Investor Presentation

Energy Limited Regd. Office : JSW Centre Bandra Kurla Complex Bandra (East), Mumbai - 400 051 CIN: L74999MH1994PLC077041 Phone: 022 – 4286 1000 Fax: 022 – 4286 3000 Website: www.jsw.in SEC / JSWEL 22nd July 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra - Kurla Complex, Bandra (E) Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 533148 Scrip Code: JSWENERGY- EQ Subject: Results Presentation in connection with the unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended 30th June 2026 Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Madam / Sirs, Further to our letter dated 17th July 2026, please find attached the Results Presentation in connection with the unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended 30th June 2026. Yours faithfully, For JSW Energy Limited Monica Chopra Company Secretary Part of O. P. Jindal Group Q1 FY27 Result Presentation 22nd July 2026 Forward Looking and Cautionary Statement This presentation has been prepared by JSW Energy Limited (the “Company”) based upon information available in the public domain solely for information purposes without regard to any specific objectives, financial situations or informational needs of any particular person. This presentation should not be construed as legal, tax, investment or other advice. This presentation is strictly confidential, being given solely for your information and for your use, and may not be copied, distributed or disseminated, directly or indirectly, in any manner. Furthermore, no person is authorized to give any information or make any representation which is not contained in, or is inconsistent with, this presentation. Any such extraneous or inconsistent information or representation, if given or made, should not be relied upon as having been authorized by or on behalf of the Company. This presentation contains statements that constitute forward-looking statements. These statements include descriptions regarding the intent, belief or current expectations of the Company or its directors and officers with respect to the results of operations and financial condition of the Company. These statements can be recognized by the use of words such as “expects,” “plans,” “will,” “estimates,” “projects,” or other words of similar meaning. Such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, and actual results may differ from those specified in such forward-looking statements as a result of various factors and assumptions. The risks and uncertainties relating to these statements include, but are not limited to, (i) fluctuations in earnings, (ii) the Company’s ability to manage growth, (iii) competition, (iv) government policies and regulations, and (v) political, economic, legal and social conditions in India. The Company does not undertake any obligation to revise or update any forward-looking statement that may be made from time to time by or on behalf of the Company. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements. The information contained in this presentation is only current as of its date and has not been independently verified. The Company may alter, modify or otherwise change in any manner the contents of this presentation, without obligation to notify any person of such revision or changes. No representation, warranty, guarantee or undertaking, express or implied, is or will be made as to, and no reliance should be placed on, the accuracy, completeness, correctness or fairness of the information, estimates, projections and opinions contained in this presentation. None of the Company or any of its affiliates, advisers or representatives accept any liability whatsoever for any loss howsoever arising from any information presented or contained in this presentation. Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. Potential investors must make their own assessment of the relevance, accuracy and adequacy of the information contained in this presentation and must make such independent investigation as they may consider necessary or appropriate for such purpose. Such information and opinions are in all events not current after the date of this presentation. The Potential investors shall be in compliance with the applicable Insider Trading Regulations, with respect to the Company in reference to the information provided under this presentation. JSW Energy Q1 FY27 Results Presentation Indian Economy Real GDP Growth (%) • Indian economy continues to grow amid global uncertainties 22.6 13.5 o Real GDP grew by 7.8% YoY in Q4 FY26 and is 9.9 9.7 9.3 9.5 estimated to remain healthy at 6.6% for FY27, as per 6.9 8.4 7.5 6.6 7.4 7.0 6.8 8.3 8.0 7.8 5.5 6.0 RBI o PMI continues to remain robust at 57.4 for Services and 54.2 for manufacturing in Jun-26 0 1 1 1 1 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 - - - - - - - - - - - - - - - - - - - - - - c r n p c r n p c r n p c r n p c r n p c r e D a M u J e S e D a M u J e S e D a M u J e S e D a M u J e S e D a M u J e S e D a M o GST collection at ₹ 1.95 trillion in Jun-26, indicating a 13.9% YoY growth GST Collection (₹ Lakh Cr) PMI – Manufacturing & Services 65 • Inflation 2.3 57.4 o June-26 CPI inflation rose to 4.38% up from 3.93% in 1.8 May as the U.S.-Iran war and a weak monsoon 1.95 55 54.2 raised food and fuel prices PMI Manufacturing PMI Service o Index of Industrial Production (IIP) grew 5.1% YoY in 11222233334444555566 May-26 22222222222222222222 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 -------------------- 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 pcrnpcrnpcrnpcrnpcrn - - - - - - - - - - - - - - - e Se Da Mu Je Se Da Mu Je Se Da Mu Je Se Da Mu Je Se Da Mu J c e D r a M n u J p e S c e D r a M n u J p e S c e D r a M n u J p e S c e D r a M n u J India's economic growth remains resilient, supported by strong GDP growth, robust GST collections, healthy industrial activity JSW Energy Q1 FY27 Results Presentation Power Demand Trends in Q1 FY27 Power Demand in BUs Power Demand Growth (% YoY) • All-India power demand rose 8.5% YoY FY 2027 FY 2026 FY 2025 FY 2027 FY 2026 to 483 BUs in Q1 FY27, supported by an extended heatwave, delayed monsoon progression and higher cooling demand, driving increased residential and 11.5% commercial power consumption. Demand growth accelerated to 11.5% YoY in June 2026 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 • Q1 FY27 power demand growth was led by the South (+14.4% YoY to 122 BUs) Peak Demand in GW Power Demand in BUs and West (+9.8% YoY to 152 BUs), while North West South East & NE India the North reported growth of 3.6% YoY FY 2027 FY 2026 FY 2025 445 483 149 166 to 144 BUs. East & NE demand 265 61 65 21 23 increased 6.5% YoY to 65 BUs 107 122 34 38 138 152 42 51 • India recorded its highest-ever peak power demand of 271 GW in May 2026, 139 144 52 55 while peak demand remained robust at Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar 265 GW in June 2026 Q1 Q2 Q3 Q4 Q1 FY26 Q1 FY27 Jun-26 Jun-26 Robust demand growth and record peak load underscore India's strengthening power consumption trend in Q1FY27 JSW Energy Q4 FY26 Results Presentation Source: Central Electricity Authority (CEA) 4 Agenda 01 02 03 Operational & Company Strategy 3.0: Financial Highlights Growth Blueprint Performance 04 05 Safety & Appendix Sustainability JSW Energy Q1 FY27 Results Presentation Company Highlights Halol, Gujarat Q1 FY27 - Key Highlights Record Capacity Addition of ~1.1 GW till July 8th Largest Growth Capital Raise in Indian Power Sector (₹ 10,150 Cr) Prefer [Showing first 8,000 characters — download PDF for full document]