Investor Presentation IEX Ananlyst Meet 2026.

Dated:July24,2026 TheManager TheManager BSELimited NationalStockExchangeofIndiaLtd CorporateRelationshipDepartment ListingDepartment PhirozeJeejeebhoyTowers ExchangePlaza,5thFloor,PlotNo.C/1 DalalStreet GBlock,BandraKurlaComplex Mumbai-400001 Bandra(E),Mumbai-400051 ScripCode:540750 Symbol:IEX Sub:InvestorPresentationAnalystMeet2026 DearSir/Madam, Pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached herewithInvestorPresentationAnalystMeet2026. TheaboveinformationwillalsobemadeavailableonthewebsiteoftheCompany: www.iexindia.com Youarerequestedtotaketheaboveinformationonrecord. ThankingYou. Yoursfaithfully, ForIndianEnergyExchangeLimited VineetHarlalka CFO,CompanySecretary&ComplianceOfficer MembershipNo.ACS-16264 Encl:asabove IndianEnergyExchangeLtd RegisteredOffice:C/oAvantaBusinessCentre,FirstFloor,UnitNo.1.14(a),D2,SouthernPark,DistrictCentre,Saket,NewDelhi–110017,India CorporateOffice:9thFloor,MaxTowers,Sector16B,Noida,UttarPradesh–201301,India Tel:+91-011-30446511|Tel:+91-120-4648100|FaxNo.:+91-120-4648115 CIN:L74999DL2007PLC277039 |Website:www.iexindia.com INDIAN ENERGY EXCHANGE Analyst Meet IIEEXX AAnnaallyysstt M Meeeett 2244th JJuullyy 2 2002266 OOnnee GGrroouupp. . MMulutltiippllee EExxcchhaannggeess.. IInnffiinniittee O Oppppoorrttuunniittyy.. Who We Are - Group IEX India’s Energy Exchange Ecosystem INDIAN ENERGY EXCHANGE IEX INNOVATION TECHNOLOGY FUTURE 74) I NDIAN ENERGY EXCHANGE INNOVATION TECHNOLOGY FUTURE • Est. 2008, Publicly Listed 2017 • India’s Premier Power Exchange, 9,100+ Participants • FY26: Electricity Volumes - 141 BU Consolidated PAT - INR 493 Cr I cx 41GX INDIAN COAL EXCHANGE INDIAN GAS EXCHANGE an IEX venture an IEX venture • Est. 2020 • Est. 2022 • Incorporated in 2026 • India’s First, Only Natural Gas Exchange • India’s only International REC (I-REC) • MoC Announces Coal • 50+ Registered Members, 200+ issuer Exchange Rules, 2026 Registered Clients • FY’26: 179 Lakh I-RECs (+200% • Foundation for a Competitive, • FY26: Gas Volumes - 76.8 million YoY); PAT INR 4.7 Cr Multi-seller Coal Market MMBtu; PAT INR 42 Cr One GroMupa.r kMeut lOtipppleo Ertxucnhiatyn gLeasr.g Ienrf iTnhitaen O Epvperortunity. The Opportunity Canvas IEX ,N D I AN ENERGY EXCHANGE Key Growth Drivers Shaping India’s Energy Markets INNOVATION TECHNOLOGY FUTURE • Electrification of the Economy • Per Capita Electricity Consumption - 2,000 kWh (2030); 4,000 kWh (2047) .•;=:.)) INDIAN ENERGY EXCHANGE INNOVATION TECHNOLOGY FUTURE • Energy Transition and New Market Models OIGX • Increasing Share of Natural Gas in Energy Basket from Current ~6% to 15% by 2030 • Expanding Infrastructure and Domestic Gas Production INDIAN GAS EXCHANGE • Policy and Regulatory Measures to Deepen the Gas Market an IEX venture icx • Time Series Granularity of the I-RECs to Drive Demand for GHG Protocol Scope 2, RE 100, SBTI Claims • Trading Platform for I-RECs • AI-Enabled Facility Registration and I-TRACK Standard for Biogas and Biomethane • Coal Demand to Grow from 1.2Bn to 2.0Bn MT by FY35 INDIAN COAL EXCHANGE • Multi-seller Surplus market enables transparent, exchange-based price discovery an IEX venture • Market Opportunity: E-auction Coal, Surplus from Captive and Commercial Mines Market Opportunity Larger Than Ever Source: CEA, MoP 33 INDIAN ENERGY EXCHANGE INNOVATION TECHNOLOGY FUTURE Indian Energy Exchange Business Overview, Growth Drivers and Performance Power Sector Summary INDIAN ENERGY EXCHANGE Cleaner Generation, Stronger Grid and Healthier Distribution INNOVATION TECHNOLOGY FUTURE Distribution & Generation Mix Transmission Consumption Indian Generation Mix: FY’26 World’s Largest Network Reforms Underway Others 2% Nuclear Hydro 9% 3% • Inter-regional trans. cap.: • Improving credit ratings and profitability of distribution 120 GW(FY’26); 168 GW (FY’32) Wind companies: • One Nation One Grid ➢ 14thAnnual Integrated Rating and Solar Ranking of Discoms (A+ and A • Green Corridor: Evacuation of ratings -31 FY’25 v/s 16 in FY’24) Coal + Lignite RE in RE-rich States Gas + 69% ➢ AT&C losses down to 15% in FY’25 Diesel 2% from 16% in FY’24 • Integrated Market • Generators being paid on timely ▪ Thermal: 70.7%of FY’26 generation, • 99.9% times no congestion basis down from 74.5% in FY’25 ▪ Renewables (incl. hydro): record • DISCOMS resorting to power 25.9% in FY’26, up from 22.1% in FY25 procurement optimization India’s Power Sector is on a Stronger Growth Trajectory, Creating a Large Opportunity for Power Exchanges Energy Sector Transition I EX INDIAN ENERGY EXCHANGE From 533 GW Today to 958 GW by FY’32 : Renewables Take the Lead INNOVATION TECHNOLOGY FUTURE Nuclear 16 GW Nuclear 9GW Thermal Cap 311 GW Thermal Cap RE & Hydro 249GW 275GW 47% RE & Hydro 631 GW FY’26 Installed Capacity FY’32 CEA Projections 533 GW 958 GW • India Achieved 50% Share of Non-fossil Fuel in Installed Generation Capacity 5 Yrs Ahead of 2030 Target • RE Generation Mix to Increase from 26% in FY’26 to ~40% by FY’32 Energy Sector Transition INDIAN ENERGY EXCHANGE Four Structural Forces Reshaping India’s Power Markets INNOVATION TECHNOLOGY FUTURE Technology Progress Changing Preferences • Low Carbon Technologies –Wind, • PM Surya Ghar Yojana Solar, Hybrid • Shift Towards RE and Storage • Falling RE & battery cost driving • Electrification of Economy – higher penetration & RE integration EVs, Railways, Data Centres • India Energy Stack –National Digital • Distributed Generation Framework to modernize power sector • AI Enabled Demand Price Drivers of Forecasting, Advanced Analytics Energy Transition Policy and Regulatory Framework New Market Models • Draft National Electricity Policy 2026 • Energy as a service • Draft Electricity (Amendment) Bill, 2025 • RE penetration driving new market • Renewable Consumption design –BESS (Price Arbitrage); Obligations (RCO) Firm and Dispatchable RE (FDRE), • Green Energy Open Access VPPAs, CfDs • Carbon Credit Trading Scheme (CCTS) • Generation moving closer to • Electricity Derivatives consumer (Prosumer), P2P Trading Each Driver Converges On Outcomes: More Products, Participants, Volumes for Exchanges Our Company INDIAN ENERGY EXCHANGE INNOVATION TECHNOLOGY FUTURE India's first and largest power exchange Robust Ecosystem ➢Nation wide, Automated and Transparent Trading Platform for Physical Delivery of Electricity, Renewables & Certificates 9,100+ 5,300+ ~3,000 ➢Commenced Operations in 2008; CERC Regulated Registered Commercial & RE Generators & participants Industries Obligated Entities ➢Publicly Listed Company – 2017 (NSE and BSE) ➢ISO 9001:2015, ISO 14001:2015, ISO 27001:2022 1,100+ 120+ 200+ ➢State Advisory Committee Member of 13 SERCs Conventional Discoms (All) ESCertEntities Generators ➢Member holding Board seat in Association of Power Exchanges (APEX) 43+ 26% ➢From 1 product in FY’09 to a bouquet of over 20 products in FY’26 Cross Border Portfolios Volume Growth CAGR since 2008 Leading the Future of Energy with Innovation and Technology IEX Product Timeline IEX Product Timeline INDIANENERGY EXCHANGE INNOVATION TECHNOLOGY FUTURE 2008 2009 2011 2017 2020 2021 2022 2023 (In Pipeline) Day-Ahead Term-Ahead Renewable Energy Saving • Real-Time • Cross-Border Term-Ahead • High Price • Green RTM Day-Ahead Market Market Energy Certificates Market Electricity Market Market (DAM) (TAM) Certificate (ESCerts) (RTM) Trading Contracts up (HP-DAM) • Peak (CBET) • High Price Contracts (REC) Market Market to 3 Months • Green Term- • Green Day- Term-Ahead Market Ahead Market Ahead Market (HP-TAM) • TAM upto (G-TAM) (G-DAM) 11 Months • Ancillary Services Market Diversified Product Portfolio for a Dynamic Power Market Diversified Product Portfolio for a Dynamic Power Market 9 IEX Product Mix IEX INDIAN ENERGY EXCHANGE RTM Share Increased from 20% to 34% in 4 years INNOVATION TECHNOLOGY FUTURE Certificates In FY’16 DAM was 95% of Total Electricity and now 39% Green 5-Year [Showing first 8,000 characters — download PDF for full document]