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Investor Presentaiton

JINDAL STEEL & POWER Focused on Leading India's Growth Story (million tonnes) 160.0 140.0 120.0 7.9% 3.1% 100.0 80.0 60.0 40.0 3.0% CAGR Indian Steel Demand Forecast 8.8% 1.4% -6.0% 15-17% 4.6% 6-6.5% CAGR 30% 20% 6-6.5% 10% 0% (10%) (20%) 135.0 (30%) FY26P 20.0 84.0 90.7 98.7 100.2 94.1 105.4 0.0 FY17 FY18 FY19 FY20 FY21 Steel consumption FY22P Objective 112.3 FY23P Y-o-Y Growth (RHS) A healthy 6-6.5% growth in India's steel demand is expected in the long-term Housing For All PMAY-U (11.2 mn houses to be constructed); PMAY-G (29.5 mn houses constructed till 2023-24) Long term drivers intact Bharatmala Bharatmala Pariyojana of 65,000 kms with total outlay of 6.9 trillion Sagarmala Rs. 8.5 trillion for port modernization through >577 projects during 2015-2035 Freight Corridor Rs 815 billion planned construction capex in 2 freight corridors (3,360 km) Status PMAY-U: 4.05 mn houses constructed (up till Dec 20) PMAY-G: 12.4 mn houses constructed till Dec 2020 ~10,237 km of roads constructed in FY20 against 10,855 km in FY19, Phase 2 likely to be completed by FY25 As of Sept 19, 121 projects completed and 210 projects under implementation As of Sep 2020, ~physical & financial progress of 63% & 61% achieved under EDFC and WFC respectively; ~98% of land is acquired Potential Steel Demand for entire project 50-60 MT Source: CRISIL report, Research reports and public domain information 18-20 MT 13-15 MT 6-7 MT 8
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