Investor Presentation

JAIN RESOURCE RECYCLING LIMITED (Formerly Known as Jain Resource Recycling Private Limited) Date: August 3, 2026 JRRL/2026-27/0039 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 SYMBOL: JAINREC SCRIP CODE: 544537 Dear Sir/Madam, Subject: Investor Presentation - Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”). This is in continuation of our earlier intimation dated July 28, 2026, regarding the earnings conference call for analysts and investors scheduled to be held on Tuesday, August 4, 2026, and pursuant to Regulation 30 read with Para A of Part A of Schedule I of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith the Investor Presentation on the financial highlights of the Company for the quarter ended June 30, 2026. The said information is also available on the website of the Company at: https://jainmetalgroup.com/ results-announcements.php Kindly take the above information on record. Yours faithfully, For JAIN RESOURCE RECYCLING LIMITED (FORMERLY JAIN RESOURCE RECYCLING PRIVATE LIMITED) ARAVINDKUMAR V COMPANY SECRETARY AND COMPLIANCE OFFICER Registered Office: THE LATTICE, Old No. 7/1, New No. 20, 4th Floor, Bishop Ezra Sargunam Road, Kilpauk, Chennai 600 010, T.N, India Unit I : D-12, SIPCOT lndl. Complex, Gummidipoondi, Thiruvallur, 601 201, T.N, India Unit II : Plot No. R1 - R3, Pappankuppam Village, SIPCOT Ind!. Complex, Gummidipoondi, Thiruvallur, 601 201, T.N, India T: +91 44 4340 9494 E: info@jainmetalgroup.com W: www.jainmetalgroup.com CIN No. L27320TN2022PLC150206 Jain Resource Recycling Limited Investor Presentation Q1FY27 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Jain Resource Recycling 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 forward-looking the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties, and the actual results could materially differ from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward-looking statements become materially incorrect in future or update any forward-looking statements made from time to time by or on behalf of the Company. Q1FY27 Performance Highlights Performance Highlights & Outlook – Q1FY27 Commenting on the performance, Mr. Kamlesh Jain – Chairman & Managing Director said: "We are pleased to begin FY27 with another quarter of strong operational and financial performance, reflecting the successful execution of our growth strategy and the resilience of our integrated recycling business. Consolidated Revenue from Operations for Q1 FY27 stood at ~Rs. 2,725 crore, registering a robust 76% year-on-year growth. EBITDA increased to ~Rs. 110 crore, while Profit After Tax stood at ~Rs. 69 crore, reflecting healthy year-on-year growth of 22% and 23%, respectively. While margins moderated during the quarter owing to the evolving product mix and the initial ramp-up of our value-added copper business, we believe these investments will strengthen our earnings profile and support sustainable margin expansion as utilization levels improve. Our strategic focus on copper continues to deliver encouraging results, with copper and copper products contributing ~67% of consolidated revenue during the quarter. Strong growth in copper volumes, coupled with the initial contribution from value-added products, underscores the success of our forward integration strategy. At the same time, our lead business continued to deliver stable profitability, supported by our diversified product portfolio, disciplined sourcing capabilities and long-standing customer relationships. On the execution front, we achieved a significant milestone with the successful commissioning of the entire Copper Anode production line, with both furnaces now operational. This marks an important step in our journey towards becoming a fully integrated player across the copper value chain. The Copper Cathode project remains on track for commissioning in Q2 FY27, while the Copper Wire Rod and Copper Busbar projects are progressing as planned and are expected to be commissioned during Q3 FY27. These projects will significantly expand our value-added product portfolio, enhance customer integration and strengthen our competitive positioning in the non-ferrous recycling industry. Our diversification initiatives are also progressing well. The Antimony project remains on schedule for commissioning in Q3 FY27, expanding our presence in specialty metals. Our Ahmedabad joint venture with C&Y Group started its trial production and is expected to streamline its operations by Q2 FY27, strengthening our copper recycling ecosystem and processing capabilities. We are also advancing the development of our dedicated plastic recycling facility, which will improve operational efficiency by decongesting our existing facilities and further reinforce our commitment to the circular economy. Meanwhile, our Kuwait strategic investment continues to progress, with temporary shipment delays arising from the prevailing geopolitical situation in West Asia. During the quarter, operations at our Unit-II facility were temporarily impacted following a fire incident in one of the manufacturing sheds. We acted swiftly to implement the required corrective actions and strengthen safety measures across the facility. Following detailed inspections and regulatory approvals, manufacturing operations have now resumed across Unit-II, excluding the affected shed, where restoration work and the remaining statutory compliances are progressing as planned. This incident has not altered our long-term growth plans, and we remain firmly committed to maintaining the highest standards of safety, operational excellence and business continuity. Looking ahead, we remain optimistic about the long-term prospects of the non-ferrous recycling industry, supported by favourable regulatory initiatives, increasing demand for recycled metals and the global transition towards sustainable manufacturing. With multiple value-added projects nearing commercialization, a strong execution pipeline and a robust sourcing network, we are well positioned to capitalize on [Showing first 8,000 characters — download PDF for full document]