Intimation

Date: 05th November, 2026 Listing Department Department of Corporate Services National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, G Block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai – 400 051 Mumbai – 400 001 Symbol: VENUSPIPES Scrip Code: 543528 Sub: Q2 FY27 Investor Presentation Dear Sir/Ma’am, With reference to above captioned subject, please find attached Q2 FY27 Investor Presentation. The Presentation shall also be uploaded on the company’s website at www.venuspipes.com. Request you to kindly take the same on record. Thanking You, For Venus Pipes & Tubes Limited Pavan Kumar Jain (Company Secretary & Compliance Officer) Membership No.: A66752 Venus Pipes & Tubes Limited From Stainless-Steel Pipe Manufacturer to an Integrated Piping Solutions Partner Q2 & H1 FY27 Investor Presentation –November 2026 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Venus Pipes & Tubes 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, d but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the t i truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all i inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or s 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 e guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult i P to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the u economies of various international markets, the performance of the industry in India and world-wide, competition, the e 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 cash flows, 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, timeliness or completeness Capex – Forward Integration into Pipe Spooling Forward Integration into Pipe Spooling Backed by Anchor Customer Order conversion of LOI from Data center Adding Spooling Capabilities customer begins Forward integration & Transitioning from Stainless Steel Pipes to Engineered Piping Solutions Moving Up the Value Chain e Enhancing Value Addition T Order conversion of 185 Crores LOI begins with INR 29 Pipe spools are pre-fabricated piping assemblies comprising & pipes, fittings, flanges and valves — manufactured, welded Spooling enables higher crore order received s and tested before onsite installation realization and stronger p Order includes supply of SS Spool for cooling margins application in Data Centers ~INR 70 Crores Capex n Towards - V Win achieved on the back of company’s established Welded Pipes capacity across Fitting Utilization Improvement Spooling Fabrication major SKUs, combined with fittings capability Machines & Plant Plant demonstrating customer trust in our Others Better Utilization of Welded execution & technical capabilities Pipes & Fittings capacities Building end-to-end spooling infrastructure Commissioned Spooling Facility early to Ensure Production Readiness, with LOI Conversion Commencing through Initial Orders of INR 29 Crore Moving up the Value Chain – Pipe Spooling Entering Pipe Spooling business – Extending capabilities from product manufacturing to engineered piping solutions Why Pipe Spooling ? Strategic Benefits Higher Value Addition Leverages Existing Strong Customer Validation d Strength Significantly better e Letter of Intent (LOI) secured for a Data Centre project, validating t realization than standalone Across Welded Pipes, i customer demand for integrated piping solutions. pipes Seamless Pipes & Fittings s 01 04 & Ready-to-Install Engineered Solutions e Prefabrication, welding, assembly, testing and delivery of ready-to- i install piping modules, reducing installation time and improving s execution efficiency at project sites. 02 03 Industry Shift, better execution Complete Piping Package Attractive End Markets Similar to how Pre-Engineered Buildings (PEBs) transformed structural steel construction, pipe spooling shifts on-site fabrication Opportunities for end to end Data Centers, Oil & Gas, to a controlled factory environment, enabling faster execution, solutions instead of Process Plants, Chemicals improved quality and lower project risks. individual product sales and Power Pipe Spooling strengthens our integrated offering, enhances customer value and positions Venus for higher growth and profitability Operational & Financial Highlights Key Highlights Q2 & H1 FY27 Financial Highlights - All time high revenues of INR 361.1 Cr in Q2 FY27 Revenue EBITDA PAT • Selling prices increased by >10% YoY Q2 FY27 and >5% sequentially, optically moderating reported EBITDA margins INR 361.1 Cr INR 51.7 Cr (+9.1% YoY) INR 26.0 Cr (-0.3 % YoY) • Excluding the impact of price (+23.9% YoY) e 14.3% EBITDA Margins 7.2% PAT Margins increases, Q2 FY27 EBITDA margin t i would have been ~15.5%, with the balance of moderation attributable H1 FY27 to higher export freight and fuel costs b • Excluding these freight and fuel cost T INR 103.2 Cr INR 52.4 Cr increases, EBITDA margins would INR 681.6 Cr (+20.0% YoY) (+11.8% YoY) (+3.1% YoY) have exceeded 16% s 15.1% EBITDA Margins 7.7% PAT Margins Operational Highlights : ✓ Revenue from Welded Pipes / Tubes witnessed and Seamless Pipes / Tubes witnessed a strong growth of 20% each for Q2FY27 on year-on-year basis ✓ Domestic growth stood robust at 22% with strong demand from end user industries, while exports stood at all time high of INR 147 crores, growing by more than 55% sequentially and 27 YoY% ✓ Commenced operations of the spooling solutions facility in October, followed by the conversion of the LOI into orders, beginning with an order worth Rs. 29 crore received recently from the data center customer Revenue Split across Segment – Q2 FY27 Seamless Pipes Welded Pipes Fittings Others Total +20% +20% +33% +24% 197.6 135.8 8.9 18.7 361.1 164.1 113.3 291.5 14.1 e NA u Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Revenue Contribution (%) e 5% V 0% 2% 39% Q2 FY26 Q2 FY27 Seamless Welded Fitting Others INR Cr unless specified Revenue Split across Segment – H1 FY27 Seamless Pipes Welded Pipes Fi [Showing first 8,000 characters — download PDF for full document]