Investor Communication Q1 FY27

Regd. Office: Jain Plastic Park, P.O.Box: 72, N.H.No. 53, Jalgaon – 425 001. India. Tel: +91-257-2258011; Fax: +91-257-2258111; E-mail: jisl@jains.com; Visit us at: www.jains.com CIN: L29120MH1986PLC042028 JISL/SEC/2026/08/B-2/B-6 August 10, 2026 To, To, BSE Ltd., National Stock Exchange of India Ltd., Corporate Relationship Department, Exchange Plaza, C-1, Block G, 1st Floor, New Trading Wing, Rotunda Building, Bandra Kurla Complex, P. J. Tower, Dalal Street, Bandra (East), Mumbai - 400 001. Mumbai - 400 051. Email: corp.relations@bseindia.com Email : cc@nse.co.in Ref: Code No. 500219 (BSE) & JISLJALEQS (NSE) for Ordinary Equity Shares Code No. 570004 (BSE) & JISLDVREQS (NSE) for DVR Equity Shares Sub: Investor Communication Q1 FY27 Dear Sir/Madam, Please find enclosed herewith the Investor Communication issued by the Company after the Board Meeting held on August 10, 2026, for adoption of Unaudited Standalone and Consolidated Financial working results for the quarter ended June 30, 2026 for your record and reference. Please receive the above in order and acknowledge. Thanking you, Yours faithfully, For Jain Irrigation Systems Ltd. A. V. Ghodgaonkar Company Secretary Encl: a/a Financial Review Q1 FY27 10-Aug-2026 “Leave this world better than you found it” Shri. BhavarlalH. Jain (1937-2016) Founder 1 About the Company • Jain Irrigation Systems Ltd (JISL), with its Corporate Mission "Leave this ₹64.0Bn ₹57.8Bn worldbetterthanyoufoundit"is aleading diversifiedentitysince1986. • JISL has done pioneering work in water-management through Micro Consolidated Revenues Consolidated Revenues Irrigation in India. We have successfully introduced some hi-tech concepts 31stMarch, 2026 31stMarch, 2025 to Indian agriculture such as ‘Integrated System Approach’, One-Stop-Shop forFarmer,‘InfrastructureStatustoMicro Irrigation&FarmasIndustry • JISL is also a worlds largest tissue culture company in Banana plantations with morethan140million plantsannually • We have a global presence with 19 manufacturing bases spread over four ₹8.1Bn ₹7.2Bn continents. Our products are supplied to 126+ countries with able Consolidated EBITDA Consolidated EBITDA assistance from 4,000+ dealers and distributors worldwide. We have served 31stMarch, 2026 31stMarch, 2025 over 10 million farmers to transform underlying farming to enable prosperity in a sustainablemanner. 10,000+ Associates Globally In the presentation, previous period / year figures have been regrouped and reclassified,wherevernecessary,toconformtothecurrentperiodclassification. Touching lives in more than one way HI-TECH AGRI INPUTS PLASTIC DIVISION AGRO PROCESSING More Crop Per Drop® Your Lifeline to Prosperity® Your Recipe for Great Taste® Lorem ipsum dolor sit amet, DRIP SPRINKLER PRECISION TISSUE SOLAR AGRI consectetur adipiscing elit. IRRIGATION IRRIGATION FARMING CULTURE PUMP PVC PIPES & PE PIPE & PLUMBING DRINKING PLASTIC FITTINGS FITTINGS SYSTEMS WATER SOLUTION SHEETS FRUIT SPICES DEHYDRATED IQF BEVERAGES PROCESSING PROCESSING PRODUCTS PRODUCTS PRODUCTS Unique, Well Diversified, Fully Integrated Agri Value Chain Business Hi-Tech Agri Plastic ► Drip & Sprinkler Systems, Hi-tech ► PVC Pipes, fittings, Polyethylene Pipes Precision Farming Advisory, Agri TurnkeyProjects,PVCSheets Climate SmartSolutions. Inputs ► Catering to Agricultural, Industrial & ► Solar AgriPump Infrastructuralcustomerbase ► Large Tissue Culture plant capacity prI on dc ure ca tis ve itd y P dero vd eu loc pt ment ► Manufacturing in India, UK, USA & for Banana, Pomegranate, Sweet Europe. Orangeandothers ► Forayedintourbanmarketsbyintroducing Weather ► Aeroponic & Hydroponic Ade aq nu da te Knowledge plumbingsystems technologyforAir AlooTM timely ► Plastic Sheet manufacturing business in ► Well geographically spread – over Credit Soil Farmer Water R&D USA&UKtoservelocalcustomers 4,000 dealers / distributors across Repayment Feedback India and security Agro Processing Manpower ► Worldclassmanufacturingfacilities ► Fruit pulps, concentrates, vegetable ► Strongin-houseR&D base Minimum Quality dehydrations,spiceprocessing,etc. Guaranteed goods price ► Global leaders in Mango processing and Onion&Garlicdehydration ► Cateringtotopglobalfoodcompanies Markets ► Manufacturing in India, UK, USA and Turkey ► State of Art Beverages Bottling Plant with 600/800BPMcapacity. Consolidated Performance : Q1 FY27 ₹ in crs ₹ in crs ₹ in crs Revenue EBITDA Revenue 1,600 Hi-Tech Agro/Food, Hi-Tech Agro/Food Agri, 451, 42, 25% Agri, 1,500 127 , 548, 36% 90 30% 65, 40% 1,546 1,400 1,508 Plastic, 1,300 510, Plastic, 58, 1QFY26 Hi-Tech Plastic Agro/Food 1QFY27 34% 35% Increase Decrease EBITDA ₹ in crs Cash Flow Statement ₹ in crs Working Capital Cycle in Days 220 190 200 31 200 122 31 188 9 9 11 680 0 202 5 12 100 35 97 11 886 4 3 140 164 164 129 182 186 67 183 120 0 180 1QFY26 Hi-Tech Plastic Agro/Food 1QFY27 1E QB FIT YD 2A 7 ChW anC ges @C 7F 8O % Op M. aC r-a 2s 6h -In Av ce tis vt ii tn ygC deh ba tn (g ne e i tn )Int Oe tr he est r &C Jl. u C na -2s 6h - 31-Mar-26 AR Inventory AP 30-Jun-26 Increase Decrease Increase Decrease Increase Decrease Standalone Performance : Q1 FY27 ₹ in crs ₹ in crs ₹ in crs Revenue EBITDA Revenue Plastic, Plastic, 800 20, 24% Hi-Tech 92 249, 36% Agri, 600 Hi-Tech 699 451, Agri, 64, 64% 400 76% 1QFY26 Hi-Tech Plastic 1QFY27 Increase Decrease EBITDA ₹ in crs Cash Flow Statement ₹ in crs Working Capital Cycle in Days 130 100 300 110 32 30 14 9 3 280 90 123 8 50 84 77 84 50 260 11 283 70 84 267 50 0 8 14 240 1QFY26 Hi-Tech Plastic 1QFY27 1E QB FIT YD 2A 7 ChW anC gesCFO @9%Op M. aC r-a 2s 6h -In Av ce tis vt ii tn ygC deh ba tn (g ne e i tn )Int Oe tr he est r &C Jl. u C na -2s 6h - 31-Mar-26 AR Inventory AP 30-Jun-26 Increase Decrease Increase Decrease Increase Decrease Financial Performance All figures in ₹ crs C o n s o l i d a t e d S t a n d a l o n e Particulars 1QFY27 1QFY26 YoY change 1QFY27 1QFY26 YoY change Revenue 1,508.4 1,545.6 -2.4% 699.3 919.2 -23.9% Hi-Tech 450.8 577.8 -22.0% 450.8 579.1 -22.2% Plastic 509.9 510.1 -0.1% 248.5 340.1 -26.9% Agro Processing 547.7 457.7 19.7% EBITDA 164.3 202.0 -18.7% 84.3 123.4 -31.7% Hi-Tech 65.0 95.7 -32.1% 64.4 95.9 -32.9% Plastic 57.5 52.2 10.2% 20.0 27.5 -27.5% Agro Processing 41.8 54.1 -22.7% Margin 10.9% 13.1% 12.1% 13.4% Hi-Tech 14.4% 16.6% 14.3% 16.6% Plastic 11.3% 10.2% 8.0% 8.1% Agro Processing 7.6% 11.8% Adjusted PAT# 3.1 30.5 7.0 26.4 PAT -17.8 11.2 -13.9 7.1 Cash PAT 55.9 79.2 29.4 48.6 #AdjustedPATiscalculatedbeforeunwindingoffinancecosts(non-cash)relatedto0.01%NCDs/EBCs. Business Overview : Q1 FY27 Hi-TechAgri Division  MIS business revenue impacted by 23.7% YoY, primarily due to lower billing in the project business on account of strategic reduction, delayed onset of monsoon, and West Asia crisis. Tissue Culture business revenue declined by 10.7% YoY basis duetodelayed sowing byfarmers.  EBITDA margin contracted by 220 bps, mainly attributable to lower fixed cost absorption on reduced volumes. The Company haslargely passedonhigherrawmaterialprices toendcustomers,therebylimiting themarginimpactatthegrosslevel. PlasticDivision  Overseas plastic business delivered strong performance, recording over 45% revenue growth. Domestic retail pipe demand was impacted due to delayed monsoon, postponement of purchases by customers due to uncertainty caused by West Asia crisis.  EBITDA margin improved by 110 bps. India business maintained margins despite challenging demand conditions. Overseas business marginsshowed improvement. Agro ProcessingDivision  Revenue growth was supported by incrementalcontributions from thebeveragemanufacturing andfruit pulp business in India. OverseasEuropeanoperationsalsocontributedtotherevenue growth.  Marginswere impactedbyhigherfreightandpower costs.Overseasbusiness marginsimprovedonaYoY basis. Overall  Consolidated Revenue stoodatsamelevel onYoY basis andadjustedPAT remainedpositive.  Cash fromoperationsstoodat78%ofEBITDA onaconsolidatedbasis.  C [Showing first 8,000 characters — download PDF for full document]