Reliance Infrastructure : Investor Presentation

About this update from Reliance Infrastructure Limited

Reliance Infrastructure Limited Presentation to Shareholders and Investors December 2025 1 Contents A. Reliance Group- Overview B. Reliance Infrastructure- The Platform C. New Growth Engines D. Board, Leadership & Governance A Reliance Group From Strong Foundations to a Sharper Future Reliance Group : Powering Growth in Critical National Building Sectors From lights in Delhi to metros in Mumbai and defence systems for tomorrow - our businesses anchor India's infrastructure and energy resilience Reliance Infrastructure Portfolio of marquee projects in critical sectors Power Distribution 2 Discoms in Delhi; Largest Private Discom in India Powers 2/3 rd of Delhi ~5,700 MW peak power demand Defence Manufacturing Partnership with Thales, Dassault, Rheinmetall AG and Diehl Defence Transportation Mumbai Metro-Line 1; 8 Road projects Reliance Power Portfolio of 5,300 MW of power generation assets 5,160 MW Thermal Power Projects 3,960 MW Sasan, 1,200 MW Rosa Power 140 MW Solar Power Projects Renewable ~4,000 MW Renewable projects ~6,500 MW BESS 1 Projects ~770 MW Hydro Projects Presence in India ~₹23,550 Crore Market Cap. (30.11.2025) ₹ 16,400 Crore+ Revenue as on Sep' 25 (H1FY26) Combined Stats of Reliance Infra and Reliance Power Others Defence Energy (1) BESS - Battery Energy Storage System (New projects awarded) Power Distribution Utilities (2) Solar Power Mumbai Metro Road, Pune (1) Road, Faridabad (1) Defence ~₹ 111,000 Crore Asset Base as on Sep' 25 ₹ 33,400 Crore+ Net Worth as on Sep' 25 Roads, Tamil Nadu (6) Rosa Power Sasan Power 30,000+ Employees 5 Resurgent Reliance Group : Stronger, Sharper & Future-Ready Resurgent Reliance Stakeholder Value creation: Deliver sustainable cash flows that fund consistent dividends and long-term growth. Leadership Capital: Harnessing the strength of proven leaders and invest in right team to deliver resilience and growth. Governance & Discipline: Ring-fenced structures to protect capital, de-risk the balance sheet, and ensure integrity of returns Growth Alignment: Align with India's policy priorities such as Atmanirbhar Bharat unlock long-term demand Value creative allocations: Disciplined capital allocation into India's $5T growth engines -renewables and defence - driving sustainable value creation Clear Vision: Transformative journey to emerge as a leading player in India's Viksit Bharat roadmap Our Themes of Transformations Principles A focused transformation driven by clear vision, disciplined capital allocation, and renewed leadership - positioning Reliance for sustainable, long-term value creation Revitalize- Core Businessess: Strengthen and expand the foundation for sustainable profitability. Reorient- Portfolio reset: Exit non-core plays and restructure business to create value. Reinvent- Growth engines: Ignite next-gen platforms as multi-bagger growth catalysts. Relearn- Learnings from Past: Institutionalize lessons to derisk balance sheet, ring-fenced structure to protect capital. Renew- Leadership, Governance: Embed world-class leadership and governance discipline for long-term value Recharge- Capital Infusion: Strengthen the balance sheet and fuel growth with fresh capital. Reliance Group: Aligned with India's Growth Vision, Driven by a Shared Future Tapping into India's $5 Trillion growth agenda - driving clean energy, defence self-reliance, and technology-led manufacturing through focused, high-impact platforms India Vision 2030 Atmanirbhar Bharat - Driving Clean Energy Security and Defence Self-Reliance for a Resilient Future Reliance Vision Making Bharat Atmanirbhar in Clean Energy and Defence Energy 250 GWh Battery Storage by 2030 Annual addition of 50 GWh 500 GW Electricity Capacity (Non-fossil fuels) 16% CAGR (2025-2030) 280 GW Solar Energy 20% CAGR (2025-2030) Be a value player in India's energy transition by advancing renewables. Be a leading player in battery manufacturing, delivering grid-scale storage solutions for India's energy transition through best-in-class global partnerships. Defence ₹3 lakh Crore Domestic Defence Production 11% (5-Year CAGR) ₹50,000 Crore Annual Export Target 19%(5-Year CAGR) Build a dominant presence in key defence segments, expanding global market reach through strategic partnerships while strengthening India's strategic autonomy. B The Platform Strong Foundation Play with Deep Value Potential Unlock Reliance Infrastructure : Overview and Holding structure as on September 30, 2025 Balanced portfolio spanning essential utilities, mobility, renewables, and defence - poised for capital unlocking and reinvestment-led growth Infra+ Utility (Legacy Core) Manufacturing (New Growth Engine) Exit plan by FY-26 to free up capital Legacy + Growth Engine Power Distribution Utility Metro Roads Defence Renewables (51%) (74%) (100%) (51%) (49%) (100%) (100%) (100%) (100%) Reliance Infrastructure Ammunitions & Explosives Zetta Solartech DRAL TRDS Battery Greentech Zetta Solar MMOPL BSES Rajdhani & BSES Yamuna 8 road SPVs Reliance Power (~24.98%) MMOPL: Mumbai Metro One Private Limited | TRDS: Thales Reliance Defence Systems (TRDS) | DRAL: Dassault Reliance Aerospace Limited | JAL: Jai Ammunition Limited | RDL: Reliance Defence Limited 9 Reliance Infrastructure : Powering, Connecting and Securing India Revitalise Core Businesses From Delhi's power grids to India's next-gen defence manufacturing - a diversified infrastructure platform driving resilience and national capability. Power Distribution Largest private discom in India; Powering 2/3 rd of Delhi 5.3 Million+ ~5,700 MW Customers Peak demand Served served ~6.1% AT&C Losses (reduced from 56%) Future-ready, technology-driven utility - anchored in digital efficiency, green power, and predictable long-term returns Defence Manufacturing Strategic Tie-ups with 4 Global Defence Majors for local manufacturing Rafaele assemblies, Falcon 2000 business jets Final Assembly Line (1st outside France) Advanced radar, electronics, PBL, Navaids Ammunition & Explosives, Terminally Guided Munition MRO Capability Hub Expansion driven by own funds and diversification into new manufacturing segments via partnerships ~₹30,000 Crore BSES Approved Regulatory Assets Mumbai Metro Mumbai's 1st Metro line (Line 1), in partnership with MMRDA under PPP 11.4 km Operational Length 5 Lakh+ Average Daily Ridership 110 Crore+ Ridership since inception NARCL-led Restructuring and operational scale-up to drive equity upside Roads Stable cash-generating portfolio of 8 toll roads 2,472 lane km ₹2.57 Crore 2.85 Lakh+ Under management Average Daily Toll Average Daily Collection Vehicles Served Road assets monetisation + Arbitration inflows → Unlock equity for Reliance Infra ₹10,000+ Crore Across 15+ Arbitration Claims Reorient - Portfolio Reset 10 Attention : This is an excerpt of the original content. 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