Essar Shipping Limited. · NSE:ESSARSHPNG
Essar Shipping — Essar — Investor Presentation (January 2026)
44 slides from Essar Shipping's investor presentation, January 2026
Slide 1: Conglomerate of Ecosystems
Conglomerate of Ecosystems blueprint of a green vision January 2026
Slide 2: Essar
Essar Energy An integrated Group in core sectors; • investing globally with the spirit of an entrepreneur, • building assets with passion of an owner, & • managing business with discipline of a professional Infrastructure Be a conglomerate of ‘green ecosystems’, through: • future centric and value a
Slide 3: DNA
DNA Expertise Entrepreneurship Experience Creating Value Building Assets Realising Value Essar has invested in a portfolio Strategic investments in setting up Monetized assets; Depicts quality of world-class companies across world-class facilities in Steel, of assets built sectors and geographies Po
Slide 4: Footprint: Size & Scale
Footprint: Size & Scale Value US$ 8.6bn* US$ 342.2 mn US$ 4,405 mn US$ 2,637 mn US$ 1,262.4 mn *Kroll valuation report as of March 2025 Energy Infrastructure & Logistics Metals & Mining Technology & Retail 4
Slide 5: Investment Themes
Investment Themes DECARBONISATION DECENTRALISATION DIGITALISATION Energy transition, climate Infrastructure for a shared Technology & Retail and smart, sustainable mining & economy, and to create a more leveraging AI to create green steel initiatives to reduce efficient system that reduces cutting-e
Slide 6: Investment Objectives
Investment Objectives Transition existing seed assets to ‘green assets’ for a post carbon economy Transform sectors with investment in new age resources within the ‘ESG’ framework INFRASTRUCTURE ENERGY Create logistics network, and platforms by leveraging technology Delivering cleaner/greener energy
Slide 7: Conglomerate of Ecosystems
Conglomerate of Ecosystems Building Green Ecosystems of: ▪ Hydrogen along with decarbonisation initiatives for creating a sustainable industrial economy. ▪ Mobility by innovating logistics for eco- friendly transportation. ▪ Steel through supply chain decentralization by transforming mineral resourc
Slide 8: Hydrogen Ecosystem
Hydrogen Ecosystem Production and Supply Side Environmental Impact EET Hydrogen Facility (UK): Hydrogen Production, Power Generation and Carbon Capture: • Establishment of UK’s first hydrogen production facility & world’s first hydrogen fired • Investments to generate 350 GW of hydrogen & hydrogen f
Slide 9: Green Mobility Ecosystem
Green Mobility Ecosystem Current Need: Decarbonisation Integrated Ecosystem Global Urgency: An integrated ecosystem driving India’s transport decarbonisation: ▪ A transition to a decarbonized world is imminent ▪ Blue Energy Motors is supplying and servicing heavy-duty trucks to Greenline and ▪ Trans
Slide 10: Portfolio
Portfolio Energy Infrastructure Metals & Mining Technology & Retail - Essar Energy Transition (EET) - Essar Ports - Mesabi Metallics Co, US - Green Mobility - Essar Oil & Gas Exploration & - Essar Power - Green Steel Arabia, KSA - Black Box Production Limited (EOGEPL) - Essar Projects - Essar Minmet
Slide 11: Governance & Management
Governance & Management Board Composition Group Monitoring Committee All operating companies have Board of Directors comprising of: • Approve strategic and new investments for portfolio companies. • Executive Directors • Review Annual Business Plans (ABPs) and monitor portfolio companies. • Ensure m
Slide 12: Leadership – Group Monitoring Committee
Leadership – Group Monitoring Committee Sh. Shashi Ruia (23.12. 1943 - 25.11.2024) Founder & Chairman Emeritus Sh. Ravi Ruia Co-Founder & Chairman Prashant Ruia Anshuman Ruia Smiti Kanodia Rewant Ruia Member – Founding Family Member – Founding Family Member – Founding Family Member – Founding Family
Slide 13: Essar Foundation
Essar Foundation 2,000,000 155,000 Meals Medical Supplies 700,000 Essar Foundation has a rich heritage Sanitary Napkins of 50 years of service across Pan-India; in health, education, livelihood, women empowerment, sports, environment and infrastructure. The Foundation has always stood by the nation
Slide 14: Avid Learning
Avid Learning India’s Pioneering Cultural Programming Platform Essar’s cultural philanthropy arm, with firmly entrenched in India’s cultural ecosystem; Founded in 2009, Avid Learning is one of Mumbai’s leading public programming platform. Avid Learning has gained a reputation for curating thought-pr
Slide 15: Appendix- Portfolio Assets
Appendix- Portfolio Assets
Slide 16: Energy
Energy
Slide 17: Energy
Energy EET Hydrogen E&P EET Fuels EET Retail Stanlow Terminal & H2 Power India, Vietnam UK UK UK UK Diversified resources; To become World’s First UK’s first and Largest To become UK’s largest fuels storage exploring greener fuels Green Fuel Refinery; Low Carbon H2 producer UK’s Leading Low facility
Slide 18: Exploration & Production
Exploration & Production Geographically diversified E&P portfolio with proven prospects Essar Exploration and Production Ltd (EEPL) holds geographically diversified conventional and unconventional assets portfolio with significant prospects Global E&P exposure Production Ramp up along with Fuel and
Slide 19: Essar Oil & Gas Exploration & Production Ltd
Essar Oil & Gas Exploration & Production Ltd To contribute 5% of India’s Natural gas production by 2030 Overview ❑ Pioneer of UHC: Pioneer of Unconventional Hydrocarbon Development in India since the 1990s. $103 mn+ $77 mn+ $600 mn+ Revenue EBITDA Invested Successfully completed Exploration & Develo
Slide 20: Essar Future Energy
Essar Future Energy On path to become India’s first & largest integrated green molecules manufacturing complex Overview ❑ Significant scale: Building the largest biofuels facility in India; ~1,000 KTPA capacity for SAF and $500mn+ $1.8bn+ $270mn+ Total capex Runrate Runrate HVO in Phase 1; COD expec
Slide 21: EET - Fuels
EET - Fuels To become World’s First Green Refinery – 95% CO2 reduction The Essar Energy Transition Opportunity . World’s first green refinery - 95% CO2 reduction by FY31 ❑ EOUK’s main asset is Stanlow refinery (11mtpa - 16% of UK’s road fuel demand), one of the most advanced refineries in Europe (to
Slide 22: EET – Hydrogen & H2 Power
EET – Hydrogen & H2 Power World’s Leading Low Carbon Hydrogen plant & H2 fired power plant Overview . – Flow Sheet ❑ Catalyst of UK’s Low Carbon Hydrogen Economy EOUK EET Hydrogen ▪ EET Hydrogen & H2 Power: Project has received government approval Drygas for CfD (Contract for Difference) mechanism f
Slide 23: EET – Stanlow Terminals
EET – Stanlow Terminals UK’s largest bulk liquid storage facility; expanding capacity with focus on 3rd Parties Overview . – Focus on Third Party businesses ❑ UK’s largest independent bulk liquid storage terminal ▪ 2 business segments: Essar Oil storage capacity & Third-party business ▪ 3m m3 total
Slide 24: EET - Retail
EET - Retail To become UK’s leading Low Carbon Fuel Retailer Overview . – Driving Community Convenience ❑ To become one of the leading Low Carbon Fuel Retailer in the UK ❑ EET Retail has strong growth plans ▪ 300+ retail sites by FY31 ❑ Each retail outlet is expected to sell 3mn litres p.a. ▪ Total
Slide 25: Infrastructure
Infrastructure A | |
Slide 26: Infrastructure
Infrastructure Essar Power Essar Ports Essar Projects Essar Shipping & OGD Services Canada / India India Global India Focused on One of the fastest Leading EPC Engaged in offshore and transitioning into growing private company delivering onshore oil field drilling sustainable energy sector port & in
Slide 27: Essar Power
Essar Power Harmonizing baseload thermal with new green energy sources, to power a cleaner, brighter future ! Overview ❑ Current Businesses: ▪ Essar Power Gujarat Limited (EPGL): A 2 x 600 MW imported coal based power plant $ 210 mn+ $ 26 mn+ $ 5.7 Bn+ Revenue EBITDA Capex Outlay with sub-critical t
Slide 28: Essar Renewables
Essar Renewables Leading renewable energy platform focused on round the clock power Overview FY30E ▪ Essar Renewable Limited (ERL) is building a renewable energy platform to provide round the clock power through a mix of 8+ GW $800mn $6.5bn ▪ Wind Solar and wind ▪ Solar, and Run-rate EBITDA(1) CAPEX
Slide 29: Essar Ports
Essar Ports Extensive experience and high growth with focus on energy transition and sustainability Vision: To be one of the fastest growing port operator, driving sustainable growth and innovation while providing efficient and reliable logistics solutions Overview FY30E ▪ Essar Ports is developing
Slide 30: Essar Projects
Essar Projects To become World’s leading EPC Company by 2030 Overview ❑ Ongoing EPC Projects $40 mn+ $16 mn+ $11 bn+ ▪ Across Oil & Gas, Minerals & Metals, and Infrastructure sectors in India, Middle- Revenue EBITDA Total projects size East, Africa & SE Asia for KIPIC, TOTAL, Dangote, PNG Govt., Bah
Slide 31: Metals & Mining
Metals & Mining A [Bi pe
Slide 32: Metals & Mining
Metals & Mining Green Steel Arabia Essar Minmet Mesabi Metallics Askaf Iron Saudi Arabia India USA Mauritania Largest flat Green steel complex across Leading environment friendly pellet World class pellet facility at Nashwauk, Greenfield high quality DR iron ore feed entire MENA region. plant Minnes
Slide 33: Green Steel Arabia – Essar's 5 MTPA Flat Green Steel Project
Green Steel Arabia – Essar’s 5 MTPA Flat Green Steel Project To become MENA region’s First Green Steel Complex – by 2030 Building the Green Steel Benchmark in Saudi Arabia $ 2.6 Bn+ $ 0.8 Bn $ 4.5 Bn ❑ 5 Million Tonnes of Premium Grade Flat Steel project underdevelopment in Ras Al-Khair, to cater to
Slide 34: Essar Minmet
Essar Minmet To lead the transformation of the supply chain for green and sustainable steel Overview ❑ Essar Minmet Limited (EML) is setting up a 7 MTPA Integrated Pellet Plant in split location $1.1 Bn $380 Mn $850 Mn in Odisha, India Revenue EBITDA Capex (as per (projected) (projected) TEFR) ❑ Ben
Slide 35: Mesabi Metallics
Mesabi Metallics To lead the Green Steel Transition by 2030 Overview $1.9 bn+ <0.3 mn ❑ Mesabi’s Under Construction Taconite Mining and DR pellet project $2.1 bn+ Additional tons ▪ Essar has provided substantial financial support through both equity and Invested till date Planned of CO2 per ton of s
Slide 36: Askaf Iron
Askaf Iron High Quality Pellet Feed enabling High Grade Steel Production Overview ❑ Underdevelopment Iron Ore Mine in Mauritania, Africa $0.8 bn+ 7.5 MTPA End 2028 Planned Expected ▪ Essar has full ownership control for developing the project Project Cost Production commercial ops ▪ Low-cost operati
Slide 37: Tech & Retail
Tech & Retail
Slide 38: Tech & Retail
Tech & Retail Black Box Green Mobility Pluckk Global India India Global Digital Infrastructure A fully Integrated Green Mobility Company India’s First Fresh FMCG and Integrator Fruits & Vegetables (FnV) brand Blue Energy Motors – India’s first LNG and Global Presence: battery-swapping EV heavy-duty
Slide 39: Black Box
Black Box Powering enterprise digital transformation with an aim to reach $2bn by FY29 Overview $706mn $63mn $24mn FY25 Revenue FY25 EBIDTA FY25 PAT ❑ Black Box (BSE: 500463/NSE: BBOX) is a global digital infrastructure integrator delivering network and system integration, managed services, and tech
Slide 40: Green Mobility – Blue Energy Motors
Green Mobility – Blue Energy Motors Engineering next-generation heavy-duty trucks that are cleaner, smarter and future-ready – aiming for a 20,000+ truck production by FY28 Overview ~1,000 ~$16mn ~$3mn ❑ Established in 2020, BEM is revolutionizing the heavy-duty truck market by introducing No. of gr
Slide 41: Green Mobility – Greenline Mobility Solutions
Green Mobility – Greenline Mobility Solutions Decarbonizing India’s logistics with a 10,000-truck fleet by FY29, empowering customers to go green at diesel-comparable costs Overview ~720 ~$35mn ~$3mn ❑ Established in 2021, India’s largest sustainable logistics provider No. of green trucks FY25 Reven
Slide 42: Green Mobility – Ultra Gas & Energy
Green Mobility – Ultra Gas & Energy On track to create India’s largest retail network with 50 LNG stations by FY28 Overview 6 ~$6.3mn ~$4.2mn ❑ Building India’s largest retail outlet (RO) network for LNG and Hydrogen (in future) Operational ROs FY25 Revenue FY25 Capex as of Nov’25 ❑ Current Business
Slide 43: Pluckk
Pluckk To build fresh food FMCG unicorn with revenue of over $100mn and 10% EBITDA by FY28 Overview ❑ Pluckk is India’s First Fresh FMCG and Fruits & Vegetables (FnV) brand with a portfolio spanning juices, frozen berries, protein bars, smoothies, noodles, soups, meal-replacement kits ~$10mn ❑ Stren
Slide 44: Thank You #GreenBlueprint
Thank You #GreenBlueprint Disclaimer: Strictly confidential and Privileged This presentation is for information purposes only. Although we have endeavored to accurately provide all information in this presentation, we make no representation or warranty, express or implied, in any manner whatsoever in