Energix-renewable Energies Ltd. · TASE:ENRG
Energix-renewable Energies — Energix - Renewable Energies — Q2 2025 Earnings Presentation
23 slides from Energix-renewable Energies's earnings presentation, Aug 11, 2025
Slide 1: Capital Markets Presentation August 2025
This document is an unofficial translation of the Company's original Hebrew Presentation dated August 11, 2025 (Reference NUmber: 2025-01-059268) (the “Presentation"). The Hebrew version of the Presentation is the binding version. This translation was prepared for convenience purposes only. We 7 ENE
Slide 2: General notes regarding the presentation
General notes regarding the presentation + This presentation was prepared by Energix — Renewable Energy Ltd. ("the Company") This presentation does not constitute an offer to buy or sell the Company's securities, or an invitation to receive any such offers, but rather is intended only for the presen
Slide 3: Financial Strength, Strategic Collaborations and Operations
(Financia Strength Strategic plan goal of 46W+1.3GWh installed capacity in 2026 with no additional capital required* 5 4 a ) ( strategic Collaborations Energix ~ Renewable Morgan Stanley (Aetoba! company SE Santander Operating in the United States, Poland, Lithuania and Israel. Established expertise
Slide 4: Company's Portfolio of Projects, August 2025
4.9GW 8.3GW + 11.4GWh +11.9GWh Mature 3.4GW Company's Portfolio Of .o.sewh Total Project ms project Portfolio — portfolio* August 2025 996) +50MWh me pre-construction ommercial operation
Slide 5: Major Events for Q2 2025
Major Events Revenues of NIS 196 million for Q2 2025 EBITDA of NIS 124 million = 7 Portfolio of projects and Financing* Poland and Lithuania* The Business | construction works* Environment in the U.S* 4 ARAN — commence construction in two | 4 signed a financing agreement with # poland — secured new
Slide 6: Development of the Company's Operating Results
Development of the Company’s 5 2GW+ Operating Results! 0.4GWh The following are the Company's + results and guidance ‘b2Gwh 24100 in respect of its project portfolio ONY (NIS millions) r ee 898 forecast | H 800-850 | ' Connected MW+MWh at year-end wun 2880 cow , 4 Poland Forecast | | 678 F . _ Stat
Slide 7: USA
Slide 8: Adoption of the OBBB: no material impact on operations
Adoption of the OBBB 3 = no material impact on the Company’s operations, with the potential to develop projects totaling approximately 5G6W by 2030 under Safe Harbor protection The Company currently holds Safe Harbor protection for ~1.5GW through 2028 and can increase its capacity in an additional ~
Slide 9: PV and Storage Project Portfolio in the United States
* Photovoltaic Photovoltaic Photovoltaic Photovoltaic Photovoltaic Photovoltaic Photovoltaic Storage PV in the Project Project Project Project Project : ortfolio - ortfolio - E3 ortfolio - £4 ortfolio - E4 ortfolio - E5 United States PYniva e . , i y Fapacity | 224 412 148 62 422 428 3,550 5,360 ~ C
Slide 10: Poland
Slide 11: Secured new grid connection approvals of ~1GW
Secured new grid connection approvals with a total capacity of ~1GW Total grid connection approvals of ~1.35GW for 2026-2031 Driving meaningful value creation while significantly de-risking the Company's development pipeline Supporting accelerated growth of the Company's operations in Poland over th
Slide 12: Poland and Lithuania Projects: 344MW Connected
344Mw connected projects Connected projects Projects Under Construction Advanced Projects in development development == Wind Photovoltaic Photovoltaic Storage Storage Wind Photovoltaic Photo- ~ Wind | Storage NC’ NC: voltaic ' Capacity - < (MWh/MW) 301 43 30 48 52 86 116 330 650 3,240 Construction C
Slide 13: Energix Israel
NRE ENERGIX
Slide 14: ARAN project valuation assumptions
For further details regarding the ARAN project and the assumptions used in its valuation; S66 Note 7a! to the financial statements published alongside this presentation *Forward looking statement
Slide 15: Wind, PV and Storage in Israel
Wind, PV and Storage Photovoltaic Photovoltaic Wind Photovoltaic Photovoltaic Photovoltaic Photovoltaic Storage in Israel combining ARAN** First Competitive combining combining (including with storage c process storage storage combined in high voltage (4) | "mishor Rotem" storage) “> Capacity 53 58
Slide 16: Financial Data
Slide 17: Financial Flexibility and Risk Management
71% Debt* Equity to debt ratio as of 30.6.2025 NEWABLES Financial Flexibility and Risk Management Signing of a project financing agreement with the MUFG bank to finance the construction of the E5 project portfolio in the U.S. for up to USD 491 million A dedicated credit facility financing for the co
Slide 18: Financing and Capital Structure
Financing and Capital Structure Data in NIS Millions as of 30.6.2025 Gross Balance of Liquid resources Gross Balance of Liquid resources iti 628 Usa (PV) Usa (PV) Israel Israel Israel (wind) (PV gues Israel (PV) finsncing. Cash and E5 E4 (PV+storage) — (PV+storage) ‘ARN high voltage) us jure framewo
Slide 19: Appendix
Slide 20: Equity Repayment
Equity Repayment Scope of Gross Facility and Scope of Cost invested as_Financing/Tax Expected construction Tax Equity P ., of the Reporting Equity Partner Repayment of Expected Equity* . cost Partner Date Investment Equity* Investment Withdrawn Portfolio 650-750 Up to 650** Up to 100 18 Up to 422 13
Slide 21: EBITDA
Og ENERGIX EBITDA 156,397 L Expe IFRS 16) _ ses ( ) (8,006) =_— “ 6,112 - i 35,045 155,981
Slide 22: Power purchase agreements
Power pu rc hase agreements As of the approval date of the report Sale under hedging or fixed price in accordance with The Company signed power purchase agreements, hedge agreements and won tariff power purchase agreement autions to create optimization between leveraging the high price environment i
Slide 23: A breakthrough global green utility
Energix - Renewable Energies — Q2 2025 Earnings Presentation on 6ix