Investor Presentation

KPEL/INV/PPT/Q1FY27/663 August 11, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Mumbai - 400 001 Bandra (E), Mumbai – 400051 Scrip Code: 539686 Symbol: KPEL Sub: Investor Presentation for the quarter ended June 30, 2026 Dear Sir, Apropos the captioned subject, please find attached herewith the Investor Presentation for the quarter ended June 30, 2026. The aforementioned presentation is also made available on website of the Company at www.kpenergy.in This is for your information and records. Thanking You, Yours faithfully, For K.P. Energy Limited Affan Faruk Patel Whole Time Director DIN: 08576337 Encl.: a/a KP ENERGY LIMITED Investor Presentation Q1 FY27 Bhungar Site 02 KP Energy Limited | Q1FY27 Agenda Industry Landscape Industry Landscape Company Overview Company Overview Financials Financials Leadership Team Leadership Team About KP Group About KP Group Industry Overview India's wind opportunity — and the tailwinds powering it Q1 FY27 Mahuva Site INDUSTRY OVERVIEW 04 KP Energy Limited | Q1FY27 India’s Wind Energy Record Build-out, Vast Untapped Potential Opportunity — Wind is Accelerating. Non-Fossil Capacity Installed Capacity Mix Installed Wind Capacity & 2030 (In GW) (In %, March’26) Target (In GW) 56 12.7% 500 3.8 44 GW Installed Wind Capacity 31 Mar 2026 CAGR 10.7 28.2 10.5 6.05 Added in FY26 228 record annual high 46.8 56 179 46 Fossil Fuel (249.27 GW) 46.8% 100 Solar (150.26 GW) 28.2% GW Wind (56.09 GW) 10.5% Hydro (56.58 GW) 10.7% Target - 2030 Nuclear + bio (20.53 GW) 3.8% FY17 FY20 FY23 FY25 FY26 CY30 Target FY22 FY23 FY24 FY25 FY26 FY30 Target Record +55 GW added in FY26 Non-fossil >50% — 5 years early Wind Accelerating — Record 6.05 GW FY26 (283 GW / 533GW) addition and 100 GW Targeted by 2030 1164 Record Year, Vast Headroom: GW India’s clean energy transition accelerating toward 500 GW non-fossil capacity by 2030. With only 56 GW installed against National wind potential ~1,164 GW wind potential, the sector offers a significant multi-year growth runway, supported by ~44 GW of additions NIWE, at 150 m through 2030. Sources: MNRE, CEA, NIWE INDUSTRY OVERVIEW 05 KP Energy Limited | Q1FY27 What's Powering the Structural tailwinds in India's wind sector Wind Upcycle — and what each means for KP Energy. Rising Power Demand Policy & Pipeline Hybrid & RTC power Offshore Wind Peak demand hit a record 100+ GW wind by 2030, Wind + Solar + Storage: RTC & 30 GW by 2030 target off 271 GW (May 2026), headed backed by a 10 GW/yr FDRE tenders —being Gujarat & TN coastline, now for ~345 GW by 2030. dedicated wind-tender prioritized by MNRE. backed by a ₹7,453 cr central trajectory. VGF scheme for 1 GW. Demand Pull to Renewable Multi-year EPC/BoP/O&M Runway Larger BoP & EPC scope per project New Frontier for Growth Energy including Wind Energy Repowering Higher-Capacity Turbines GST Cut Next Wave of Growth ~25 GW of old sub-2 MW 4–5 MW+ machines at 120–160 Reduced GST on wind Structural power demand driven turbines (NIWE) can be m improving PLF and Project equipment (12% → 5%) through Urbanisation, Data repowered to multiply output. Economics supports further LCOE Centres, EV adoption, and Green improvement. Hydrogen. Re-EPC + O&M Opportunity on Next Growth Momentum Stronger Economics Reinforces Long-Term Wind Demand Ageing Fleets Sources: MNRE, CEA, NIWE, Ministry of Power Company Overview Q1 FY27 Matalpar Site COMPANY OVERVIEW 07 KP Energy Limited | Q1FY27 Company A leading Balance-of-Plant provider for wind & wind-solar hybrid projects — Snapshot conceptualization to commissioning. 10 GW+ Q1 FY27 Revenue Portfolio & Capacity IPP and O&M Group Target by ₹521 3.73 48.5 2030 GW MW Total Renewable Portfolio Operational IPP Assets 2.16 202 GW MW Q1 FY27 EBITDA Total Projects in Hand IPP Projects in Hand 1.57 646 GW MW Total Installed Capacity Total O&M Portfolio Q1 FY27 PAT Technology-Resilient First in India to install a 5.3 'Make in India’ 4.2 MW turbine Turbine under in South Gujarat installation COMPANY OVERVIEW 08 KP Energy Limited | Q1FY27 Strategic Growth Enablers Structural strengths underpinning durable, visible growth 01 02 03 04 End-to-End Grid Connectivity & 15 Years+ Execution Backward Integration – Execution Land Bank Experience Support Structures Present across entire Wind and Hybrid Strategically secured STU & CTU More than fifteen years of Production of towers, support project lifecycle — resource assessment, evacuation rights plus a land bank experience delivering utility-scale structures and PSS within Group land aggregation, site preparation, —that de-risk and speed up wind & hybrid projects — deep leading to better economics, tighter engineering, erection, power projects. experience that earns trust and & faster execution and greater evacuation, approvals and O&M. repeat business. scalability. • Entire Lifecycle - One Partner • Secured Evacuation, Ready Land • Credibility · Trust · Repeat • Vertical Integration · Cost · – Faster Execution Clients Control · Scale 05 06 07 08 Inter-State Trading In-house Resource Network Operations Capabilities to Install License Assessment Centre (NOC) Larger Turbines – 4-5 MW+ A CERC inter-state electricity trading Dedicated Wind Resource A centralized command hub for Proven capability to install and opens PAN India power market – Assessment capability to deliver real-time monitoring, diagnostics, commission larger 4–5 MW+ enabling services to wider customer reliable, high-resolution wind data and control of KP Group’s solar and turbines for higher per-unit output, base & market, leading to better price for optimal site selection and wind assets. better land utilization, and stronger discovery & arbitrage opportunities. energy yield. returns. • CERC License · Pan-India Power • Better Site Selection · Better • Real-Time Monitoring · Higher • Higher yield · Lower Per-MW Trading PLF Uptime Cost COMPANY OVERVIEW 09 KP Energy Limited | Q1FY27 Business Model Value Across the Entire Wind and Wind-Solar Hybrid Project Lifecycle EPCC IPP O&M Engineering, Procurement, Construction & Commissioning Independent Power Producer Operations and Maintenance Developing a wind project is a highly complex, multi- The Company has its own IPP portfolio of 250.5 MW out of For the BOP section of the project, KPEL through its wholly disciplinary task — from land and resource assessment to which 48.5 MW is operational, and the remaining is under owned subsidiary KP Energy OMS Limited provides infrastructure, execution, and grid connectivity. KPEL manages execution. comprehensive operations and maintenance services. this complexity end-to-end, offering CPP customers a Value Delivered Value Delivered single-window solution from concept to commissioning. Recurring, annuity-based revenue stream, complemented by KPEL undertakes O&M services for the BOP portion, to Value Delivered accelerated depreciation benefits that improve early-year optimize performance and minimize the downtime. KPEL acts as a one-stop solution provider for its clients, the cash flows and tax efficiency. Outcome entire responsibility and accountability for execution of Outcome Energized wind assets are maintained for smooth functioning utility-scale Wind Farm & Wind-Solar Hybrid Projects Complementing stable cash flows from our annuity revenue over their lifecycle. undertaken by the Company. stream of IPP strengthens the resilience of our overall Outcome business model. Projects are executed on-time and with optimal resources. Units Generated from IP (IN CRORE | UNITS = KWH) Q1 FY27 3.15 Q1 FY26 2.65 Kuchhadi Site Fulsar Site COMPANY OVERVIEW 10 KP Energy Limited | Q1FY27 End-to-End Project Lifecycle Management Full-Stack Wind Development Capability Under One Roof Project Development Project Construction Site Identification & Construction, Erection & Permits & Approvals Acquisition Commissioning Identifying and acquiring WTG civil foundation, USS Liaison with [Showing first 8,000 characters — download PDF for full document]