Jain Irrigation Systems Limited · NSE:JISLDVREQS

Jain Irrigation Systems — Q2 FY26 Earnings Presentation

28 slides from Jain Irrigation Systems's earnings presentation, Oct 30, 2025

  1. Slide 1: Investor Presentation Q2 & H1 FY26

    Investor Presentation Q2 & H1 FY26 30-October-2025 “Leave this world better than you found it” Shri. Bhavarlal H. Jain (1937-2016) Founder 1

  2. Slide 2: About the Company

    About the Company • Jain Irrigation Systems Ltd (JISL), with its Corporate Mission "Leave this world better than you found it" is a diversified entity with turnover of close to US$750 million ₹57.8Bn Consolidated Revenues • JISL has done pioneering work in water-management through Micro 31st March,

  3. Slide 3: Touching lives in more than one way

    Touching lives in more than one way DRIP SPRINKLER PRECISION TISSUE SOLAR AGRI IRRIGATION IRRIGATION FARMING CULTURE PUMP Lorem ipsum dolor sit amet, consectetur adipiscing elit. PVC PIPES & PE PIPE & PLUMBING DRINKING PLASTIC FITTINGS FITTINGS SYSTEMS WATER SOLUTION SHEETS Lorem ipsum dolor sit ame

  4. Slide 4: Unique, Well Diversified, Fully Integrated Agri Value Chain Business

    Unique, Well Diversified, Fully Integrated Agri Value Chain Business Hi-Tech Agri Plastic ► Drip & Sprinkler Systems, Precision ► PVC Pipes, fittings, Polyethylene Pipes Hi-tech Farming Advisory including green, poly Agri Turnkey Projects, PVC Sheets houses and Solar Agri Pump Inputs ► Catering to A

  5. Slide 5: Consolidated Performance: Q2 FY26

    Consolidated Performance : Q2 FY26 All figures in ₹ million Revenue Revenue EBITDA 15,000 2,000 INR in million Plastic 4,419 14,000 696 INR in million Agro/Foo 30.9% 385 1,800 309 d 5,157 13,000 36.0% 1,323 14,323 1,600 49 1,992 12,000 247 11,000 11,919 1,400 10,000 1,387 1,200 Revenue Hi-Tech Plast

  6. Slide 6: Consolidated Performance: H1 FY26

    Consolidated Performance : H1 FY26 All figures in ₹ million Revenue Revenue EBITDA 30,000 Plastic 625 INR in million Agro/Food 4,200 29,000 INR in million 9,520 9,735 182 28,000 2,639 3,900 32.0% 32.7% 29,780 378 27,000 3,600 26,000 526 67 4,012 26,698 3,300 25,000 3,175 Hi-Tech Agri Revenue Hi-Tech

  7. Slide 7: Standalone Performance: Q2 FY26

    Standalone Performance : Q2 FY26 All figures in ₹ million Revenue Revenue EBITDA Plastic 8,000 INR in million 2,161 1,100 10 INR in million 31.3% 7,000 1,000 1,338 176 900 322 Hi-Tech Agri 6,000 6,913 800 1,076 4,752 5,751 700 5,000 744 68.7% 600 Revenue Hi-Tech Plastic Revenue Q2FY25 Q2FY26 EBITDA

  8. Slide 8: Standalone Performance: H1 FY26

    Standalone Performance : H1 FY26 All figures in ₹ million Revenue Revenue EBITDA 17,000 2,500 INR in million INR in million Plastic 891 16,000 2,300 5,561 2,677 64 34.5% 15,000 2,100 561 16,105 2,310 Hi-Tech Agri 14,000 1,900 14,320 10,544 13,000 1,700 1,813 65.5% Revenue Hi-Tech Plastic Revenue EBI

  9. Slide 9: Financial Performance: Consolidated

    Financial Performance : Consolidated All figures in ₹ Million Particulars 2QFY26 2QFY25 YoY change H1FY26 H1FY25 YoY change Revenue 14,323 11,919 20.2% 29,780 26,698 11.5% Hi-Tech 4,747 3,424 38.6% 10,525 7,886 33.5% Plastic 4,419 4,034 9.5% 9,520 9,702 -1.9% Agro Processing 5,157 4,461 15.6% 9,735

  10. Slide 10: Financial Performance: Standalone

    Financial Performance : Standalone All figures in ₹ Million Particulars 2QFY26 2QFY25 YoY change H1FY26 H1FY25 YoY change Revenue 6,913 5,751 20.2% 16,105 14,320 12.5% Hi-Tech 4,752 3,414 39.2% 10,544 7,867 34.0% Plastic 2,161 2,336 -7.5% 5,561 6,453 -13.8% EBITDA 1,076 744 44.6% 2,310 1,813 27.4% H

  11. Slide 11: Business Overview: Q2 FY26

    Business Overview : Q2 FY26 Agro Processing Hi-Tech Division Plastic Division Division •The Hi-Tech Agri segment delivered •The Plastic segment reported steady •The Agro-Processing segment strong double-digit growth with growth of 9.5% YoY basis. Exports recorded healthy double-digit growth, revenue

  12. Slide 12: Business Overview: H1 FY26

    Business Overview : H1 FY26 Agro Processing Hi-Tech Division Plastic Division Division • Revenue increased by 33.5% on • Revenue stood broadly stable • Revenue grew by 6.9% on YoY YoY basis, driven by growth in YoY basis, slower domestic basis, led by strong 15% growth retail, export, and tissue cul

  13. Slide 13: Capital Allocation

    Capital Allocation All figures in ₹ Million Consolidated Standalone Particulars 30-Sep-25 30-Jun-25 30-Sep-24 30-Sep-25 30-Jun-25 30-Sep-24 Non current assets 62,003 60,244 57,372 45,405 45,672 44,354 Current assets 57,828 56,129 54,730 40,520 40,167 38,328 Non current liab. 3,213* 3,003* 1,580 1,06

  14. Slide 14: Consolidated Debt Profile as on 30 Sept 2025

    Consolidated Debt Profile as on 30 Sept 2025 All figures in ₹ million Particulars Outstanding Outstanding Repayment Schedule Long Term Debt 31-Mar-25 30-Sep-25 FY26 [6M] FY27 FY28 FY29 & < JISL - Term Loans 1,954 1,037 1,035 2 - - JISL - NCDs @0.01% 8,554 8,285 - 6,883 1,402 - Plastic - Overseas 1,5

  15. Slide 15: Working Capital Cycle – Days Sales Outstanding (DSO)

    Working Capital Cycle – Days Sales Outstanding (DSO) 30 Sep 25 30 Jun 25 30 Sep 24 Consolidated Inventory AR NWC Inventory AR NWC Inventory AR NWC Hi-Tech Agri 147 *229 301 157 *249 330 165 *238 322 Plastic 69 97 125 60 89 109 56 80 100 Agro/Food 171 69 160 173 68 164 210 57 198 Total 130 136 200 13

  16. Slide 16: Order Book Position

    Order Book Position All figures in ₹ million ₹ 9,225 ₹ 2,818 ₹ 2,264 ₹ 4,143 INDIA Hi-Tech Agri Plastic Product Food/Agri ₹ 19,047 ₹ 2,818 ₹ 2,802 ₹ 13,427 CONSOLIDATED Hi-Tech Agri Plastic Product Food/Agri This Order book does not include orders received from retail channel in regular course of bu

  17. Slide 17: Management Commentary

    Management Commentary “Leave this world better than you found it.” – Shri. Bhavarlal H Jain The Company delivered a good set of numbers in Q2FY26 both on a Standalone and Consolidated basis. Overall consolidated revenue was up by 20.2% and EBITDA margin also improved by 227 bps on YoY basis in spite

  18. Slide 18: Our Gallery

    AAG Jain Irrigation Systems Ltd. ,Our Gallery inion re Guava Graftlings Can = HYBRID | “a E & aa D*T Jain Graitiing ve | IR se esos 1000 qs

  19. Slide 19: Our Gallery

    » SAIN Jain Irrigation Systems Ltd. ‘Our Gallery Jain uPVC Fig JainuPpve Fain JainuPVe The Smart System of ASTM Pipes — ASTM Pipes —_ ASTM Pipes Safe Water & Fittings w & Fittings w & Fittings w Distribution. Elbow —=+. Tee - a 90° - = Brass Insert tended tap) volve at 90 deyrees Jain uPVC ASTM Pipe

  20. Slide 20: Our Gallery

    |Our Gallery Jain PVC injection Moulded Fittings Elbow 90° Jain=zi, Pipes” Jain Thread Loc Plus™ Column Pipe Product Standard: Bm As Per Company Standard cee) Range: 1" to6" Jain q Sure-Loc Plus” Column Pipe Product Standard fs Per Company Standard Range: 1.25" to 8" Pv at Work. Jain PVC Injection M

  21. Slide 21: Our Gallery

    O JAIN’ Jain Irrigation Systems Ltd. ,Our Gallery inion re Etiny) Orie’ ) Seas EMITTING PIPE FITTINGS

  22. Slide 22: Awards

    Awards Ashok Jain Honored With The Prestigious ‘Vivekananda International Relations Peace Award Mumbai, September 12, 2025 In a grand awards ceremony organized by the Chakra Vision India Foundation in Mumbai, individuals who have made remarkable contributions in the fields of agriculture, science an

  23. Slide 23: Awards

    Awards Jain Irrigation Systems Limited has been honored with the “State Export Excellence – Gold Award” by the GoM for its outstanding export performance during FY 22–23 and FY 23–24. Mumbai August 13, 2025, The award was presented by Hon. Industries Minister Mr. Uday Samant at a ceremony held at Ho

  24. Slide 24: ESG Impact

    O JAIN’ Jain Irrigation Systems Ltd. ‘Small Ideas. Big Revolutions.» Soceve to Aatesn globally. 143 BCcM Water saving impact of ‘micro irrigation products. aed 395 GWh

  25. Slide 25: CSR Update

    CSR Update Jain Irrigation Systems Limited (JISL) has actively engaged in various Corporate Social Responsibility (CSR) activities this financial year, focusing on rural development, education, sports, environmental conservation, hunger eradication and pandemic support. Below are the key highlights

  26. Slide 26: CSR Update

    CSR Update d) Promoting Sports: Our Jain Sports Academy (JSA), under the BKJMF trust, coordinates and handles all sports activities, currently training over 450 players across various sports. The academy offers training and conducts competitions in traditional Indian games like kho kho, volleyball,

  27. Slide 27: Disclaimer

    Disclaimer This investor presentation has been prepared by Jain Irrigation Systems Limited and does not constitute a prospectus or placement memorandum or an offer to acquire any securities. This presentation or any other documentation or information (or any part thereof) delivered or supplied shoul

  28. Slide 28: Contact Us

    Contact Us You may send your queries to Mr. Bipeen Valame; Mr. Avdhut Ghodgaonkar @ jisl.investors@jains.com Let’s meet on “Q2 FY26 Earnings Conference Call” On Thursday, 30th October, 2025 at 04:00 PM IST Dial-in numbers Primary Access Number for Participants: +91 22 6280 1136 / +91 22 7115 8037 In

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