Investor Presentation is enclosed herewith

INFRASTRUCTURE LTD. Regd. Office: JSW Centre, Bandra Kurla Complex, Bandra (East) Mumbai – 400 051. Phone : 022-42861000 Fax : 022-42863000 CIN: L45200MH2006PLC161268 Website: www.jsw.in Email id: infra.secretarial@jsw.in 5th August, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejebhoy Towers “Exchange Plaza” Dalal Street Bandra-Kurla Complex, Bandra (East) Mumbai - 400 001 Mumbai - 400051 Scrip Code (BSE): 543994 Symbol: JSWINFRA Dear Sir / Ma’am, Sub: Disclosure of Information under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”) – Investor Presentation Pursuant to Regulation 30 of the Listing Regulations, we hereby enclose the Investor Presentation. Further, the same is also available on the Company’s website at: https://www.jswinfrastructure.in/investors/investor-presentation/ This is for your information and record. Thanking you, Yours sincerely, For JSW Infrastructure Limited Hitesh Kanani Company Secretary and Compliance Officer Membership No. F6188 Encls.: as above India International Exchange (IFSC) Limited Unit No. 101, 1st Floor, Signature Building No. 13B, Road 1C Zone 1, Gift SEZ, Gift City Gandhinagar- 382355 Scrip code (India INX): 1100026 Investor Presentation August 2026 JSW Infrastructure Investor Presentation –Aug 2026 Forward Looking and Cautionary Statement ThispresentationhasbeenpreparedbyJSWInfrastructure(the“Company”)baseduponinformationavailableinthepublicdomainsolelyforinformationpurposeswithoutregardto any specific objectives, financialsituations or informational needs of any particular person. This presentation should not be construed as legal, tax, investment or other advice. This presentationisstrictlyconfidential,beinggivensolelyforyourinformationandforyouruse,andmaynotbecopied,distributedordisseminated,directlyorindirectly,inanymanner. Furthermore,nopersonisauthorizedtogiveanyinformationormakeanyrepresentationwhichisnotcontainedin,orisinconsistentwith,thispresentation.Anysuchextraneousor inconsistentinformationorrepresentation,ifgivenormade,shouldnotberelieduponashavingbeenauthorizedbyoronbehalfoftheCompany. This presentation contains statements that constitute forward-looking statements that represent the intent, belief or current expectations of the Company or its directors and officerswithrespecttotheresultsofoperationsandfinancialconditionoftheCompany.Theseforward-lookingstatementscanberecognizedbytheuseofwordssuchas“expects,” “plans,”“will,”“estimates,”“projects,”orotherwordsofsimilarmeaning.Thesestatementsarenecessarilysubjectiveandinvolveknownandunknownrisks,uncertaintiesandother important factors that could cause our actual results, performance or achievements or industry results to differ materially from any future results, performance or achievement describedinorimpliedbysuchstatements;and arenotguaranteesoffutureperformanceandactualresultsmaydifferfromthosespecifiedinsuchforward-lookingstatementsasa resultofvariousfactorsandassumptions.Therisksanduncertaintiesrelatingtothesestatementsinclude,butarenotlimitedto,(i)fluctuationsinearnings,(ii)theCompany’sability to manage growth, (iii) competition, (iv) government policies and regulations, and (v) political, economic, legal and social conditions in India. The Company does not undertake any obligation to revise or update any forward-looking statement to reflect events or circumstances after the date such statements were made, or to reflect the occurrence of unanticipatedevents..Giventheserisks,uncertaintiesandotherfactors,viewersofthispresentationarecautionednottoplaceunduerelianceontheseforward-lookingstatements. The information contained in this presentation is only current as of its date and has not been independently verified. The Company may alter, modify or otherwise change in any manner the contents of this presentation, without obligation to notify any person of such revision or changes. No representation, warranty, guarantee or undertaking, express or implied, is or will be made as to, and no reliance should be placed on, the accuracy, completeness, correctness or fairness of the information, estimates, projections and opinions contained in this presentation. None of the Company or any of its affiliates, advisers or representatives accept any liability whatsoever for any loss howsoever arising from any information presentedorcontainedinthis presentation.Pleasenotethatthe past performance oftheCompanyisnot,andshouldnotbe consideredas, indicative offuture results. Potential investors must make their own assessment of the relevance, accuracy and adequacy of the information contained in this presentation and must make such independent investigationastheymayconsidernecessaryorappropriateforsuchpurpose.Suchinformationandopinionsareinalleventsnotcurrentafterthedateofthispresentation. The Potential investors shall be in compliance with the applicable Insider Trading Regulations, with respect to the Company in reference to the information provided under this presentation. JSW Infrastructure Investor Presentation –Aug 2026 Agenda An Overview Indian Economy & Strong Fundamentals of Port & Logistics Sector Growth Strategy & Guidance Key Project Updates Q1 FY27 Operational & Financial Performance Robust Financials and Strong Balance Sheet Sustainability & CSR To Conclude Appendix JSW Infrastructure Investor Presentation –Aug 2026 An Overview JSW Infrastructure Investor Presentation –Aug 2026 Steel Energy JSW Group ▪ India’s largest steel producer with capacity of 33.4 MTPA2 ▪ Power producer with 14.54 GW installed generation capacity ▪ Growing to50.3mtpa2by FY30 and63.5 mtpa2by FY32 ▪ Targeting30GWgeneration+ 40GWhofenergy storagecapacity ▪ MarketCap:~US$33Bn byFY30 ▪ MarketCap:~US$10Bn Infrastructure Cement ▪ India’s 2ndlargestPrivate Ports Operator & Fast growing Logistics Platform ▪ Capacity of 24.1 MTPA, growing to 46 MTPA and developing ▪ 186MTPAportscapacity,growingto400MTPAby2030 apan-Indiapresence ▪ Marketcapof~US$8Bn ▪ LowestCO emissionintensityincementindustry ▪ Equity listing in Aug 2025, current market cap of ~US$2 Bn Paints ▪ Capacityof535,000+KLPA,withplantsacrossIndia ▪ 35%stakeinJSWMGMotorsIndia, 2ndLargest EV passenger ▪ Completed transformative acquisition of Akzo Nobel India (now vehicle seller in India known as JSW Dulux), with a shareholding of 61.2% Amongst India’s leading ▪ PlantobuildIndia’s largestNEV(new engine vehicle) complex ▪ Targeting 800,000 KLPA capacity by FY30 Conglomerates with a ▪ Targeting360k ofPVand100kofCVcapacityby2030 ▪ MarketCap:~US$1.4Bn turnover of US$25 Bn1 Sports Ventures ▪ High Performance Training centre at Vijayanagar and 4 satellitecentres–trainedOlympicmedalwinners ▪ Early-stage institutional venture capital fund investing in ▪ TeamsOwned:DelhiCapitals,PretoriaCapitals,BengaluruFC technologycompaniesacrossPlatformandSaaSbusinessesatpre- andHaryanaSteelers seriesAtoseriesAstages Note:MarketcapasofJuly 30,2026|1.AsofFY26.2.Further 4.5mtpa capacity in Joint Venture currently, growing to 16mtpa by FY32 5 JSW Infrastructure Investor Presentation –Aug 2026 mtpa:milliontonnesperannum,GWh:Gigawatthours,GW:Gigawatt,klpa:kilo litresperannum JSW Infrastructure: Strategically Located Assets Total Operational capacity 186 mtpa1 Liquid Storage Terminal -Fujairah PNP Port2 Paradip Iron Ore Terminal Jaigarh Port Paradip Coal South West Port Exports Terminal • O&M contracts at two dry bulk terminals in Fujairah (24 mtpa) and Dibba (17 mtpa) in UAE Ports/Terminals • Strategic presence on West and East coasts of New Mangalore Ennore India Coal Terminal Coal Terminal • Locational advantage enhances sticky cargo profile that leads to lower transportation costs Ennore New Mangalore Bulk Terminal • Diversified presence ensures good connectivity Container Terminal to industrial hinterlands and mineral rich belts Note: 1. Excluding O&M operations outside India (Fujairah and DibbaTerminal) 2. The company owns a majority stake in PNP port JS [Showing first 8,000 characters — download PDF for full document]