Investors Presentation

WCL/SEC/2026 24 July, 2026 BSE Ltd. National Stock Exchange of India Ltd. Listing Department, Exchange Plaza, P. J. Towers, Dalal Street, Bandra-Kurla Complex, Mumbai – 400 001. Bandra (E), Mumbai – 400 051. (Scrip Code: Equity - 532144), (Symbol: WELCORP, Series EQ) (NCD – 973309) Dear Sirs/ Madam, Sub: Investors’ Presentation Ref.: a. Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time. (“SEBI Listing Regulations”) b. ISIN: INE191B01025 Pursuant to the SEBI Listing Regulations, please find enclosed the Investors’ Presentation on the financial results of the Company for the quarter ended 30 June, 2026 which is being released to the media and also posted on Company’s website www.welspuncorp.com Kindly take the same on record. Thanking you. Yours faithfully, For Welspun Corp Limited Kamal Rathi Company Secretary ACS-18182 Encl: as above Investor Presentation Q1FY27 Date: 24th July, 2026 DISCLAIMER For any financial disclosures, the information contained herein is provided by Welspun Corp Limited (the “Company”), although care has been taken to ensurethat the information inthis presentation isaccurate, and that the opinions expressedarefair and reasonable,the information issubject to change without notice, its accuracy, fairness or completeness is not guaranteed and has not been independently verified unless specifically provided and no expressor implied warranty ismade thereto. Youmust makeyour own assessmentof therelevance,accuracyand adequacy of the information contained in this presentation and must make such independent investigation as you may consider necessary or appropriate for such purpose. Neither the Company nor any of its directors assume any responsibility or liability for, the accuracy or completeness of, or any errors or omissions in, any information or opinions contained herein. By preparing this presentation, none of the Company, its management, and their respective advisers undertakes any obligation to provide the recipient with access to any additional information or to update this presentation or any additional information or to correct any inaccuracies in any such information which may become apparent. This document isfor informational purposes and does not constitute or form part of a prospectus, a statement in lieu of a prospectus, an offering circular, offering memorandum, an advertisement, and should not be construed as an offer to sell or issue or the solicitation of an offer or an offer document to buy or acquire or sell securities of the Companyor anyof its subsidiariesor affiliates under the Companies Act, 2013,the Securities and Exchange Board of India (Issueof Capital and Disclosure Requirements) Regulations, 2009, both as amended, or any applicable law in India or asan inducement to enter into investment activity. No part of this document should be considered as a recommendation that any investor should subscribe to or purchase securities of the Company or any of its subsidiaries or affiliates and should not form the basis of, or be relied on in connection with, any contract or commitment or investment decision whatsoever. This document isnotfinancial,legal,tax,investment or otherproduct advice. With respect to any ESG related disclosures, the information contained in our disclosures, statements or reports are specific to the Company and not audited or confirmed to be compliant with any general or standard benchmark. A number of statements in such disclosure or statements may contain forward-looking statements including statements about the Company’s strategic priorities, financial goals and aspirations, organic growth, performance, organizational quality and efficiency,investments, capabilities, resiliency, sustainablegrowth and Company management, aswell asthe Company’s overall plans,strategies, goals,objectives,expectations,outlooks,estimates, intentions, targets, opportunities, focusand initiatives. With respect to all disclosures provided herein, the statements contained herein may be pertaining to future expectations and other forward-looking statements which involve risks and uncertainties that are subject to change based on various important factors (some of which are beyond the Company’s control). These statements include descriptions regarding the intent, belief or current expectations of the Company or its officers including with respect to the consolidated results of operations and financial condition, and future events and plans of the Company. These statements can be recognized by the use of words such as “expects,” “plans,” “will,” “estimates,” “forecast,” “project,” “anticipate,” “likely,” “target,” “expect,” “intend,” “continue,” “seek,” “believe,” “plan,” “goal,” “could,” “should,” “would,” “may,” “might,” “will,” “strategy,” “synergies,” “opportunities,” “trends,” “future,” “potentially,” “outlook” or words of similar meaning. Such forward-looking statements are not guarantees of future performance and actual results, performancesor eventsmay differfrom thoseintheforward-looking statementsasaresultofvariousfactors andassumptions.Youarecautioned notto place undue reliance on these forward looking statements, which are based on the current view of the management of the Company on future events. No assurance can be given that future events will occur, or that assumptions are correct. The Company does not assume any responsibility to amend, modify or reviseanyforward-looking statements,onthe basisofanysubsequentdevelopments, informationorevents,or otherwise. Reproduction,distribution, republication and retransmissionof materialcontained hereinisprohibited without the prior consentof the Company AGENDA 1. BUSINESS VERTICALS 2. OPERATIONAL PERFORMANCE 3. FINANCIAL PERFORMANCE 4. BUSINESS ENVIRONMENT 5. PROJECT UPDATE 6. ESG MANAGEMENT COMMENTARY “We have started the new financial year on a strong note, delivering our highest-ever quarterly EBITDA and robust bottom-line growth. Our balance sheet remains healthy, with a further improvement in net cash position and ROCE crossing 23%, along with a very robust order book providing medium- to long- term visibility. Our strategic expansions in the USA and KSA are on track for commissioning within FY27 — further enhancing our global presence and reinforcing our leadership position in the global line pipe industry. Despite a challenging geopolitical backdrop, we remain confident in our growth trajectory ahead, focusing on core products and geographies, prudent capital allocation, innovation and strong customer- supplier relationships. Our People remain integral to our growth strategy and we consistently work upon building leadership abilities across all levels, providing global exposure, upskilling through training and fostering a collaborative work environment. Our advancing ESG performance reflects disciplined execution of our sustainability agenda, strengthening the foundation for resilient growth and sustained value creation.” Mr. Vipul Mathur, MD & CEO, Welspun Corp Limited PORTFOLIO ENGINEERED FOR SUSTAINED GROWTH A LARGE- DUCTILE IRON SINTEX WSSL* I T DIAMETER PIPES E LINE PIPES Largest Player Globally Significant player in National iconic brand Only integrated India, and launching in with pan-India presence producer in India from INDIA USA KSA KSA • Water Storage Tanks stainless steel-making T • Plastic Pipes to finished products H Pipes up to DN 2600 G Products: I L LSAW Spiral ERW mm (among few plants H globally) Oil & Gas and Water Serving sectors like Power, P Water Distribution Water Storage & End-use A Transmission Nuclear, Aerospace, etc. *WSSL: Welspun Specialty Solutions Limited OPERATIONAL PERFORMANCE: Q1FY27 SALES VOLUME (IN KMT) Line Pipes (India + USA) DI Pipes Q1FY26 Q1FY27 Q1FY26 Q1FY27 Stainless Steel Bars & Pipes TMT Rebars Q1FY26 Q1FY27 Q1FY26 Q1FY27 FINANCIAL PERFORMANCE: Q1FY27 Revenue from Operations (INR cr.) EBITDA (INR cr.) 4,081 [Showing first 8,000 characters — download PDF for full document]