Analysts/Institutional Investor Meet/Con. Call Updates

October 30, 2026 N ational Stock Exchange of India Limited BSE Limited "Exchange Plaza" Phiroze Jeejeebhoy Towers Bandra-Kurla Complex, Bandra (East) Dalal Street Mumbai - 400051 Mumbai - 400001 SScurbip: I Snyvmesbtool:r IPRrMeEseNnEtRaGtiYo n for the quarter andSc hraiplf C yoedaer: e5n4d4e0d0 4S eptember 30, 2026 Dear Sir/Madam, Investor Presentation Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached herewith the copy of ‘ ’ on the Unaudited Financial Results of the Company for the quarter and half year ended September 30, 2026. You are requested to take the same on record. T hanking you. YFoour,r IsR sMin cEenreelryg, y Limited Akshit Soni Company Secretary & Compliance Office IRM ENERGY LIMITED INVESTOR PRESENTATION Q2F Y27 & H1F Y27 | 30 Octo ber 2026 BSE (Scrip Code)- 544004 | NSE (Symbol)- IRMENERGY | ISIN- INE07U701015 Expanding, Diversifying, And Progressing Sustainably Contents IRM at a Glance Operational & Financial Updates - Q2FY27 & H1FY27 About IRM Energy Appendix IRM – At a Glance India’s fast-growing City Gas Distribution (CGD) company with presence across 4 Geographical Presence (4 GAs) Execution Excellence (As on 30 September 2026) Pipeline PNG PNG PNG CNG Dispensing Network Domestic Industrial Commercial Stations Points (MDPE & Steel) Connections Connections Connections Banaskantha, GJ Fatehgarh Sahib, PB CNG Vehicle : 93,517 CNG Vehicle: 1,984 7,313 IK 156 576 89,308 235 657 3,441 KM 34% YoY 36% YoY 14% YoY 8% YoY 48% YoY Backed by strong execution capabilities, reliable gas sourcing, and operational excellence, IRM continues Diu & Gir Somnath, GJ to accelerate CNG network expansion and drive PNG customer growth across its licensed areas CNG Vehicle: 14,964 Namakkal & Tiruchirappalli, TN, 54L^ Financial Profile (H1FY27 vs H1FY26) - Consolidated CNG Vehicle: 11,231 Net Worth Revenue Addressing total population of 1.2+ Cr across 4 GA’s on annuity basis EBIDTA* | PAT | Cash and Total Debt Credit Rating CNG Vehicles at 15% of 8.0 Lacs registered vehicles in 4 GAs from Bank Balance Operations Rs.109 Cr IND AA- Stable / Regulated business model, healthy cash Rs.1,050 cr Rs.45 cr Rs.660 cr 108% IND A1+ generation, and visible multi-year growth (30 Sep 2026) (30 Sep 2026) CRISIL AA- Stable opportunities across CNG, PNG, and Industrial 26% Rs.59 Cr Rs.253 cr / CRISIL A1+ Gas underpin IRM Energy’s growth trajectory Net Debt Nil 124% (30 Sep 2026) ^ Population * Excluding Other Income 4 Q2FY27 & H1FY27 Operational & Financial Updates IRM Energy Business & Financial Updates During H1FY27, the total volume grew by 10% YoY largely driven by 61% growth in PNG commercial & 23% growth in CNG PNG Domestic Customers increased by 14% YoY to 89,308, Commercial Customers increased by 48% YoY to 657 and Industrial Customers increased by 8% YoY to 235 CNG Stations increased by 34% YoY to 156 and Dispensing Points increased by 36% YoY to 576 H1FY27 Entered into MoUs with TNSTC for captive CNG dispensing facilities in Namakkal and Trichy, creating a strong and recurring Business institutional demand base. Updates Facilitated conversion of 83 TNSTC buses to CNG during Q2 FY27, taking the CNG fleet to approximately 183 buses in Namakkal and 55 buses in Trichy, supporting future volume growth. Continued targeted customer incentive and marketing initiatives, including incentives for 193 PNG customers purchasing CNG vehicles or retrofitting existing vehicles and promotional campaigns across OEM dealerships and CNG stations. Highest ever Quarterly Revenue of Rs.660 crore, up by 26% YoY Highest ever quarterly EBITDA* of Rs.109 crore, up by 108% with an EBIDTA margin of 16.5% H1FY27 PAT of Rs.59 crore, up by 124% and a PAT margin of 9.0% Financial Updates During H1FY27, undertook total capex of Rs.108 crore with total capex till date of Rs.1,158 crore. (Consoli dated) During H1FY27, the promoter group increased its stake by 0.67%, underscoring its confidence in the Company's long-term growth prospects * Excluding Other Income 6 Q2FY27 – Operational Parameters Total Volume (mmscm) CNG Volume (mmscm) 12% YoY 25% YoY Q2FY27 volumes reached an all-time 61.23 high of 61.2 mmscm, driven by 25% 39.33 39.73 58.14 58.93 32.35 31.89 34.07 35.22 YoY growth in CNG and 50% YoY 54.66 56.07 54.80 growth in PNG Commercial volumes Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 PNG Domestic (mmscm) PNG Industrial (mmscm) PNG Commercial (mmscm) (1)% YOY (8%) YoY 50% YoY 2.43 2.53 2.63 0.90 2.33 2.41 0.77 2.16 19.85 19.74 18.89 19.65 16.50 18.19 0.60 0.58 0.65 0.44 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Growth Engines of Namakkal & Tiruchirappalli (new GA) and continuing volume ramp-up in Banaskantha and Diu & Gir Somnath remain on track FY26 – Operational Parameters – Annualized Total Volume (mmscm) CNG Volume (mmscm) 133.53 205.34 223.67 10% 110.36 16% 184.27 99.79 79.06 120.16 2Y 2Y CAGR CAGR FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 PNG Domestic (mmscm) PNG Industrial (mmscm) PNG Commercial (mmscm) 2.27 85.07 1.82 76.38 78.13 9.75 1.67 8.09 22% 1% 1.52 22% 6.58 4.74 34.69 2Y 2Y 2Y CAGR CAGR CAGR FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 Consistent volume growth led by CNG and PNG Commercial/Domestic expansion Q2FY27 – Standalone Financial Performance Q2FY27 Performance Strengthens, with EBITDA Growing 77% and PAT More Than Doubling YoY Revenue from Operations (Rs Cr) EBITDA* (Rs Cr) & EBITDA % 29% YoY 77% YOY 326 334 259 280 263 265 27 30 30 9.2% 10.3% 11.2% 10.7% 19.0% 14.2% Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 EBITDA / SCM PAT (Rs Cr) & PAT % H1FY27: 9.08 58% YoY 82% YoY FY26: 5.02 10.48 7.73 4.72 4.89 5.30 5.16 14 14 15 13 5.4% 5.5% 5.7% 4.7% 10.5% 7.7% Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 • Excluding Other Income • YoY is Q2FY27 v/s Q2FY26 Q2FY27 & H1FY27 - Standalone Profit & Loss Particulars (₹ Crore) Q2FY27 Q2FY26 YoY (%) Q1FY27 QoQ (%) H1FY27 H1FY26 YOY (%) Revenue from Operation* 333.91 259.44 28.70% 325.85 2.47% 659.76 521.94 26.41% Total Income 368.32 287.31 28.20% 360.03 2.30% 728.35 581.02 25.36% EBITDA 47.32 26.70 77.23% 61.77 -23.39% 109.10 52.51 107.78% (Excluding Other Income) EBITDA Margin 14.17% 10.29% 388 bps 18.96% -479 bps 16.54% 10.06% 648 bps Profit after Tax 25.83 14.20 81.83% 34.32 -24.75% 60.15 28.48 111.21% PAT Margin 7.73% 5.47% 226 bps 10.53% -280 bps 9.12% 5.46% 366 bps * Less Excise Duty Q2FY27 & H1FY27 - Consolidated Profit & Loss Particulars (₹ Crore) Q2FY27 Q2FY26 YoY (%) Q1FY27 QoQ (%) H1FY27 H1FY26 YOY (%) Revenue from Operation* 333.91 259.44 28.70% 325.85 2.47% 659.76 521.94 26.41% Total Income 368.32 287.31 28.20% 360.03 2.30% 728.35 581.02 25.36% EBITDA 47.32 26.70 77.23% 61.77 -23.39% 109.10 52.56 107.55% (Excluding Other Income) EBITDA Margin 14.17% 10.29% 388 bps 18.96% -479 bps 16.54% 10.07% 646 bps Profit after Tax 25.43 12.56 102.50% 33.81 -24.79% 59.23 26.47 123.75% PAT Margin 7.62% 4.84% 278 bps 10.38% -276 bps 8.98% 5.07% 391 bps * Less Excise Duty CNG station network expanded 6x, driving Revenue growth to ₹1,067 Cr and Gross Assets to ₹951 Cr, while profitability normalized with network expansion 25 35 46 53 62 82 111 150 Stations GPM (%) 39% 42% 59% 51% 20% 27% 25% 26% 1,067 980 975 1 6 1 2 5 9 1 4 1 6 4 4 4 6 5 4 2 2 3 4 6 7 9 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Gross Assets* (Rs. Cr) Net Revenue (Rs Cr) APM (%) 99% 99% 99% 99% 91% 80% 59% 42% INR USD 69.19 75.41 73.45 75.82 82.10 83.39 85.46 94.34 Rate * PPE Gross Block + Intangible Assets + ROU 12 About IRM Energy CGD Infrastructure Overview – One of the Fastest Growing CGD Company IRM ENERGY LIMITED (IRMEL) Granted Authorization By PNGRB For Four Geographical Areas (GAs), Encompassing Six Districts Banaskantha Fatehgarh Sahib Diu & Gir Somnath [Showing first 8,000 characters — download PDF for full document]