1

JSW Steel LimitedJSW Steel Limited

J Soft Solutions LimitedJ Soft Solutions LimitedSouth West Port LimitedSouth West Port LimitedJaigad Port LimitedJaigad Port Limited

JSW Cement LimitedJSW Cement Limited JSW Aluminum Limited JSW Aluminum Limited

India’s largest pvt sector steel producerIndia’s largest pvt sector steel producer

JSW Energy LimitedJSW Energy Limited

JSW Group – Business Verticals

2

3

Pan India Presence & Global Foot Print

80 & 120kms

Goa

Delhi

Ratnagiri

TarapurVasind

Salem

Barmer

Vijayanagar

Haldia/ Kulpi

Jaigarh

NimdihSalboni

Kutehar

Utkal

Panyam

Bangalore

• Operations Unit

INDIA

CHINAUSA

UK

INDONESIA

MOZAMBIQUE

DUBAI •

•

•

•

•

••

• Operations Support

• Operations Unit

INDIA

CHINAUSA

UK

INDONESIA

MOZAMBIQUE

DUBAI •

•

•

•

•

••

• Operations Support

Chile

MumbaiVizag

Jaipur

Steel

Energy

Mtpa

Aluminium

Cement

Port Capacity

MW

Mtpa

Mtpa

Mtpa

Proposed

1.4

5.30.3

7.8

-

1125

7 12

11

10,000

Existing

Capacities

4

5

Financials

Turnover

EBIDTA

Market Cap

US$ 4 bil

US$ 18 bil

US$ I bil

(JSW Steel)

6

JSW EnergyJSW Energy

7

Established energy company

Established energy company

Building integrated model with presence across value

chain

Building integrated model with presence across value

chain

Generating power profitably since 2000

Generating power profitably since 2000

Amongst the top 5 power traders in India by volumeAmongst the top 5 power traders in India by volume

Diversified portfolio of projects

Diversified portfolio of projects

Experience in Project management and execution

Experience in Project management and execution

Strengths

Energy

8

Key ManagementKey Management

Key Management Team

Name Designation

Mr. S. S. Rao Jt. Managing Director & CEO

Mr. Sanjay Sagar President – Project Development

Mr. R.R. Pillai COO of 260 MW & 600 MW project at Vijaynagar

Mr. Upinder Singh COO RWPL, 1080 MW project at Barmer

Mr. K.J. Varkey Sr. V.P. in charge of 1200 MW project at Ratnagiri

Mr. Pramod Menon A.V.P. & Chief Financial Officer

9

10

StrategyStrategy

11

Establishing Presence Across value chain …

Distribution

Trading

A balanced corporate strategy to take advantage of huge demand / supply mismatch in the power sector.

En

d t

o E

nd

So

luti

on

P

rov

ide

r Aim to build an integrated energy company

Poised to achieve

10000 MW capacity by 2015

■ Strong project implementation capabilities

Transmission

Generation

Mining

Equipment manufacturing & EPC

12

Under OperationUnder Operation

Generation

Beyond Generation

Under ConstructionUnder Construction

Overview of Energy Business

End – to – End integrated model

Trading /Transmission / Equipment

manufacturing / Mining

Trading /Transmission / Equipment

manufacturing / Mining

Distribution Distribution

Existing

Planned

Already in possession

Under DevelopmentUnder Development

Power Trading

Transmission Joint Venture with MSETCL for setting up Transmission facility

Amongst the top 5 power trading companies Quantum for FY’ 09 E -2.05 billion units

Amongst the top 5 power trading companies Quantum for FY’ 09 E -2.05 billion units

Beyond Generation

Equipment Mfg Joint Venture with Toshiba Corp., Japan for Steam Turbine Generator facility

Joint Venture with Toshiba Corp., Japan for Steam Turbine Generator facility

13

Mining Lignite mines at Kapurdi & Jalipa, Rajasthan Thermal coal in Orissa & West Bengal Coal Mines in Mozambique, Swaziland &

Indonesia

14

Overview of ProjectsOverview of Projects

15

Company Capacity Land Fuel Approvals Financial closure

Off - take

JSWEL 600 MW Already

In possession

100%

Tied-up

Achieved Achieved 51% with JSWSL,

JSWCL & 49% ST

JSWERL 1200 MW Already

In possession

100%

Tied-up

Achieved Achieved 50 % LT,

50 % ST

RWPL (Phase 1)

1080 MW Already

In possession

Captive

Lignite

Mining

Achieved Achieved 100% PPA Agreement

RWPL (Phase 2)

270 MW Available 100%

Tied-up

Under Progress

Sanction Received

100% ST

KUTEHAR - HYDRO

260 MW Under allotment

N/A Achieved Sanction Received

100% Merchant

Power

Overview - Projects under Construction

* LT – Long term PPA* ST – Short term PPA

16

Company Capacity Location Commissioning

JSWEL 600 MW Karnataka 300 MW - Jun’ 2009

300 MW - Aug’ 2009

300 MW – Jun 2012

300 MW – Oct 1012

JSWERL 1200 MW Maharashtra 300 MW - Dec’ 2009

300 MW - Mar’ 2010

300 MW - Jun’ 2010

300 MW - Sept’ 2010

RWPL (Phase 1) 1080 MW Rajasthan 135 MW - Aug’ 2009

135 MW - Sep’ 2009

135 MW - Nov’ 2009

135 MW - Dec’ 2009

135 MW - Feb’ 2010

135 MW - Apr’ 2010

135 MW - Jun’ 2010

135 MW - Aug’ 2010

RWPL (Phase 2) 270 MW Rajasthan 135 MW - Apr’ 2012

135 MW - Jul’ 2012

JSWEL 260 MW Himachal Pradesh 260 MW - Dec’ 2014

Implementation Schedule

Already Synchronized

Plant Overview

JSWEVL

17

JSW Energy Ltd.

Unit 2 Bunker Erection

JSWEVL

18

JSW Energy Ltd.

JSWEVL

19Unit 2 Generator Rotor Installation

RWPL

20

RWPL

21

22

Overview - Projects Under Development

Projects Capacity (MW)

Land Fuel DPR Off-take

JSWERL

(Phase - 2)

3200 Acquired Tied up Completed Mix of LT & ST

Chhatisgarh 1320 Under

Acquisition

Captive Mine

In Progress Mix of LT & ST

West Bengal 1600 Acquired Captive Linkage

In Progress 51% JSWBSL & 49% WBSEB

Gujarat 1600 Under Acquisition

Imported Coal

Completed Mix of LT & ST

Orissa 1600 Land Identified

40% tied up & Balance in progress

Completed Mix of LT & ST

Jharkhand 1600 Land Identified

Coal Linkages in progress

In Progress

Mix of LT & ST

* LT – Long term PPA * ST – Short term PPA

23

Way ForwardWay Forward

Achieve end-to-end integration – Mining to Distribution

Ensure fuel security – Captive Mines/Linkages

Build non-conventional generation assets

Rapid Growth through strategic partnerships

Balanced Off-take arrangements –PPA/ Merchant

Capture the opportunity provided by Power sector

Way forward

24

Creating world class power utility company

Planned Capacity – 100 MW

Focus on Solar

Advantage of presence in Barmer, Rajasthan & large land bank

Initially establish 5 + 5 MW Solar Thermal & PV

Development through strategic partnerships & JVs

Evolve into complete solution providers

25

Non Conventional Generation