Investor Presentation for the quarter ended June 30, 2026

July 30, 2026 The Manager, Corporate Relationship Department, BSE Limited, 25th Floor, P.J. Towers, Dalal Street, Mumbai – 400001 Scrip Code: 537254 REG: EARNINGS PRESENTATION ON UN-AUDITED FINANCIAL RESULTS FOR THE QUARTER ENDED JUNE 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 June 30, 2026. Kindly take the same on record. Thanking you, Yours Sincerely, For JTL Defence Limited Pranav Singla Managing Director DIN: 07898093 JTL Defence Limited (Erstwhile RCI Industries & Technologies Limited) (BSE: 537254) Q1 FY27 Earnings Presentation July 2026 Company at a Glance Integrated Non Ferrous Product Portfolio Key End-use Industry Metal Platform Himachal Pradesh Baddi 20,000 MTPA Infrastructure Electrical and Power Industrial Non- Ferrous and Value- Added Products Copper Strips Phosphorous Brass Stainless Increasing contribution Renewables Automotive Defence and Foils Bronze Strips Strips Steel Foils from copper alloys & specialty applications Business Model Revenue Drivers Growth Enablers FY26 Key Financial Indicators • Manufacturer of non-ferrous • Volume growth in copper and • Focus on higher value-added Rs. 193 Mn Rs. 59 Mn metal products alloy products product mix Revenue EBITDA1 • Focus on copper, brass and • Increasing contribution from • Diversified product portfolio alloy-based solutions value-added products across applications 28.3% Rs. 3 Mn • Supplies to electrical and • Demand from electrical and • Established export presence EBITDA Margin PAT industrial applications industrial sectors • Integrated manufacturing • Presence across domestic and • Export demand across global capabilities 1.3% export markets markets (including Middle East PAT Margin and Africa) 1. EBITDA includes other income and margins are calculated on total income 2 Product Portfolio Copper Strips and Foils Brass Strips • High-precision rolled copper products for • Copper-zinc alloy strips offering excellent electrical and electronic applications strength and corrosion resistance Key Benefits Applications Key Benefits Applications • High value-added product with • Transformers • Diversifies product portfolio • Automotive components superior realizations • Switchgear • High machinability and durability • Electrical fittings • Excellent conductivity and • Electrical components • Hardware products formability Phosphorous Bronze Strips Stainless Steel Foils • Copper alloy strips with superior fatigue • Precision rolled stainless steel foils for strength and wear resistance industrial applications Key Benefits Applications Key Benefits Applications • Premium alloy catering to • Electrical contacts • Expands presence in diversified • Automotive components specialized applications industrial segments • Springs • Industrial equipment • High reliability in demanding • High corrosion resistance and • Precision components • Precision engineering environments durability Key Customers Automotive and Industrial OEM Customers Established relationships with OEMs across automotive and industrial segments, reflecting product quality and reliability Listing Ceremony Board of Directors Dhruv Singla Pranav Singla Chairman and Whole-time Director Managing Director • Over 10 years of experience in project • Leads the company’s scale-up in India’s management and execution defence manufacturing sector • Provides strategic oversight and long-term • Driving transformation into a focused, high- direction to the company precision defence supplier • Strong expertise in scaling manufacturing • Instrumental in capacity expansion and operations operational efficiency • Actively involved in export business at JTL • Aligning business with defence indigenisation Industries and procurement priorities • Brings global market perspective and supports • Positioning the company as a key partner in international expansion the domestic defence supply chain Neerja Chathley Satinder Singh Dr. P.V.G.S. Jayaram Non-Executive Independent Director Non-Executive Independent Director Non-Executive Independent Director • 36+ years of experience in the education • Chartered Accountant and Insolvency • Retired Indian Army Colonel with 27 years of sector Professional service • Extensive academic leadership across • 30+ years of experience in banking and • Expertise in defence, operations and strategic institutions financial advisory management • Extensive academic leadership across • Former Assistant General Manager, Punjab • Doctorate in Spatial Information Technology institutions National Bank • Scale operations to restore revenue levels achieved during FY17–19 over the next 2–3 years • Drive growth through product innovation, OEM empanelment, and stronger customer relationships • Enhance operational capabilities via planned capacity expansion with support from JTL Industries • Improve capacity utilisation by the end of FY27 while increasing the share of value-added products Key Management Personnel Naveen Kumar Laroiya Ankit Singla Chief Financial Officer Company Secretary and Compliance Officer • Chartered Accountant with 30+ years of experience • Associate Member of ICSI with • Experience across manufacturing, experience in corporate compliance financial services and multinational • Handles regulatory matters related to environments SEBI, Companies Act, FEMA and RBI • Expertise in finance, taxation, corporate • Experience in corporate governance governance and strategic planning and statutory compliance • Experience in fundraising, ERP implementation and project execution Experience across finance, compliance and corporate governance, supporting the Company’s operational execution and regulatory framework Q1 FY27 Key Financial and Operational Performance Rs. 212 Mn Rs. 25 Mn 11.6% Rs. 82,103 Revenue from EBITDA1 EBITDA Margin EBITDA per Ton operations Rs. 1 Mn 300 MT Adj. PAT2 Revenue Volume 1. EBITDA includes other income and margins are calculated on total income 2. Adjusted (Adj.) PAT excludes the additional depreciation of Rs. 28 Mn on the revalued assets in Q1 FY27 8 Q1 FY27 Key Financial Performance Rs. Mn Revenue from Operations EBITDA1 212 37 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Adj. PAT2 Q4 FY26 Q1 FY27 1. EBITDA includes other income and margins are calculated on total income 2. Adjusted (Adj.) PAT excludes the additional depreciation of Rs. 28 Mn on the revalued assets in Q1 FY27 9 Q1 FY27 Consolidated Income Statement (Rs. Mn) Q1 FY27 Q4 FY26 Growth(%) Revenue from Operations 212 152 39.4% Other Income - 0 Total Income 212 152 Cost of Material Consumed 157 322 Purchase of Stock in Trade - - Change in Inventories 14 (227) Employee Benefits Expense 1 1 Other Expenses 15 19 EBITDA1 25 37 (33.3)% Margin 11.6% 24.2% Depreciation and Amortization Expense 40 13 EBIT (15) 24 nm Margin - 15.7% Finance Costs 9 10 Profit Before Tax (24) 14 Margin - 9.2% Tax Expense 2 (3) Profit After Tax2 (27) 17 nm Margin - 11.1% Basic EPS (2.54) 1.21 1. EBITDA includes other income and margins are calculated on total income 2. Excluding the additional depreciation of Rs. 28 Mn on the revalued assets, the Company would have reported a Profit After Tax of Rs. 1 Mn for Q1 FY27. 10 Consolidated Income Statement (Rs. Mn) FY23 FY24 FY25 FY26 Revenue from Operations 230 23 10 193 Other Income 1 8 2 17 Total Income 231 31 12 210 Cost of Material Consumed 176 6 1 329 Purchase of Stock In Trade - - - - Change in Inventories 33 2 - (254) Employee Benefits Expense 34 18 2 8 Other Expenses 56 20 19 68 EBITDA1 (68) (14) (10) 59 Margin - - - 28.3% Depreciation and Amortization Expense 58 84 54 48 EBIT (126) (98) (64) 11 Margin - - - 5.4% Finance Costs 16 - - 11 Profit Before Tax (142) (98) (64) 1 Margin - - - 0.3% Tax Expense 30 (6) 0 (2) Profit After Tax (172) (92) (64) 3 Margin - - - 1.3% [Showing first 8,000 characters — download PDF for full document]