Presentation for Q1 FY27 Earnings.

07 August, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Fort, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 500128 Symbol: ELECTCAST ISIN: INE086A01029 Dear Sir/Madam, Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Presentation for Q1 FY27 Earnings Please find enclosed herewith the Presentation for Conference Call to discuss Q1 FY27 Earnings. The Investor Presentation shall also be placed on the Company’s website. This is for your information and records. Thanking you, Yours faithfully, For Electrosteel Castings Limited Indranil Mitra Company Secretary ICSI: A20387 Encl.: as above ELECTROSTEEL CASTINGS LIMITED Q1FY 27 INVES T OR PRES ENT AT ION AUGUST 2026 ₹6,133 Cr ₹574 Cr 0.11x Consistent ₹96 AA / A1+ Dividend FY25-26 Consol. FY25-26 Consol. Net Debt : Book Value Credit 90% -140% of Face Value Total Income EBITDA Equity Per Share Rating (Since FY21 –22) Global Integrated Ductile Iron manufacturer Diversifying into Paints & Valves Capacity Build up at Regular New Businesses Pioneer of DI Pipes Intervals to Drive Growth & Fittings in India Diversification into Industrial Paints and 9 Lakh TPA DI Pipes Strong foundation in Valves business capacity to meet the Indian market growing demand One of the Preferred Strong Brand Recall Talented Team Across Supplier for DI Pipes Functions and Fittings Globally Propels Higher Professionally driven, Exports to 130+ Customer Satisfaction Skilled and dedicated Countries workforce About Electrosteel Castings Limited A nearly seven-decade legacy in water infrastructure • Market Leadership: One of the largest manufacturers of Ductile Iron (DI) Pipes and Fittings in India Years of legacy in water infrastructure • Pioneering Presence:First company to set up a DI pipe plant in India; strong global brand presence • Manufacturing Capacity:Production capacity of approx. 10,00,000 MTPA across DI pipes, DI fittings and CI Production capacity pipes and recent acquisition of Valves Business 10L per annum of DI Pipes + MTPA CI Pipes + DI Fittings • Diversification: Driving diversification into valves, industrial paints and adjacent businesses for greater earnings stability Countries served • Rising Promoter's Stake: Promoter’s stake increased to 50.14% in Q4FY26 from 46.22% in Q3FY26 130+ across 5 continents (increasing by 3.92%) • Product Advantage:DI pipes are preferred for water & sewerage applications —70-90 year lifespan, high strength, corrosion resistance Of revenue from exports • Diverse customer base:L&T, Megha Engineering, NCC, state PHED/Water Supply departments • Exports: India’s largest exporter of DI Pipes, serving 130+ countries with exports contributing ~22% of revenue. 50.14% Promoter’s Stake ECL’s USP: Fully Backward Integrated DI Pipes Player, Serves PAN India Through East and South India Facilities and Largest Exporter of DI Pipes Manufacturing Strength Fully integrated production model, now extending into valves 7 Efficient Manufacturing Units Finished Goods Capacity Build up at Regular Intervals (in TPA) (DI + CI + DI Fittings) Eastern hub Serving East & North-East India - 3 plants 10,11,000 ▪ Khardah —integrated DI pipe (West Bengal) 8,61,000 ▪ Haldia —coke, ferro-alloys, power (West Bengal) ▪ Bansberia —Paint/ coating & finishing (West Bengal) 7,85,800 6,75,000 6,50,000 Southern hub 6,00,000 5,55,000 Serving South & West India - 2 plants 5,40,600 ▪ Srikalahasthi —Fully integrated DI pipe 4,60,600 (Andhra Pradesh) ▪ Elavur —CI spun –pipe unit (Tamil Nadu) 3,75,600 3,30,600 2,55,600 Valves Manufacturing 1,85,600 Italy & Turkey - 2 plants ▪ Italy –R&D facility, Flow Control Systems manufacturing ▪ Turkey –Integrated Valve manufacturing 1994 1997 2000 2001 2003 2006 2009 2010 2015 2016 2022 2024 2025 Fully Integrated, Backward-linked Production Cost Advantage through Backward Integration Fully Integrated, Backward-Linked Production Robust Backward Integrated Capacities • Minimizes production cost: Promotes cost Blast Furnace competitiveness Sinter Plant • DI Pipe capacity: 9,00,000 MT | DI Fittings: 21,000 Power Plant DI Pipes MT | CI Pipes: 90,000MT Coke Oven t • Captive integrated facilities i.e Blast Furnace, Coke c DI Fittings Oven, Sinter Plant, Power Plant, Paint, Cement Sponge Iron d o supportscompetitiveness and costleadership Silico Manganese r CI Pipes Ferro Silicon l n Valves Cement i Paint Pig Iron Unlocking the next phase of growth Rubber Gaskets through expansion into Valves and Industrial Paints Strategically located plants in East and South India reduces freight costs and strengthen our competitive advantage Ductile Iron Pipe & Fittings Best Suited for Water Infra Ductile Iron Pipe Ductile Iron Fittings ECL is the pioneer in setting up the Ductile Iron Pipe plant in the ECL is the largest premier manufacturer of Ductile Iron Indian Sub-continent with current capacity of 9 LTPA fittings in India • Used in connection with DI pipes • Most preferred pipes for water supply & sewage applications • State of the art manufacturing plants -Khardah& Haldia across the Globe • Key USP as the only Company in India capable of • Increasing focus on pipe irrigation in India & other target manufacturing various types of joints, linings & coatings market for efficient water utilization suited to different markets internationally • Internationally acclaimed quality benchmark DI Pipe: Salient Features • Approx.60%of the fittings revenue is from Exports • Higher tensile strength DI Fittings: Salient Features • Pressure bearing ability, impact resistance and capacity to sustain external static • Good & simple design enabling high installation speed • Flexible push-on joints which do not leak at high or low • High dimensional accuracy results proper fitment & leak- pressure tightness • Adaptable, easy and quick to join • Automated casting technical process results high accuracy & • Long reliable service life of 70-90 years fast delivery Largest Exporter of DI Pipes and Fittings from India A Strong brand across more than 130 countries 130+ ~22% 11 countries, 5 continents of revenue from exports overseas subsidiaries Among the world's leading DI producers Exports keep the business steady Our broad geographic diversification across global markets provides • The largest exporter of Ductile Iron pipes from India, and among the resilience, reducing our dependence on the performance of any single world's largest DI spun-pipe producers. market. • A recognized international brand. Where we grow next • Exports span the Indian subcontinent, Europe, North & South America, South-East Asia, the Middle East and Africa. • Deepening presence in Africa and South-East Asia • Targeting more countries to increase Exports Strategic Expansion Valves to complement DI Pipes & Fittings business Decoding T.I.S. Services T.I.S. Services (Italy) Valve manufacturing —acquired in Q2FY25 100% of T.I.S. Services S.p.A (Italy), July 2025 — Acquired funded from internal funds for ~€11.5 million • Leading international manufacturer of valves for water networks, wastewater and hydroelectric applications, desalination plant and mining Valuation Acquired at 7-8x EV/EBITDA • Strengthens ECL's footprint across the full water infrastructure value chain • Offers customers a complete pipeline solution Turnover ~€41 million in CY25 • Has several patents registered (11 registered and 5 applied, pending registration) Profitability ~13% EBITDA margin Two plants (Italy & Turkey, with spare capacity); Operations valves for water mains, sewage and hydro power, Valves Market Opportunity desalination plant and mining ~US$ 8 - 10 Bn ~₹2,000 Crores The Road Ahead Global Water and Waste- • New Product Development: A patented FR line product to Indian Valves Market water Valves amplify the valves segment growth trajectory • Revenue:Aiming to double valves revenues in next four years • Manufactu [Showing first 8,000 characters — download PDF for full document]