Sterling Powergensys Limited · BSE:STERPOW
Sterling Powergensys — Investor Presentation
24 slides from Sterling Powergensys's investor presentation
Slide 1: Sterling Powergensys Limited Investor Presentation
STERLING POWERGENSYS LIMITED \ FUELLING A SUSTAINABLE FUTURE 4 SOLAR ENERGY CLEAN ENERGY GREEN HYDROGEN ENERGY STORAGE GREEN HYDROGEN TRUCK ——+ INVESTOR PRESENTATION »—— 2
Slide 2: SPL: Where Legacy Meets Green Innovation
SPL: Where Legacy Meets Green Innovation Sterling Powergensys Limited (SPL), incorporated in 1984 and listed on the BSE, is a technology-driven engineering and clean energy company with a proven legacy in boilers, EPC, and solar power projects. With 600+ boilers installed worldwide and over 100 MW o
Slide 3: Business Journey: Milestones That Define Excellence
Business Journey: Milestones That Define Excellence 2000–2012 1990s 2025-26 EPC Expansion Green Transition Boiler Leadership Executed sponge iron, co-gen power Diversification Announced Green Hydrogen Specialized in & WHR projects; established as Launched standardized rooftop & Project; approved as
Slide 4: Leadership Team: Driving Vision & Growth
Leadership Team: Driving Vision & Growth Mr. Shankar Ramnath Iyer Mr. Sankaran Venkata Mrs. Iyar Rajlaxmi Mr. Navinchandra Joshi Non Executive Independent Subramanian Non-Executive Executive Director Director-Chairman Managing Director Director Mr. Sundar Venkataraman Mr. Sujeet Ramnarayan Mr. Rajes
Slide 5: Organisation Structure: Experienced Professionals Driving Growth
Organisation Structure: Experienced Professionals Driving Growth Sterling Powergensys Limited Board of Directors Directors Chairman - Independent & Non-Executive Director Mr. Shankar R. Iyer Company Managing Director- ExecutiveNon-Executive Director- Executive Independent Independent Independent Sec
Slide 6: Core Businesses: Building Blocks Of Progress
Core Businesses: Building Blocks Of Progress Boilers & Thermal Solar Power Global Commodity Green Hydrogen BESS Energy Storage Projects EPC Trading Investor Presentation 6
Slide 7: Core Businesses Defined
Core Businesses Defined Boilers & Thermal Projects EPC Projects (2000–2012) Industrial Boilers Diversified into EPC. Waste Heat Recovery Boilers (specialization) Executed projects for: Producer Gas Plants, Hydrogen Gas-Fired Boilers Sponge Iron Plants, Co-generation Power Plants, Waste Heat Recovery
Slide 8: Green Hydrogen: Driving India's Energy Transition
Green Hydrogen : Driving India’s Energy Transition Project: Captive Solar Power Plant and Integrated Green Hydrogen facility at Raigad, Maharashtra. Approval: JNPA-SEZ approved as MEGA Project by Government of Maharashtra (June 2025). Capacity: Electrolyser: 30/40 M W AWE Solar PV: 150 MWp captive p
Slide 9: Project Snapshot: Capacity, Components & Returns
Project Snapshot: Capacity, Components & Returns Capacity & Output Green Hydrogen: 8-10 MT/day. Green Oxygen: 68 - 85 MT/day. LIFP BESS Battery (In Phase-II): 4 MWe/day Location & Land Project Cost & Financing 300 Acres at Sawad /Agryacha Kond, Raigad, Maharashtra. Total Investment : ₹1420 Cr (FY 20
Slide 10: Strategic Expansion: Powering Long-Term Value
Strategic Expansion: Powering Long-Term Value Phase I Phase II Phase III Green Hydrogen Green LiFP BESS-Battery Expansion of Green Hydrogen (2026–27) (2026–27) (2027-30 onwards) Commission 150 MWp solar plant Commission Green LiFP BESS- Commission Solar Plant with a at Raigad, Maharashtra. Battery p
Slide 11: Technology & Innovation: Anchoring Sustainable Solutions
Technology & Innovation: Anchoring Sustainable Solutions Advanced Electrolysis Technology 30/40 MW Alkaline Water Electrolyser powered by captive 150 MW solar PV plant. Produces 99.99% pure hydrogen with zero carbon emissions. Adding Green Battery BESS Packs 1.25 GWhr capacity BESS Battery Project i
Slide 12: Future Green Hydrogen: Plant Setup And Process
Future Green Hydrogen : Plant Setup And Process Solar PV 150 MWp Installation Peric - a China made Govt. Enterprise Green BESS-Battery 1.25 GWhr Alkaline Water Electrolyser 5MW X 8 Nos. 85% for green hydrogen 8% Grid Banking Free Sale Charges 10% to 7% Auxiliary 85% of Consumption Green hydrogen • P
Slide 13: Customer Landscape: Mapping Core Segments
Customer Landscape: Mapping Core Segments Fertiliser Plants Clean Energy Resource Social Carbon Impact Future Focus Transition Efficiency Responsibility Offsets ~2,02,500 tonnes Zero Liquid Discharge (ZLD) 150 direct & 300 indirect Expansion of Green Integrated 30/40 MW of CO₂ annually, plant design
Slide 14: Industry Overview: Global Green Hydrogen
Industry Overview: Global Green Hydrogen Market Size Investment Momentum $4.5 Bn (2024) → $103 Bn (2031), $33 Bn invested in 2023; 680+ CAGR ~57% projects announced worldwide Production Capacity Applications 0.3 MT (2022) → 8 MT (2030); Industrial feedstock (43%), led by Europe, Australia, Transport
Slide 15: India's Green Hydrogen Landscape: Shaping The Next Energy Era
India’s Green Hydrogen Landscape: Shaping The Next Energy Era Policy Push: Market Growth: Projected Demand (by 2032): National Green Hydrogen Mission $0.12 Bn (2023) → $2.1 Bn (2030), 4,650 KTPA across sectors (2023) – ₹19,744 Cr outlay CAGR ~52% Ammonia/Fertilizers: 1,300 KTPA Target: 5 MTPA capaci
Slide 16: Selected Land Sites
Selected Land Sites Solar Plant of 150 MWp near Mahad Plants Layout at JNPA - SEZ *Selected Land of 18 Acres at JNPA - SEZ 16
Slide 17: Market Focus: India's Growing Green Energy Landscape
Market Focus: India’s Growing Green Energy Landscape Current Demand India’s hydrogen demand is 6.5 MTPA, mainly from refineries, fertilizers & ammonia industries, with western India being the largest consumer hub. Expected Growth The Indian Green Hydrogen Market is projected to reach $12.33 Bn by 20
Slide 18: Business Growth Strategy: Scaling With Purpose
Business Growth Strategy: Scaling With Purpose Financial & Operational Strength Maintain ~25% PAT margins and strong cash flows. Optimize cost through renewable Commodity Trading Expansion energy integration & efficiency. Scale sugar, wheat & rice exports via Brazil hub. Target 1Mn MT annual trade b
Slide 19: Competitive Advantage: Building Long-Term Value
Competitive Advantage: Building Long-Term Value Legacy & Expertise Integrated Business Model Strong Policy Backing Global Market Access Robust Economics 42+ years in boilers, First-mover in Green Approved as MEGA Overseas hub in Brazil Project IRR ~14.5%, EPC & solar projects. Hydrogen + Expansion a
Slide 20: SWOT Analysis: Assessing Strengths & Challenges
SWOT Analysis: Assessing Strengths & Challenges Strengths Weaknesses 42+ years of engineering & EPC legacy. Moderate reliance on off take of First-mover in Stand alone Green green hydrogen in Phase I. Hydrogen production. Smaller balance sheet vs large Govt.-approved MEGA Project with global peers.
Slide 21: Risks & Mitigation: Safeguarding Business Growth
Risks & Mitigation: Safeguarding Business Growth Revenue Concentration Risk: Revenues linked to Green Hydrogen & Green Oxygen production and off-take. Mitigation: Long-term offtake contracts with manufacturers of Steel, Fertilizers companies & Gas distribution outlets. Execution Risk Risk: Small-sca
Slide 22: Investment Highlights: Defining The Value Proposition
Investment Highlights: Defining The Value Proposition Proven Engineering Legacy Robust Financial Metrics 42+ years in boilers, EPC, and solar; 600+ boilers & Project IRR ~14.5%, PAT margin ~25%, 100+ MW solar projects executed. payback 5 years. Strong credibility as an energy & process industry Phas
Slide 23: Fund Utilization
Fund Utilization Total Project Cost ₹1420 Cr (FY 2026–27) Owned Land & Development ₹20 Cr (1.41%) 18 Acres Land Leased (JNPA-SEZ) for 30 Years ₹72 Cr (5.07%) 30/40 MW/hr Electrolyser Plant ₹150 Cr (10.56%) 150 MWp Solar PV Plant ₹360 Cr (25.35%) Electrical Substation Infrastructure at Mahad & JNPA-S
Slide 24: Sterling Powergensys Limited
Sterling Powergensys Limited & +91 96195 72230 & +91 89280 58381 @ _investor@splsolar.in future.green.energy@splsolar.in sales@splsolar.in ® www-splsolar.in ° Ce ° eee eccveeceee e eecvceccecces @eeeeoeveveene ee eooed