Energy Infrastructure Trust has informed the Exchange regarding Disclosure of material issue

ENCAP INVESTMENT MANAGER PRIVATE LIMITED CIN: U67190MH2010PTC202800 Registered Office: Seawoods Grand Central, Tower-1, 3rd Level, C Wing - 301 to 304, Sector 40, Seawoods Railway Station, Navi Mumbai, Thane, Maharashtra - 400706, India Tel No.: 91 22 3501 8000 Email: compliance@pipelineinvit.com November 5, 2026 BSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001, Maharashtra, India. Sub.: Investor Presentation for Energy Infrastructure Trust Ref.: Energy Infrastructure Trust (“Trust”) (Scrip Code 542543) Sir/Madam, Further to our intimation dated October 29, 2026 and the outcome of the Board Meeting dated November 5, 2026, we are glad to present to you the Investor Presentation for the Trust, a copy of which is enclosed herewith Further, the said presentation is also available under the Investor Relations tab on the website of the Trust i.e. www.pipelineinvit.com. You are requested to kindly take the same on record. Thanking you, Yours faithfully, For Energy Infrastructure Trust EnCap Investment Manager Private Limited (acting in its capacity as the Investment Manager of Energy Infrastructure Trust) Ankitha Jain Company Secretary & Compliance Officer Membership No.: A36271 Encl: A/a CC: Axis Trustee Services Limited (“Trustee of the Trust”) 2nd Floor, SW, The Ruby, 29, Senapati Bapat Marg, Dadar West, Dadar - 400028, Mumbai, Maharashtra, India. Energy Infrastructure Trust (EIT) Investor Presentation H1 FY 2026-27 Disclaimer By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations:  This document is intended solely for the purpose of sharing information related to the company annual and quarterly performance. The information contained herein does not constitute an offer or recommendation and should not be relied upon for any investment or decision-making purposes. While certain information may be publicly available, the compilation, analysis and context herein are confidential and may not be disclosed, reproduced or distributed without prior consent.  Financial results presented herein are based on approved financial statements; however, certain operational, incident-related and forward-looking information remains subject to ongoing assessment and may change. For ease and simplicity of representation, certain figures may have been rounded. The Trust undertakes no obligation to update or revise this information except as required by applicable law.  Certain statements herein are forward-looking and subject to risks, uncertainties and assumptions that may cause actual outcomes to differ materially. The Trust and its affiliates shall not be liable for any loss arising from the use of or reliance on this information. No representation or warranty, express or implied, is made as to the accuracy, completeness or reliability of the information contained herein.  This document is for information only and is not an offer, invitation, or recommendation to buy or sell any securities, nor may it be relied on in connection with any contract or investment decision. Nothing contained herein is intended to constitute or result in selective disclosure of unpublished price sensitive information under applicable securities laws. The Trust is complying with applicable legal and regulatory reporting requirements, including reporting to relevant authorities.  Neither the delivery of this document nor any further discussions of the Trust with any of the recipients shall, under any circumstances, create any implication that there has been no change in the affairs of the Trust since that date. The information contained herein is not intended to be a “prospectus” or “draft offer document” or “offer document” or “final offer document” or “offer letter” or “offering memorandum” (as defined or referred to, as the case may be, under the Companies Act, 2013 and the rules notified thereunder, and InvIT Regulations, SEBI (Issue and Listing of Debt Securities) Regulations, 2008, as amended, or any other applicable law. Contents EIT Overview & Operational Performance 02 Investment Highlights 03 Financial Highlights 04 Social Initiatives 05 Summary EIT Overview & Operational Performance EIT – India’s 1st & Only Pure Gas Transmission Platform Only pipeline connecting east to west to evacuate KG Basin gas 168 36% 75% 16 Bn SCM of Gas delivered since of India’s domestic gas volumes of PIL transported gas is connecting GAs across AP, inception transported domestic Telangana and Maharashtra Brookfield Sponsored InvIT with diversified Investor Base (as on 30th Sept’26) Sponsor Public unitholding1 28% 22% 2% Body Corporates Individuals & HUFs Banks & NBFCs Rapid Holdings 2 Pte. Ltd. [Brookfield logo] Brookfield sponsored entity 10% 6% 3% QIBs & AIFs FPIs Others2 28.2% 71.8% PROJECT MANAGER INVESTMENT MANAGER ECI India Managers Private Limited Encap Investment Manager Private Limited (EIT) 100% 1. Category-wise public unitholding figures are rounded; 2. Others include Non-Resident Indian (Repatriable & non Repatriable), Trusts; PIL - Energising India’s Greener Future with Robust Pipeline Network Strategically located asset playing a pivotal role in facilitating movement of gas 1,483 85 10 km mmscmd1 Compressor pipeline length capacity Stations Bharuch 23% 106% Volume CAGR over past 6 years Increase in realised tariff since Mumbai acquisition in 2019 Hyderabad Kakinada Krishna Godavari (KG) Basin 44% 18% Pipeline utilisation – leaving of India’s total gas volumes headroom for growth transported 3x 60+ All-Time High: 46.91 MMSCMD - Single-Day Throughput Increase in customer reach GTA2 customers (July ‘26) post-takeover 1. mmscmd – Million Metric Standard Cubic Meter per Day ; 2. GTA – Gas Transportation Agreement Revenue growth driven by increase in gas volume & tariff increase PIL gas volumes grew at a CAGR of c. 23%.. Customer Connectivity mmscmd 14% 25% 28% 39% 42% 41% 44% 37.5 35.4 34.5 33.1 4.8 4.9 5.3 10.1 23.7 2.2 4.3 21.3 3.9 4.3 1.9 12.3 0.5 26.2 27.0 24.9 23.5 10.0 16.4 18.2 0.6 1.7 FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25-26 H1 FY26-27 Reliance ONGC RLNG % Utilisation Growth in PIL volumes driven by increase in CGD and fertilizer volumes1.. Secured 2 tariff increase in last 6 years ₹ / MMBTU Particulars Apr’09 to Jun’19 Jul’19 to Dec’25 Jan’26 onwards 22% Levelized Tariff 52.2 71.7 74.6 31% 31% 45% 45% 47% Realized Tariff 41.0 77.1 84.6 (CY26) E 3% 4% 34% 8% 6% 10% 26% Zonal Apportionment of Levelized Tariff (Approved tariff) 10% 16% Zone 1 15.0 65.5 67.0 64% 21% 19% 23% 50% 20% Zone 2 42.0 75.3 78.0 24% 17% 24% 21% Zone 3 53.7 78.7 83.5 FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 FY 25 -26 H1 FY26-27 Zone 4 58.8 79.8 86.2 Refinery & Petrochemical Fertilizers CGD Others Zone 5 60.9 80.2 87.6 1. Internal Estimates Volume Resilience 46.91 MMSCMD: highest single-day volume ever transported (July ‘26) 37.48 +9% +3.07 MMSCMD MMSCMD H1 FY27 Avg. actual volume transported Cumulative actuals ahead of last year H1 vs H2 FY26 (34.41 → 37.48 ) Key Drivers Volumes transported mmscmd • Volume resilience by PIL in face of unprecedented adversity in the sector 38 37.48 • Higher RLNG demand from fertilizer, and steel sectors, along with intermittent power and refinery demand in H1 FY27 34.49 34.41 • Shortfall in August & September due to a shutdown at a key fertilizer customer and delayed ramp-up of a ONGC domestic 34 gas field, partly offset by steel and fertilizer demand • Actuals averaged 37.48 MMSCMD in H1 FY27 vs 34.49 in H1 32 H1 FY26 H2 FY26 H1 FY27 FY26, about 9% ahead of previous years Investment Highlights Key Investment Highlights Str1ong 2 3 4 Macro Long term Contracted Consistent Distribution Growth underpinned by High Quality Cashflow with track record Irreplaceable & Critical Management backed by tailwinds downside protection & infrastructure Marquee Sponsor ability to participate in upside Long term Contracted Cashflow with downside protection & 1 [Showing first 8,000 characters — download PDF for full document]