Investor Presentation

KPI/INV/PPT/FY26/803 Date: August 11, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Mumbai - 400001 Bandra (E), Mumbai - 400051 Scrip Code: 542323 Symbol: KPIGREEN Sub.: Investor Presentation / Key highlights for the quarter ended June 30, 2026 Dear Sir, Apropos the captioned subject, please find attached herewith the Investor Presentation along with the key performance highlights for the quarter ended June 30, 2026. This is for your information and records. Thanking You, Yours faithfully, For KPI Green Energy Limited Krunal Bhatt Company Secretary & Compliance Officer Encl.: a/a KPI GREEN ENERGY LIMITED Investor Presentation Q1 FY27 Ochhan Site 02 KPI GREEN ENERGY LIMITED | Q1FY27 Agenda Industry Landscape Industry Landscape Company Overview Company Overview Financials Financials Leadership Team Leadership Team About KP Group About KP Group Khavda Site Vedchha Solar Site INDUSTRY OVERVIEW 04 KPI GREEN ENERGY LIMITED | Q1FY27 India’s Renewable Energy Landscape – A Snapshot India's clean energy transition is entering a multi-year acceleration phase, backed by record capacity additions Installed Non-fossil Capacity (GW) India: Expected share of RE capacity (GW) Total Capacity 571 747* 940 1,121 12.7% 22 CAGR Other RES 20 Wind 123 Solar 93* 509 283 17 Nuclear 395 63 285* 228 Large Hydro 176 19 78 179 Natural Gas 10 13 58 20 64 20 20 20 140 Coal+Lignite 109 237 260 299 315 FY27P FY30P FY33P FY36P Peak Demand 289 GW 345 GW 407 GW 459 GW FY17 FY20 FY23 FY25 FY26 CY30 Target RE: 50% RE: 58% RE: 62% RE: 66% Policy Led Visibility Rising RE Penetration Solar and Wind led capacity RE India Potential The 500 GW target by 2030 underpins a Renewable Energy share in India's installed expansion India has an estimated renewable energy multi-year growth runway with FY26 capacity is expected to increase from 50% potential of ~3,334 GW from Solar and Solar and Wind capacity is projected to grow witnessing a record 55 GW capacity in FY27P to 66% by FY36P. Non-fossil ~1,164 GW from Wind. from 206 GW in FY26 to 664 GW by FY36P, addition, led by solar and wind. fuel contribution already exceeded 50% driving the majority of incremental additions. of installed capacity in FY26. Sources: MNRE, NISE, NIWE, CEA (Generation Adequacy Plan 2035-36), RE% share includes Solar, Wind and Large Hydro. | * As per MNRE, FY30 target for Solar, Wind and Non-Fossil are 280 GW, 100 GW and 500 GW respectively IINNDDUUSSTTRRYY OOVVEERRVVIIEEWW 05 KPI GREEN ENERGY LIMITED | Q1FY27 India’s Renewable Sector: A Structural Upcycle Structural demand tailwinds and policy reforms are accelerating renewable energy deployment. Demand Tailwinds Policy & Structural Enablers Rising Power Demand Viksit Bharat 2047 RTC & FDRE Tenders: Solar + BESS Viability-Gap Funding: Wind + Storage: RTC & FDRE ₹18L/MWh support Peak demand at an all-time $30 Trillion economy vision; high of 271 GW (May 2026); urbanisation, manufacturing tenders being prioritized by for 30 GWh, thereby projected to reach ~345 GW and EVs powering long-run MNRE. facilitating RTC & FDRE power. by 2030 consumption Huge Pipeline: 500 GW by Must-Run Status for RE: RE 2030, backed by a ~40 GW per cannot be curtailed for Data Centers & RTC Low Per-Capita Use annum trajectory. commercial reasons - Data centres driving round- ~1,460 kWh per capita – guaranteed dispatch & offtake the-clock renewable demand significantly lower in ISTS Charges Waiver for RE: RPO / RCO Mandate: Binding — the largest new offtake comparison to the global Commissioning before 2028 RE targets rising from 35.95% in category average; long runway of demand headroom locks in 25-year ISTS waivers — FY27 ~43.33% by FY30 for a durable transmission-cost DISCOMs & large consumers — edge a guaranteed & escalating Green Hydrogen Energy Security demand floor. National mission targets Need to reduce dependence GST Cut 12% → 5%: on RE PM Surya Sarovar Yojana: 5 MMT/yr by 2030, needing on imported fossil fuels, equipment (Sep 2025) - lowers ~125 GW of dedicated RE mitigating supply risks and Newly approved ₹5,070 Cr LCOE – improved project scheme for 5 GW Floating strengthening long-term economics energy security. Solar with 2-hr storage over FY 2027-31. Sources: MNRE, CEA, Ministry of Power, NITI Aayog, CERC, BEE Ochhan Site COMPANY OVERVIEW 07 KPI GREEN ENERGY LIMITED | Q1FY27 Company Snapshot Robust financial momentum and a strong execution pipeline — scaling toward the 10+ GW 2030 target. Q1 FY27 Revenue Portfolio & Capacity ₹710 6.94 5.10 Total Capacity Power Evacuation 1.87 Q1 FY27 EBITDA Installed Capacity ₹262 8,657 5.07 Acres Land Bank Work in Progress Q1 FY27 PAT Cr GW Group Target by 2030 Shahpura Site COMPANY OVERVIEW 08 KPI GREEN ENERGY LIMITED | Q1FY27 Core Strengths Structural strengths underpinning durable, visible growth. Land Bank and • 8,657 Acres of Strategic Land Bank ​ Faster Evacuation • 5.10 GW Power Evacuation Capacity ​ Execution​ Capacity • Robust CTU/STU Connectivity Network​ • In-house Manufacturing of Solar & Wind Support Utility-Scale Backward​ Structures, Towers and PSS ​ Capability​ Integration​ • Enhanced Cost Efficiency, Execution Control & Scalability​ One Stop Digital​ • AI Integrated Live Equipment Health Monitoring ​ Operational Operations​ • Powered by IBM Maximo Renewables ​ End-to- Efficiency​ and NOC​ • Real-time Visibility of Key Operational Metrics​ Solutions • Water-less robotic cleaning technology Cost Robotic • 840+ Robots already deployed​ Provider Leadership ​ Solutions​ • Online Operation, IOT Integrated, No Manual Intervention​ • In-house R&D (65+ Manpower) and Manufacturing​ Unit Margin Experienced and • Experienced leadership team with deep renewable Accretive​ Technically sector expertise ​ Skilled Team​ • High levelof commitment and dedication Trusted by • Capabilities across, Rooftop, Ground Mounted & Marquee Players​ Execution Floating Solar, Wind, and BESS across Utility and Capabilities​ C&I segments • Set up 2,200+ Km of Power Transmission Network COMPANY OVERVIEW 09 KPI GREEN ENERGY LIMITED | Q1FY27 Double Engine Business Model: Powering Growth & Sustainability The CPP + IPP combination unlocks long-term value Capital Efficient Annuity Backed CPP IPP (EPC Model) (BOO Model) INTERNAL EQUITY POOL Captive Power Producer | Building renewable energy Independent Power Producer | Utility-Scale Solar, plants for customers Wind, Hybrid & BESS plants we own and operate HOW IT WORKS HOW IT WORKS Cash Margin • We secure land, design & build, and commission • 100% asset ownership the plant Cash + Cash • 25-year PPAs with Utility & C&I off-takers Margin Margin • Asset ownership transfers to the customer IPP • Recurring revenue across the full asset life • We run long-term O&M and power supply Cash Margin Faster execution Lower capital Strong demand Equity Annuity-based Stable asset High EBITDA margins and monetization intensity from C&I and Funds income backed by ownership driven + Tax savings cycle Utility Scale Project Equity 25-yr contracted profile on accelerated Customers PPAs depreciation THE COMBINATION IS OUR BUSINESS MODEL CPP makes us capital-efficient: Customer capital funds IPP strengthens cash flow : 25-year PPAs Combined model enables tax efficiencies the build, driving faster churning of Revenue and Profit, deliver long-duration contracted revenue that through accelerated depreciation, driving with capital that keeps recycling into new growth. compounds with every megawatt added. cash flow optimization. This model facilitates growth of our annuity asset base without continuous equity dilution — building scale and long-term cash flow at the same time. CCOOMMPPAANNYY OOVVEERRVVIIEEWW 10 KPI GREEN ENERGY LIMITED | Q1FY27 Capacity Build Up KPI continues to scale its renewable portfolio with strong capacity additions across IPP and CPP segments, taking overall capacity to ~6.94 GW. IPP Segment (GW) CPP Segment (GW) Total Portfolio ( [Showing first 8,000 characters — download PDF for full document]