Investor Presentation

WEL/SEC/2026 August 04, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department, Exchange Plaza, 5th Floor, Plot No. C-1, 2nd Floor, New Trading Wing, Rotunda Block-G, Bandra-Kurla Complex, Building, P.J. Towers, Dalal Street, Bandra (East), Mumbai – 400 001. Mumbai – 400 051. Scrip Code: 532553 NSE Symbol: WELENT Dear Madam / Sir, Sub: Investor Presentation pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”) Pursuant to Regulation 30 of the SEBI Listing Regulations, please find attached the Investor Presentation on the Un-audited Consolidated and Standalone Financial Results of the Company for the quarter ended June 30, 2026. The same is also available on the website of the Company at www.welspunenterprises.com You are requested to take the above information on record. Thanking you, For Welspun Enterprises Limited Nidhi Tanna Company Secretary ACS-30465 Encl.: As above Investor Presentation Q1FY27 Date: 4th August, 2026 DISCLAIMER • The information contained in this presentation is provided by Welspun Enterprises Limited (the “Company”). Although care has been taken to ensure that the information in this presentation is accurate, andthattheopinionsexpressed are fair andreasonable, theinformationissubjectto change withoutnotice, itsaccuracy, fairnessor completenessisnotguaranteed andhasnotbeen independently verified and no express or implied warranty is made thereto. You must make your own assessment of the relevance, accuracy and adequacy of the information contained in this presentationandmustmakesuchindependentinvestigationasyoumayconsidernecessaryorappropriateforsuchpurpose.NeithertheCompanynoranyofitsdirectorsassumeanyresponsibility or liability for, the accuracyor completeness of, or any errors or omissions in,any information or opinions contained herein.Neither the Companynor any of its directors, officers, employees or affiliatesnoranyotherpersonacceptsanyliability(innegligence,orotherwise)whatsoeverforanylosshowsoeverarisingfromanyuseofthispresentationoritscontentsorotherwisearisingin connectiontherewith. • The statements contained in this document speak only as at the date as of which they are made, and the Company expressly disclaims any obligation or undertaking to supplement, amend or disseminate any updatesorrevisions to any statementscontained herein toreflectany change in events, conditions or circumstances onwhich any such statements are based.By preparing this presentation, none of the Company, its management, and their respective advisersundertakes any obligation to provide therecipient withaccess to any additional information or to update this presentationoranyadditionalinformationortocorrectanyinaccuraciesinanysuchinformationwhichmaybecomeapparent.Thisdocumentisforinformationalpurposesanddoesnotconstitute or form part of a prospectus, a statement in lieu of a prospectus, an offering circular, offering memorandum, an advertisement, and should not be construed as an offer to sell or issue or the solicitationof anoffer or anoffer documenttobuy or acquire or sellsecuritiesof theCompanyor any of itssubsidiariesor affiliatesundertheCompaniesAct,2013,theSecuritiesandExchange BoardofIndia(Issue ofCapitalandDisclosure Requirements)Regulations,2009, bothasamended,oranyapplicablelaw inIndiaorasaninducementtoenterintoinvestmentactivity.Nopartof thisdocumentshouldbeconsideredasarecommendationthatanyinvestorshouldsubscribetoorpurchasesecuritiesoftheCompanyoranyofitssubsidiariesoraffiliatesandshouldnotformthe basisof,orbereliedoninconnectionwith,anycontractorcommitmentorinvestmentdecisionwhatsoever.Thisdocumentisnotfinancial,legal,tax,investmentorotherproductadvice. • This presentation contains statements of future expectations and other forward-looking statements which involve risks and uncertainties. These statements include descriptions regarding the intent,belieforcurrentexpectationsoftheCompanyoritsofficerswithrespecttotheconsolidatedresultsofoperationsandfinancialcondition,andfutureeventsandplansoftheCompany.These statements can be recognized by the use of words such as “expects,” “plans,” “will,” “estimates,” or words of similar meaning. Such forward-looking statements are not guarantees of future performance and actual results, performances or events may differ from those in the forward-looking statements as a result of various factors and assumptions. You are cautioned not to place unduerelianceontheseforwardlookingstatements,whicharebasedonthecurrentviewofthemanagementoftheCompanyonfutureevents.Noassurancecanbegiventhatfutureeventswill occur,orthatassumptionsarecorrect.TheCompanydoesnotassumeanyresponsibilitytoamend,modifyorreviseanyforward-lookingstatements,onthebasisofanysubsequentdevelopments, informationorevents,orotherwise. • Anyreferencehereinto"theCompany"shallmeanWelspunEnterprisesLimited,togetherwithitsconsolidatedsubsidiaries. INSIDE THIS PRESENTATION Management Comment Business Updates Financials ESG Update Awards CREATING VALUE THROUGH CLEAR & CONSISTENT STRATEGY BID SELECTIVE DEPLOY RIGHT MIX MANAGE, COMPLETE UNDERTAKE O&M, ASSET REMAIN PROJECTS OF EXECUTION AND STABILIZE THE CREATE CAPACITY MONETIZATION ASSET-LIGHT PARTNERS PROJECTS FOR LIFECYCLE Focus on opportunities Associate with right Disciplined project Build and strengthen Unlock value from Maintain an asset-light that align with our execution and technical management for timely O&M capabilities to mature assets through approach by strategic strengths partners to ensure the delivery within cost and ensure reliability, strategic monetization optimizing capital and offer long-term highest standards of stabilize operations for enhance asset life and to recycle capital and structure to drive potential. quality and safety. sustained performance. create recurring value. fuel future growth. higher returns. CLEAR IN FOCUS. WATER TRANSPORTATION TUNNELING DISCIPLINED IN EXECUTION. CONSISTENT IN CREATING VALUE. MANAGEMENT COMMENT “We had a soft quarter amidst a challenging operating environment, although we maintained a strong EBITDA margin of 22.9%,which reflectedthe resilienceof ouroperating model and executiondiscipline. The Sub-Concession Agreement for the Pune–Shirur Road Project has been executed. We also received the long-awaited High Court clearance for the Dharavi–Ghatkopar Tunnel Project recently. These developments mark keyprogress in these largeprojects. The signing of the definitive agreement for the divestment of the Aunta-Simaria road asset is another instance of successful execution of a project lifecycle in line with our capital recycling strategy. This strategy enables us to consistently and sustainably create long-term shareholder value, while remaining asset-light. Looking ahead, the Government's continued focus on infrastructure development and increasing private sector participation presents a significant opportunity across our core businesses in Water, Transportation and Tunneling infrastructure segments. Backed by strong execution capabilities, a healthy balance sheet and strategic clarity, weare poised tocapitalize onthese opportunities. Supported by a well-diversified order book of over ₹18,700 crore and a robust bid pipeline across our businesses, we remainconfident of delivering onour medium-termgrowth and profitability aspirations.” Mr. Sandeep Garg, Managing Director, Welspun Enterprises Limited Business Updates STRONG PLATFORM SET FOR FUTURE GROWTH Robust Order Book - Water, Transportation and Tunnelling Segment-wise Break-up Project type-wise Break-up Others, 4% HAM, 1% Tunnel, ₹18,729 Cr. O&M, 29% EPC, 42% Transport, Water, 55% Order Book as on 30th June 2026 BOT, 29% Current Order Book provides strong growth visibility WATER PORTFOLIO AT A GLANCE Project Names Contract Type Status Dewas Water BOT Operational Water/ UP State Water and Sanitation Mission EPC Under Execution Wastewater Bhandup Water Treatment Complex [Showing first 8,000 characters — download PDF for full document]