Investor Presentation

Date: August 10, 2026 To, To, Department of Corporate Services Listing Department BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Bandra Dalal Street, Kurla Complex, Bandra (East), Mumbai – Mumbai - 400001 400051 Scrip Code: 543528 ISIN- INE0JA001018 Symbol: VENUSPIPES Sub: Q1 FY27 Investor Presentation. With reference to above captioned subject, please find attached Q1 FY27 Investor Presentation. The Presentation will be uploaded on the company’s website at www.venuspipes.com. Request you to kindly take the same on record. Thanking you, Yours faithfully, For Venus Pipes & Tubes Limited CS Pavan Kumar Jain Company Secretary and Compliance Officer Membership No. A66752 Venus Pipes & Tubes Limited From Stainless-Steel Pipe Manufacturer to an Integrated Piping Solutions Partner Q1FY27 Investor Presentation –August 2026 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Venus Pipes & Tubes Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, d but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the t i truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all i inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or s any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and & business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not e guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult i P to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the u economies of various international markets, the performance of the industry in India and world-wide, competition, the e company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness Capex – Forward Integration into Pipe Spooling Forward Integration into Pipe Spooling Backed by Anchor Customer LOI received for INR 185 Cr Order Adding Spooling Capabilities Forward integration & Transitioning from Stainless Steel Pipes to Engineered Piping Solutions Moving Up the Value Chain e Enhancing Value Addition u Pipe spools are pre-fabricated piping assemblies comprising Secured LOI from leading Data Centre player pipes, fittings, flanges and valves — manufactured, welded Spooling enables higher and tested before onsite installation s realization and stronger p margins i Order includes supply of SS Spool for cooling s application in Data Centers ~INR 70 Crores Capex n Towards - Win achieved on the back of company’s established Welded Pipes capacity across Utilization Improvement Fitting Spooling Fabrication major SKUs, combined with fittings capability Machines & demonstrating customer trust in our Plant Plant Better Utilization of Welded Others execution & technical capabilities Pipes & Fittings capacities Building end-to-end spooling infrastructure Order-led investment accelerates transition into high-value engineered solutions Moving up the Value Chain – Pipe Spooling Entering Pipe Spooling business – Extending capabilities from product manufacturing to engineered piping solutions Why Pipe Spooling ? Strategic Benefits Higher Value Addition Leverages Existing Strong Customer Validation d Strength Significantly better e Letter of Intent (LOI) secured for a Data Centre project, validating t realization than standalone Across Welded Pipes, i customer demand for integrated piping solutions. pipes Seamless Pipes & Fittings s 01 04 & Ready-to-Install Engineered Solutions e Prefabrication, welding, assembly, testing and delivery of ready-to- i install piping modules, reducing installation time and improving s execution efficiency at project sites. 02 03 Industry Shift, better execution Complete Piping Package Attractive End Markets Similar to how Pre-Engineered Buildings (PEBs) transformed structural steel construction, pipe spooling shifts on-site fabrication Opportunities for end to end Data Centers, Oil & Gas, to a controlled factory environment, enabling faster execution, solutions instead of Process Plants, Chemicals improved quality and lower project risks. individual product sales and Power Pipe Spooling strengthens our integrated offering, enhances customer value and positions Venus for higher growth and profitability Operational & Financial Highlights Key Highlights Q1 FY27 Financial Highlights All time high revenues of INR 320.5 Cr in Q1 FY27 Q1FY27 e Revenue EBITDA PAT s INR 51.5 Cr INR 26.4 Cr e INR 320.5 Cr (+14.7% YoY) (+6.5% YoY) b (+16.0% YoY) u 16.1% EBITDA Margins 8.2% PAT Margins s Operational Highlights : V ✓ Revenue from Welded Pipes / Tubes witnessed a growth of 21% and Seamless Pipes / Tubes witnessed growth of 15% for Q1FY27 on year-on-year basis ✓Domestic growth stood robust at 31% with strong demand from end user industries, while exports continued to remain around 30% of as a share of our revenues standing at INR 94 Cr for the quarter ✓Forward integration into Pipe spooling remains on track for commencement by end of year Inventory Days Stable Despite Significant Scale-Up in Business Operations Inventory days remain stable despite rising inventory → Rise in Inventory & Inventory Days Movement from FY23 to FY26… inventory is proportional to the growth in Business Operations 110 103 131 121 Strong Order Book Visibility Days Days Days Days ✓ Execution visibility increased from ~60 days to 5–6 months ✓ Inventory maintained for products with longer lead times e 387 t i m 226 343 Export-Led Growth i L ✓ Exports require longer inventory holding due to shipping e FY23 FY24 FY25 FY26 timelines and delivery commitments & Inventory (INR Crores) Inventory Days Increase in Product Portfolio + Backward Integration s e ✓ Significant increase in sizes, SKUs and grades across welded i During the Same Period… and seamless pipes to service diversified customer requirements & specifications n ✓ Addition of hollow pipe manufacturing increasing raw material e and semi-finished inventories V Order Book Increased ~2.5 times to INR 450 Crores ✓ Inventory stocking to mitigate raw material price volatility Inspection & Approval-Based Orders Revenue Grew [Showing first 8,000 characters — download PDF for full document]