Inox Wind Ltd. · NSE:INOXWIND
Inox Wind — Q1 FY27 Earnings Presentation
30 slides from Inox Wind's earnings presentation, August 2026
Slide 1: Inox Wind Limited Q1 FY27 Results Presentation
INOX WIND LIMITED Q1 FY27 RESULTS PRESENTATION AUGUST 2026 1
Slide 2: Safe Harbour
SAFE HARBOUR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Inox Wind 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 securities
Slide 3: Contents
CONTENTS 1. Key highlights for the quarter 2. INOXGFL Group – Global leaders in energy transition 3. Renewable sector in India – A multi- decadal growth story 4. INOX Wind – India’s leading fully integrated wind solutions provider 5. INOX Renewable Solutions – A full service renewable EPC player 6.
Slide 4: Inox Wind – Key Highlights For The Quarter
Inox Wind – Key Highlights For The Quarter 4
Slide 5: INOXGFL Renewables Adopts 'ONE INTEGRATED' Strategy
INOXGFL Renewables Adopts ‘ONE INTEGRATED’ Strategy INOX WIND: GROUP SYNERGIES TO BE THE NEXT ENGINE OF GROWTH • Inox Clean, the renewable IPP and • EPC arm of the Group for both solar • India’s only listed pure play solar cell & module manufacturing and wind renewable O&M player company of the Grou
Slide 6: Key Achievements & Highlights – Q1 FY27
Key Achievements & Highlights – Q1 FY27 REVENUE EBITDA^ EBITDAM % PBT CASH PAT Rs 872 cr Rs 237 cr ~ 27.2%^ Rs 95 cr Rs 153 cr ➢ Operations showing resilience post the strategic pivot towards equipment supply • The pivot is part of a larger strategy to achieve a healthy balance sheet as well as fina
Slide 7: Key Achievements & Highlights – Q1 FY27 (Cont'd.)
Key Achievements & Highlights – Q1 FY27 (Cont’d.) Particulars (Rs cr) Q1 FY27 Q1 FY26 YoY % FY26 FY25@ YoY % Consolidated Total Income 872 863 1% 4,569 3,702 23% Consolidated EBITDA^ 237 245 (3%) 1,232 985 25% Profit before tax 95 138 (31%) 659 537 23% Profit after tax 64 97 (34%) 449 438 3% Cash PA
Slide 8: IWL – Delivering Exponential Growth Over the Years
IWL – Delivering Exponential Growth Over the Years Total Income (Rs cr) EBITDA^ & EBITDA Margin % Cash PAT* (Rs cr) 4,569 1,232 27% 863 3,702 985 718 28% 27% 325 245 237 1,799 27% 18% 863 872 186 153 75 FY24 FY25 FY26 Q1 FY26 Q1 FY27 FY24 FY25 FY26 Q1 FY26 Q1 FY27 EBITDA (Rs cr) EBITDA Margin % FY24
Slide 9: Growth Guidance for FY27 Remains Unchanged
Growth Guidance for FY27 Remains Unchanged REVENUE EBITDAM % FY27 75% growth over 20-22% FY26 Growth and margin improvement strategies • Commercial launch of 4X MW within CY26 • Enhancing blade manufacturing capacity to cater to 4X WTGs Operational • Ramp up of transformer manufacturing facility; ma
Slide 10: Leaders In Energy Transition
Leaders In Energy Transition 10
Slide 11: INOXGFL Group – USD 16 Bn Indian Conglomerate
INOXGFL Group – USD 16 Bn Indian Conglomerate^ INOXGFL Group, with a legacy of over nine decades, and currently with three listed entities, is a leader in energy transition. The Group is a forerunner in diversified business segments spanning fluoropolymers, fluorochemicals, battery chemicals, wind t
Slide 12: INOXGFL Group – Leaders In Energy Transition
INOXGFL Group – Leaders In Energy Transition INOXGFL Group is one of the most integrated players across the energy transition value chain Manufacturing Services RE Power Purchase RE Independent Power Producer 12
Slide 13: Renewable Sector in India – A Multi-Decadal Growth Story
Renewable Sector in India – A Multi-Decadal Growth Story 13
Slide 14: India Renewable Sector – A Multi-Decadal Growth Story
India Renewable Sector – A Multi-Decadal Growth Story India’s Per Capita Electricity Consumption Expected to Triple Power Demand in BUs | Multi-year High Demand in FY27 YTD 190 4,000 170 150 2,000 130 1,460 110 Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Q1 Q2 Q3 Q4 FY25 2030 2047 FY24 FY25 FY26
Slide 15: Strong Demand for Wind Installations…
Strong Demand for Wind Installations… Highest Ever Wind Installations in FY26… …With 8-10 GW Annual Wind Installations Expected in Near Term MW Installed Wind Capacity Expected to 6,057 56,092 be 7x Current Capacity in the Next 2 400 Decades 4,151 3,253 10% 2,275 1,111 160 1,503 2,118 1,480 100 34,1
Slide 16: Pure Wind Bids Highest In the Last 8 Quarters
Pure Wind Bids Highest In the Last 8 Quarters Renewable Capacity Awarded Out of 9.34 GW renewables capacity awarded through tenders in Q1 FY27, 4.55 GW (49%) comprised of wind/Hybrid/FDRE projects 9.34 GW RE capacity Awarded in Q1 FY27 2.35 GW 1.20 GW 1.00 GW 1.34 GW 3.45 GW Wind FDRE Hybrid Solar S
Slide 17: Inox Wind – India's Leading Fully Integrated Wind Solutions Provider
Inox Wind – India’s Leading Fully Integrated Wind Solutions Provider 17
Slide 18: IWL – What Sets Us Apart – 5 Pillars Of Strength
IWL – What Sets Us Apart – 5 Pillars Of Strength Strong Group Fully Integrated Robust Diversified Manufacturing & Pedigree Wind Energy Player Creditworthiness Orderbook Technological Prowess • Strong backing of • One of India’s largest • Net cash balance • Robust order book orderbook • Strong operat
Slide 19: IWL – Robust and Well-diversified Order Book of ~4.4 GW (July-26)
IWL – Robust and Well-diversified Order Book of ~ 4.4 GW (July-26) Order Book Break up | Projects Delivered Split | Turnkey vs Equipment Supply Customers 9% ..to ~75% equipment Auction supply going forward 38% ..to almost 75% turnkey C&I in FY26..^ 53% PSU From ~100% turnkey in Q1 FY24… 25% Order Bo
Slide 20: INOX WIND – Key Renewables Customers / Associations
INOX WIND – Key Renewables Customers / Associations 20
Slide 21: Inox Renewable Solutions – A Full Service Renewable EPC Player
Inox Renewable Solutions – A Full Service Renewable EPC Player 21
Slide 22: INOX Renewable Solutions – A Full Service Renewable EPC Player
INOX Renewable Solutions – A Full Service Renewable EPC Player Inox Renewable Solutions Limited (formerly Resco Global) is a leading renewable EPC service provider 1 with a pan-India presence and a very strong presence in Western India Strong operational track record of >14 years across major States
Slide 23: INOX Renewable Solutions – Poised for Massive Growth
INOX Renewable Solutions – Poised for Massive Growth Asset Ownership & Expansion EPC • Ownership of multiple substations in the • Leading end-to-end EPC player in wind group, controlling multi-GW of capacity – this • Rapidly expanding EPC services in solar, provides a ‘moat’ for the business hybrid,
Slide 24: Inox Green – India's Only Listed Pure Play Renewable O&M Player
Inox Green – India’s Only Listed Pure Play Renewable O&M Player 24
Slide 25: INOX Green – On Track to Become One of the Largest Renewable O&M Companies
INOX Green – On Track to Become One of the Largest Renewable O&M Companies Globally ✓ Provides comprehensive O&M Solutions for WTGs, solar & hybrid projects Inox Green’s ~ 13.3 GWp* O&M Portfolio is Spread Pan as well as for the common infrastructure for renewable projects through India long-term co
Slide 26: IWL – Key Financials & Shareholding Pattern
IWL – Key Financials & Shareholding Pattern 26
Slide 27: IWL – Key Financials – Consolidated Income Statement
IWL – Key Financials – Consolidated Income Statement Particulars (Rs cr) Q1 FY27 Q1 FY26 YoY % FY26 FY25 YoY % a) Revenue from operation (net of taxes) 814 826 -1% 4,397 3,557 24% b) Other Income 58 36 61% 172 144 19% Total Income 872 863 1% 4,569 3,702 23% Expenses a) Cost of materials consumed 446
Slide 28: IWL – Key Financials – Consolidated Balance Sheet
IWL – Key Financials – Consolidated Balance Sheet Particulars (Rs cr) FY26 FY25 Particulars (Rs cr) FY26 FY25 ASSETS Equity (1 ) Non-current assets (a) Equity Share capital 1728 863 (a) Property, Plant and Equipment 2490 1980 (b) Share capital pending issuance 0 761 (b) Capital work-in-progress 247
Slide 29: IWL – Shareholding Pattern
IWL – Shareholding Pattern Retail & Others, 32% Promoters , 44% Domestic Institution al Foreign Investors, Investors, 9% 15% • Sizeable holding of promoter group • Investors include marquee FIIs and mutual fund / insurance investors such as Capital Research, Blackrock, ICICI Pru AMC, Bandan MF, Nipp
Slide 30: Thank You
THANK YOU Investor Relations Contact No: +91 120 614 9600 Email : Investors.iwl@inoxwind.com Follow us on Social Media: This presentation and the related discussions may contain “forward looking statements” by Inox Green Energy Services Limited (“Inox Green” or “the Company”) that are not historical