Jain Irrigation Systems Limited

INR 4,300

due to bad onion & mango season Way forward Way forward • Focus on executing order in hand worth INR 4,300 cr • Focus on Working Capital and Operational efficiency • Focus on strengthening the Balance Sheet

59.1%

7 5,225 3Q FY21 8,100 2,340 3,324 5,19 14,283 Q3 FY21 479 259 498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.

32.4%

5 3Q FY21 8,100 2,340 3,324 5,19 14,283 Q3 FY21 479 259 498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20

0.6%

Y21 8,100 2,340 3,324 5,19 14,283 Q3 FY21 479 259 498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -3

48.3%

8,100 2,340 3,324 5,19 14,283 Q3 FY21 479 259 498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -

35.7%

Q3 FY21 479 259 498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -13.1% Rs. Mn Growth y-o-y

9.6%

21 479 259 498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -13.1% Rs. Mn Growth y-o-y -6.3%

29.2%

9 259 498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -13.1% Rs. Mn Growth y-o-y -6.3% -18.2%

158.5%

498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -13.1% Rs. Mn Growth y-o-y -6.3% -18.2% -54.3%

9.9%

36 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -13.1% Rs. Mn Growth y-o-y -6.3% -18.2% -54.3% -11.

45.4%

.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -13.1% Rs. Mn Growth y-o-y -6.3% -18.2% -54.3% -11.9% Rs. Mn Growth y-o-y 1.3

20.7%

4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -13.1% Rs. Mn Growth y-o-y -6.3% -18.2% -54.3% -11.9% Rs. Mn Growth y-o-y 1.3% -20.8

Overview

2

Performance

1

Overview

1

Position

1

Performance

3Q & 9M FY21 3Q & 9M 3Q & 9M 3Q & 9M FY21 FY21 FY21 Standalone Rs. Mn Consolidated Rs. Mn Q3FY21 Q3FY20 Q3FY21 Q3FY20 Revenue EBIDTA PAT Cash PAT 5,225 382 -752 -354 3,524 -943 -1,832 -1,436 Revenue EBIDTA PAT Cash PAT 14,283 1,225 -1,228 -276 13,000 -819 -2,838 -1,939 Standalone Rs. Mn Consolidated Rs. Mn 9MFY21 9MFY20 9MFY21 9MFY20 Revenue EBIDTA PAT Cash PAT 13,882 526 -2,851 -1,638 15,763 685 -2,801 -1,625 Revenue EBIDTA PAT Cash PAT 40,842 45,976 2,737 -4,518 -1,670 2,680 -3,953 -1,324 4 Segment Segment Segment Segment

Overview

Q3 & 9M FY21 Q3 & 9M FY21 Q3 & 9M FY21 Q3 & 9M FY21 Standalone Revenue Hi-tech Agri Inputs Plastic Other Total Consolidated Revenue Hi-tech Agri Inputs Plastic Agro / Food Other Total Exports from India Hi-tech Agri Inputs Plastic Agro /Food Total 3Q FY21 3,444 1,724 57 5,225 3Q FY21 8,100 2,340 3,324 5,19 14,283 Q3 FY21 479 259 498 1,236 Rs. Mn Growth y-o-y 59.1% 32.4% -0.6% 48.3% Rs. Mn Growth y-o-y 35.7% 9.6% -29.2% 158.5% 9.9% Rs. Mn Growth y-o-y 45.4% -20.7% -35.0% -13.1% Rs. Mn Growth y-o-y -6.3% -18.2% -54.3% -11.9% Rs. Mn Growth y-o-y 1.3% -20.8% -26.5% 32.7% -10.8% Rs. Mn Growth y-o-y 16.0% -36.4% -30.3% -22.4% 9M FY21 8,562 5,200 121 13,882 9M FY21 22,964 7,061 9,983 834 40,842 9M FY21 1,190 609 2,291 4,090 5 Order BBBBook ook ook ook Order Order Order

Position

3Q FY 21 3Q FY 21 3Q FY 21 3Q FY 21 Standalone Segment Hi-tech Agri Inputs Plastic Other Total Rs. Mn Order Book Position 20,605 6,742 17 27,364 Consolidated Rs. Mn Segment Order Book Position Hi-tech Agri Inputs Plastic Agro / Food Other Total 25,065 6,893 8,946 1,269 42,172 6 Standalone 1% 33% 66% 14% 86% Revenue Revenue Revenue Revenue

Overview

Q3 FY21 Q3 FY21 Q3 FY21 Q3 FY21 Hi-Tech Plastics Other Domestic Export Consolidated 4% 23% 16% 57% 67% 33% Hi-Tech Plastics Agro Other India Rest of World 7 Standalone 1% 37% 62% 13% 87% Hi-Tech Plastics Other Domestic Export Revenue Revenue Revenue Revenue

Overview

9M FY21 9M FY21 9M FY21 9M FY21 Consolidated 2% 25% 17% 56% 68% 32% Hi-Tech Plastics Agro Other India Rest of World 8 Working Working Working Working Capital Capital Capital Capital Analysis Analysis Analysis Analysis Standalone Days Hi Tech Plastic Standalone Co Consolidated Days Hi Tech Plastic Agro Consolidated Co DSO Dec 31, 2020 DSO Sept 30, 2020 DSO Dec 31, 2019 Inventory 189 61 153 AR 542 239 435 Net WC Inventory AR Net WC Inventory AR Net WC 664 282 540 225 58 170 643 248 497 780 291 608 136 32 102 398 169 314 466 133 347 DSO Dec 31 2020 DSO Sept 30, 2020 DSO Dec 31, 2019 Inventory AR Net WC Inventory AR Net WC Inventory AR Net WC 126 73 221 147 207 146 64 282 195 186 154 241 128 66 197 143 239 146 64 314 197 170 113 48 199 167 252 127 196 121 71 148 262 110 170 211 Net working capital improved by 32 days in Hi-Tech division on QoQ basis Net working capital improved by 11 days improvement at consolidated basis on QoQ basis 9 Debt Position Debt Position Debt Position Debt Positi