NSEInvestor Presentation2d ago · 28 Aug 2026, 05:55 pm

Investor Presentation

JSW Cement Limited · JSWCEMENT

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JSW Cement Limited has informed the Exchange about Investor Presentation, which includes forward-looking statements, company overview, and financial performance.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern2/10
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Market Sentiment5/10

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JSW Cement Limited has informed the Exchange about Investor Presentation

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Cement Limited JSW Centre Opp. MMRDA Ground, Bandra Kurla Complex, Bandra (East), Mumbai ­ 400 051. Tel : +91­22­4286 1000 Fax : 26502001 Website: www.jswcement.in CIN :– L26957MH2006PLC160839 Date: 28.08.2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C­1, Block G, Dalal Street, Fort, Bandra Kurla Complex, Bandra (E), Mumbai 400 001, Mumbai ­ 400 051 Maharashtra, India Maharashtra, India Scrip Code: 544480 Symbol: JSWCEMENT Sub.: Investor Presentation Ref.: Regulation 30 and other applicable provisions of the Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, (“Listing Regulations”) Dear Sir/Madam, Pursuant to Regulation 30 and other applicable provisions of the Listing Regulations, we enclose herewith an Investor Presentation. The above information is also being hosted on the website of the Company at https://www.jswcement.in/investor­presentation.php . Kindly take the same on record. Yours sincerely, For JSW Cement Limited Sneha Bindra Company Secretary and Compliance Officer Investor Presentation August 2026 JSW Cement Investor Presentation –Aug 2026 Forward Looking and Cautionary Statement This presentation contains forward-looking statements within the meaning of applicable securities laws. These statements are based on management's current expectations and assumptions, and are subject to risks and uncertainties that could cause actual results to differ materially. Forward-looking statements include, but are not limited to, projections of financial performance, business strategy, capital expenditures, market conditions, regulatory developments, and otherfactors affecting the cement industry. Words such as "anticipates," "believes," "estimates," "expects," "intends," "plans," "projects," "will," "would," "could," "may," and similar expressions are intended to identify forward-looking statements. These statements reflectmanagement's views as ofthe date of this presentation and are not guarantees offuture performance. Investors are cautioned not to place undue reliance on these forward-looking statements. Actual results may differ materially due to factors such as changes in demand for cement, fluctuations in raw material and energy prices, competition, regulatory changes, environmental considerations, and other risks detailed in the company's filings with the Securities and Exchange Board of India (SEBI) and other regulatory authorities. The company does not undertake any obligation to update orrevise any forward-lookingstatements, exceptas requiredby law. This presentation is current as of the date shown and may be updated at any time without prior notice. It is provided for informational purposes only and should not be construed as an investment advice. None of the Company or any of its affiliates, advisers or representatives accept any liability whatsoever for any loss howsoever arising from any information presented or contained in this presentation. Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. Potential investors must make their own assessment of the relevance, accuracy and adequacy of the information contained in this presentation and must make such independent investigation as they may considernecessaryorappropriate forsuch purpose. JSW Cement Investor Presentation –Aug 2026 JSW Group Presence across core sectors Amongst India’s leading Conglomerates with a turnover of US$25 Bn(1) • India’s largest steel producer with • Power producer with 14.54 GW • India’s 2nd largest Private Ports • Capacity of 24.1 MTPA, growing to ~43 capacity of 33.4 MTPA(2) installed generation capacity operator & Fast growing Logistics MTPA and developing a pan‐India Platform presence • Growing to 50.3 MTPA by FY30 and 63.5 • Targeting 30 GW generation and 40 MTPA(2)by FY32 GWh of energy storage capacity by • 186 MTPA ports capacity, growing to • Lowest CO emission intensity in the 2030 400 MTPA by 2030 cement industry • Market Cap of ~US$ 33.4bn • Market Cap of ~US$ 11.1bn • Market Cap of ~US$ 8.3bn • Market cap of ~US$ 1.9bn Mobility Other Business lines • Premium presence in decorative • 35% stake in JSW MG Motor India, 2nd • One of India’s leading integrated B2B segment with global brand 'Dulux’ largest EV passenger vehicle seller in e‐commerce platforms India • Leadership in industrial coatings across • Offers building material products, Sports Coil, Automotive, Marine, Protective & • Plan to build India’s largest NEV (New logistics and credit solutions Packaging segments Energy Vehicle) complex • Achieved ₹18,596 Cr GMV in FY26, • Aim to be top 3 paint company in India; • Targeting 360k of PV and 100k of CV and EBITDA profitability in Q4 FY26 targeting 800,000 KLPA capacity by FY31 capacity by 2030 JSW Cement Investor Presentation –Aug 2026 (1) As of FY26 (2) Further 4.5MTPA capacity in Joint Venture currently, growing to 16MTPA by FY32 (3) Market cap as of 10 Aug2026 Agenda About Growth JSW Cement Strategy 05 13 Financial Performance Sustainability, Awards Q1 FY27 & Recognitions 19 31 JSW Cement Investor Presentation –Aug 2026 About JSW Cement Nandyal Integrated Unit JSW Cement: Snapshot(1) 24.10 MTPA 9.74 MTPA South, West, East & 1 Scaled Capacity with Multi-Region Footprint Grinding Capacity across Clinker Capacity across North India & UAE 8 Units 4 Units Geographic Presence Among India’s Fastest Growing 14.7% (2) 14.2% (2) 15.6% (2) Cement Manufacturers Grinding Capacity CAGR Sales Volume CAGR Operating EBITDA CAGR Limestone BF Slag Clinker 3 Integrated Manufacturing Set-up 13 mines, 1.3 bn+ MT reserves Long‐term Contracts Fully Self sufficient in Indian operations 100% BF Slag Content India’s Single Largest 5.78 MMT | 41% ~84% (3) Gives Strength and Manufacturer of GGBS GGBS %of Total Volume Sold All‐India GGBS Market Share Durability to RMC Low CO Emission Intensity and 268 kg/ton 51% Green Cementitious Products as Sustainable Products Lowest in Indian industry Clinker to Cement Ratio % of Total Volume Sold Extensive Sales and Distribution 6 9,800+ 7,500+ 51% Network Active Dealers Direct Customers Trade Share in Cement Visionary Promoters 7 Group Synergies JSW Brand Strong Corporate Lineage of JSW Group One of India’s leading Raw material, Power, Logistics Customer Loyalty + Trust Conglomerates JSW Cement Investor Presentation –Aug 2026 (1) Data as of FY26 (2) CAGR for the period FY16‐FY26 (3) Company estimate JSW Cement: Our Journey FY06 FY09 FY13 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY25 Present Grinding Cap. (MTPA) 0.59 5.49 7.99 11.59 12.79 13.39 14.11 14.55 16.30 20.60 24.10 Incorporation Clinker Cap. (MTPA) - 2.00 2.26 2.26 2.26 3.25 3.30 3.30 5.12 6.44 9.74 Strategic Full Backward Phased Regional Efficient Scale-up led acquisitions to Prudent Capital Integration with Market Entry by Grinding Units strengthen Raising Clinker Units Limestone Reserves • FY 2009‐12: South • FY 2017: South region •FY 2013: Nandyal •FY 2017: Shiva Cement •FY 2018: Rs500 cr. Expansion integrated unit (South) (East region) Rights Issue by • FY 2015: West Promoters • FY 2018: West region •FY 2020: FZC clinker •FY 2023: SMPL Mine • FY 2018: East expansion unit (West) (Central region) •FY 2022: Rs1,600 cr. • FY 2026: North PE investment •FY 2023: Shiva clinker • FY 2021: East region unit (East) •FY 2026: Rs1,600 cr. expansion IPO primary issue JSW Cement Investor Presentation –Aug 2026 JSW Cement: Strategically Located Manufacturing Footprint Manufacturing Footprint Multi-regional presence (MTPA) Region Grinding Capacity Clinker Capacity South 11.00 2.81 2.31 MTPA West 4.50 2.31(1) Fujairah (Clinker unit) East 6.10 1.32 1.32 MTPA Shiva Cement 2.50 MTPA (Clinker unit) North 2.50 3.30 Nagaur (Integrated Unit) Total 24.10 9.74 UAE 3.60 MTPA Salboni 1.0 MTPA (Grinding) Diversified Product Mix (FY26) Sambalpur (Grinding) (2) 1.50 MTPA Jajpur (Grinding) 4.50 MTPA Dolvi 4.20 MTPA 41% Grindi [Showing first 8,000 characters — download PDF for full document]