Inox India Limited · NSE:INOXINDIA
Inox India — Q1 FY26 Earnings Presentation
41 slides from Inox India's earnings presentation, Aug 4, 2025
Slide 1: INOX CVA Earnings Presentation Cover Letter
® INOX CVA HISTORICALLY FUTURISTIC ITL-SEC'SE' INTM '162 Date' 4th August, 2025 Corporate Relations Department The Manager Listing Department BSE Limited National Stock Exchange ofIndia Ltd 1st Floor, New Trading Ring Exchange Plaza, C-l, Block G, Rotunda Building, P J Towers Bandra - Kurla Complex,
Slide 2: Investor Presentation Q1 FY26
HISTORICALLY FUTURISTIC QIFY26 INOX India Ltd 4th August 2025 PRESENTATII OIFY26 INOXCVA INVESTOR - Investor Presentation
Slide 3: Summary
INVESTOR INOXCVA PRESENTATION HISTORICALLY FUTURISTIC | QIFY26 SUMMARY * INOX India - In a Nutshell » Key Highlights -QIFY26 - Growth Drivers - Financial Performance - Profit & Loss - Balance Sheet « Shareholder information - Growth Story of INOX India
Slide 4: INOX India in a Nutshell
Business Divisions World's leading provider of customized cryogenic equipment Over 30 years of experience in design, manufacturing and installation of cryogenic equipment Global customer base across 100+ countries Industrial Gases Large-scale serial manufacturing facilities at four locations in Indi
Slide 5: Recent Achievements and Orders
a ® INOX' HISTORICALLY FUTURISTIC | QIFY26 Received approval for SS Keg from Heineken, First order of its kind received for CO2 Launched India's first ultra-high-purity Ammonia the Second Largest Breweries in the World battery storage application in India ISO tank container for Chip and Solar sector
Slide 6: Growth Drivers
INOXx*«K INOX' HISTORICALLY FUTURISTIC | QIFY26
Slide 7: Hydrogen Soaring Demand
Soaring Demand Hydrogen demand projected to exceed 6 million tons per annum by 2030 (IEA, Global Hydrogen Review 2024 Global Trade Boom Expected to reach 53 MT by 2050, Massive opportunities in storage and export infrastructure. (IRENA) INOX' HISTORICALLY FUTURISTIC | QIFY26 Infrastructure Gap Suppl
Slide 8: LNG Market Outlook
Wood Mackenzie Data I IEEFA IEA 6
Slide 9: Small-scale LNG Opportunity
ff ff Why small-scale LNG may be the next big wave | A PwC Report Small-scale LNG: A red herring or a hidden opportunity? A Erasmus Commodity & Trade Center Report 7
Slide 10: Island Power Systems and Clean Energy
ffi https://www.iea.org/commentaries/islands-need-resilient-power-systems-more- than-ever-clean-energy-can-deliver 8
Slide 11: India's Natural Gas Demand Projection
ff ffi India’s Natural Gas Demand Projection for 2030-2040 by PNGRB https://pngrb.gov.in/pdf/CaseStudies/20250609_CSR.pdf 9
Slide 12: INOXCVA's Role Across the LNG Value Chain
INOXCVA | fessentenon HISTORICALLY FUTURISTIC | QIFY26 INOXCVA’S Role Across the LNG Value Chain LNG Fuelled Ferry LNG Fueled Bulk Carrier Small LNG Carrier LNG Mining Truck a 2 = TN LNG ———— CI = LNG Fuel Tank for Trucks LNG Satellite Station LNG Bunkering Station LNG IMO Tank LNG Storage & LNG Rai
Slide 13: The Fusion Future
® INOX' HISTORICALLY FUTURISTIC | QIFY26 The Fusion Future Public projects like ITER, ITER: Cryogenic Collaboration potential with DEMO, SPARC and 40+ operations , : : First Plasma expected with ITER Domestic ITER as a benchmark: DEMO usion startups are in 2035, requiring agencie: reactors and comme
Slide 14: Growing at the Pace of Clean Energy
JOXCVA HISTORICALLY FUTURISTIC INOXCVA | Growing at the Pace of Clean Energy Propelling Green & Clean Energy Future FUSION HYDROGEN INVESTOR PRESENTATION Offers end-to-end solutions for Liquid Hydrogen INOXCVA is a pioneer and market leader in LNG Proud contribution to the world’s largest fusion sto
Slide 15: Financial Performance
INOX' HISTORICALLY FUTURISTIC | QIFY26 | 13
Slide 16: Key Highlights - Financial
J KEY HIGHLIGHTS- FINANCIAL CONSOLIDATED INOXCVA HISTORICALLY FUTURISTIC INVESTOR PRESENTATION QIFY26 QIFY26 QIFY26 Highest Highest Sales of IMO Sales of LNG Tank 18 Nos Fuel Tank 144 Nos QIFY26 Highest Sales of LNG div Rs 100+Cr INDRK QIFY26 Highest Backlog of Rs 1457 Cr | 14
Slide 17: Q1 FY26 Revenue, EBITDA and PAT
Q1 FY26 352 89 61 16.7% 19.4% 18.9% Q1 FY25 302 74 51 PERIOD * REVENUE EBIDTA PAT FY25 Full year FY25 1354 330 224 Full year 15
Slide 18: Quarterly Trend
` 383 349 14 352 320 63 13 302 15 5 13 45 67 63 57 74 50 46 62 102 239 233 188 188 170 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 16
Slide 19: Quarterly Segment Split
` 383 349 352 205 320 302 179 198 166 163 51% 53% 52% 56% 54% 178 170 154 154 139 46% 48% 49% 47% 44% Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 17
Slide 20: Order Backlog Trend
` 1457 1400 1341 1356 1178 334 1200 249 234 1105 250 1000 294 486 469 AXIS TITLE 800 485 291 254 600 400 637 607 635 654 557 200 0 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 AXIS TITLE 18
Slide 21: Order Backlog Mix
` 1,457 1,341 1,356 918 1,178 844 874 1,105 624 561 51% 53% 63% 64% 63% 544 554 539 497 481 49% 47% 37% 36% 37% Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 19
Slide 22: Quarterly Order Inflow
` 493 51 415 366 364 6 310 39 146 98 242 75 88 85 80 262 251 200 184 142 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 20
Slide 23: Order Inflow Split
` 493 391 415 366 364 228 310 211 217 159 55% 51% 58% 60% 79% 187 151 155 147 102 49% 42% 21% 40% 45% Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 21
Slide 24: Consolidated Profit & Loss
Particulars (₹ Cr) Note Q1 FY26 % Q1 FY25 % Y-o-Y Q4 FY25 % % FY25 % Q-o-Q Revenue from Operations 339.6 296.4 14.6% 369.4 -8.1% 1,306.0 Other Income 1 12.7 5.4 136.1% 13.1 -3.6% 47.8 Total Income 352.3 301.8 16.7% 382.5 -7.9% 1,353.8 Cost of materials consumed 143.4 40.7% 113.67 37.7% 26.2% 182.1 4
Slide 25: Consolidated Balance Sheet Key Summary Figures
© | INVESTOR CONSOLIDATED BALANCE SHEET-KEYSUMMaRYFicures |NOXCVA QIFY26 ei [ear 1. Major Increase in Plate SS, CS and SS Pipe due to CONSOLIDATED eee Mar-25 CONSOLIDATED June-25 RTE) increase in project jobs specially in Kandla unit where two BALANCE SHEET (Steg —endRsCr ff BALANCE SHEET Cieitteg e
Slide 26: Shareholding Pattern - 30th June 2025
SHAREHOLDING PATTERN - 30th June 25 (IN %) NSE Ticker INOXINDIA BSE Ticker 544046 IPO Listing Date 21 Dec 2023 Share Price (₹)^ 1,230.00 Market Cap (₹ Mn)^ 1,11,639 % Free Float^ 25.00% June Free float market cap (₹ Mn)^ 27,910 2025 Shares outstanding^ 9,07,63,500 3 Months ADTV* (shares) – 30th June
Slide 27: Growth Story of INOX India
INOXCVA HISTORICALLY FUTURISTIC | QIFY26 | 25
Slide 28: Industry Leader in Cryogenic Equipment
Industry leader in manufacturing a wide range and various kinds of Cryogenic equipment INVESTOR INOXKCVA | Pression HISTORICALLY FUTURISTIC | QIFY26 Industrial Gas LNG Cryo Scientific ® 2 Cryogenic tanks and systems for storage, and Seardardandevaiserediequiementton NG Equipment for technology inten
Slide 29: Collaboration, In-house Technology and Engineering Capabilities
Collaboration, in-house technology, and engineering capabilities have enabled INOX to earn brand value for its expertise in the entire Cryogenic value chain > Installation of mini- LNG terminal, in Scotland, UK Awarded contract for of setting up of mini-LNG > Commissioning terminal for Caribbean LNG
Slide 30: Strong Product Development & Engineering Focus
Strong Product Development & Engineering Focus INOXKCVA | Presentation HISTORICALLY FUTURISTIC | QIFY26 Inhouse team with 450+ engineers provides the ability to develop new products and offer customized solutions © Installation of mini-LNG terminal in Scotland, UK and Antigua ©- Cargo tanks for an i
Slide 31: Integrated Facilities in India and Service Support Internationally
Supported by Integrated Facilities in India and Service Support INOXCVA INVESTOR PRESENTATION Internationally making it a ‘True-blue Indian Multinational’ HisTORICALLY FUTURISTIC | QIFY26 Designed, Engineered and Made In Integrated Manufacturing facilities in the Making For The World India Indian Cr
Slide 32: Product Range from Deep in the Earth to High Up in Space
Product range with applications from ‘deep in the earth’ to INOXCVA INVESTOR cL: . > PRESENTATION high Up In space HISTORICALLY FUTURISTIC | QIFY26 Oil & Gas, Refining & Petrochemicals | Shipping & Transportation | Construction & Cement | Cryo Scientific Research | Dairy & Livestock | Electronics |
Slide 33: Export Revenue by Geography
Export to Others Avg of last 4 years 31% South America 14% North America 32% Europe 23% 31
Slide 34: Helmed by Technocrat Promoters and Professional Management
| INVESTOR Helmed by Technocrat Promoters and Professional Management INOXKGCVA, | reesentarion HISTORICALLY FUTURISTIC | QIFY26 Mr. Pavan Jain —=== Chairman Mr. Siddharth Jain Director ED Mr. Parag Kulkarni > Bachelors’ degree in Chemical Engineering from IIT Delhi > 50+ years of experience in the
Slide 35: Exceptional Team Driving INOX Towards Excellence
INVESTOR ® Made possible by the Exceptional Team driving INOX towards Excellence INOXKCVA, | presentation HISTORICALLY FUTURISTIC | QIFY26 Deepak Acharya Pavan Logar Savir Julka Vijay Kalaria Sudhir Sethi —== —== —==== CEO CFO Global Marketing Head - IG Global Marketing Head - LNG Chief People Offic
Slide 36: Multiple Geographies, Sectors and Products
INOX' HISTORICALLY FUTURISTIC QIFY26 Multiple Geographies Multiple Sectors Multiple Products (>) Serving NV Global Markets + Europe + North & South America + Asia + Middle East & Africa + Oceania INDXKK Diverse Industries from + Steel to Space + Construction to Cryo Scientifics + Healthcare to Hydro
Slide 37: Key Strengths
® | INVESTOR Key Strengths INOXCVA PRESENTATION HISTORICALLY FUTURISTIC | QIFY26 r Leading Cryogenic Solutions ! Global Quality Standards ! Product Development and Provider Engineering Focus 1 . 1 * Largest supplier of cryogenic ro Multiple global approval and ! * Design, engineering capabilities eq
Slide 38: Vision and Growth Pillars
Growth Pillars Profitable Value Thought Market Resilient Manufacturing Portfolio Growth Creation leadership Leadership Revenues Infrastructure through by persistent by introducing via differentiated powered by a advancing comprehensive innovation products service diverse through solutions ahead of d
Slide 39: Disclaimer
This presentation has been prepared by INOX India Limited solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information
Slide 40: Investor Relations Contacts
INOX India LIMITED (ISIN: INE616N01034; NSE: INOXINDIA; BSE: 544046) REGISTERED & CORPORATE OFFICE: 9th Floor, K P Platina, Racecourse Vadodara - 390007, Gujarat, India www.inoxcva.com ADITYA TIKARE & ROHIT ROKADE Investor Relations E: aditya.tikare@adfactorspr.com E: rohit.rokade@adfactorspr.com SU
Slide 41: INOXCVA An INOX Group Company
INOKCVA HISTORICALLY FUTURISTIC AN INOX GROUP COMPANY | 39