Inox Green Energy Services Ltd. · NSE:INOXGREEN
Inox Green Energy Services — Q1 FY26 Earnings Presentation
22 slides from Inox Green Energy Services's earnings presentation, Aug 14, 2025
Slide 1: Inox Green Energy Services Q1 FY26 Results Presentation
INOX GREEN ENERGY SERVICES LIMITED Q1 FY26 RESULTS PRESENTATION AUGUST 2025 1
Slide 2: Safe Harbour
SAFE HARBOUR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Inox Green Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securitie
Slide 3: Contents
CONTENTS 1. KEY HIGHLIGHTS OF THE QUARTER 2. GROUP OVERVIEW 3. INOX GREEN – RENEWABLE O&M BUSINESS – STABILITY WITH GROWTH 4. WIND SECTOR IN INDIA – A MULTI- DECADAL GROWTH STORY BOOSTED BY DOMESTIC CONTENT REQUIREMENT 5. KEY FINANCIALS 3
Slide 4: Key Highlights
KEY HIGHLIGHTS ✓ For the quarter, Inox Green reported: ✓ Total income of Rs 98 crores in Q1 FY26 vs Rs 55 crores in Q1 FY25, up 79% YoY ✓ EBIDTA of Rs 48 crores in Q1 FY26, vs Rs 30 crores in Q1 FY25, up 61% YoY ✓ Profit before tax of Rs 33 crores in Q1 FY26 vs Rs 2 crore in Q1 FY25, up 1753% YoY ✓
Slide 5: Group Overview
GROUP OVERVIEW 5
Slide 6: INOXGFL Group – A Multi-Billion Dollar Indian Conglomerate
INOXGFL GROUP – A MULTI-BILLION DOLLAR INDIAN CONGLOMERATE INOXGFL Group, with a legacy of over nine decades, is a multi-billion dollar Indian conglomerate with three listed entities. Being one of the leaders in energy transition, the Group is a forerunner in diversified business segments spanning f
Slide 7: INOXGFL Group – Leaders in Energy Transition
INOXGFL GROUP – LEADERS IN ENERGY TRANSITION INOXGFL Group has one of the most integrated presence across the Energy Transition Value Chain Manufacturing Services RE Independent Power Producer RE power purchase 7
Slide 8: Inox Green – Renewable O&M Business – Stability with Growth
INOX GREEN – RENEWABLE O&M BUSINESS – STABILITY WITH GROWTH 8
Slide 9: A Stable Annuity Business Proposition
A STABLE ANNUITY BUSINESS PROPOSITION Comprehensive O&M Established track Technology driven Solutions Provider for WTGs, record in the wind company with focus on solar and common energy O&M industry predictive maintenance infrastructure for renewable of >10 years over reactive maintenance power proj
Slide 10: A Compelling Growth Story
A COMPELLING GROWTH STORY Inox Green’s O&M portfolio is spread across ✓ Provides comprehensive O&M Solutions for WTGs, solar and 12 key renewable states of India common infrastructure through long-term contracts of 5-20 years ✓ Entering into solar and hybrid project O&M State Wind (MW) Solar (MWp) ✓
Slide 11: Portfolio of ~5.1 GW of O&M Assets
PORTFOLIO OF ~ 5.1 GW OF O&M ASSETS Strong growth in O&M portfolio since inception 5,076MW 2,750MW 2,362MW 1,082MW 91MW 2019 2022 2025 2013 2016 Key Metrics 1 2 3 4 5 6 ~5.1 GW Multi-year residual Upto 25 years 3.1 GW Rs 90 cr Rs 40 cr Current duration of the O&M Tenor of O&M Net Order Book of Q1 FY
Slide 12: Solar O&M – Large Growth Potential
SOLAR O&M – LARGE GROWTH POTENTIAL Inox Green has entered into agreements for solar O&M of ~ 1.6 Solar O&M business has substantial organic & GWp of projects across multiple customers and locations in 9 inorganic growth potential states Organic growth opportunities Uttarakhand: 22.5 MWp ✓ Large oppo
Slide 13: An Asset-Light Growth-Oriented Annuity Business Model
AN ASSET-LIGHT GROWTH-ORIENTED ANNUITY BUSINESS MODEL Demerger to lighten up balance sheet; Focus is on Digital Transformation Initiatives of Inox Green long-term contracts with steady cashflows Inox Green provides Long-term O&M services for wind 24x7 centralized Performance analysis farm projects,
Slide 14: IGESL – Growth Strategy – Towards >10 GW Portfolio
IGESL – GROWTH STRATEGY – TOWARDS >10 GW PORTFOLIO IGESL targets a portfolio of >10 GW in the next 2 years through a mix of organic and inorganic growth Inorganic growth opportunities Portfolio acquisitions: O&M business of inactive/stressed players maintaining ~10 GW of capacity provides a signific
Slide 15: Inox Green – ESG Framework
Inox Green – ESG FRAMEWORK Business Responsibility & Global Reporting Initiative Standard Sustainability Reporting Sources of emissions Policy Structure & Certifications Scope 1 emissions Includes: Use of diesel • Environment & Energy as part of IMS Total: 1009 tons CO2 equivalent • ISO 14001:2015:-
Slide 16: Wind Sector in India – A Multi-Decadal Growth Story Boosted by Domestic Content Requirement
WIND SECTOR IN INDIA – A MULTI-DECADAL GROWTH STORY BOOSTED BY DOMESTIC CONTENT REQUIREMENT 16
Slide 17: India Wind – A Multi-Decadal Growth Story
INDIA WIND – A MULTI-DECADAL GROWTH STORY ~ 80 GW of wind capacity to be added in the next 7-8 years as per the National Electricity Plan – provides visibility of > Rs 6 trn for wind OEMs and a large multi-year opportunity for O&M service providers; 250 GW of RE projects to be awarded over FY24-28 I
Slide 18: India Wind – ALMM for Wind Boosts Domestic Manufacturing
INDIA WIND – ALMM FOR WIND BOOSTS DOMESTIC MANUFACTURING India’s Ministry of New & Renewable Energy (MNRE) has renamed the ‘Revised List of Models and MNRE’S ALMM FOR WIND – Manufacturers of Wind Turbines’ (RLMM) to ‘Approved List of Models and Manufacturers (Wind)’, A SIGNIFICANT BOOST FOR i.e., AL
Slide 19: India Wind Sector – Favorable Macro Environment
INDIA WIND SECTOR – FAVORABLE MACRO ENVIRONMENT Out of ~ 4 GW renewables capacity awarded through tenders India targets to reach 596 GW of RE capacity by 2032 in Apr-Jul’26, ~ 1.2 GW comprised of wind / FDRE projects Wind 800 MW RE capacity FDRE 420 MW Awarded in ~4 GW 4MFY26 Solar 357 MW Solar + ES
Slide 20: Key Financials
KEY FINANCIALS 20
Slide 21: Key Financials - Consolidated Income Statement
KEY FINANCIALS - CONSOLIDATED INCOME STATEMENT Particulars (Rs cr) Q1 FY26 Q4 FY25 Q1 FY25 (a) Revenue from operation (net of taxes) 56.2 68.4 50.9 (b) Other Income 41.6 28.7 3.9 Total Income from operations (net) 97.8 97.1 54.7 Expenses (a) EPC, O&M, Common infrastructure facility expenses 28.1 38.
Slide 22: Thank You
THANK YOU Investor Relations Contact No: +91 120 614 9600 Email : investor@inoxgreen.com Follow us on Social Media: This presentation and the related discussions may contain “forward looking statements” by Inox Green Energy Services Limited (“IGESL” or “the Company”) that are not historical in natur
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