Investor Presentation for the Quarter ended 30.09.2026

Ref: JTLIND/11/26-27/02 November 2, 2026 The Manager, The Manager, Corporate Relationship Department, Listing Department, BSE Limited. National Stock Exchange of India Ltd. 25th Floor, P.J. Towers, ‘Exchange Plaza’, C- 1 Block G, Bandra Kurla Dalal Street, Complex, Bandra (East) Mumbai - 400001 Mumbai – 400051 Scrip Code: 534600 NSE Symbol: JTLIND REG: EARNINGS PRESENTATION ON UN-AUDITED FINANCIAL RESULTS FOR THE QUARTER ENDED SEPTEMBER 30, 2026 Dear Sir/Ma’am, Pursuant to Regulation 30 and other applicable provisions, if any, of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Please (cid:976)ind attached herewith detailed Earnings Presentation on Un-audited Financial Results of the Company for the quarter ended September 30, 2026. Kindly take the same on record. Thanking you, Yours Sincerely, For JTL Industries Limited Amrender Kumar Yadav Company Secretary and Compliance Officer (M. No. A41946) JTL Industries Limited Integrated Primary and Secondary Steel Platform (BSE: 534600 | NSE: JTLIND) Q2 and H1 FY27 Earnings Presentation Integrated Steel Pipes and Tubes Platform November 2026 H1 FY27 Key Highlights ₹ 13,354 Mn ₹ 1,095 Mn 8.2% ₹ 5,000 Revenue from operations EBITDA EBITDA EBITDA per Ton Margin 37.2% YoY 88.7% YoY 57.0% YoY ₹ 643 Mn 4.8% 2,18,997 MT PAT* PAT Sales Volume 66.2% YoY Margin 20.2% YoY *Reported PAT of ₹643 Mn in H1FY27 includes₹27.8 Mn of additional non cash depreciation arising from the March 2026 asset revaluation at JTL Defence. Excluding this accounting adjustment, normalized PAT for H1FY27 would have been ₹ 671Mn Q2 FY27 Key Highlights ₹ 6,138 Mn ₹ 508 Mn 8.3% ₹ 5,053 Revenue from operations EBITDA EBITDA EBITDA per Ton Margin 43.0% YoY 46.5% YoY 19.0% YoY 14.9% QoQ 13.5% QoQ 2.0% QoQ ₹ 290 Mn 4.7% 1,00,484 PAT* PAT Sales Volume Margin 30.7% YoY 23.2% YoY 18.1% QoQ 15.2%QoQ *Reported PAT of ₹ 290 Mn in Q2 FY27 includes ₹ 27.8 Mn of additional non cash depreciation arising from the March 2026 assetrevaluation at JTL Defence. Excluding this accounting adjustment, normalized PAT for Q2 FY27 would have been ₹ 318 Mn Historical Quarterly Key Highlights (Rs. Mn) Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Volume (MT) 90,417 87,714 81,865 1,00,616 81,593 90,429 1,23,262 1,18,513 1,00,484 Revenue from Operations 4,795 4,516 4,695 5,439 4,293 4,705 6,927 7,216 6,138 EBITDA 298 351 178 234 347 386 577 587 508 EBITDA / Ton (Rs.) 3,300 4,005 2,177 2,323 4,247 4,270 4,685 4,954 5,053 PAT 264 249 168 165 222 265 379 354* 290* *Reported PAT of ₹ 354 Mn in Q1 FY27 and ₹ 290 Mn in Q2 FY27 each include ₹ 27.8 Mn of additional non cash depreciation arising from the March 2026 asset revaluation at JTL Defence. Excluding this accounting adjustment, normalized PAT would have been ₹ 382 Mn for Q1 FY27 and ₹ 318 Mn for Q2 FY27 Management Commentary JTL Industries delivered a strong performance in Q2 FY27, with Revenue from Operations increasing by 43.0% YoY to ₹ 6,138 Mn. EBITDA grew by 46.5% YoY to ₹ 508 Mn, with EBITDA margin improving to 8.3% from 8.1% in Q2 FY26. Profit after Tax was ₹ 290 Mn, registering growth of 30.7% YoY. For H1 FY27, Revenue from Operations increased by 37.2% YoY to ₹ 13,354 Mn, while EBITDA grew by 88.7% YoY to ₹ 1,095 Mn, with an EBITDA margin of 8.2%. PAT for the half year was ₹ 643 Mn, reflecting growth of 66.2% YoY. Mr. Madan Mohan Singla For H1 FY27, the Company achieved its highest ever half yearly sales volume of 2,18,997 Managing Director MT, registering growth of 20.2% YoY. The performance reflects sustained demand across key product segments and execution across the Company's manufacturing operations. The ₹ 6,138 Mn Company continues to focus on increasing the contribution of value added products, Q2 FY27 Revenue supported by its established dealer network and growing presence across infrastructure, industrial and project based applications. The second half of FY27 marks an important phase in the Company's growth journey, with ₹ 508 Mn approximately 7,00,000 MT of incremental capacity expected to come on stream in Q2 FY27 EBITDA Maharashtra. This capacity is focused on value added products, including GP pipes, colour coated pipes and roofing sheets, providing opportunities to expand the Company's product ₹ 290 Mn portfolio and strengthen its product mix. Q2 FY27 PAT The Company remains focused on the timely ramp up of these capacities, improving utilisation across its manufacturing facilities and increasing the contribution of value added products. With strong volume growth in H1 FY27 and the planned capacity additions in H2, 1,00,484 MT JTL Industries remains focused on achieving its growth objectives for FY27. Q2 FY27 Sales Volume Company at a Glance 1.0 MTPA 2,000+ Up to 350x350x14 mm 6 4 20+ Countries Installed Capacity Product Configurations Structural Steel Tubes Manufacturing Facilities States Presence Global Export Presence Manufacturing Facilities Product Portfolio Unit 1 Unit 2 Unit 3 Derabassi, Punjab Mangaon, Maharashtra Mandi Gobindgarh, Punjab MS Hollow Galvanised Tubes DFT Structural Sections and Pipes Steel Pipes Unit 4 Unit 5 Unit 6 Chhattisgarh, Raipur Baddi, Himachal Pradesh Mandi Gobindgarh, Punjab (JTL Defence Ltd.) (JTL Engineering Ltd.) Industries Served Solar Mounting Steel Tubular Poles and Metal Crash Structures Lattice Towers Barriers FY2026 Key Financial Metrics Infrastructure Construction Industrial Solar Water Oil & Gas ₹ 21,364 Mn ₹ 1,544 Mn ₹ 1,031 Mn ₹ 1,995 Mn Revenue from Operations EBITDA PAT Net Debt DFT, Galvanised and Engineered Growing contribution from Steel Solutions 7.2% 4.8% 8.6% 0.1x value added products Driving higher realisations and long term EBITDA Margin PAT Margin ROCE Net Debt to Equity profitable growth Business Overview Integrated manufacturing platform across HR coil-based and secondary steel ecosystems HR Coil Based Manufacturing Platform Billet & Secondary Steel Platform HR Coil Sourcing Billet / Steel Sourcing Procurement from primary steel manufacturers Procurement from secondary steel ecosystem Pipe and Tube Manufacturing Pipe and Hollow Section Manufacturing Conversion into structural steel pipes & tubes MS hollow sections and steel tube production Galvanizing and Value Added Processing Galvanizing and Customization DFT structural pipes, galvanized products and engineered steel solutions Galvanized pipes and downstream processing solutions Institutional and Infrastructure Applications Distribution and End-Market Network Renewable energy, transmission, warehouses and industrial projects Construction, fabrication, water infrastructure and general engineering Integrated Manufacturing Platform Multi-location Value-added Diversified end-use DFT technology Export presence manufacturing footprint processing capabilities exposure HR = Hot Rolled DFT = Direct Forming Technology Journey So Far 1991 1993 1995 2008 2010 2017-2018 • Incorporated as Jagan • Commenced • Listed on Over-The- • Renamed as JTL Infra • Expanded manufacturing • Listed on Metropolitan Tubes Private Ltd. manufacturing operations Counter Exchange of Limited capacity across locations Stock Exchange of India • Entered the steel pipes • Established initial India (“OTCEI”) • Reflecting expansion in • Diversified product Limited (“MSEI”) and tubes business production capabilities • Marked entry into capital product offerings and portfolio towards • Enhanced access to markets scale structural steel solutions capital and investor base 2026 2025 2024 2023 2022 2018-2022 • Acquisition and Listing of • Adopted Direct Forming • Continued capacity • Listed on NSE • Acquired assets to • Commissioned new JTL Defence Limited as a Technology (DFT) expansion across • Entered next phase of expand manufacturing manufacturing facilities Subsidiary • Enhanced presence in facilities growth and scale capabilities • Strengthened operational • Product conformity value added product • Focused on scaling • Improved scale and footprint across regions certifi [Showing first 8,000 characters — download PDF for full document]