Maharashtra) after reform-linked MoU compliance, indicating execution-linked and performance-backed spending  Medium-Term Volume Visibility: Target to cover 100% rural households by December 2028 supports sustained ordering pipeline for transmission and distribution networks  FY 2026-2027 Budget: Budget estimate for FY 2026-27 for JJM is Rs. 67,670 crores. Source: Ministry of Jal Shakti 4 Need for Water Infrastructure Spending Rising Urbanisation Rising Urbanisation Limited Water Resources** Limited Water Resources**  Most populus country in the World with ~35% global population^^  40% of the India population to live in urban area by 2030*  Expansion of urban population to put additional pressure on need for clean and affordable water and sewage  4% of world’s fresh water resource  Stores less than 1/10th of annual rainfall  Demand-supply imbalance due to excessive

Key Advantage of ILR

(A) Better water distribution. (B) Boost to irrigation and agriculture. (C) Flood control and drought mitigation.

Ken-Betwa Project Update

• The foundation stone for the project was laid on 25th December 2024. • Estimated cost of ₹ 44,605 crore, with ₹ 39,317 crore of central support. • Designed to address the water scarcity issues in Uttar Pradesh and Madhya Pradesh. Source: https://www.pib.gov.in/PressReleasePage.aspx 6 Ductile Iron Pipe, Fittings & Valves Best Suited for Water Infra Ductile Iron Pipe Ductile Iron Fittings ECL is the pioneer in setting up the first Ductile Iron Pipe plant in the Indian Sub-continent with current capacity of 9 LTPA ECL is the one of largest premier manufacturer of Ductile Iron fittings in India  Most preferred pipes for water supply & sewage applications across  the Globe Increasing focus on pipe irrigation in India & other target market for efficient water utilisation DI Pipe: Salient Features  Higher tensile strength  Pressure bearing ability, impact resistance and capacity to sustain external static Flexible push-on joints which do not leak at high or low pressure   Adaptable, e

Individual Category

1st Price: Ms. Lilabati Mahata from West Bengal for her tireless grassroots initiatives in Jhargram where she spearheaded pond-based water and soil conservation to enhance irrigation, crop diversification, and farm incomes. 2nd Price: Mr. James Herenj from Jharkhand was recognised as Runner-up for his dedicated efforts in rejuvenating traditional water bodies and empowering tribal communities.

Organizational Category

1st Price: Aapka Anchal from Bihar for its pioneering efforts in creating sustainable village-level water models. 2nd Price: Association for Development and Research in Socio Economic Activities (ADARSA), Odisha for its integrated watershed management programmes. Lifetime Achievement Award: Mr. Simon Oraon from Jharkhand, revered as the “Waterman of Jharkhand”, for his lifelong dedication to building check dams and ensuring water security across 51 villages 20 Safe Harbour This presentation has been prepared by Electrosteel Castings Limited solely to provide information about the Company. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. None of the Company nor any of its respective affiliates, advisers or representatives, shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of t