Investor Presentation

Here's a summary of the Investor Presentation for IEX: **Financial Highlights:** IEX reported robust Q1 FY26 financials: Revenue at Rs 184.2 Cr, EBITDA Rs 164.4 Cr, and PAT Rs 120.2 Cr, showing strong year-over-year growth.

Transaction fees are the primary revenue source. **Strategic Initiatives & Growth Drivers:** Growth is expected from rising power demand, new market designs, and energy transition.

Initiatives include expanding short-term contracts, BESS integration, Green RTM, and RECs.

Diversification via IGX involves plans for CBG and Hydrogen trading. **Business Developments:** IEX continues to diversify with the Indian Gas Exchange (IGX) recording Q1 FY26 volume growth.

It's developing the Indian Carbon Exchange (ICX) as India's sole I-REC issuer and exploring the establishment of India's first Coal Exchange. **Market Position & Competitive Advantage:** As India’s premier technology-led electricity marketplace, IEX boasts a robust ecosystem with 8,500+ participants and strong volume growth.

Its ESG leadership reinforces market position. **Investor Implications:** Sustained financial performance, strategic diversification, and a favorable regulatory environment suggest positive growth potential.

Execution of new market products and expansion into gas/carbon markets will be key for investors.