Investor Presentation Q1 FY27

August 5, 2026 The Manager, The Manager, Corporate Relationship Department, Listing Department, BSE Limited. National Stock Exchange of India Ltd. 25th Floor, P.J. Towers, ‘Exchange Plaza’, C- 1 Block G, Bandra Kurla Dalal Street, Complex, Bandra (East) Mumbai - 400001 Mumbai – 400051 Scrip Code: 534600 NSE Symbol: JTLIND 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 Industries Limited Amrender Kumar Yadav Company Secretary and Compliance Officer (M. No. A41946) Integrated Primary and Secondary Steel Platform JTL Industries Limited (BSE: 534600 | NSE: JTLIND) Q1 FY27 Earnings Presentation Integrated Steel Pipes and Tubes Platform August 2026 Q1 FY27 Key Highlights ₹ 7,216 Mn ₹ 587 Mn 8.1 % ₹ 4,954 Revenue from operations EBITDA EBITDA EBITDA per Ton Margin 32.7% YoY 151.2% YoY 113.3% YoY 4.2% QoQ 1.7% QoQ 5.7% QoQ ₹ 354 Mn 4.9 % 118,513 MT PAT* PAT Sales Volume Margin 113.7% YoY 17.8% YoY 6.6% QoQ 3.9% QoQ *Reported PAT of ₹ 354 Mn includes ₹ 27.8 Mn of additional non cash depreciation arising from the March 2026 asset revaluation at JTL Defence. Excluding this accounting adjustment, normalized PAT for Q1 FY27 would have been ₹ 382 Mn Historical Quarterly Key Highlights (Rs. Mn) Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Volume (MT) 85,674 90,417 87,714 81,865 1,00,616 81,593 90,429 1,23,262 1,18,513 Revenue from Operations 5,154 4,795 45,143 4,695 5,439 4,293 4,705 6,927 7,216 EBITDA 397 298 351 178 234 347 386 577 587 EBITDA / Ton (Rs.) 4,632 3,300 4,005 2,177 2,323 4,247 4,270 4,685 4,954 PAT* 307 264 249 168 165 222 265 379 354 *Reported PAT of ₹ 354 Mn includes ₹ 27.8 Mn of additional non cash depreciation arising from the March 2026 asset revaluation at JTL Defence. Excluding this accounting adjustment, normalized PAT for Q1 FY27 would have been ₹ 382 Mn Management Commentary The first quarter of FY27 was marked by a strong financial and operational performance, with the Company reporting its highest ever quarterly Revenue and EBITDA. The growth was supported by the Company's continued focus on strengthening its presence across the structural steel pipes and tubes segment, along with disciplined execution across its manufacturing operations. Revenue from operations was ₹ 7,216 Mn, while EBITDA and Profit after Tax amounted to ₹ 587 Mn and ₹ Mr. Madan Mohan Singla 354 Mn, respectively. Sales volumes reached 1,18,513 MT during the quarter, supported by an Managing Director improved product mix, increasing contribution from value added products and efficient ₹ 7,216 Mn utilisation of the manufacturing platform. Q1 FY27 Revenue The quarter also marked further progress in expanding the Company's value added product ₹ 587 Mn portfolio, with DFT structural steel pipes continuing to gain acceptance through its established Q1 FY27 EBITDA dealer network and long standing customer relationships. Domestic markets remained the primary contributor to sales, complemented by export business during the quarter. Backed by an integrated ₹ 354 Mn manufacturing platform, diversified product portfolio and presence across both primary and Q1 FY27 PAT secondary steel segments, JTL Industries remains focused on improving operational efficiencies, 1,18,513 MT expanding its value added offerings and strengthening its position across key end user industries Q1 FY27 Sales Volume Company at a Glance 1.0 MTPA 2,000+ Up to 350x350x14 mm 6 4 20+ Countries Installed Capacity Product Configurations Structural Steel Tubes Manufacturing Facilities States Presence Global Export Presence Manufacturing Facilities Product Portfolio Unit 1 Unit 2 Unit 3 Derabassi, Punjab Mangaon, Maharashtra Mandi Gobindgarh, Punjab MS Hollow Galvanised Tubes DFT Structural Sections and Pipes Steel Pipes Unit 4 Unit 5 Unit 6 Chhattisgarh, Raipur Baddi, Himachal Pradesh Mandi Gobindgarh, Punjab (JTL Defence Ltd.) (JTL Engineering Ltd.) Industries Served Solar Mounting Steel Tubular Poles and Metal Crash Structures Lattice Towers Barriers FY2026 Key Financial Metrics Infrastructure Construction Industrial Solar Water Oil & Gas ₹ 21,364 Mn ₹ 1,544 Mn ₹ 1,031 Mn ₹ 1,995 Mn Revenue from Operations EBITDA PAT Net Debt DFT, Galvanised and Engineered Growing contribution from Steel Solutions 7.2% 4.8% 8.6% 0.1x value added products Driving higher realisations and long term EBITDA Margin PAT Margin ROCE Net Debt to Equity profitable growth Business Overview Integrated manufacturing platform across HR coil-based and secondary steel ecosystems HR Coil Based Manufacturing Platform Billet & Secondary Steel Platform HR Coil Sourcing Billet / Steel Sourcing Procurement from primary steel manufacturers Procurement from secondary steel ecosystem Pipe and Tube Manufacturing Pipe and Hollow Section Manufacturing Conversion into structural steel pipes & tubes MS hollow sections and steel tube production Galvanizing and Value Added Processing Galvanizing and Customization DFT structural pipes, galvanized products and engineered steel solutions Galvanized pipes and downstream processing solutions Institutional and Infrastructure Applications Distribution and End-Market Network Renewable energy, transmission, warehouses and industrial projects Construction, fabrication, water infrastructure and general engineering Integrated Manufacturing Platform Multi-location Value-added Diversified end-use DFT technology Export presence manufacturing footprint processing capabilities exposure HR = Hot Rolled DFT = Direct Forming Technology Journey So Far 1991 1993 1995 2008 2010 2017-2018 • Incorporated as Jagan • Commenced • Listed on Over-The- • Renamed as JTL Infra • Expanded manufacturing • Listed on Metropolitan Tubes Private Ltd. manufacturing operations Counter Exchange of Limited capacity across locations Stock Exchange of India • Entered the steel pipes • Established initial India (“OTCEI”) • Reflecting expansion in • Diversified product Limited (“MSEI”) and tubes business production capabilities • Marked entry into capital product offerings and portfolio towards • Enhanced access to markets scale structural steel solutions capital and investor base 2026 2025 2024 2023 2022 2018-2022 • Acquisition and Listing of • Adopted Direct Forming • Continued capacity • Listed on NSE • Acquired assets to • Commissioned new JTL Defence Limited as a Technology (DFT) expansion across • Entered next phase of expand manufacturing manufacturing facilities Subsidiary • Enhanced presence in facilities growth and scale capabilities • Strengthened operational • Product conformity value added product • Focused on scaling • Improved scale and footprint across regions certification from the segments operations and product operational integration • Listed on Bombay Stock Australasian Certification mix Exchange Authority Investment Case Scaled Player in Structural Strategically Located Shift Towards Value Added 1 2 3 Steel Tubes Manufacturing Footprint Product Mix • Presence across structural steel pipes, hollow • Manufacturing facilities in Punjab, Maharashtra • Increasing contribution from DFT and galvanised sections and galvanised products and Chhattisgarh products • Increasing contribution from value-added • Plants located near raw material sources and • Focus on higher realization structural products such as DFT pipes key demand centres applications • Serving infrastructure, construction and industrial • Enables efficient logistics and access to • Driving margin improvement through product end-use segments domestic and export markets differentiation Well Positioned for Capacity Expansio [Showing first 8,000 characters — download PDF for full document]