Strategy

Strategy in Motion

Jindal Stainless’ strategy is anchored in a singular belief: stainless steel is not just a material; it is the metal of progress that enables a stronger, more sustainable tomorrow.

In an increasingly volatile and transition-driven global environment, JSL is strengthening its core while building futureready capabilities.

JSL’s Strategic Priorities

Resilience at JSL is engineered through disciplined execution, forward-looking investments, and responsible governance, enabling the Company to protect near-term performance and margins while creating long-term value through sustainability, innovation, and stakeholder trust.

JSL’s material topics and the targets set the agenda, with five priorities translating them into action under one resilient canopy:

  1. Margin Protection and Pricing Discipline
  2. Market Diversification
  3. Product Mix Optimisation
  4. Regulatory Readiness
  5. Customer-Centric Execution
01

Margin Protection &
Pricing Discipline

  • Avoiding volume-led growth in volatile markets
  • Maintaining pricing integrity in high-risk environments
02

Market
Diversification

  • Expanding presence in Asia and Brazil
  • Reducing dependence on traditional Western markets
03

Product Mix
Optimisation

  • Strengthening the plates segment
  • Growing value-added and specialised grades
04

Regulatory
Readiness

  • Preparing for CBAM compliance
  • Enhancing transparency in carbon reporting
05

Customer-Centric
Execution

  • Flexible supply management
  • Strengthening longterm partnerships

The Drivers — Our Foundation

Environment

  • Product Stewardship & Innovation
  • Circular Economy & Waste Management
  • Water & Wastewater Management
  • Energy & Emissions
  • Biodiversity

Social

  • Human Capital Management
  • Occupational Health & Safety
  • Human Rights
  • Diversity, Equity & Inclusion
  • Supply Chain Management
  • Community Relations

Governance

  • Corporate Governance
  • Risk Management
  • Data Privacy
  • Data Management & Disclosures

Targets That Set The Direction

Net Zero emissions

Across operations by 2050

0%

Scope 1 & 2 GHG emissions reduction by 2035

Zero

Waste to Landfill certification by 2030

Water Neutral

Net water positive by 2033

0%

Suppliers ESG-assessment

0%

eNPS (employee engagement)

Zero

Human-rights violations by 2030

≥0%

Women in the workforce by 2030

Zero

Cyber security breaches

The Company’s strategy focuses on protecting margins in volatile markets, diversifying geographic presence, optimising the product mix towards higher-value offerings, strengthening regulatory preparedness (including carbonrelated compliance), and enhancing customer-centric execution through agile supply management and long-term partnerships. Together, these strategic levers reinforce JSL’s position as a provider of future-ready stainless steel solutions that support global progress.

Four Pillars of Enduring Value

The Company’s material topics define what matters most, with its strategic priorities calibrated to deliver against them.

The four pillars below form the backbone of how the Company creates enduring value while advancing progress and strength.

Tracking performance Against the Strategic Pillars

01

Responsible Governance

Upholding institutional integrity and digital resilience as the foundation for stakeholder trust.

Target

Zero cybersecurity breaches: Ongoing

KPIs
  • No. of cybersecurity and information security incidents
  • No. of whistleblower complaints resolved
  • No. of compliance breaches
  • Board independence (%)

Highlight

Progress in FY26
  • Zero reportable cybersecurity and information security incidents recorded
  • 50% Board independence and 25% women representation on the Board maintained
  • AI policy and programmes in place
  • Operational Technology (OT) security assessment completed, and enterprise security infrastructure strengthened through the CATO programme
Linkage

Material Topics: Corporate Governance, Risk Management, Data Privacy & Security

Capital: Intellectual Capital

02

Planet Positive

Decarbonising operations and closing the resource loop to contribute to a climate-stable world.

Targets
  • Net Zero by 2050
  • 50% reduction in GHG (Scope 1 and 2) by 2035
  • Zero Waste to Landfill (ZWTL) certification by 2030
  • Water neutrality by 2033
  • No net loss of biodiversity
KPIs
  • GHG emission intensity (tCO2e/tonne of steel)
  • Energy intensity (GJ/tcs)
  • Renewable energy mix (%)
  • Water withdrawal intensity
  • Waste diversion rate (%)
  • Afforestation

Highlight

Progress in FY26
  • GHG emission intensity reduced by 18.14% from FY23 (2.15 tCO2e/tcs) to FY26 (1.76 tCO2e/tcs)
  • Energy intensity improved by 14.29% from 19.17 GJ/tcs in FY23 to 16.43 GJ/tcs in FY26
  • Water intensity reduced by ~10% over the last three years, from 7.26 m3/tcs in FY24 to 6.53 m3/tcs in FY26
  • Renewable electricity consumption increased nearly 18-fold from ~33,600 MWh in FY23 to ~5,93,000 MWh in FY26
  • Maintained 99%+ waste circularity, with over 1.94 million MT of waste recycled/reused during FY26
  • 79,577 saplings planted and 5,09,640 m3 of rainwater harvested during FY26
Linkage

Material Topics: Energy & Emissions, Biodiversity, Circular Economy & Waste Management, Water & Wastewater Management

Capital: Natural Capital Manufactured Capital

03

Sustainable Innovation & Supply Chain

Embedding ESG rigour across the value chain and accelerating product stewardship.

Target

100% suppliers ESG-assessment: Ongoing

KPIs
  • Suppliers covered by ESG assessment
  • Value chain partners assessed on ESG risks
  • Sustainable sourcing (%)
  • Low-carbon logistics

Highlight

Progress in FY26
  • 100% of value chain partners (by business value) assessed on key ESG parameters
  • 100% supplier coverage under sustainable procurement requirements and supplier code provisions
  • Expanded ESG risk assessments across critical Tier-1 suppliers and vendors
  • 100% sustainable sourcing in FY26
  • Achieved a 36.8% rail dispatch coefficient in FY26, up from 25.7% in FY25
Linkage

Material Topics: Product Stewardship & Innovation, Supply Chain Management

Capital: Social and Relationship Capital Manufactured Capital

04

Empowering People & Communities

Building an inclusive, engaged, and rightsrespecting workplace that extends value into communities.

Targets
  • 70% eNPS by 2030
  • Zero human rights violations by 2030
  • ≥8% women in the workforce by 2030
KPIs
  • Employee Net Promoter Score
  • Human rights grievances filed
  • Number of CSR beneficiaries
  • Women as % of total workforce
  • Gender pay gap (%)

Highlight

Progress in FY26
  • Employee engagement score improved from 57% in FY24 to 64% in FY26
  • 84.5% employee participation in engagement surveys during FY26
  • Women’s representation in the workforce increased from 3.54% in FY24 to 5.11% in FY26
  • Zero human rights violations reported across operations
  • 1,19,406 individuals reached through CSR programmes, including 57,436 women
Linkage

Material Topics: Human Capital Management, Occupational Health & Safety, Diversity, Equity & Inclusion, Human Rights, Community Relations

Capital: Human Capital Social and Relationship Capital