Jindal Saw Limited · NSE:JINDALSAW
Jindal Saw — Q1 FY26 Earnings Presentation
20 slides from Jindal Saw's earnings presentation, Aug 5, 2025
Slide 1: Cover letter to BSE and NSE on Q1 results
August 05, 2025 BSE Limited National Stock Exchange of India Limited, Corporate Relation Department Listing Department, 1st Floor, New Trading Ring Exchange Plaza, Rotunga Building Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street, Bandra (East) Mumbai - 400 001 Mumbai – 400 051 Stock code
Slide 2: Financial Highlights Q1 FY26 Results
FINANCIAL HIGHLIGHTS Q1 FY26 RESULTS Tuesday, August 5, 2025
Slide 3: Disclaimer
Disclaimer Statements made during today’s discussion and those contained in this document could constitute “forward looking statements” including, without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to our future business developments
Slide 4: Financial Highlights
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Slide 5: Q1 FY26 Result Highlights (Standalone)
Q1 FY26 Result Highlights (Standalone) Q1 FY26 Q1 FY25 FY25 Particulars Change (%) (Rs in Million) (Rs in Million) (Rs in Million) Unaudited Unaudited Audited Total Income (#) 33,268 44,171 -25% 1,81,777 EBITDA 5,596 8,422 -34% 34,558 Financial Costs (#) 1,310 1,220 4,884 Depreciation 1,216 1,189 4,
Slide 6: Quarterly Financial Performance Trends – Standalone
Quarterly Financial Performance Trends – Standalone (Rs. In Mio.) Revenue EBITDA* EBITDA Margin (%) ** 18.3 19.5 47,902 19.1 19.2 44,171 45,209 44,495 33,268 16.8 8,422 8,751 8,821 8,563 5,596 30 Jun '24 30 Sep '24 31 Dec '24 31 Mar '25 30 Jun '25 30 Jun '24 30 Sep '24 31 Dec '24 31 Mar '25 30 Jun '
Slide 7: Operational Highlights - Standalone Q1 FY26
Operational Highlights - Standalone Q1 FY26 Production Q1 FY26 Q1 FY25 % Change ~ YoY FY25 ~MT ~MT ~MT Iron & Steel Pipes 3,89,000 4,39,000 -11% 17,04,000 Pellets 3,21,000 4,26,000 -25% 16,50,000 Sales Q1 FY26 Q1 FY25 % Change ~ YoY FY25 ~MT ~MT ~MT Iron & Steel Pipes 3,26,000 4,00,000 -19% 16,98,00
Slide 8: Order Book Position (Standalone)
Order Book Position (Standalone) The current order book for pipes and pellets is ~ US$ 1,305 million Iron & Steel Pipes During Q1 FY26, the Company reported order book of ~ $ 1,305 million for iron & steel pipes and pellets. Iron & steel pipes account for ~ $ 1,295 million and pellets for ~ $ 10 mil
Slide 9: Q1 FY26 Result Highlights (Consolidated)
Q1 FY26 Result Highlights (Consolidated) Q1 FY26 Q1 FY25 FY25 Particulars Change (%) (Rs in Million) (Rs in Million) (Rs in Million) Unaudited Unaudited Audited Total Income (#) 41,030 49,848 -18% 2,09,478 EBITDA 6,883 8,853 -22% 35,482 Financial Costs 1,711 1,542 6,235 Depreciation 1,533 1,481 6,02
Slide 10: Quarterly Financial Performance Trends – Consolidated
Quarterly Financial Performance Trends – Consolidated (Rs. In Mio.) Revenue EBITDA* EBITDA Margin (%)** 56,023 52,933 49,848 50,675 17.8 16.9 18.2 16.8 41,030 14.9 8,853 9,445 9,614 7,571# 6,883 30 Jun '24 30 Sep '24 31 Dec '24 31 Mar '25 30 Jun '25 30 Jun '24 30 Sep '24 31 Dec '24 31 Mar '25 30 Jun
Slide 11: Update on Debt Position – Institutional Debt
Update on Debt Position – Institutional Debt As on Jun 30, As on Mar 31, Total Debt Break-up (Standalone) Particulars (Rs. In million) (Rs. In Mio) 2025 2025 Standalone Debt 30,881 23,835 39,916 34,114 33,311 30,881 Long Term Debt 23,835 5,778 8,516 25,159 22,260 24,009 15,319 25,103 Net Short Term/
Slide 12: Corporate updates
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Slide 13: New Projects announcements- UAE & KSA
New Projects announcements- United Arab Emirates (UAE) & Kingdom of Saudi Arabia (KSA) In June 2025, Company announced following projects in UAE & KSA a) Seamless Pipe Manufacturing Facility in Abu Dhabi (UAE) : ▪ To set up a 300,000 tons per annum (TPA) capacity Seamless Pipe Manufacturing Facility
Slide 14: Key corporate updates
Key corporate updates Credit Rating In July 2025, CARE Ratings has reaffirmed “CARE A1+ (A One Plus)” for Short-term debt facilities including commercial paper and “CARE AA (Outlook “Stable”) for Long-term debt facilities. In October 2024, Brickwork Ratings has reaffirmed “BWR AA with Stable Outlook
Slide 15: Outlook
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Slide 16: Macro growth drivers (1/2)
Macro growth drivers (1/2) o GoI’s strong focus on infrastructure development across sectors like water (Jal Jeevan Mission, pipelines), and energy (oil Infrastructure & gas pipelines, power plants) Development ▪ Smart Cities Mission and the AMRUT program focus on upgrading urban infrastructure o Ra
Slide 17: Macro growth drivers (2/2)
Macro growth drivers (2/2) o Extended upto 2028, the Jal Jeevan Mission aims to achieve universal provision of tap water connection to rural households, quality improvement of infrastructure, water source sustainability and greywater management o Swachh Bharat Mission-Gramin aims to transform all vi
Slide 18: Jindal Saw: Way forward
Jindal Saw: Way forward Consolidate leadership Leverage deep-routed position by tapping relationships to Business incremental maintain healthy Focus on specialized Disciplined financial diversification opportunities order book position offerings outcome To have To benefit from To sustain order To dr
Slide 19: About Us
About Us Jindal Saw (NSE – JINDALSAW, BSE - 500378) has a business model that is well diversified in terms of strategic locations, markets, products, industries, and customers. The business model is designed to create a hedge against simultaneous risks and adverse macros, which For more information,
Slide 20: Thank You
THANK YOU 5) JINDAL SAW LTD. sinbaL TOTAL PIPE SOLUTIONS