Inox Green Energy Services Ltd. · NSE:INOXGREEN
Inox Green Energy Services — Q4 FY25 Earnings Presentation
21 slides from Inox Green Energy Services's earnings presentation, May 30, 2025
Slide 1: Disclosure to stock exchanges: Earnings Presentation
IGESL: NOI: 2025 30th May, 2025 The Secretary The Secretary BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex Dalal Street Bandra (E) Mumbai 400 001 Mumbai 400 051 Scrip code: 543667 Scrip code: INOXGREEN Sub: Disclosure of Material E
Slide 2: Q4 FY25 Results Presentation
INOX GREEN ENERGY SERVICES LIMITED Q4 FY25 RESULTS PRESENTATION MAY 2025 1
Slide 3: Contents
CONTENTS 1. KEY HIGHLIGHTS OF THE QUARTER 2. GROUP OVERVIEW 3. RENEWABLE O&M BUSINESS – STABILITY WITH GROWTH 4. MACRO ENVIRONMENT ENTAILS SIGNIFICANT RENEWABLE CAPACITY ADDITION OVER THE NEXT DECADE 5. KEY FINANCIALS 2
Slide 4: Key Highlights
KEY HIGHLIGHTS ✓ Machine availability for the portfolio averaged 96.6% in Q4 FY25 & 96.3% for FY25 ✓ For the quarter, from continuing operations, IGESL reported: ✓ Revenue of Rs 97 crores in Q4 FY25 vs Rs 59 crores in Q4 FY24, up 65% YoY ✓ EBIDTA of Rs 30 crores in Q4 FY25 vs Rs 21 crores in Q4 FY24
Slide 5: Group Overview
GROUP OVERVIEW 4
Slide 6: INOXGFL Group – A US$ 11 bn Indian Conglomerate
INOXGFL GROUP – A US$ 11 BN INDIAN CONGLOMERATE INOXGFL Group, with a legacy of over 90 years, is one of the largest business Groups in India. It is a forerunner in diversified business segments comprising fluoropolymer, fluorochemicals, battery chemicals, wind turbines and renewables. The Group cur
Slide 7: Renewable O&M Business – Stability with Growth
RENEWABLE O&M BUSINESS – STABILITY WITH GROWTH 6
Slide 8: 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 9: A Compelling Growth Story
A COMPELLING GROWTH STORY IGESL’s O&M portfolio is spread across 12 ✓ Provides comprehensive O&M Solutions for WTGs, solar and 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) ✓ Pres
Slide 10: 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 3.2 GW Rs 290 cr Rs 123 cr Current duration of the O&M Tenor of O&M Net Order Book of FY2
Slide 11: Solar O&M – Large Growth Potential – ~1.6 GWp of Contracts Already Added
SOLAR O&M – LARGE GROWTH POTENTIAL – ~1.6 GWp OF CONTRACTS ALREADY ADDED IGESL has entered into agreements for solar O&M of ~ 1.6 GWp Solar O&M business has substantial organic & of projects across multiple customers and locations in 9 states inorganic growth potential Organic growth opportunities U
Slide 12: An Asset Light Growth Oriented Annuity Business Model
AN ASSET LIGHT GROWTH ORIENTED ANNUITY BUSINESS MODEL Proposed demerger to lighten up balance sheet; Digital Transformation Initiatives of IGESL Focus is on long-term contracts with steady cashflows 24x7 centralized Performance analysis IGESL provides Long-term O&M services for wind farm monitoring
Slide 13: Future Growth Strategy
FUTURE GROWTH STRATEGY IGESL targets to almost double its portfolio to ~ 6 GW by FY26 and ~ 10 GW in the next 3-4 years from ~3.5 GW currently through a mix of organic and inorganic growth Inorganic growth opportunities Portfolio acquisitions: O&M business of inactive/stressed players maintaining ~1
Slide 14: IGESL – ESG Framework
IGESL – 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:- Envi
Slide 15: Macro Environment Entails Significant Renewable Capacity Addition Over the Next Decade
MACRO ENVIRONMENT ENTAILS SIGNIFICANT RENEWABLE CAPACITY ADDITION OVER THE NEXT DECADE 14
Slide 16: India Renewables – A Multi-Decadal Growth Story
INDIA RENEWABLES – A MULTI-DECADAL GROWTH STORY ~ 80 GW of wind capacity to be added in the next 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-
Slide 17: India Renewables – Favorable Macro Environment
INDIA RENEWABLES – FAVORABLE MACRO ENVIRONMENT ~ 40 GW capacity was bid out in FY25 for solar / wind / hybrid India targets to reach 596 GW of RE capacity by 2032 / FDRE projects Solar 18.6 GW Renewables Capacity ~40 GW Wind 0.6 GW Awarded in FY25 Hybrid / RTC / ~21 GW FDRE All-India RE capacity (ex
Slide 18: Key Financials
INOMRGREEN ENERGY SERVICES LIMITED KEY FINANCIALS i -
Slide 19: Key Financials - Consolidated Income Statement
KEY FINANCIALS - CONSOLIDATED INCOME STATEMENT Figures in Rs crores Particulars Q4 FY25 Q3 FY25 Q4 FY24 FY25 FY24 Income a) Revenue from operation (net of taxes) 68.4 61.1 52.4 235.5 224.3 b) Other Income 28.7 12.8 31.7 54.6 36.9 Total Income from operations (net) 97.1 74.0 84.1 290.2 261.2 Expenses
Slide 20: Key Financials - Consolidated Balance Sheet
KEY FINANCIALS - CONSOLIDED BALANCE SHEET As at As at As at As at Particulars (Rs cr) Particulars (Rs cr) 31 March, 2025 31 March, 2024 31 March, 2025 31 March, 2024 ASSETS EQUITY AND LIABILITIES (1 ) Non-current assets Equity (a) Property, Plant and Equipment 694 745 (a) Equity Share capital 367 29
Slide 21: 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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