Investor Presentation

IWL: NOI: 2026 7th August, 2026 The Secretary The Secretary BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex Dalal Street Bandra (E) Mumbai 400 001 Mumbai 400 051 Scrip code: 539083 Scrip code: INOXWIND Sub: Disclosure of Material Event/ Information under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015–Earnings Presentation Dear Sir/ Madam, Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of the Earnings Presentation on the Standalone and Consolidated Unaudited Financial Results of the Company for the quarter ended 30th June, 2026. The said Earnings Presentation is also being uploaded on the Company’s website, www.inoxwind.com Please take the above on record. Thanking You, Yours faithfully, For Inox Wind Limited Deepak Banga Company Secretary Encl.: As above INOX WIND LIMITED Q1 FY27 RESULTS PRESENTATION AUGUST 2026 SAFE HARBOUR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Inox Wind Limited (the “Company”), have been preparedsolelyforinformationpurposesanddonotconstituteanyoffer,recommendationorinvitationtopurchaseorsubscribeforanysecurities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the CompanywillbemadeexceptbymeansofastatutoryofferingdocumentcontainingdetailedinformationabouttheCompanyandincompliancewith applicableSEBIRegulations. ThisPresentationhasbeenpreparedbytheCompanybasedoninformationanddatawhichtheCompanyconsidersreliable,buttheCompanymakes no representation or warranty, express or implied, whatsoever, and noreliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the informationthat you mayconsidermaterial.Anyliabilityinrespectofthecontentsof,oranyomissionfrom,thisPresentationisexpresslyexcluded. CertainmattersdiscussedinthisPresentationmaycontainstatementsregardingtheCompany’smarketopportunityandbusinessprospectsthatare individuallyandcollectivelyforward-lookingstatements.Suchforward-lookingstatementsarenotguaranteesoffutureperformanceandaresubject toknownandunknownrisks,uncertaintiesandassumptionsthataredifficulttopredict.Theserisksanduncertaintiesincludetheeffectofeconomic andpoliticalconditionsinIndia,volatilityininterestrates,newregulationsandGovernmentpoliciesthatmayimpacttheCompany’sbusinessaswell as its ability to implement the strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements,changesinrevenue,incomeorcashflows,theCompany’smarketpreferencesanditsexposuretomarketrisks,aswellasotherrisks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-lookingstatementsandprojectionsmadebythirdpartiesincludedinthisPresentationarenotadoptedbytheCompanyandtheCompanyis notresponsibleforsuchthird-partystatementsandprojections. CONTENTS 1. Key highlights for the quarter 2. INOXGFL Group – Global leaders in energy transition 3. Renewable sector in India – A multi- decadal growth story 4. INOX Wind – India’s leading fully integrated wind solutions provider 5. INOX Renewable Solutions – A full service renewable EPC player 6. INOX Green – India’s only listed pure play renewable O&M company 7. Key financials & shareholding pattern Inox Wind – Key Highlights For The Quarter INOXGFL Renewables Adopts ‘ONE INTEGRATED’ Strategy INOX WIND: GROUP SYNERGIES TO BE THE NEXT ENGINE OF GROWTH • Inox Clean, the renewable IPP and • EPC arm of the Group for both solar • India’s only listed pure play solar cell & module manufacturing and wind renewable O&M player company of the Group; poised to • Fully integrated services including • Portfolio of ~ 13.3 GWpas on become one of the leading evacuation infra development, Jun-26* renewable platforms globally erection & commissioning of WTGs • One of the largest renewable • Fastest to reach an operational and modules, transformers and O&M companies in India and capacity of ~ 3.2 GW (within 16 cranes target to be amongst the largest months) →On track to reach 6 GW • Transitioning to offer high value globally by 2030 operational capacity by FY27 added products across power • Long term recurring portfolio • Planned annual capacity addition of electronics growth visibility from Inox Clean 3 GW+, with a targeted operational capacity of 14GW by FY29 • Multi-GW plug and play evacuation and Inox Wind o ~ 20% -30% of the above infrastructure in place –providing a • Further growth through the On the cusp of annual capacity addition is critical ‘moat’ and growth inorganic route a massive expected to be wind → opportunity transformation translating into a multi-year • On a massive growth journey ahead recurring order visibility for with multi-year order book visibility Inox Wind Virtuous cycle of inter-play within Group entities aiding execution and revenue Group synergies and businesses secure large growth and insulate from market cycles * includes investment made by Inox Green to acquire ~ 6.5 GW of wind O&M assets, out of which, approx. 4.5 GW is in the process of being consolidated Key Achievements & Highlights – Q1 FY27 REVENUE EBITDA^ EBITDAM % PBT CASH PAT Rs 872 cr Rs 237 cr ~ 27.2%^ Rs 95 cr Rs 153 cr Operations showing resilience post the strategic pivot towards equipment supply The pivot is part of a larger strategy to achieve a healthy balance sheet as well as financial robustness It is expected to yield long term benefits and reflect meaningfully in the financials from Q3 onwards Well-diversified order book of ~ 4.4 GW as on July 2026* from IPP, PSU, C&I and retail customers Orders from marquee customers such as NTPC, CESC, NLC India, Aditya Birla, Amplus/Gentari, Hero Future Energies, Inox Clean, amongst others IWL has signed an MOU for 1.5 GW with Inox Clean for supply of wind turbines, out of which a firm agreement has been signed for the first tranche of 500 MW for an amount of uptoRs. 3,500 crs Visibility of recurring turnkey orders from Inox Clean over the next several years Further, IWL has received a Letter of Award from NLC India Ltd (repeat client) for 200 MW turnkey order alongwithO&M in July 2026 Inox Green continues on a robust growth path Approval received from the Hon’ble NCLT, Ahmedabad for acquisition of the ~ 4.5 GW wind O&M portfolio of Wind World India (erstwhile Enercon India) →transaction formalities expected to be completed in Q2 FY27, post which financial consolidation will take place FY26 revenue from Wind World India O&M business stood at Rs. 580 crs • Value accretive transaction →this milestone transaction offers significant scope to bring inoperational efficiencies through enhanced service offerings, price and cost optimisation; integration initiatives under way Demerger of the power evacuation business from Inox Green into IRSL has been completed as on August 1 2026 (being the record date) IRSL would automatically get listed on the stock exchanges post receipt of all statutory approvals * Includes MOU with Group Company Inox Clean or its subsidiaries ^ Figures include other income and exclude ECL provisions and other one time charges Key Achievements & Highlights – Q1 FY27 (Cont’d.) Particulars (Rs cr) Q1 FY27 Q1 FY26 YoY % FY26 FY25@ YoY % Consolidated Total Income 872 863 1% 4,569 3,702 23% Consolidated EBITDA^ 237 245 (3%) 1,232 985 25% Profit before tax 95 138 (31%) 659 537 23% Profit after tax 64 97 (34%) 449 438 3% Cash PAT* 153 186 (18%) 863 721 20% @ Figures r [Showing first 8,000 characters — download PDF for full document]