Investor Presentation

SMEL/SE/2026-27/49 July 20, 2026 The Secretary, Listing Department The Manager – Listing Department BSE Limited National Stock Exchange of India Phiroze Jeejeebhoy Towers Limited “Exchange Plaza”, 5th Floor, Plot Dalal Street No. C/1, G Block, Bandra-Kurla Complex, Mumbai 400 001 Bandra (East), Mumbai 400 051 Maharashtra, India Maharashtra, India Scrip Code: 543299 Symbol: SHYAMMETL Dear Sir/Madam, Sub: Investors Presentation: Financial Results for the 1st Quarter Ended 30th June, 2026 Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 read with applicable Schedules thereof, please find attached the Investors Presentation w.r.t the Un-audited Financial Results of 1st Quarter Ended 30th June, 2026. This is for your information and record. Thanking You, For Shyam Metalics and Energy Limited Birendra Kumar Jain Company Secretary Membership No. F13320 Encl: as above OUR BRANDS SHYAM METALICS AND ENERGY LIMITED Regd. O(cid:431)ice: P-19, (Plate No.: D-403), Taratala Road, CPT Colony, Kolkata, West Bengal – 700088 CIN: L40101WB2002PLC095491 GSTIN: 19AAHCS5842A1ZE T:+91 33 6521 6521 Email: contact@shyamgroup.com Web: www.shyammetalics.com Follow us on : Power | Ferro Alloys | Pellets | Pig Iron | Billets | Sponge Iron | Wire Rod | Wire | TMT & Structurals | Aluminium Foil | Roofing Product | Stainless Steel | DI Pipes Shyam Metalics & Energy Limited Investor Presentation | Q1 FY27 Self-Funded Growth, Value-Led Future 6th Net Cash AA+ 16.93 MTPA Largest Steel Producer Positive at Peak Capex CRISIL, Stable Combined Production Capacity Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Shyam Metalics And Energy 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, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or 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 guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the 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 cashflows, 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, Process or completeness. Page 2 Table of Contents Company Overview Products and Capabilities Capacity Expansion Financial Performance Strategy & Guidance Annexures Page 3 Company Overview Shyam Metalics at a Glance One of India's fastest-growing integrated metal producers 6th Largest 467 MW 16.93 MTPA Largest Coal based Largest Steel Producer Aluminium Foil Total power generation Combined Sponge Iron Player Manufacturer Production Capacity Scaling Rapidly to Emerge as the ~79% of Captive Power in Q1 FY27 Industry’s Leading Player Leading Integrated Multi Metal “Ore to Metal” Integration Strategic Location Advantage Producer in India 2 Captive Railway Sidings & 19 dedicated Proximity to Mineral Belts, National Among India’s largest multi metal Railway Rakes for cost-efficient raw Highways and Ports – minimises freight producer with fully integrated operations material logistics costs CRISIL RATINGS SHIFT TOWARDS HIGHER VALUE ADDED PORTFOLIO Long Term AA+ Commodity Focused Player Integrated Multi-Metal, Value-Added Producer Short Term A1+ Bulk Sponge Stainless Aluminium CR Railway Outlook Stable Pellets Billets SBQ Iron Wires & Foils & Fins Coils/Sheets Wagons Bright Bars Page 5 Why Invest in Shyam Metalics? 01 6th largest steel producer 02 Self-funded growth On course to become a leading steel Net cash positive, supporting expansion producer. through the cycle. Self funded growth, cash discipline, 20+ years of execution track record 2.3x Revenue & 2.7x EBITDA by FY31 03 04 strong Scaled with discipline and remained PAT Clear ambition to multiply the operating execution track positive throughout. platform by FY31 and beyond. record (20+ years) and a shift toward 177% return since IPO Higher-margin value-added products higher-value 05 06 Track record of shareholder value creation Portfolio mix moving toward value-added products create post listing. products with higher margin profile. a compounding platform. Investment case: scale + discipline + value-added mix backed by self-funded growth and strong execution track record Page 6 The Transformation Playbook From commodity to value-added leader – shift in mix yielding better margins Pre-2005 2010–15 2016-21 2022-24 2025-26 2027-31 Foundation Scale-Up IPO & Expansion Diversification with Value Leader Vision 2031 P New Verticals e o Incorporation of Shyam o Sambalpur & Jamuria – o Capacity & captive power o Battery foil and o Revenue: ~Rs. 42,500+ c SEL and Power Ltd. Commercial production expansion o Expanded into Stainless Aluminium FRP Cr (~18% CAGR/~2.3x) i s o Incorporation of Shyam began o Ventured into TMT & Wire Steel, Aluminium Foil, TMT o Railway Wagons o EBITDA: ~Rs. 6,200+ Cr n Metalics and Energy o Complete integration of Rod Bar, Roofing Sheets, (22% CAGR) u o SEL Tiger gains traction t Limited Sponge Iron, Billets, and o Launched Aluminium Foil colour-coated/galvalume o Capacity: ~27 MTPA R o Mangalpur Plant – Sponge Ferro Alloys line (4000 TPA) sheets o 8 c3 a% ip vo w ge er m ere at ib oy n o RoE: 20%; RoCE: 22% x Iron commercial production o Captive Railway Siding & o Metal capacity surpassed 7 o Listed on NSE & BSE (IPO . 2nd Captive Power 15 MTPA o Commissioning of blast o Net Cash Positive 2 oversubscribed ~121 times) ~ furnace o Commissioned first Ferro o Value-added o Total Capacity – 5.2 MTPA Alloy unit o CRM downstream products Longer Better RoE/RoCE Contracts Debt-Free Growth Engine Higher Lower Stronger EBITDA/Tonne Cyclicality Cash Flow Page 7 Our Track Record ✓ In just 2 decades, SMEL has gone from being outside India’s Top 35 steel producers to becoming the 6th largest steel producer in the cou [Showing first 8,000 characters — download PDF for full document]