Investor Presentation

Here is the summary of the investor presentation: 1. **Business Performance:** IEX delivered strong FY26. Electricity volumes were up 17% to 141.1 BU, with Real-Time Market (RTM) volumes soaring 41%. Consolidated revenue hit Rs 747.0 Cr, and PAT Rs 492.9 Cr.

Indian Gas Exchange (IGX) volumes reached 76.8 Mn MMBTU for the year.

2. **Growth Drivers & Strategy:** IEX focuses on India's energy transition and market deepening.

Key strategies include new products (e.g., Long Duration Contracts, Green RTM/Peak DAM) to capitalize on high GDP growth and expanding power demand.

3. **Recent Developments:** The board is exploring a Coal Exchange.

IGX marked five years.

ICX boosted International RECs (I-RECs) issued by 200% to 179 Lakh units in FY26. First merchant Battery Energy Storage System (BESS) trades on IEX began in Dec’26. 4. **Key Financial Metrics:** FY26: Revenue +13.6%, PAT +14.9%. Q4 FY26: Revenue +12.5%, PAT +10.8%. Electricity volumes grew 17%. 5. **Management Commentary / Outlook:** Management expects sustained growth from rising demand/supply, huge renewable/storage capacity additions, and a supportive regulatory climate.

Diversification, with IGX's projected gas consumption share rising to 4-5% by 2030, is crucial.