Asian Energy Services Limited · NSE:ASIANENE

Asian Energy Services — Shareholder Meeting (September 2025)

19 slides from Asian Energy Services's shareholder meeting presentation, Sep 26, 2025

  1. Slide 1: Cover letter to stock exchanges on AGM presentation

    Date: September 26, 2025 To, To, The Listing Department, The Listing Department, BSE Limited, National Stock Exchange of India Limited, Floor 25, P. J. Towers, Exchange Plaza, Plot No. C/1, G Block, Bandra Kurla Dalal Street, Mumbai 400 001 Complex, Bandra (East), Mumbai 400 051 BSE Scrip Code: 5303

  2. Slide 2: Annual General Meeting

    ANNUAL GENERAL MEETING 26th September 2025 ASIAN ENERGY SERVICES LIMITED (AESL)

  3. Slide 3: Servicing Excellence for over 3 Decades

    Servicing Excellence ASIAN ENERGY SERVICES LTD (AESL) for over 3 Decades • Founded in 1992, ASIAN Energy Services Limited (AESL) embarked on a journey to offer seismic services to the Oil & Gas industry. • Acquisition by Oilmax Energy in 2016 broadened capabilities to integrated O&M and forays into

  4. Slide 4: Challenges Met, Horizons Expanded

    Challenges Met, Horizons Expanded ASIAN ENERGY SERVICES LTD (AESL) Since 2016, AESL has consistently evolved, adapting to industry demands and CHARTING NEW TERRITORIES exploring new avenues. W e have successfully transformed into an integrated 2016-PRESENT energy services provider with a presence ac

  5. Slide 5: Financial Performance: FY 2024-25

    Financial Performance: FY 2024-25 ASIAN ENERGY SERVICES LTD (AESL) Values in Crores 120 465.0 52% 100 120 305.1 80 72.3 100 67% 80 60 43.4 60 40 42.2 EBITDA 40 65% 15.5% Margin 25.5 20 14.2% PAT 9.1% 20 Margin 8.2% 0 0 2023-24 2024-25 2023-24 2024-25 2023-24 2024-25 Revenue from Operations EBITDA PA

  6. Slide 6: Business Verticals

    ASIAN ENERGY SERVICES LTD (AESL) Business Verticals Integrated Oil & Gas Mining Field Development Services SER VI C ES O F F ER IN G MAT ER I AL H AN D L I N G AC R O SS E&P VAL U E AESL has diversified offerings across the SYST EMS C H AI N energy spectrum, ensuring strategic positioning to drive s

  7. Slide 7: Diverse Order Book Spanning Verticals and Clients

    Diverse Order Book Spanning Verticals and Clients ASIAN ENERGY SERVICES LTD (AESL)  Current Total Order Book worth ~ Rs 1,688 Crs  Standalone third party contracts in India (excluding Kuiper and Indrora oil block)  Kuiper acquisition completed; Set to start contributing from 1st September 2025 

  8. Slide 8: Opportunity Landscape

    Opportunity Landscape ASIAN ENERGY SERVICES LTD (AESL) Oil & Gas Industry Mineral Industry Crude oil consumption expected CAGR at Mineral production is expected to grow at a 4.59% to 500 million tonnes by FY40 very high rate to achieve self sufficiency India to double its other minerals India Import

  9. Slide 9: Overview of Kuiper

    Overview of Kuiper ASIAN ENERGY SERVICES LTD (AESL) Kuiper is a global provider of diverse, fully-integrated human resources and recruitment solutions to the energy industry, with an exemplary track record in serving some of the world’s biggest projects and companies. YEARS OF RICH GLOBAL DATABASE O

  10. Slide 10: Asian & Kuiper: Geographical Advantage

    Asian & Kuiper: Geographical Advantage ASIAN ENERGY SERVICES LTD (AESL) • Robust presence in multiple geographies which increases market reach & operational efficiency. • Leverages current expertise, knowledge and experience, to expand into O&M, Shutdown/ TA jobs in KSA, UAE & Qatar. 9

  11. Slide 11: Oilmax Energy at a Glance

    Oilmax Energy at a Glance ASIAN ENERGY SERVICES LTD (AESL) • Private integrated Oil & Gas company with diverse assets in oil, minerals and energy services. • Full upstream expertise: Exploration, Drilling, Development & Sales. • ~70 million barrels hydrocarbon reserves; likely to increase manyfold.

  12. Slide 12: Oilmax: A proven track record of value creation

    Oilmax: A proven track record of value creation ASIAN ENERGY SERVICES LTD (AESL)  Amguri Overview Restarted production in a record 50 days during COVID from a field Highlighted as a model shut-in for more than 10 years. A nearly 4 fold increase in reserves case for operators by from initial estimat

  13. Slide 13: Current Group Structure

    Current Group Structure ASIAN ENERGY SERVICES LTD (AESL) Overview Oilmax Energy Pvt Ltd Oil & Gas Exploration & Production (E&P) Green Ventures AMGURI (50%) OIL & GAS SERVICES DUARMARA (50%) Global Integrated Seismic Resourcing Solutions INDRORA (60%) O&M Services TIPHUK (80%) SOUTH REWA 6 CBM (100%

  14. Slide 14: Post Merger Structure

    Post Merger Structure ASIAN ENERGY SERVICES LTD (AESL) Financial Snapshot Asian Energy Services Ltd (Merged) Oil, Gas and Energy Mineral Assets Services • Operations & Maintenance • Green Ventures • Natural resource • Global Integrated • Coal Handling Plant ownership Resourcing Solutions • Seismic 1

  15. Slide 15: Key Rationale

    Key Rationale ASIAN ENERGY SERVICES LTD (AESL) Strategic Fit & Business OverviewSynergies Growth & Market Leadership • Integration of strengths across oil & gas, minerals, and upstream • Creation of a leading Indian energy & mineral company with services global footprint • Asian’s O&M & EPC expertis

  16. Slide 16: Aspirations

    Aspirations ASIAN ENERGY SERVICES LTD (AESL)  Targeting exponential growth over the next 3-4 years Revenue in ₹  Establishing ourselves as a leader in energy and mineral services ~3000  Develop existing assets while acquiring low-risk Cr opportunities to actively support Atmanirbhar Bharat missio

  17. Slide 17: Way Forward

    Way Forward.. ASIAN ENERGY SERVICES LTD (AESL)  Current Order Book of ~Rs. 1688 Cr for Asian Energy giving strong base for next 2-3 years  Large bid pipeline in Asian Energy across Oil & Gas and Mining Services to further enhance growth visibility  Kuiper adds ~ Rs. 600 Cr annualized revenues pos

  18. Slide 18: Valuation and Emerging Shareholdings

    Valuation and Emerging Shareholdings ASIAN ENERGY SERVICES LTD (AESL) Oilmax Energy Valuation: ~ Rs. 2,582 Cr. Swap Ratio: ~ 40% of Oilmax Valuation comes from Asian For every 10 shares of Oilmax Energy, 117 Energy, Anirit Ventures, other assets. shares of Asian Energy Oilmax’s holding of ~2.72 cr.

  19. Slide 19: For further information, please contact

    For further information, please contact Company : Investor Relations Advisors : Asian Energy Services Limited Investor Relation Advisors: CIN – L23200MH1992PLC318353 Strategic Growth Advisors Pvt. Ltd. Contact Details : CIN - U74140MH2010PTC204285 Investor.relations@asianenergy.com Ms. Brinkle Shah

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