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

170 mt

5 Infrastructure Steel JSW Group Overview  Second largest private port operator in India with 170 mtpa capacity  Operates environment-friendly seaports & terminals  Equity listing in Oct 2023, c

29.7 mt

cap of ~US$6.1 Bn  India’s leading integrated steel producer  Installed crude steel capacity of 29.7 mtpa, growing to 38.5 mtpa by FY25 and targeting 50 mtpa by FY31  Market Cap: ~US$24 Bn JSW Energ

38.5 mt

dia’s leading integrated steel producer  Installed crude steel capacity of 29.7 mtpa, growing to 38.5 mtpa by FY25 and targeting 50 mtpa by FY31  Market Cap: ~US$24 Bn JSW Energy Cement  Power prod

50 mt

roducer  Installed crude steel capacity of 29.7 mtpa, growing to 38.5 mtpa by FY25 and targeting 50 mtpa by FY31  Market Cap: ~US$24 Bn JSW Energy Cement  Power producer with 9.8 GW of generation

9.8 GW

and targeting 50 mtpa by FY31  Market Cap: ~US$24 Bn JSW Energy Cement  Power producer with 9.8 GW of generation portfolio  Growing to 20 GW by 2030 along with 40 GWh/5GW of Energy Storage capaci

20 GW

p: ~US$24 Bn JSW Energy Cement  Power producer with 9.8 GW of generation portfolio  Growing to 20 GW by 2030 along with 40 GWh/5GW of Energy Storage capacity  Market Cap: ~US$9.8 Bn Paints  Cap

40 GW

Cement  Power producer with 9.8 GW of generation portfolio  Growing to 20 GW by 2030 along with 40 GWh/5GW of Energy Storage capacity  Market Cap: ~US$9.8 Bn Paints  Capacity of 20.6 mtpa, growi

5GW

 Power producer with 9.8 GW of generation portfolio  Growing to 20 GW by 2030 along with 40 GWh/5GW of Energy Storage capacity  Market Cap: ~US$9.8 Bn Paints  Capacity of 20.6 mtpa, growing to

20.6 mt

along with 40 GWh/5GW of Energy Storage capacity  Market Cap: ~US$9.8 Bn Paints  Capacity of 20.6 mtpa, growing to 25 mtpa  World's #1 Eco friendly cement company  Targeting 50 mtpa capacity by FY30

25 mt

of Energy Storage capacity  Market Cap: ~US$9.8 Bn Paints  Capacity of 20.6 mtpa, growing to 25 mtpa  World's #1 Eco friendly cement company  Targeting 50 mtpa capacity by FY30 Amongst India’s le

23 mt

ss India JSW Infrastructure Investor Presentation Note: Market cap as of Feb 22, 2024| 1. As of FY23 mtpa: million tonnes per annum, GWh: Gigawatt hours, GW: Gigawatt, klpa: kilo litres per annum 6 JS

“Capex estimated for the Project is ₹4,119 Crore with an initial capacity of 30 mtpa.”

Note

1

Climate Change

1

Note

1: 239,148 TEU – Container, 0.64 mtpa – other cargo 2: The company owns a majority stake in PNP port , the total capacity is 5 mtpa 8 India Growth Story and Strong Fundamentals of Port Sector JSW Infrastructure Investor Presentation 9 Indian Economy Poised to Grow India on Track to be 3rd Largest Economy with a Size Of $7 Tn+ Government’s Thrust on Infra Capex CY23 GPD (USD Tn) CY28P GDP (USD Tn) CY30P GDP (USD Tn) USA China Germany Japan India UK 26.9 USA 17.7 China 4.5 4.2 3.7 3.3 India Germany Japan UK 32.7 23.6 5.9 5.5 5.2 4.5 Infra Capital Expenditure (₹ Trillion) 11 10 7 6 4 4 India expected to remain within the Top 3 economies globally with over $7 Tn in size 2 2 3 3 3 India 7.31 Flagship Govt. programs to drive large scale infra improvements FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24E FY25E 3 • National Infrastructure Pipeline $1.1 Trillion + investment planned from FY19-25 to develop infrastructure • Bharatmala 65,000 kms+ of highways connecting 550 districts • Sagarmal

Climate Change

• Aligned with India’s Nationally Determined Contributions targets for reduction in Emission Intensity as per Paris Accord 15% reduction in CO2e emission intensity by 2025-26 (vs. base year 2020-21) 35% reduction in CO2e emission intensity by 2030-31 (vs. base year 2020-21) • • Biodiversity: No Net Loss for Biodiversity Waste Water: Strive for Zero Liquid Discharge Water Resources: Reduction in fresh water consumption Waste: Strive for 100% solid waste utilization Making our World a Better Place Social Sustainability Local Considerations Indigenous People Human Rights Labour Practices & Employment Employee Health, Safety & Wellbeing Air Emissions Business Ethics Cultural Heritage Energy Governance and Oversight By Board-level Business Responsibility and Sustainability Committee t n e d n e p e d n I s r o t c e r i D e v i t u c e x E s r o t c e r i D Mrs. Ameeta Chatterjee Mr. Nirmal Kumar Jain Mr. Arun Maheshwari Mr. Lalit Singhvi Reporting Aligned to National & International Framew