Investor Presentation

SMEL/SE/2026-27/90 October 31, 2026 The Secretary, Listing Department The Manager – Listing Department BSE Limited National Stock Exchange of India Phiroze Jeejeebhoy Towers Limited “Exchange Plaza”, 5th Floor, Plot Dalal Street No. C/1, G Block, Bandra-Kurla Complex, Mumbai 400 001 Bandra (East), Mumbai 400 051 Maharashtra, India Maharashtra, India Scrip Code: 543299 Symbol: SHYAMMETL Dear Sir/Madam, Sub: Investors Presentation: Financial Results for the 2nd Quarter and Half Year Ended 30th September, 2026 Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with applicable Schedules thereof, please find attached the Investors Presentation w.r.t the Un-audited Financial Results of 2nd Quarter and Half Year Ended 30th September, 2026. This is for your information and record. Thanking You, For Shyam Metalics and Energy Limited Birendra Kumar Jain Company Secretary Membership No. F13320 Encl: as above OUR BRANDS SHYAM METALICS AND ENERGY LIMITED Regd. O(cid:431)ice: P-19, (Plate No.: D-403), Taratala Road, CPT Colony, Kolkata, West Bengal – 700088 CIN: L40101WB2002PLC095491 GSTIN: 19AAHCS5842A1ZE T:+91 33 6521 6521 Email: contact@shyamgroup.com Web: www.shyammetalics.com Follow us on : Power | Ferro Alloys | Pellets | Pig Iron | Billets | Sponge Iron | Wire Rod | Wire | TMT & Structurals | Aluminium Foil | Roofing Product | Stainless Steel | DI Pipes Shyam Metalics & Energy Limited Investor Presentation | Q2 FY27 Self-Funded Growth, Value-Led Future Leading Efficient Working AA+ 18.49 MTPA Steel Producer Capital CRISIL, Stable Combined Production Capacity Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Shyam Metalics And Energy Limited (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company's future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cashflows, the Company's market preferences and its exposure to market risks, as well as other risks. The Company's actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, Process or completeness. Page 2 Table of Contents Company Overview Products and Capabilities Capacity Expansion Financial Performance Strategy & Guidance Annexures Page 3 Company Overview Shyam Metalics at a Glance One of India's fastest-growing integrated multi metal producers Among Top 5 Among Top 10 Largest 467 MW 18 MW 18.49 MTPA Coal based Sponge Iron Steel Producers Aluminium Foil Total power Renewable Combined Players Exporter from the generation Power Production Capacity Scaling Rapidly to Emerge as the country Industry’s Leading Player ~80% of Captive Power in Q2 FY27 Leading Integrated Multi “Ore to Metal” Integration Strategic Location Coal Supply Security Metal Producer in India Advantage 2 Captive Railway Sidings & 19 Phutamura coal block: ~170 Among India’s largest multi metal dedicated Railway Rakes for Proximity to Mineral Belts, million tonnes estimated reserves producer with fully integrated cost-efficient raw material National Highways and Ports – for long-term supply. Production operations logistics minimises freight costs expected July 2027. CRISIL RATINGS SHIFT TOWARDS HIGHER VALUE ADDED PORTFOLIO Long Term AA+ Commodity Focused Player Integrated Multi-Metal, Value-Added Producer Short Term A1+ Bulk Stainless Aluminium CR Railway Outlook Stable Sponge Pellets Billets Pig Iron SBQ Wires & Foils & Fins Coils/Sheets Wagons Iron Bright Bars Page 5 Why Invest in Shyam Metalics? 01 Among Top 10 steel producer 02 Self-funded growth On course to become a leading steel Negligible net debt, supporting expansion producer. through the cycle. Self funded growth, cash discipline, 20+ years of execution track record 2.3x Revenue & 2.8x EBITDA by FY31 03 04 strong Scaled with discipline and remained PAT Clear ambition to multiply the operating execution track positive throughout. platform by FY31 and beyond. record (20+ years) and a shift towards ~210% return since IPO Higher-margin value-added products higher-value 05 06 Clear ambition to multiply the operating Portfolio mix shifting towards value-added products create platform by FY31 and beyond. products with higher margin profile. a compounding platform. Investment case: scale + discipline + value-added mix backed by self-funded growth and strong execution track record Page 6 The Transformation Playbook From commodity to value-added leader – shift in mix yielding better margins Pre-2005 2010–15 2016-21 2022-24 2025-26 2027-31 Foundation Scale-Up IPO & Expansion Diversification with Value Leader Vision 2031 O New Verticals o Incorporation of Shyam o Sambalpur & Jamuria – o Capacity & captive power o Battery foil and o Revenue: ~Rs. 42,500+ Cr SEL and Power Ltd. Commercial production expansion o Expanded into Stainless Aluminium FRP (~18% CAGR/~2.3x) n o Incorporation of Shyam began o Ventured into TMT & Wire Steel, Aluminium Foil, TMT o Railway Wagons o EBITDA: ~Rs. 6,600+ Cr i s o M L Mime at nia t geli ac d ls p ua rn Pd lE ann te –rg Sy p onge o C S Fepo rom rn op g Al ee l t lIe or o yin snt ,e Bg ir la let tio s,n a o nf d o R L linao eud n (4c 0h 0e 0d A TPlu Am )inium Foil B c so ha l er o, e uR tr s-o co of ain teg d S /gh ae le vt as l, u me o o S 83E %L T pi og wer e rg mai en ts b tr ya ction o o ( C R2 a o3 p E% a : cC 1i 6tA y %G : ; R ~ R) 2 o7 C M ET : P 24A % n r u t e R Iron commercial production o Captive Railway Siding & o Listed on NSE & BSE (IPO o Metal capacity surpassed captive generation o Net Cash Positive 2nd Captive Power 15 MTPA o Commissioning of blast o Value-added downstream 3 oversubscribed ~121 times) ~ furnace products o Commissioned first Ferro [Showing first 8,000 characters — download PDF for full document]