NSEInvestor Presentation6h ago · 22 Sept 2026, 10:31 am

Investor Presentation

Siemens Energy India Limited · ENRIN

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Siemens Energy India Limited has informed the Exchange about Investor Presentation at the J.P. Morgan India Conference.

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Siemens Energy India Limited has informed the Exchange about Investor Presentation

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ENRIN_22092026103118_SEDisclosureInvestorPresentation22092026.pdf

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September 22, 2026 BSE Limited National Stock Exchange of India Limited Scrip Code: 544390 Symbol: ENRIN Sub.: Information pursuant to the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘SEBI Listing Regulations’) Dear Sir / Madam, Pursuant to Regulation 30, 46 and other applicable regulations of the SEBI Listing Regulations and with reference to our letter dated September 16, 2026, please find enclosed the presentation proposed to be made at the J.P. Morgan India Conference, scheduled to be held today i.e. September 22, 2026. The said presentation is also available on the website of the Company at: www.siemens-energy-india.com/analyst-meet.html Kindly take the same on record. Yours faithfully, For Siemens Energy India Limited Vishal Tembe Company Secretary Encl.: As above Siemens Energy India Limited Registered Office: Birla Aurora, Level 21, Plot No. 1080, Dr. Annie Besant Road, Worli, Mumbai – 400030; Corporate Identity Number: L28110MH2024PLC418770; Tel.: +91 22 6251 7000; E-mail: contact@siemens-energy-india.com; Website: www.siemens-energy-india.com Siemens Energy is a registered trademark licensed by Siemens AG. J.P. MORGAN INDIA CONFERENCE Powering India’s next phase of growth Guilherme Mendonca, MD & CEO Siemens Energy India Limited 22 September, 2026 J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG Disclaimer This presentation has been prepared solely for use at the investor / analyst call/ meet. By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations: a. Siemens Energy India Limited ("SEIL" or the "Company") cannot give assurance as to the correctness of such information and statements. These forward-looking information and statements can generally be identified by the fact that they do not relate only to historical or current facts. Forward-looking statements sometimes use terminology such as "targets", "believes", "expects", "aims", "assumes", "intends", "plans", "seeks", "will", "may", "anticipates", "would", "could", "continues", "estimate", "milestone" or other words of similar meaning and similar expressions or the negatives thereof; b. By their nature, forward-looking information and statements involve known and unknown risks, uncertainties, and other important factors that could cause the actual results, performance, or achievements of the Company to differ materially from any future results, performance, or achievements that may be expressed or implied by the forward-looking information and statements in this presentation. Should one or more of these risks or uncertainties materialize, or should any underlying assumptions prove to be incorrect, the Company’s actual financial condition or results of operations could differ materially from those described herein as anticipated, believed, estimated, or expected; c. Given the aforementioned uncertainties, prospective or present investors are cautioned not to place undue reliance on any of these forward-looking statements; d. This presentation does not constitute a recommendation regarding the securities of the Company. No part of this presentation, nor the fact of its distribution, should form the basis of, or be relied on in connection with, any contract, commitment, or investment decision whatsoever. Investors / prospective investors must seek advice on their specific situations from well-informed legal, investment, tax, financial, and management professionals; This presentation does not constitute a recommendation regarding the securities of the Company; e. This presentation and its contents must not be copied, distributed, published, or reproduced in whole or in part. J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG 2 GLOBAL | THE ALL-ELECTRIC ERA Electricity is becoming the backbone of economic growth globally Electricity-demand growth Electricity’s share of final energy Average annual growth, 2026–2030 21% → 24% US 2.0% 2025 2030 forecast Europe (EU) 2.3% Global 3.6% Electrification, Decarbonization China 4.9% AI, Digitalization India 6.4% Energy Security, Independence Demand is outpacing overall electricity growth, Grids becoming a bottleneck Sources: IEA Electricity 2026; Internal Analysis J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG 3 INDIA | ELECTRIFICATION UNDERPINING ECONOMIC GROWTH India’s power demand is growing sharply while moving to a renewable supply mix PEAK DEMAND GENERATION CAPACITY 271 → 459 GW 1,121 GW Today → 2035–36 By 2035–36 | Today: 552 GW Economy, domestic consumption Solar PV 509 GW Continued GDP growth, consumption expansion Coal 315 GW Wind 155 GW Industrialisation Large hydro 78 GW Reliable, high-quality industrial loads Nuclear 22 GW Urbanisation + cooling Gas 20 GW Sharper peaks and seasonal demand Biomass 16 GW Railways, EVs + electrification Small hydro 6 GW Wider dependence on electricity Data centres + AI 786 GW non-fossil generation Concentrated, high-availability power + 174 GW / 888 GWh storage J.P. Morgan India Conference | September 2026 Sources: CEA reports; Internal Analysis Siemens Energy is a trademark licensed by Siemens AG 4 TRANSMISSION | THE BACKBONE OF THE ENERGY TRANSITION Electricity availability and reliability demands greater and faster grid investment INDIA | GRID READINESS REQUIREMENTS BY 2035-36 ~ 2× growth 54% → ~70% USD 250 - 300 bn 830 GVA+ add transformation Non-fossil share growth - Estimated investment required for grid achieving 2,300+ GVA more grid stabilization expansion, stabilization, storage WAY FORWARD | STRATEGIC PRIORITIES Expand Modernize Stabilise Digitalize High-Voltage Upgrade outdated Statcom, Syncon, Digital substations, substations, HVDC assets Storage Asset Management, AI Sources: CEA reports, Internal Analysis J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG 5 SIEMENS ENERGY INDIA | LONG STANDING PARTNER OF INDIA’S POWER JOURNEY Enabling India’s energy future across the entire energy value chain 100+ years > 300 million USD Local for Global of presence and commitment to India Capex investment committed for Global Hub - Make in India for India Manufacturing capacity expansion and for the World Low-emission Generation Power Transmission Industrial Decarbonization Highly efficient gas-fired power HVDC VSC, High Voltage equipment, Industrial electrification, energy generation and lifecycle services solutions, grid stabilization, services efficiency, green hydrogen J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG 6 Thank you Powering India’s growth towards Viksit Bharat J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG Contact Investor Relations Viral Raval Head of Investor Relations viral.raval@siemens-energy-india.com J.P. Morgan India Conference | September 2026 Siemens Energy is a trademark licensed by Siemens AG