NSEInvestor Presentation4d ago · 3 Nov 2026, 07:18 pm

Investor Presentation

INOX India Limited · INOXINDIA

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INOX India Limited has informed the Exchange about Investor Presentation, which includes key highlights of Q2FY27, such as secured largest ever single order in company's history, entered agreement with Heineken for 3-year global supply requirement, and dispatched 2nd lot of tanks of 1500 M3 to Global Aerospace Company.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment9/10

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INOX India Limited has informed the Exchange about Investor Presentation

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INO)x(CVA HISTORICALLY FUTURISTIC IIL:SEC:SE:INTM:294 Date: 3rd November, 2026 Corporate Relations Department The Manager Listing Department BSE Limited National Stock Exchange of India Ltd 1st Floor, New Trading Ring Exchange Plaza, C-1, Block G, Rotunda Building, P J Towers Bandra - Kurla Complex, Dalal Street, Fort Bandra (E), Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 544046 Symbol: INOXINDIA Subject: Disclosure of Material Event / Information under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Investor Presentation. Dear Sir/Madam, Pursuant to Regulation 30 of the Securities and Exchange Board ofIndia (Listing Obligations and Disclosure Requirements) Regulations, 2015, a copy of the Investor Presentation that we propose to make during the Conference Call for analyst and investors scheduled to be held on Wednesday, 4th November, 2026 at 11:00 a.m. (1ST) is enclosed herewith and the said Investor Presentation will also be uploaded on the Company's website. You are requested to take the same on your record. Thanking you. Yours faithfully, For INOX India Limited Enc1: As above INOX INDIA LIMITED CINNo.:l99999GJ1976PlC018945 9th Floor, KP P latina, Race Course, Vadodara -390 007. Gujarat. India. Tel.:+91265 6160100 Fax: +9126523414491i nox@jnoxeva.com 1w ww.inoxeva.com INOX India Ltd Investor Presentation Investor Presentation Q 2 F Y 2 7 3 Nov 2026 Summary Investor Presentation Summary Q2FY27 INOX India – In a Nutshell Profit & Loss Key Highlights – Q2FY27 Balance Sheet Growth Drivers Shareholder Information Financial Performance Growth Story of INOX India Investor Presentation Q2FY27 INOX India-In a Nutshell INOX India-In a Nutshell World's leading provider of customized cryogenic equipment Robust 3Y CAGR Total Income Over 30 years of experience in design, manufacturing and installation of cryogenic equipment FY26 ( Cr) Global customer base across 100+ countries 1632 Cr Large-scale serial manufacturing facilities at four locations Revenue in India and part manufacturing and service distribution 388 Cr from one location at Brazil and stock & sale facility at EBIDTA Netherlands in Europe 23.8% EBITDA WorkingcontinuouslytowardsCleanEnergyinitiativesin- Margin LNG,LiquidHydrogen&FusionEnergy 258 Cr 15.8% PAT Margin Business Divisions RoCE ROE Industrial LNG Cryo Kegs Gases Scientific Note - Figures have been regrouped wherever necessary. Investor KEY HIGHLIGHTS – Q2FY27 Presentation Q2FY27 Secured Largest ever single order in Secured Order for Critical sectors of Entered agreement with Heineken for company’s history from the Global the the prestigious LIGO-India 3-year global supply requirement Aerospace Company for LOX/LNG Subcooler observatory project Repeat order from domestic Steel Dispatched 2nd lot of tanks of 1500 M3 Dispatched 1st lot of 1500 M3 tanks customer for LNG Storage tank for Mini LNG Terminal of The Bahamas to Global Aerospace Company Project, thus completing supply of all 10 large tanks within one year 4 Investor Presentation Q2FY27 Multiple Levers. One Growth Journey. INOXCVA’s Role in Powering ISRO’s Space Mission Investor Presentation Q2FY27 INOXCVA’s Role in Powering ISRO’s Space Mission Solutions for Testing Solutions for Launchpad for Liquid Oxygen Sub-coolers / Coolers (Cryo) Stage A Bay rockets & payloads Liquid Oxygen Run Tanks & Engine Test Bay Electrical, Instrumentation, and Control System LOX System for Test Facility Ambient Vaporizers – Storage Gas Storage and Servicing Facility (GSSF) LOX Disposal System Liquid Hydrogen Tank & System Compressed Air and Fire Protection System Ln 2Tanks – Storage / Catch Tanks (Optional for LOX–LH Cryo Testing) Electronic Support Systems Gaseous Helium / Methane / Vacuum-Jacketed Cryo Piping (Super-Insulated) Umbilical Tower Nitrogen / Oxygen Systems Large-Scale Setup / Storage of Liquid Nitrogen 30 KL / 2 Nos. super-insulated tank station (PIC) DM Water Tanks – Test Investor Presentation Q2FY27 Cheaper Reduces Emissions Persistent LNG–diesel price Produces roughly spreads have made LNG a 25–30% less CO₂ per Why the world is choosing LNG very competitive alternative unit of energy in industrial boilers, power compared to oil-based generation, and transport. fuels like diesel. Wood Mackenzie Data I IEEFA IEA Rising Global Demand Shell forecasts LNG demand to rise ~60% by 2040, largely due to cost- driven fuel switching and emissions goals in heavy sectors. Shell LNG Outlook 2025 Investor INOXCVA'S Role Across the LNG Value Chain Presentation Q2FY27 INOXCVA'S Role Across the LNG Value Chain LNG Fuelled Ferry LNG Fueled Bulk Carrier Small LNG Carrier LNG Satellite Station Mini LNG Terminal LNG Fuel Tank for Trucks LNG Mining Truck LNG IMO Tank LNG Bunkering Station LNG Small Liquefaction Plant LNG Rail Locomotive/Rail Car LNG Trailer LNG Storage & Trailer Loading LNG/LCNG Fuelling Station Satellite Fuelling Stations Investor Presentation Q2FY27 Mini-LNG Terminals, Mega Potential Mini-LNG Terminals, Mega Potential Mini-LNG Terminals: Game Changer for Islands' Energy Island nations face Electricity generation Island nations extreme electricity on islands can cost 10 face difficulties costs due to fossil fuel times more than on in balancing imports, impacting mainland territories energy demand their economies. and countries. and supply. They tend to be Aging power systems are Clean Energy heavily dependent often inadequate to Boosts Resilience: on imported fossil accommodate growing Clean energy, fuels, which can lead electricity demand due generated locally to high costs and to economic growth and can improve energy security risks. increased air- energy security. conditioning usage. https://www.iea.org/com mentaries/islands-need-resilient- power-systems-more-than-ever-clean-energy-can-deliver Investor Presentation Q2FY27 Small-Scale LNG: Big Drivers. Bigger Potential The 100 MTPA global potential in small-scale Rapid adoption in off-grid Requires modular, Small-scale LNG offers Hastens energy LNG demand underpins a fast-growing power, industrial clusters, scalable cryogenic lower CAPEX & faster transition goals in market, valued at $10 billion in 2023 and remote transport, and solutions for production, deployment vs hard- to-abate & projected to reach $16 billion by 2028. marine fuel storage & distribution conventional LNG underserved regions Investor Presentation Q2FY27 Powering the Next Wave of Clean Mobility LNG Cryogenic Fuel Tanks Powering the Next Wave of Clean Mobility LNG Cryogenic Fuel Tanks Policy push: MoPNG PNGRB roadmap Strong demand targets 1,000 LNG identifies LNG as key outlook from fuel stations across to decarbonizing trucking, mining, and India heavy-duty intercity logistics transport sectors LNG offers up to 30% lower Cryogenic fuel Growth emissions vs tanks are critical opportunities in diesel, with for safe, efficient OEM integration, significant fuel on-board LNG retrofit kits, and cost savings storage refuelling infrastructure PNGRB estimates number of LNG fuelled trucks to increase from 50,000 in 2030 to 5,00,000 in 2040 in a GTB scenario Investor Presentation Q2FY27 ITER Cryogenic operations Collaboration ramping up, First Plasma potential withITER expected in 2035, requiring Domestic agencies: Helium and Nitrogen Infrastructure around Cryogenic infrastructure main Tokamak reactor (iter.org) (iter-india.org, f4e.europa.eu) Fusion ecosystem developing Public projects like ITER, globally with ITER as a DEMO, SPARC and 40+ fusion benchmark: DEMO reactors startups are accelerating. and commercial fusion Funding of >$7bn seen in opportunities will emerge Fusion industry sector so far. (https://euro-fusion.org/programme/demo/) Fusion Industry Association Report 2024 India & fusion: India developing a 25-year roadmap, planning two new tokamak machines: a spherical tokamak fusion neutron source The Fusion Future Unleashing and a conventional steady-state tokamak (two-thirds ITER's size), before an Indian DEMO in [Showing first 8,000 characters — download PDF for full document]