Investor Presentation

**1. Financial Highlights:** Q1FY26 consolidated revenue rose to ₹133 Cr YoY, but profitability sharply declined (PAT ₹-5 Cr, EBITDA ₹1 Cr). This was due to deferred US billing (tariff uncertainty) and lower standalone domestic sales.

A robust ₹875 Cr consolidated order book offers future revenue visibility. **2. Strategic Initiatives & Growth Drivers:** Jash commissioned its 58,500 sq. ft.

Shivpad facility in Chennai for municipal treatment equipment.

Capacity expansion in US (Orange, Houston) is accelerating to counter tariffs.

Also strengthening non-US presence, including a planned UK deal. **3. Business Developments:** Acquiring 90% of WesTech Process Equipment India, the company enters high-growth industrial segments (Mining, Metals, Paper). This acquisition will leverage the new Chennai plant for improved capacity utilization. **4. Market Position & Competitive Advantage:** These initiatives enhance Jash's market position in municipal and industrial water sectors, expanding its portfolio.

The significant ₹875 Cr order book solidifies its competitive edge and future growth trajectory. **5. Investor Implications:** While Q1 faced profitability headwinds, strategic investments and the WesTech acquisition indicate positive long-term growth potential.

Investors should monitor execution risk concerning US tariffs and new business integration.