Investor Presentation

Date: August 07, 2026 To, To, Listing Department Listing Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex Bandra (East), Dalal Street, Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: GKENERGY Scrip Code BSE- 544525 Dear Sir/Madam, Sub: Investor Presentation for the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended June 30, 2026 Pursuant to the provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements), Regulations, 2015, we are enclosing herewith a copy of the Investor Presentation on the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended June 30, 2026. The same will be uploaded on the website of the Company at www.gkenergy.in. You are requested to take the same on your records. Thanking you, By order of Board of Directors For GK ENERGY LIMITED (Formerly known as GK Energy Private Limited, GK Energy Marketers Private Limited) Shubham Suresh Jain Company Secretary & Compliance Officer Membership No. A76578 Place: Pune GK Energy Limited INVESTOR PRESENTATION Q1 FY 2026-27 India's Largest Decentralized Renewable Energy Infrastructure Execution, Technology- Defined, Low-Capex OEM / ODM Based Manufacturing Ecosystem BSE: 544525 | NSE: GKENERGY | ISIN: INE1AG301022 | CIN: L74900PN2008PLC132926 www.gkenergy.in GK Energy at a Glance 164,500+ 7,500+ Systems* Installed Villages Covered Solar pumps, rooftops, and power plants deployed across India over 18 years of Extensive rural penetration delivering clean energy access to remote communities operations. across multiple states. >1.9 Mn tons 726 MW CO Saved Capacity Installed Carbon dioxide savings, reflecting the Company's material environmental impact Cumulative renewable energy capacity commissioned across agricultural, across India. residential, and commercial segments. 1,500+ 18 Yrs 40+ Workforce Of Experience Owned Vehicles A skilled and committed team of professionals, Deep domain expertise accumulated since Proprietary logistics fleet enabling last-mile delivery technicians, and field engineers driving execution incorporation in 2008, spanning policy, execution, and and on-site installation capabilities nationwide. excellence. technology. www.gkenergy.in *Systems: Solar Powered Agricultural Pumping Systems, Solar Rooftop, etc As on June 30, 2026 Snapshots of Q1 FY27— Standalone ₹5,052 Mn ₹861 Mn ₹597 Mn Revenue EBITDA PAT Q1 revenue from operations, Strong operating profitability with Profit After Tax reflecting robust reflecting a 71.10% year-on-year an EBITDA margin of 17.05% for bottom-line growth of 61.55% over growth over Q1 FY26. Q1 FY27. previous year. 109 MW 24,118 ₹5,410 Mn MW Installed Systems* Installed Total Order Book Renewable energy capacity Solar systems deployed during the Order book as on 30 June 2026 commissioned during Q1 FY27. year, representing a 122.76% plus orders received post June increase over Q1FY26. 2026 www.gkenergy.in *Systems: Solar Powered Agricultural Pumping Systems, Solar Rooftop, etc Q1 FY27 Performance (STANDALONE, ₹ IN MILLIONS) Revenue from Operations EBITDA and Margin (%) 71.10% 47.72% 5,052 583 4,186 2,953 19.7% 20.5% 17.1% Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 PAT and Margin (%) 61.55% 591 597 11.8% 14.1% 12.5% Q1 FY26 Q4 FY26 Q1 FY27 www.gkenergy.in Snapshots of FY 2026 — Standalone ₹15,325 Mn ₹3,132 Mn ₹2,013 Mn ₹2,406 Mn Revenue EBITDA PAT Surplus Cash Full-year revenue from operations, Strong operating profitability with an Profit After Tax reflecting robust bottom- Net cash surplus position post IPO reflecting a 40% year-on-year growth over EBITDA margin of 20.4% for FY 2026. line growth of 51.1% over previous year. proceeds, reflecting a strong and net debt- FY 2025. free balance sheet. 276 MW 61,085 ₹7,100 Mn MW Installed Systems* Installed Total Order Book Renewable energy capacity commissioned Solar systems deployed during the year, Order book as on 31 March 2026 plus during FY 2026, up significantly from 184 representing a 34% increase over FY 2025's orders received post April 2026 MW in FY 2025. 45,655 systems. 140 Days 49 Days 21 Days Debtors Days Creditors Days Inventory Days Average debtor collection period, consistent with the Creditor payment cycle reflecting disciplined payables Lean inventory management reflecting efficient supply nature of government-linked project receivables. management and strong supplier relationships. chain and asset-light operating model. www.gkenergy.in *Systems: Solar Powered Agricultural Pumping Systems, Solar Rooftop, etc Management Commentary GK Energy is building India's largest decentralized renewable energy infrastructure execution through technology-defined low-capex OEM / ODM manufacturing ecosystem. "GK Energy Limited has continued its growth trajectory in the first quarter of FY2026–27, supported by sustained execution across its decentralized renewable energy platform and increasing adoption of solar energy solutions across agricultural, residential and commercial segments. During the quarter, the Company strengthened its presence across existing markets, continued to scale its rooftop solar business under the PM Surya Ghar Yojana, and advanced its low-capex, technology-defined OEM/ODM ecosystem. Backed by an expanding execution network, diversified product portfolio and deep rural presence, the Company remains well positioned to participate in India's growing decentralized renewable energy opportunity. During the quarter, the Company delivered a strong financial and operational performance, achieving its highest ever quarterly revenue of ₹5,052 million, EBITDA of ₹861 million, and Profit After Tax of ₹597 million, reflecting continued business momentum. Supported by a ₹541 crore order book, expanding opportunities across solar pumping systems, rooftop solar and ground-mounted projects and a scalable low-capex operating model, GK Energy remains focused on delivering sustainable growth and creating long-term value for all stakeholders. Strategic Architecture Operational Model GK Energy is building India's largest decentralized renewable energy infrastructure Unlike conventional manufacturing-led businesses requiring significant investments in execution and integration platform through a technology-defined and low-capex OEM factories and fixed infrastructure, GK Energy operates through a scalable asset-light / ODM manufacturing ecosystem. The Company has strategically developed an model supported by a diversified network of OEM and ODM partners. This enables the ecosystem-led business architecture combining execution capabilities, supply chain Company to focus on technology integration, quality standardisation, execution integration, manufacturing partnerships, and decentralized deployment efficiency, supply chain management, and market expansion — driving superior capital infrastructure. efficiency and higher return ratios relative to integrated peers. Our decentralized infrastructure model enables faster scalability, optimised working capital utilisation, lower fixed asset intensity, and improved responsiveness to market opportunities across multiple geographies and renewable energy applications. www.gkenergy.in Last five years financial performance (STANDALONE, ₹ IN MILLIONS) A consistent and remarkable compounding track record across multiple business cycles and market conditions Revenue EBITDA PAT Shareholders’ Equity 3,132 8,846 CAGR- 116.0% CAGR- 178.6% CAGR- 234.9% 2,013 CAGR- 214.0% 15,325 2,040 10,948 1,332 2,091 4,111 550 361 2,850 704 52 176 16 101 91 199 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 www.gkenergy.in Journey So Far 2008 Incorporation of GK Energy 2010 India's 1st SWH Carbon Credit Project Registered 2011 Carbon Credit Consultancy for MNRE, GOI under UNDP-GEF 2012 Developed Performance Standards & Test Prot [Showing first 8,000 characters — download PDF for full document]