Investor Presentation

July 21, 2026 BSE Limited, Listing Department, P. J. Towers, Dalal Street, Mumbai – 400 001 (Scrip Code: 500365) Dear Sir/Madam, Subject: Investor Presentation Please find enclosed the Investor Presentation on the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. Kindly take the same on record. Thanking You. Yours faithfully, For Welspun Specialty Solutions Limited Dipti Modi Company Secretary & Compliance Officer A-25460 Encl.: As above Investor Presentation Q1FY27 Date: 21st July, 2026 Disclaimer Foranyfinancialdisclosures,theinformationcontainedhereinisprovidedbyWelspunSpecialtySolutionsLimited(the“Company”),althoughcarehasbeentakentoensurethattheinformation in this presentation is accurate, and that the opinions expressed are fair and reasonable, the information is subject to change without notice, its accuracy, fairness or completeness is not guaranteedandhasnotbeenindependentlyverifiedunlessspecificallyprovidedandnoexpressorimpliedwarrantyismadethereto.Youmustmakeyourown assessmentoftherelevance, accuracyandadequacyoftheinformationcontainedinthispresentationandmustmakesuchindependentinvestigationasyoumayconsidernecessaryorappropriateforsuchpurpose.Neither theCompanynoranyofitsdirectorsassumeanyresponsibilityorliabilityfor,theaccuracyorcompletenessof,oranyerrorsoromissionsin,anyinformationoropinionscontainedherein.By preparingthispresentation,noneoftheCompany,itsmanagement,andtheirrespectiveadvisersundertakesanyobligationtoprovidetherecipientwithaccesstoanyadditionalinformationor toupdatethispresentationoranyadditionalinformationortocorrectanyinaccuraciesinanysuchinformationwhichmaybecomeapparent.Thisdocumentisforinformationalpurposesand doesnotconstituteorformpartofaprospectus,astatementinlieuofaprospectus,anofferingcircular,offeringmemorandum,anadvertisement,andshouldnotbeconstruedasanoffertosell orissueorthesolicitationofanofferoranofferdocumenttobuyoracquireorsellsecuritiesoftheCompanyoranyofitssubsidiariesoraffiliatesundertheCompaniesAct,2013,theSecurities andExchangeBoardofIndia(IssueofCapitalandDisclosureRequirements)Regulations,2009,bothasamended,oranyapplicablelawinIndiaorasaninducementtoenterintoinvestment activity.NopartofthisdocumentshouldbeconsideredasarecommendationthatanyinvestorshouldsubscribetoorpurchasesecuritiesoftheCompanyoranyofitssubsidiariesoraffiliates andshouldnotformthebasisof,orbereliedoninconnectionwith,anycontractorcommitmentorinvestmentdecisionwhatsoever.Thisdocumentisnotfinancial,legal,tax,investmentor otherproductadvice. WithrespecttoanyESGrelateddisclosures,theinformationcontainedinourdisclosures,statementsorreportsarespecifictotheCompanyandnotauditedorconfirmedtobecompliantwith anygeneralorstandardbenchmark.Anumberofstatementsinsuch disclosureorstatements maycontainforward-lookingstatementsincludingstatementsabouttheCompany’sstrategic priorities,financialgoalsandaspirations,organicgrowth,performance,organizationalqualityandefficiency,investments,capabilities,resiliency,sustainablegrowthandCompanymanagement, aswellastheCompany’soverallplans,strategies,goals,objectives,expectations,outlooks,estimates,intentions,targets,opportunities,focusandinitiatives. ​With respect to all disclosures provided herein, the statements contained herein may be pertaining to future expectations and other forward-looking statements which involve risks and uncertaintiesthat aresubjecttochangebasedonvariousimportantfactors(someofwhicharebeyondtheCompany’scontrol).Thesestatementsincludedescriptionsregardingtheintent,belief orcurrentexpectationsoftheCompanyoritsofficersincludingwithrespecttotheconsolidatedresultsofoperationsandfinancialcondition,andfutureeventsandplansoftheCompany.These statementscanberecognizedbytheuseofwordssuchas“expects,”“plans,”“will,”“estimates,”“forecast,”“project,”“anticipate,”“likely,”“target,”“expect,”“intend,”“continue,”“seek,”“believe,” “plan,”“goal,”“could,”“should,”“would,”“may,”“might,”“will,”“strategy,”“synergies,”“opportunities,”“trends,”“future,”“potentially,”“outlook”orwordsofsimilarmeaning.Suchforward-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.Youarecautionednottoplaceunduerelianceontheseforwardlookingstatements,whicharebasedonthecurrentviewofthemanagementoftheCompanyonfutureevents.No assurance can be given that future events will occur, or that assumptions are correct. The Company does not assume any responsibility to amend, modify or revise any forward-looking statements,onthebasisofanysubsequentdevelopments,informationorevents,orotherwise. Reproduction,distribution,republicationandretransmissionofmaterialcontainedhereinisprohibitedwithoutthepriorconsentoftheCompany WSSL: An Integrated Facility Product Moving Government’s Sustainability Only fully acceptability both towards higher “Make in India” policy and excellence integrated in the domestic value added showing impact on initiatives facility in India and export market grades and ground; preference to progressing from with major products domestic well Steel making approvals and manufacturers to Pipes accreditations Manufacturing facility spread over an area of 126 acres in Bharuch, Gujarat ©Copyright 2023. All Rights Reserved. . Competitive Edge Theonlyintegrated producerofQuality Widedomesticandinternational StainlessSteelBarsandPipes& Tubes marketoutreachandacceptancefor startingfromSteel MakingtoFinished portfolio ofproducts Tubesinthecountryunderoneroof Strongfocus onR&D andNew Product SpeedtoMarketduetoFully Development. State-of-the-art testing Integrated Process facilitiesaccreditedwith ISO/IEC17025 ExpertisetomakeStainlessSteel inSpecial/Custom Gradeswith controlled compositions Products: Stainless Steel & Nickel Alloys Bar Products Tubular Products o Ingots ​ o Hollow Bars o Blooms ​ o Cold Finished Pipes & Tubes o Rolled Bars in Rounds o Extruded Seamless Schedule Pipes o Round Cornered Squares o Hydraulic & Instrumentation Tubes o Peeled & Polished Bars o Heat Exchanger Tubes o Heat Treated Bars o U-bend Tubes Catering to Niche Segments & Critical Applications ENERGY - POWER AEROSPACE INFRA & CAPITAL GOODS OIL&GAS | PETROCHEMICALS ENERGY - NUCLEAR DEFENCE Global Market Presence INDIA SOUTH AFRICA Q1FY27 Performance Sales Volume (MT) Total Income (INR Mn) 1,425 7,425 2,110 1,975 4,904 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Pipes & Tubes Bars Q1FY26 Q1FY27 Operating EBITDA Reported EBITDA Cash PAT (INR Mn) (INR Mn) (INR Mn) 140 143 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Business Update • Prevailing geo-political scenario/ high volatility resulted into pause/deferment of buying in general and thus impacted overallbusiness activity, especially in Bars. • Tube & Pipe sales volume for Q1FY27 grew more than 60% YoY on the back of healthy domestic demand, while Bar sales volume declined owing to both direct and indirect impact on export markets. • As the conditions stabilize in due course, export markets are expected to improvegradually. • Operating EBITDA almost tripled YoY basis and remained steady sequentially, on the back of improved operating leverage. • New bright bar project has been installed and currentlyunder ramping up. Business Update • Continued development of new products & grades, alongside expansion of the customer base • 13 new customers added during the quarter • Increased focus on Middle East Markets - key approvals being pursued • SIRIM certification in progress, targeting Malaysia market • Approval from NTPC received for Grade T91 tubes for Super Critical Boiler application. IBR Well-known accreditation also received. • BMC approval received for seamless tubes • First trial order for CGD Instrumentation Tubing received Business Environment • Continued geopolitical uncertainties including the impact of ongoing conflicts, supply chain disruptions, and tariff-related challenges affected international demand, customer buying decisions, [Showing first 8,000 characters — download PDF for full document]