Energix-renewable Energies Ltd. · TASE:ENRG
Energix-renewable Energies — Energix - Renewable Energies — June 2026 Investor Conference
53 slides from Energix-renewable Energies's conference presentation, June 2026
Slide 1: June 2026 Investor Conference
June 2026 Investor Conference
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Energix - Renewable Energies Ltd (the “Company”). This presentation does not constitute an offer to purchase or sell securities of the Company, or a solicitation to receive such offers, and is intended solely for informational purposes. The informati
Slide 3: Disclaimer
Disclaimer The Company’s projected revenues are directly affected by changes in: (1) electricity prices and green certificate prices, which are determined in accordance with prices on the relevant electricity and green certificate markets and are directly influenced by legislative activity and marke
Slide 4: Energix – Equity Value Growth (2011-2026)
Energix – Equity Value Growth (2011-2026) IPO April 2018 Presentation Current Equity Value Value Creation 0.16B NIS 1.2B NIS 14.5B NIS 88.4X May 2011 April 2018 June 2026 Over 15 Years IPO April 2018 Presentation April 2018 Presentation Today 14.5B Equity Value Equity Value NIS (NIS B) (NIS B) 1.20B
Slide 5: 2 GW + 1.6 GWh Projects Under Construction
Founded in Global operations Technologies 2009 Solar, Wind, U.S., Poland, Lithuania and Israel Storage Operational projects* 1.7GW + 0.5GWh Expected 2026 revenues 2GW + 1.6GWh 1.3BILS Projects under construction* * As of Q1 2026 results ** See Footnotes 1 and 3 4
Slide 6: Foundation for Growth
Organizational DNA Elite team spirit Professionalism and excellence Focus Creativity Long-Term Commitment Transparency Execution Platform Development – Construction – Operations New management team Foundation for Growth Innovation Strategic Partnerships Clear Space 5
Slide 7: Key Milestones
Entry into the Lithuanian Key Milestones market 1.7GW + 0.5GWh 1.27GW 602MW Entry into the U.S. market 320MW First project connected in (2016) Poland 168MW 99MW 6MW 2MW 2011 2013 2015 2017 2019 2021 2023 2025 6
Slide 8: Systematic Growth
Systematic Growth X5 9GW + 7GWh 4GW + 2GWh Revenues** of 7.5BILS 1.7GW + 0.5GWh Revenues** of 3.5B ILS Revenues* of 1.17BILS 2025 2027 2030 * See Footnote 3. **See Footnotes 1, 2, 3 and 4. Excluding the Data Centers and the Tkumat Or project in Israel. 7
Slide 9: 2030 Target
2030 Target * Mature Portfolio** 5% 4.6GW + 3.2GWh 12.1GW + Development Portfolio 9+ GW 7 5.7GW + 11.7GWh 35% 15.3GWh GWh Projects Under Acquisition 60% 1.8GW + 0.4GWh 9 +7 GW GWh EUROPE US ISRAEL * See Footnotes 1 and 2. ** Mature Portfolio includes operational projects, projects under construction
Slide 10: 2031 Forecast
* 2031 Forecast 7.5B ILS **3B Annual Revenue Run Rate 6.2B ILS 40B Equity Investment 19B ILS Project Finance 2030–2026 Project EBITDA Investment Target 18B Tax Equity Investments 1B ILS Free Cash Flow (FCF) after Debt Service * See Footnotes 1, 2, 3 and 4. ** Expected to be financed primarily throug
Slide 11: Electricity Market Trends
Electricity Market Trends 10
Slide 12: Energy Infrastructure = Strategic Asset
Electricity Demand Continues to Rise Energy Infrastructure = Strategic Asset Key Drivers of Future Electricity Demand Global Electricity Demand Continues to Grow 4,000 Electric vehicles 3,500 Data centers 3,000 Buildings 2,500 2,000 1,500 Low-heat industry 1,000 High-heat industry 500 Heat pumps 28
Slide 13: Energy Infrastructure = Strategic Assets
Electricity Demand Continues to Rise Energy Infrastructure = Strategic Assets Advanced- Grid constraints- Long-term- Regulatory and generation Offtake Policies capacity Agreements Key Drivers of Future Electricity Demand Global Electricity Demand Continues to Grow 4,000 Electric vehicles 3,500 Data
Slide 14: The Global Transition to Renewable Energy
The Global Transition to Renewable Energy 90% 80% 80% 70% 66% 60% 50% A Historic Inflection Point 40% 30% 20% 34% 10% 20% 0 2000 2020 2026 2030 2040 2050 Source: Bloomberg Renewables Non-Renewables 13
Slide 15: The Road to 2030
The Road to 2030 Strategic Plan Highlights 4GW + 2GWh 9GW + 7GWh 1.7GW + 0.5GWh 2025 2027* 2030* United States European Hub Israel Scaling our PJM platform Expanding from Poland Focus and selection of while expanding into into Lithuania and high-value strategic MISO. additional European assets. mark
Slide 16: United States
United States Maximizing Existing Potential in PJM and Expanding into MISO 15
Slide 17: One of the Top Three Renewable Developers in PJM
One of the Top Three Renewable Developers in PJM Pennsylvania • Virginia • Ohio 1GWp ISO-NE Under Construction, NYISO Operational by 2027 Northwest MISO Natural Expansion into OH PA MISO VA SPP PJM Strategic Partnerships CAISO Southwest ERCOT 8GWp Safe Harbor Portfolio Southeast - Double the Target
Slide 18: PJM Rising Demand, Limited Supply
PJM Rising Demand, Limited Supply A Clear Opportunity 32 TWh BRING 26 TWh YOUR OWN POWER 11 TWh Encouraging developers to add new generation capacity Priority given to energy developers 2026 2030 2035 2040 PJM - Power Generation Supply and Demand (TWh) Gap Demand Supply Source: Wood Mackenzie 17
Slide 19: PJM Leads U.S. in Electricity Prices
PJM Leads U.S. in Electricity Prices Price Forecast ($/MWh) Nominal 100 90 PJM 80 ERCOT 70 MISO 60 California ISO 50 40 30 20 10 0 2026 2030 2035 2040 2045 Source: Wood Mackenzie 18
Slide 20: PJM Electricity Price Forecast Continues to Increase
PJM Electricity Price Forecast Continues to Increase Year After Year PJM Price Forecast ($/MWh) Nominal 100 90 80 70 60 50 40 H1/2026 Forecast 30 20 H1/2025 Forecast H1/2024 Forecast 10 H1/2023 Forecast 0 2026 2030 2035 2040 2045 Source: Wood Mackenzie 19
Slide 21: European Hub
European Hub Expanding from Poland into Lithuania and Additional Markets 20
Slide 22: Energix Poland and Grid Connection Approvals
DSO Distribution System Operator Energix Poland operates as a local electricity company with direct interaction with Poland's transmission system operator. Position in the Grid Connection Approvals Through 2030 * 79% 2.4 Wind Polish Market GW * See Footnote 1 2.2 + GWh 21% PV 21
Slide 23: Poland's Renewable Energy Capacity Is Expected to Continue Growing
Poland's Renewable Energy Capacity Is Expected to Continue Growing Installed Capacity (GW) 25 31 0.4 10 11 16 2025 2035E Storage PV- Utility Wind Onshore Limited Availability of Wind Projects in Advanced Development and Grid Connection Agreements Source: Bloomberg 22
Slide 24: Wind Power: Significant Barriers to Entry in Poland
Wind Power: Significant Barriers to Entry in Poland Annual Revenue per MW (M’ PLN) Cost to build per MW (M' PLN) 1.2 8 1.2 7 1.0 6 6.6 X4 0.8 5 0.6 4 X3 3 0.4 2 0.2 0.3 2.2 1 - 0 Wind PV Storage Wind PV Storage 23
Slide 25: Electricity Prices in Poland Expected to Continue Rising
Electricity Prices in Poland Are Expected to Continue Rising in the Long Term Poland Wholesale Price Forecast (Zloti/MWh) Nominal 600 400 2025 2030 2035 2040 2045 Source: Baringa 24
Slide 26: Superior Realized Power Prices Give Wind a Revenue Edge
Superior Realized Power Prices Give Wind a Revenue Edge Capture Price Forecast: PV vs. Onshore Wind 450 Capture Price - Onshore Wind 400 350 +41% +58% +36% +30% +30% 300 Capture Price - PV 250 200 150 2025 2030 2035 2040 2045 Throughout the forecast period, the realized electricity price from wind p
Slide 27: Expansion into Lithuania
Expansion into Lithuania Policy Focus Reducing energy dependence on Russia Renewable Energy Target of 55% by 2030. Latvia Lithuania is expected to add ~ 11GW of renewable energy capacity in the Lithuania coming years. is the largest private renewable developer in Lithuania. Poland 626MW + 337MWh cur
Slide 28: Rising Demand and Push for Energy Independence
Rising Demand and Push for Energy Independence Creates Significant Opportunities 120 Electricity Price Forecast 25 Average electricity Lithuania has set a prices in Lithuania national target to from the start of this year transition from a net 20 €98/MWh electricity importer to a net exporter by 205
Slide 29: Global Innovation
Global Innovation In-house Operational Innovation Real-time Global Operational Control 28
Slide 30: Israel
Israel Focus on High-Value Strategic Assets 29
Slide 31: Value Drivers in the Israeli Market
Value Drivers in the Israeli Market Maximizing Focus on Mega Expected Existing Assets Projects Addition of 600MWh Energy Storage Capacity 30
Slide 32: Tkumat Or
Tkumat Or Israel's Largest Renewable Energy Development Project 3500 1GWp+4GWh 11 *More than acres communities Nahal Oz Ein Nirim HaShlosha Kfar Aza Kerem Shalom Nir Oz Mefalsim Sufa Mishkei Gaza District Bnei Netzarim Neve See Footnotes 1 and 5. 31
Slide 33: Energy Innovation Center with Tel Aviv University
Energix Energy Innovation Center in Partnership with Tel Aviv University * Grid Emulator and Smart Energy Laboratory Development of next-generation energy technologies Funding for EnergyTech research Why Tel Aviv University? No.1 Ranked non-U.S. university by number of founders No.8 Ranked global un
Slide 34: Data Centers
DATA CENTERS 33
Slide 35: PJM – Local Demand with Global Scale
PJM – Local Demand with Global Scale 17% of the world's Data Center Share in Total Power Demand 30% 17% data center electricity consumption is located 25% US-PJM in PJM. 20% 20% 50% US - PJM 15% Rest of the world US-ERCOT US US - Non-PJM 33% 10% l Globa 5% 4% China 0% 2020 2030 2040 2050 Source: Blo
Slide 36: PJM Rising Demand, Limited Supply
PJM Rising Demand, Limited Supply: A Clear Opportunity 32 TWh BRING YOUR OWN 26 TWh POWER 11 TWh Encouraging developers to add new generation capacity Priority access for energy developers 2026 2030 2035 2040 PJM - Power Generation Supply and Demand (TWh) Gap Demand Supply Source: Wood Mackenzie 35
Slide 37: The Key to Success is Powered Land
In the Race for Data Centers, the Key to Success is Powered Land 36
Slide 38: Value Chain
Value Chain PPA POWERED LAND POWERED SHELL DC OPERATOR 1MW IT = $4M 37
Slide 39: The Energix Advantage: Powered Land
POWERED LAND The Energix Advantage Conventional Energy Power-Ready Land in High- Power Grid Demand Areas Electrical Infrastructure PV Community Engagement 38 Affordable Green Electricity R ID G ER P OW C Development Capabilities UB L I P Energy Storage Execution Capabilities Strategic Partnerships F
Slide 40: Value Chain
Value Chain PPA POWERED LAND POWERED SHELL DC OPERATOR 1MW IT = $4M POWERED LAND Value in High-Demand Markets* *See Footnote 6. 39
Slide 41: Data Centers in the United States
Data Centers in the United States ISO-NE NYISO Northwest MISO SPP PJM CAISO Southwest ERCOT Southeast High-Demand Data Center Markets Source: Axios 40
Slide 42: We Operate in Alignment with Demand
We Operate in Alignment with Demand ISO-NE NYISO Northwest MISO SPP PJM CAISO Southwest ERCOT Regions with High Demand for Southeast Data Centers The Markets Energix Operates In Source: Axios 41
Slide 43: 1GW of Energy Potential for Data Centers
MI NY 1GW Potter IL Clermont PA DC MC Solar Border Basin More Than South Branch Falls Road MPG Northumberland Shamrock PA NJ Dover Nottingham Strinestown OH Adams of Energy Potential Iris Julius for Data Centers* Lafayette Poseidon Potomac Hills Endless Caverns Energix HQ MD Nokesville Twilight Tave
Slide 44: Strategy across 3 Time Horizons
MI NY 1GW Potter IL Clermont PA DC MC Solar Border Basin More Than South Branch Falls Road MPG Northumberland Shamrock PA NJ Dover Nottingham Strinestown OH Adams of Energy Potential Iris Julius for Data Centers* Lafayette Strategy across 3 time horizons: Poseidon Potomac Hills Energix HQ MD Short-T
Slide 45: Pennsylvania: Integrating Renewable Energy with Data Centers
PENNSYLVANIA Integrating Renewable Energy with Data Centers Energix has the ability to rapidly transform agricultural land into POWERED LAND Short-Term Opportunity PHASE PHASE PHASE 1 2 3 20MW 100MW 180MW * * * *See Footnotes 1 and 5. 44
Slide 46: Zeus – Flagship Project
ZEUS – FLAGSHIP PROJECT Long-Term Opportunity Renewable Energy Project with Data Center Infrastructure * 400MW IT Strategic location On-site fiber optics, natural gas and water infrastructure Local community support Approved water withdrawal permit Close engagement with the local community *See Foot
Slide 47: Germany Banie Portfolio
GERMANY BANIE PORTFOLIO POLAND Szczecin 5.9k m BESS Nowe Czarnowo III Through 2030 * Nowe Czarnowo [main] substation Data Center WIND 330MW PV Lubanowo II&VI PV 120MW BESS Lubanowo III Substation Banie 2 [main] substation PV Lubanowo VII PV Lubanowo I&IV STORAGE Berlin PV Lubanowo III WF Banie VI BE
Slide 48: Data Center – Poland
GERMANY Data Center – Poland POLAND Szczecin 300MW IT * 5.9k m BESS Nowe Czarnowo III Nowe Czarnowo [main] substation Two Grid Connection Data Center Applications Submitted PV Lubanowo II&VI BESS Lubanowo III Substation Banie 2 [main] substation PV Lubanowo VII PV Lubanowo I&IV Berlin PV Lubanowo II
Slide 49: Data Center – Israel
Data Center – Israel Yasif Project 70MW IT Data Center Energix DC 87MWp / 400MWh 12ml PV + Storage * Haifa High-voltage grid Planned NVIDIA Campus connection with energy storage 4ml NVIDIA HQ Kiryat Tiv'on *See Footnotes 1 and 5. 48
Slide 50: A Global Platform of Powered Land in High-Demand Markets
A Global Platform of Powered Land in High- Deman Markets Fast Time-to-Market (TTM) | Multiple execution timelines | Flexible value chain Europe United States Poland | Banie Virginia | Zeus 300MW IT * Medium-Term 400MW IT * Israel Long-Term Opportunity Opportunity Total Potential Pennsylvania Yasif P
Slide 51: Targets: 9GW + 7GWh
Targets: * 9GW + 7GWh (EXCLUDING DATA CENTERS AND THE TKUMAT OR PROJECT.) Looking Ahead to Our Strategy Responsible Growth Focused Plan Clear Execution *See footnote 1 50
Slide 52: Notes
Notes 1. Forward-Looking Information. 2. The revenue and electricity capacity forecast does not include the data centers segment or the “Tekumat Or” project and is based on the assumption of a full representative year of operations. 3. Revenue forecasts include revenues from tax equity partners and
Slide 53: Thank You
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