Slide 1: Exchange intimation letter for Q1FY26 earnings presentation
06th August, 2025 BSE Limited National Stock Exchange of India Ltd. Corporate Relationship Department, Exchange Plaza, 5th Floor, 1st Floor, New Trading Ring, Plot no. C/1, G Block Rotunda Building, P J Towers, Bandra-Kurla Complex, Bandra (E), Dalal Street, Fort, Mumbai – 400 001 Mumbai-400051 Ph.
Slide 2: Jindal Stainless Ltd Q1 FY26 Earnings Presentation
JINDAL STAINLESS LTD Q1 FY26 Earnings Presentation August 06, 2025
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which has been prepared by Jindal Stainless Limited (referred to “respective company (ies)”) for this joint earning presentation, are purely for information purposes only and is not, and is not intended to be, an offer, o
Slide 4: Operational and Financial Performance
Operational and Financial 3 Performance
Slide 5: Key Financials Highlights
Key Financials Highlights Sales Composition – Q1 FY26 Sales Volume (‘000 MT*) Export 643 9% 626 578 Domestic 91% Q1 FY25 Q4 FY25 Q1 FY26 Shift (%) QoQ: -3% YoY: 8% Note: Standalone Sales Volume 4 MT- Metric Ton
Slide 6: Key Financials Highlights-Standalone
Key Financials Highlights-Standalone Net Revenue EBITDA 10,786 10,341 9,585 1,004 1,048 890 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Shift (%) QoQ: -4% YoY: 8% Shift (%) QoQ: 18% YoY: 4% PAT 925 642 578 Q1 FY25 Q4 FY25 Q1 FY26 Shift (%) QoQ: -31% YoY: 11% 5 Note: All figures in INR crore unle
Slide 7: Key Financials Highlights-Consolidated
Key Financials Highlights-Consolidated Net Revenue EBITDA 9,430 10,198 10,207 1,212 1,310 1061 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Shift (%) QoQ: 0% YoY: 8% Shift (%) QoQ: 23% YoY: 8% PAT 715 646 590 Q1 FY25 Q4 FY25 Q1 FY26 Shift (%) QoQ: 21% YoY: 11% 6 Note: All figures in INR crore unl
Slide 8: External Debt & Key Ratios
External Debt & Key Ratios As on As on As on Mar'25 Jun'25 Borrowings June March March (Consolidated) 0.9 2025 2025 2024 0.8 Debt Long term debt 4,920 5,169 5,222 Short term debt 1,078 1,107 704 0.2 0.2 Total Debt 5,998 6,275 5,926 Cash & Bank 2,128 2,284 1,992 balances Net Debt/Equity Net Debt/EBIT
Slide 9: JUSL Performance
JUSL Performance EBITDA Interest Cost 192 171 172 45 46 43 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 PAT Net Debt 82 1,731 1,739 65 69 1,450 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 All figures in INR. crore unless stated otherwise 8
Slide 10: Market Update
Market Update Railways – wagons, coaches metros Infrastructure • Stable coach demand in Q1 FY26, driven Process Industry by Amrit Bharat, Vande Bharat • Stainless steel usage in infrastructure— trainsets, and Indian Railways' shift particularly in flyovers, ROBs, and FOBs • Oil & Gas, Power, and Wat
Slide 11: Key Raw Materials- Price trend
Key Raw Materials- Price trend Nickel (USD/MT) 22,308 20,401 17,288 18,413 16,589 16,259 16,038 15,571 15,166 Q1 FY24 Q2 FY24 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Note: Average quarterly prices; Source: LME Ferrochrome (INR/MT) 116,715 110,071 109,588 108,223 108,015 107,473 107,1
Slide 12: Q1 FY26 Earnings call
CORPORATE ACCESS Q1 FY26 Earnings call Conference Call Jindal Stainless Limited Conference call to discuss results for Q1FY26 Thursday, 07 Aug 2025, 04:00 PM IST Please dial in at 03:55 PM IST Represented by: • Mr. Abhyuday Jindal - Managing Director • Mr. Tarun Kumar Khulbe - CEO,CFO & Whole Time D
Slide 13: Annexure
Annexure 12
Slide 14: Abridged P&L Statement (Standalone)
Abridged P&L Statement (Standalone) YoY QoQ Particular (Rs. crore) Q1FY26 Q1FY25 Q4FY25 FY25 Change (%) Change (%) Revenue from operations 10,341 9,585 8% 10,786 (4%) 40,182 Total Expenditure 9,293 8,581 8% 9,895 (6%) 36,276 EBITDA 1,048 1,004 4% 890 18% 3,905 Other Income 103 60 72% 359 (71%) 639 F
Slide 15: Abridged P&L Statement (Consolidated)
Abridged P&L Statement (Consolidated) YoY QoQ Particular (Rs. crore) Q1FY26 Q1FY25 Q4FY25 FY25 Change (%) Change (%) Revenue from operations 10,207 9,430 8% 10,198 0% 39,312 Total Expenditure 8,897 8,218 8% 9,137 (3%) 34,646 EBITDA 1,310 1,212 8% 1,061 23% 4,667 Other Income 69 51 36% 94 (27%) 291 F
Slide 16: Shareholding Pattern
Shareholding Pattern Floating Stock % FII 21.3% Promoters Other 61.1% 38.9% Retails & others 10.6% DII 7.1% 15 Shareholding pattern for the period ended 30th June 2025
Slide 17: Contact Us
Contact Us About Us: India’s leading stainless-steel manufacturer, Jindal Stainless, had an annual turnover of INR 40,182 crore (USD 4.75 billion) in FY25 and is ramping up its facilities to reach 4.2 million tonnes of annual melt capacity in FY27. It has 16 stainless steel manufacturing and process
Slide 18: Thank You
Thank You 17