Jindal Saw Limited · NSE:JINDALSAW
Jindal Saw — Q3 FY2026 Earnings Presentation
19 slides from Jindal Saw's earnings presentation, Jan 16, 2026
Slide 1: Stock exchange filing cover letter
January 16, 2026 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 cod
Slide 2: Financial Highlights - Q3 FY26 Results
FINANCIAL HIGHLIGHTS- Q3 FY26 RESULTS January 16, 2026
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
Financial Highlights 3
Slide 5: Q3 FY26 Standalone Results Highlights
Q3 FY26 Standalone Results Highlights Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 9M FY26 9M FY25 FY25 Particulars (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) Unaudited Unaudited Unaudited Unaudited Unaudited Unaudited Audited Total Income (#)
Slide 6: Quarterly Financial Performance Trends – Standalone
Quarterly Financial Performance Trends – Standalone (Rs. In Mio.) Revenue EBITDA* EBITDA Margin (%) ** 45,209 44,495 19.5 41,570 19.2 33,268 34,091 16.8 12.7 8,821 9.8 8,563 5,596 5,271 3,349 31 Dec '24 31 Mar '25 30 Jun '25 30 Sep '25 31 Dec '25 31 Dec '24 31 Mar '25 30 Jun '25 30 Sep '25 31 Dec '2
Slide 7: Order Book Position (Standalone)
Order Book Position (Standalone) The current order book for Pipes and Pellets is ~ US$ 1,481 million Iron & Steel Pipes For Q3 FY26, the Company reported order book of ~ $ 1,481 million for Iron & Steel Pipes and Pellets. Iron & Steel Pipes account for ~ $ 1,442 million and Pellets for ~ $ 39 millio
Slide 8: Operational Highlights - Standalone Q3 FY26
Operational Highlights - Standalone Q3 FY26 Production Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 9M FY26 9M FY25 FY25 ~MT ~MT ~MT ~MT ~MT ~MT ~MT Iron & Steel Pipes 3,89,000 2,93,000 4,11,000 4,42,000 10,92,000 13,06,000 17,04,000 Pellets 3,21,000 4,07,000 3,74,000 4,18,000 11,02,000 12,63,000 16,50,000 Sales
Slide 9: Q3 FY26 Consolidated Results Highlights
Q3 FY26 Consolidated Results Highlights Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 9M FY26 9M FY25 FY25 Particulars (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) (Rs in Million) Unaudited Unaudited Unaudited Unaudited Unaudited Unaudited Audited Total Income (#
Slide 10: Quarterly Financial Performance Trends – Consolidated
Quarterly Financial Performance Trends – Consolidated (Rs. In Mio.) Revenue EBITDA* EBITDA Margin (%)** 52,933 50,675 49,630 18.2 16.8 41,030 42,640 14.9 11.3 12.7 9,614 7,571 (#) 6,883 6,322 4,816 31 Dec '24 31 Mar '25 30 Jun '25 30 Sep '25 31 Dec '25 31 Dec '24 31 Mar '25 30 Jun '25 30 Sep '25 31
Slide 11: Update on Debt Position – Institutional Debt
Update on Debt Position – Institutional Debt Total Debt Break-up (Standalone) Particulars (Rs. In million) As on Dec 31, As on Sept 30, (Rs. In Mio) 2025 2025 Standalone Debt 31,538 33,104 33,311 33,104 31,538 30,881 Long Term Debt 5,339 5,536 23,835 Net Short Term/Working Capital Debt 26,199 27,568
Slide 12: Corporate Updates
Corporate Updates 11
Slide 13: Key Corporate Updates
Key Corporate Updates Update on UAE & KSA Projects Seamless Pipe Facility, Abu Dhabi (UAE): Jindal Saw's wholly-owned step-down subsidiary, Jindal Seamless Pipe Manufacturing LLC, has been incorporated to establish a seamless pipe manufacturing facility in the KEZAD Economic Zone, Abu Dhabi, UAE. In
Slide 14: Outlook
Outlook 13
Slide 15: Macro growth drivers (1/2)
Macro growth drivers (1/2) Infrastructure Oil and Gas Sector Development Expansion o Emphasis on infrastructure development by GOI o Vast domestic opportunity being anchored by attractive policies to contain overseas dependency. FY26 has across water (Jal Jeevan Mission, pipelines), and seen higher
Slide 16: Macro growth drivers (2/2)
Macro growth drivers (2/2) Investment in water infrastructure Government Policy projects and wastewater Support & Initiatives management systems o Extended upto 2028, the Jal Jeevan Mission aims to achieve universal provision of tap water connection to rural o Government initiatives and households,
Slide 17: 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 18: 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 19: Thank You
THANK YOU 5) JINDAL SAW LTD. sinbaL TOTAL PIPE SOLUTIONS