Energix-renewable Energies Ltd. · TASE:ENRG
Energix-renewable Energies — Energix – Renewable Energies — Q3 2025 Earnings Presentation
27 slides from Energix-renewable Energies's earnings presentation, Nov 12, 2025
Slide 1: Capital Markets Presentation November 2025
This document is an unofficial translation of the Company ’s original Hebrew Presentation dated November 12, 2025 (Reference Number: 2025- 01- 086359) (the “Presentation ”). The Hebrew version of the Presentation is the binding version. This translation was prepared for convenience purposes only . C
Slide 2: General notes regarding the presentation
General notes regarding the presentation Accordingly, the actual results in respect of such information may differ significantly from • This presentation was prepared by Energix – Renewable Energy Ltd . (“the Company ”) the presented information or from the results which have been estimated on the b
Slide 3: Company's Project Portfolio
6GW 9.4GW + 12GWh +13.1GWh Mature 3.4GW Portfolio Of +1.1GWh Company ’s Total Project project Portfolio portfolio* 632MW November 2025 1.2GW + 180MWh 1.6GW + 730MWh + 240MWh Solar, wind and Advanced storage development Under development construction/ pre- construction Commercial operation Assuming t
Slide 4: Key Events in the 3rd Quarter – 2025
Key Events in the 3rd Quarter – 2025 Quarterly Results: Revenues Amounting to NIS 199 million | EBITDA of NIS 118million Poland and Lithuania The Company ’s Activity in the United Poland – receipt of grid connection approvals for new projects States with a capacity of 1.6GW wind, 0.5GW solar and 1.3
Slide 5: Key Events in the 3rd Quarter – 2025: Portfolio of Projects and Financing
Key Events in the 3rd Quarter – 2025 Portfolio of Projects and Financing* Construction Works Financing transaction with MUFG Bank to the sum of up to $ 491 million – withdrawal for construction period to the sum of $ 121 million as of the report Commercial operation of stand - alone storage project,
Slide 6: Development of the Company's Operating Results
Development of the Company ’s 1.7GW+ Operating Results 1 0.4GWh 2 (2GW+0.4GWh) The following are the Company ’s 1.35GW+ results and guidance 0.2GWh in respect of its project portfolio 1.3GW (NIS millions) 898 Forecast 855MW 602MW 800 - 850 1 Connected MW+MWh at year - end 741 Forecast Poland 678 Isr
Slide 7: Q3 2025 Summary
Q3 2025 Summary Challenges Strengths Delays in connection to the PJM grid in the Strengthening Activity in Lithuania United States Negotiations to purchase a number of projects with significant The average interconnection time has increased from 3 capacity in pre - construction stages** to 5 years*
Slide 8: Timing of Project Construction Relative to Delays in Grid Connection Dates
Timing of Project Construction Relative to Delays in Grid Connection Dates* The Company is prepared Delays in connection dates due to infrastructure restrictions in the PJM grid. to build projects so that it implements its work plan <- > Supply chain delays by utility for high voltage equipment Lack
Slide 9: USA
USA 9
Slide 10: The Business Environment in the United States
The Business Environment in the United States Adoption of OBBB law - no material impact on the Company's activity which in accordance with its business In light of the expected shortage of electricity in the United plans will work to build and connect to the power grid States by the end of the decad
Slide 11: 784MWp Connected projects
784MWp Connected projects Projects in pre - construction Projects Connected projects in advanced Projects in development /under construction development Photovoltaic Photovoltaic Photovoltaic Photovoltaic Photovoltaic Photovoltaic Photovoltaic Storage PV in the Project Project Project Project Projec
Slide 12: Poland
Poland 12 16
Slide 13: Grid Connection Approvals for Power Generation Projects in Poland
Grid Connection Approvals for Power Generation Projects in Poland New grid connection approvals with a total capacity of ~2.1GW wind ( 78%) and Solar ( 22%) and ~ 1.3GWh storage Increasing value and platform for significant growth in 2026 - 2031 Providing a tailwind for the Company's continued growt
Slide 14: Lithuania – the Company Considers Lithuania a Significant Growth Engine
Lithuania – the Company Considers Lithuania a Significant Growth Engine An agreement to purchase the Jonava project, a combined wind and photovoltaic project with a total capacity of ~ 470MW in Lithuania Subsequent to the reporting date , the purchase agreement was amended: The proceeds of the purch
Slide 15: 344MW + 48MWh connected projects
344MW + 48MWh connected projects Connected projects Projects Projects in Under Advanced Construction development development Wind PV and storage in Poland Wind Photovoltaic Storage NC1 Storage NC2 Wind Photovoltaic Photo - voltaic Wind Storage Capacity 400 (MWh/MW) 301 43 48MWh 52MWh 122 219 650 2,1
Slide 16: Israel
NRE ENERGIX
Slide 17: The Company's Key Activity in Israel
The Company ’s Key Activity in Israel Commercial operation of the Julis HV project with a capacity of ~87MWp began over the course of the quarter The Company is working to plan and build a storage facility that will be integrated into this project with a capacity of ~340MWh, which will allow the con
Slide 18: 470MW + 189MWh connected projects
470MW + 189MWh connected projects Connected projects Projects Under Construction/ Advanced development Projects in in Pre - Construction development Wind, PV and Storage Photovoltaic Photovoltaic Photovoltaic Photovoltaic Wind Photovoltaic Photovoltaic Storage Photovoltaic Storage in Israel includin
Slide 19: Financial Data
Financial Data 19
Slide 20: Financing and capital structure; Financial Flexibility and Risk Management
Financing and capital structure (NIS millions) Financial Flexibility Equity to debt ratio and Risk Management 70% 30% as of 30.9.2025 Debt * Expansion of long - term credit facilities to finance equipment purchases by additional sum of to $ 100 million. Foreign currency risk management policy – maxi
Slide 21: Financing and Capital Structure
Financing and Capital Structure Data in NIS Millions as of 30.9.2025 Gross Balance of Liquid resources Project f inance facilities 2,174 509 Usa (PV) Usa (PV) Israel Israel Israel ( Clean Israel (PV Julis ultra - Israel (PV) Additional (PV+storage) (PV+storage) Wind Energy Procedure Cash and E5*** E
Slide 22: Appendix
Appendix 22
Slide 23: Equity Repayment
Equity Repayment Financing Scope of Gross Facility and Cost invested as Financing/Tax Expected Portfolio Scope of construction Tax Equity of the Reporting Equity Partner Repayment of Expected Equity* cost* Partner Date Investment Equity* Investment* Withdrawn NIS in Millions Clean Wind Energy 650- 7
Slide 24: Adjustment to Project Level EBITDA
Adjustment to Project Level EBITDA Analysis of project level EBITDA which is used by the Company to calculate its operating results in accordance with its Gudance, as specified in slide 6 Q3/25 Q3/24 EBITDA 117,734 130,940 Lease Expenses (IFRS 16) )7,932( (5,719) Other income/expenses (including dev
Slide 25: Power purchase agreements
Power purchase 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 in
Slide 26: Why ENERGIX?
Why ENERGIX? A strong, professional and reliable team Projects in Commercial Operation Strategic collaborations (November 25, in Millions of NIS ) Gross U.S.- high- quality infrastructure for growth under existing 7,900 construction cost market conditions 2,000 ITC tax benefits Net construction Grow
Slide 27: A Breakthrough Global Green Utility
A BREAKTHROUGH GLOBAL GREEN UTILITY (“GGU”), COMMITTED TO OUR FUTURE ON THE PLANET 27
Energix – Renewable Energies — Q3 2025 Earnings Presentation on 6ix