Investor Presentation

JASH ENGINEERING LIMITED INVESTOR PRESENTATION Q1 FY27 August 2026 E Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or A phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "plan", "contemplate", seek to", "future", "objective", "goal", "likely", "project", "should", "potential", "will pursue", and similar expressions of such expressions may constitute "forward-looking statements", These forward looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. These risks and uncertainties include, but are not limited to our ability to successfully implement our strategy, our growth and expansion plans, obtain regulatory approvals, our provisioning policies, technological changes, investment and business income, cash flow projections, our exposure to market risks as well as other risks. The Company does not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date thereof. B Message from Chairman & Managing Director Q1 FY27 was a quarter of healthy business performance and strong execution for Jash Engineering. During the quarter, we reported Revenue of ₹156 crore, up by 17% YoY. This was accompanied by a strong improvement in profitability, with EBITDA increasing to ₹14 crore and PAT turning positive at ₹5 crore, compared to a loss of ₹5 crore in Q1 FY26. Alongside this performance, we continued to strengthen our manufacturing capabilities with the commissioning of the Unit 1 expansion, increasing our cast gate and cast valve manufacturing capacity by over 30% and completing our decade-long manufacturing expansion programme across India. Our healthy order book continues to provide strong revenue visibility, while our focus now shifts towards expanding our global manufacturing footprint across the USA and Saudi Arabia. With enhanced manufacturing capabilities, a diversified global presence and a robust project pipeline, we remain confident in our long-term growth strategy. Mr. Pratik Patel Chairman & Managing Director www.jashindia.com 3 Q1FY27 Snapshot (Consolidated) Revenue (₹Cr) Gross Profit (₹Cr) & Margin (%) EBITDA (₹Cr) & Margin (%) PAT (₹Cr) 67 14 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 17% 39% YoY Growth YoY Growth www.jashindia.com 4 Subsidiary Performance Jash Engineering Rodney Hunt Waterfront Jash Process Equipment Revenue (₹Cr) Revenue (₹Cr) Revenue (₹Cr) Revenue (₹Cr) 21% YoY (11)% YoY 8% YoY (50)% YoY £11.02 Mn 8 $5.5 Mn £1.0 Mn $4.9 Mn £1.0 Mn Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 PAT (₹Cr) PAT (₹Cr) PAT (₹Cr) PAT (₹Cr) 225% YoY 13 1.6 -$0.9 Mn -$0.8 Mn £0.0 Mn £0.1 Mn -7 -£0.0 Mn -1.0 -9 -0.4 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 www.jashindia.com 5 Consolidated Order Book as on 1st August 2026 Waterfront Fluid Controls Ltd. Jash Process Equipment Pvt. Ltd. ₹ 34 Cr ₹ 29 Cr Mahr Maschinenbau GmbH ₹ 31 Cr ₹932 Cr* Jash Engineering Ltd. Total Order Book ₹ 559 Cr Within India: ₹293 Cr Rodney Hunt Inc. Outside India: ₹639 Cr ₹ 369 Cr Note: * Combined order booking after deducting inter-company orders www.jashindia.com 6 Consolidated Order Pipeline as on 1st August 2026 Within India Within India ₹ 19 Cr ₹ 34 Cr Outside India Outside India ₹ 53 Cr ALREADY UNDER ₹ 26 Cr NEGOTIATED NEGOTIATION Combined: ₹ 72 Cr Combined: ₹ 60 Cr www.jashindia.com 7 Consolidated Income Statement Particulars (₹ Cr) Q1FY27 Q4FY26 Q1FY26 FY26 Revenue From Operations 149.88 290.54 127.61 736.19 Other Income 6.11 9.03 5.33 20.49 Total Income 155.99 299.57 132.94 756.68 COGS 62.10 120.44 65.44 325.01 Gross Profit 93.89 179.13 67.50 431.67 Gross Margin (%) 60.2% 59.8% 50.8% 57.0% Total Expenses 149.46 230.25 139.01 666.48 EBITDA 14.24 77.98 1.06 122.48 EBITDA Margin (%) 9.1% 26.0% 0.8% 16.2% Finance Cost (Net) 2.06 3.38 2.97 12.79 Depreciation 5.61 5.25 4.50 19.70 Share of profit/ (loss) of a joint venture 0.02 0.01 -0.17 -0.11 PBT 6.55 69.34 -6.24 90.10 Tax 1.46 12.68 -1.07 14.58 PAT 5.09 56.66 -5.17 75.52 PAT Margins (%) 3.3% 18.9% -3.9% 10.0% Basic EPS (₹) 0.81 9.01 -0.83 11.99 Diluted EPS (₹) 0.81 8.98 -0.82 11.95 www.jashindia.com 8 Consolidated Sales Outlook for FY26-27 Sales Outlook (Consolidated) ₹875 Cr* Within India Outside India ₹320 Cr ₹555 Cr Jash Mahr Maschinenbau Waterfront Fluid Controls Jash Process Rodney Hunt Inc. Engineering Ltd GmbH Ltd. Equipment Pvt. Ltd. ₹530 Cr ₹330 Cr ₹15 Cr ₹60 Cr ₹40 Cr Note: * Combined sales is arrived after deducting inter-company sales www.jashindia.com 9 T H A N K Y O U We appreciate your time and continued support For more details, please contact CA Dharmendra Jain Jash Engineering Limited E-mail: dharmendrajain@jashindia.com Siddesh Chawan Ernst & Young LLP/ Investor Relations E-mail: Siddesh.Chawan@in.ey.com www.jashindia.com