Investor presentation for the Q2 FY2026-27

JASH ENGINEERING LIMITED INVESTOR PRESENTATION Q2/H1 FY27 November 2026 E Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or A phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "plan", "contemplate", seek to", "future", "objective", "goal", "likely", "project", "should", "potential", "will pursue", and similar expressions of such expressions may constitute "forward-looking statements", These forward looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. These risks and uncertainties include, but are not limited to our ability to successfully implement our strategy, our growth and expansion plans, obtain regulatory approvals, our provisioning policies, technological changes, investment and business income, cash flow projections, our exposure to market risks as well as other risks. The Company does not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date thereof. B Message from Chairman & Managing Director Q2 FY27 was a quarter of continued business momentum and strong execution for the company. During the quarter, we reported Revenue of ₹194.9 crore - up 22% YoY, with EBITDA of ₹27.3 crore – up 23% and PAT of ₹14.3 crore - up 30%. This has resulted into H1 FY27 Revenue growth of 20% to ₹351 crore, EBITDA growth of 75% to ₹42 crore and PAT growth of 234% to ₹19 crore. As of November 1, 2026, our consolidated order book stood at ₹955 crore, including ₹625 crore from international markets, providing a healthy revenue visibility. Alongside our order momentum, we have continued to strengthen our product portfolio, engineering capabilities and manufacturing capacity. Our execution capabilities were further demonstrated through projects across India, USA, UK, Saudi Arabia, Hongkong, Vietnam and Thailand, spanning wastewater treatment, water-control infrastructure and industrial applications. Given our healthy order pipeline and strong revenue visibility, we expect H2 FY27 to deliver a healthy performance in line with our projections made at the beginning of the year. Mr. Pratik Patel Chairman & Managing Director www.jashindia.com 3 H1FY27 Snapshot (Consolidated) Total Revenue (₹Cr) Gross Profit (₹Cr) & Margin (%) EBITDA (₹Cr) & Margin (%) PAT (₹Cr) & Margin (%) 351 55% 211 293 6% H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 20% 32% 75% 239% YoY Growth YoY Growth YoY Growth YoY Growth www.jashindia.com 4 Subsidiary Performance Jash Engineering Rodney Hunt Waterfront Jash Process Equipment Revenue (₹Cr) Revenue (₹Cr) Revenue (₹Cr) Revenue (₹Cr) 9% YoY 17% YoY 8% YoY (19)% YoY 227 117 23 25 100 £1.7 Mn £1.8 Mn $12.2 Mn $10.4 Mn H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 PAT (₹Cr) PAT (₹Cr) PAT (₹Cr) PAT (₹Cr) 18% YoY £0.1 Mn 3.4 26 -$1.6 Mn -$0.5 Mn 0.8 -£0.1 Mn -1.5 -0.3 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 www.jashindia.com 5 Consolidated Order Book as on 1st November 2026 Waterfront Fluid Controls Ltd. Jash Process Equipment Pvt. Ltd. ₹ 31 Cr ₹ 32 Cr Mahr Maschinenbau GmbH ₹ 27 Cr ₹955 Cr* Jash Engineering Ltd. Total Order Book ₹ 561 Cr Within India: ₹330 Cr Rodney Hunt Inc. Outside India: ₹625 Cr ₹ 391 Cr Note: * Combined order booking after deducting inter-company orders www.jashindia.com 6 Consolidated Order Pipeline as on 1st November 2026 Within India Within India ₹ 38 Cr ₹ 119 Cr Outside India Outside India ₹ 8 Cr ALREADY UNDER ₹ 10 Cr NEGOTIATED NEGOTIATION Combined: ₹ 46 Cr Combined: ₹ 129 Cr www.jashindia.com 7 Consolidated Income Statement Particulars (₹ Cr) Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Revenue From Operations 192.51 149.88 157.54 342.39 285.15 Other Income 2.42 6.11 2.05 8.53 7.38 Total Income 194.94 155.99 159.59 350.93 292.53 COGS 77.38 62.10 67.40 139.48 132.84 Gross Profit 117.56 93.89 92.19 211.45 159.69 Gross Margin (%) 60.31% 60.19% 57.77% 60.26% 54.59% Total Expenses 176.37 149.46 145.56 325.83 284.56 EBITDA 27.31 14.20 22.29 41.51 23.69 EBITDA Margin (%) 14.01% 9.10% 13.96% 11.83% 8.10% Finance Cost (Net) 2.78 2.06 3.38 4.85 6.35 Depreciation 5.96 5.61 4.88 11.57 9.38 Share of profit/ (loss) of a joint venture 0.09 0.02 0.06 0.10 -0.11 PBT 18.65 6.55 14.09 25.20 7.85 Tax 4.11 1.46 3.12 5.57 2.05 PAT 14.54 5.09 10.97 19.63 5.80 PAT Margins (%) 7.46% 3.26% 6.87% 5.59% 1.98% Basic EPS (₹) 2.30 0.81 1.75 3.11 0.92 Diluted EPS (₹) 2.29 0.80 1.73 3.09 0.92 www.jashindia.com 8 Consolidated Balance Sheet Particulars (₹ Cr) H1FY27 FY26 Particulars (₹ Cr) H1FY27 FY26 Equity & Liabilities Assets Shareholder's Funds Non-Current Assets Share Capital 12.64 12.58 Property, Plant & Equipment 151.47 123.63 Other Equity 529.41 506.48 Right-of-use asset 26.17 25.87 Non Controlling Interest 6.43 5.84 Investment Property 1.36 1.38 Total Shareholder's Fund 548.48 524.90 Capital Work in Progress 0.35 21.69 Non-Current Liabilities Intangible Assets 16.96 18.80 Long-Term Borrowings 21.14 25.78 Intangible Assets Under Development - 1.05 Lease Liabilities 15.77 15.52 Goodwill on Consolidation 45.31 41.88 Provisions 6.13 4.09 Investments 7.18 0.01 Deferred Tax Liabilities (Net) 2.28 1.61 Loans - 0.14 Other Non-Current Liabilities 6.25 6.65 Other financial assets 8.73 4.79 Total Non Current Liabilities 51.57 53.65 Non-Current Assets 14.74 8.25 Current Liabilities Deferred Tax Assets (Net) 9.93 8.67 Short-Term Borrowings 55.91 57.59 Other Non Current Assets 14.34 6.84 Lease Liabilities 4.11 3.79 Total Non Current Assets 296.54 263.00 Trade Payables Current Assets Due to micro enterprise and small enterprise 13.06 13.86 Inventories 219.15 194.85 Due to creditors other than micro enterprise and small enterprise 82.55 90.07 Investments 29.40 13.21 Other Financial Liabilities 18.30 24.57 Trade Receivables 239.24 300.80 Other Current Liabilities 110.45 99.38 Cash and Cash Equivalents 56.98 41.99 Provisions 11.60 10.71 Other Bank Balances 37.06 51.61 Current Tax Liabilities (Net) 2.06 Other Financial Assets 1.67 2.06 Total Current Liabilities 295.98 302.04 Other Current Assets 15.99 13.07 Total Liabilities 347.55 355.69 Total Current Assets 599.49 617.59 TOTAL - EQUITY AND LIABILITIES 896.03 880.60 TOTAL - ASSETS 896.03 880.60 www.jashindia.com 9 Consolidated Sales Outlook for FY26-27 Sales Outlook (Consolidated) ₹875 Cr* Within India Outside India ₹320 Cr ₹555 Cr Mahr Maschinenbau Waterfront Fluid Controls Jash Process Jash Engineering Ltd Rodney Hunt Inc. GmbH Ltd. Equipment Pvt. Ltd. ₹530 Cr ₹330 Cr ₹15 Cr ₹60 Cr ₹40 Cr Note: * Combined sales is arrived after deducting inter-company sales www.jashindia.com 10 T H A N K Y O U We appreciate your time and continued support For more details, please contact CA Dharmendra Jain Jash Engineering Limited E-mail: dharmendrajain@jashindia.com Siddesh Chawan Ernst & Young LLP/ Investor Relations E-mail: Siddesh.Chawan@in.ey.com www.jashindia.com