General Updates

GEL/SEC/2026/1603 12th August, 2026 BSE Limited, National Stock Exchange of India Ltd, Phiroze Jeejeebhoy Tower, Exchange Plaza, 5th Floor, Plot No. C/1, G Dalal Street, Mumbai Block, Bandra Kurla Complex, Bandra (East), Mumbai Company Code: BSE - 539336 Company Code: NSE - GUJENERGY Sub: Intimation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Respected Sir/ Madam, We are pleased to enclose herewith the Investor Presentation Q1 FY 27. The same will be made available on the website of the Company viz. www.gujarat-energy.com. The said presentation will also be used for Post Earnings Conference Call with Analysts/Investors by the Company. This is for your information and records. Thanking you, For, Gujarat Energy Limited Sandeep Dave Company Secretary GUJARAT ENERGY LIMITED (Erstwhile Gujarat Gas Limited) Corporate Office: Office No. 4 & 5, Ground Floor, IT Tower -2, Infocity, Gandhinagar – 382009 Gujarat Registered Office: Gujarat Energy Bhavan, Behind Udyog Bhavan, Sector- 11, Gandhinagar, Gujarat – 382010 Tel.: +91-79-66701001 Website: www.gujarat-energy.com, CIN: L40200GJ2012SGC069118 Evolving Green Energy to New Heights PAN India! G UJ ARAT ENERG Y L IM IT ED I NVE S TOR PR E S E NTATI ON | Q1FY27 | Au gu s t 2026 #fuelingthegrowth NSE: GUJENERGY | BSE: 539336 | Bloomberg: GUJENERG:IN // Gujarat Gas Limited Gujarat Is Now • Post successful completion of the Energy Scheme of Arrangement, Ministry of Corporate Affairs have approved the renaming of Gujarat Gas Limited to Gujarat Energy Limited, reflecting the Company's expanded presence across Limited the energy value chain beyond city gas distribution. • The new name better captures the Group's integrated identity spanning Exploration & Production, Gas Trading, City Gas Distribution and Renewable Energy, and aligns with the Company's long-term positioning as a diversified energy Company. Investor Presentation 2027 / 02 Business Updates ➢ In response to the Middle East geopolitical crisis, Gujarat Energy Limited (GEL) demonstrated its operational resilience and customer-centric approach by ensuring gas supply to the Morbi ceramic industry. This strategic support led to a significant increase in gas volumes, rising from approximately 0.4 MMSCMD in April 2026 to around 8.0 MMSCMD during May-June 2026, reinforcing GGL's position as a reliable energy partner. ➢ Achieved highest ever CNG volume of 3.76 mmscmd in Q1 FY27, as compared to 3.33 mmscmd to Q1 FY26, increase by 13%. ➢ In Q1 FY27 posted strong financials with revenue of Rs 9,670 Cr (+63% YoY), EBITDA of Rs. 1,482 Cr (+65% YoY) and PAT of Rs. 998 (+78% YoY). ➢ GEL achieved Volume of 15.66 MMSCMD for Q1 FY 2027 (+18% YoY). GEL achieved highest ever volume of 12.34 mmscmd in CGD segment. ➢ During the quarter company added 6 new CNG Stations, resulting into total CNG stations of 844 till Q1 FY 2027. ➢ During the quarter company sourced 10 LNG cargoes as compared to 6 LNG cargoes in Q1FY26. ➢ GEL connected ~91,000 D-PNG Connections and +1,000 C-PNG under PNG Drive during January 26 to June 26. Investor Presentation 2027 / 03 Inside the Presentation Q1 FY27 Financial Performance Quarterly (Q1 FY27) 06 About the Company Company’s Presence Across the Value Chain 08 Company Overview 09 Governance 10 Capital Allocation 11 03/ 04/ Business Segments Appendix City Gas Distribution 13 Scheme of Arrangement 34 Gas Trading 21 Digital Drive / Initiatives 35 Exploration & Production 25 Shareholding & Capital Markets 39 Renewable Business 28 Glossary 40 Segment Profitability 31 SECTION 1 Q1 FY27 Financial Performance Financial Performance: Quarterly (Q1 FY27) 06 Company financials for Q1 FY27 Q1 FY27 Financial Performance Financial Performance: Quarterly (Q1 FY27) Standalone Financials | Post Scheme of Arrangement Revenue from Operations EBITDA Profit Before Tax Profit After Tax (₹ CRORE) (₹ CRORE) (₹ CRORE) (₹ CRORE) ₹9,670 ₹1,482 ₹1,331 ₹998 CRORE CRORE CRORE CRORE 9,670 1,482 1,331 5,924 5,976 943 896 561 746 726 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Investor Presentation 2027 / 06 SECTION 2 About the Company Company’s Presence Across the Value Chain 08 Company Overview 09 Governance 10 Capital Allocation 11 An integrated natural gas company spanning the entire value chain post Scheme of Arrangement, with diversified presence across Exploration & Production, Gas Trading, City Gas Distribution and Renewable Energy. About the Company Company’s Presence Across the Value Chain Post Scheme of Arrangement: Gujarat Energy is an integrated natural gas company with end-to-end value chain coverage and a clean energy diversification arm. UPSTREAM MIDSTREAM DOWNSTREAM CLEAN ENERGY Exploration & Production Gas Trading City Gas Distribution Renewable Producing oil & gas Sourcing & marketing gas Last-mile gas distribution Renewable energy generation ~12 27 123.9 MW MMSCMD Avg. Traded (5Y) CGD Authorisations Combined Wind Capacity (6 operated and 10 non operated) E&P Blocks 490+ 844 Long term PPA LNG Cargoes Imported till June26 CNG Stations Since 2009 24.77+ Lacs 79 Producing Blocks LNG Trading Track Record PNG Connections WTGs Operational Footnote: *Volume standalone of Gas Trading Business of GSPC (Including volume supplied to GEL (erstwhile Gujarat Gas Limited) Investor Presentation 2027 / 08 About the Company Company Overview Businesses and major investments under Gujarat Energy Limited GUJARAT ENERGY LIMITED Business Major Investments 49.94% 100.00% Sabarmati Gas Limited Guj Info Petro Limited (CGD) (IT Services) City Gas Gas Trading Distribution Business Business 36.80% 97.47% GSPC LNG GSPC Pipavav Power (LNG Terminal — Mundra) Company Limited (Power) 65.45% Exploration & Renewable Production Business Business Gujarat State Energy Generation Limited (Power) Debt-Free AAA Stable / A1+ Balance Sheet with Cash Credit Rating from CRISIL Reserves of ₹7,000 + Cr CARE and India Ratings Footnote: 1. Major Investments include subsidiaries, joint ventures and associate companies. Investor Presentation 2027 /09 About the Company Governance Board of Directors Shri Manoj Kumar Das, IAS Dr. T Natarajan, IAS Shri Ashwini Kumar, IAS Shri Balwant Singh, IAS (Retd.) CHAIRMAN DIRECTOR DIRECTOR INDEPENDENT DIRECTOR • Presently Additional Chief Secretary, FD, • Presently, Principal Secretary to the • Senior IAS Officer with leadership GoG Energy and Petrochemicals • Worked across Govt departments and across GoG including Municipal PSUs in Energy & Petrochemicals, Ports Department, GOG Commissioner Surat & Vadodara, • Previously Additional Secretary Dept of & Fisheries, Home and General District (J&K Affairs), Home Ministry, EA, GoI and Ministry of Defence • Worked across Govt departments, Administration Principal Secretary (Industries & Mines, district administration, secretariat-level Food & Civil Supplies) • Served as Senior Advisor to the policy roles, and leadership positions in • Served as MD of GSFC and GNFC, Executive Director of India in the IMF Chairman of GSPL and GMB PSUs and statutory bodies. • Served as Additional Chief Secretary to Hon'ble Chief Minister of Gujarat • Has held a range of responsibilities in • Served as Principal Secretary to the • Post retirement, served as State CIC, GoG including District Collector & Gujarat State Urban Development & Urban Housing • Presently Chief Secretary, District Development Officer Department, Director and Chairman on Government of Gujarat the boards of various PSUs and secretary to Hon’ble Chief Minister Gujarat for over 5 year. Smt. Avantika Singh Aulakh, IAS Dr. Rekha Jain Prof. Yogesh Singh Shri Bhadresh Mehta MANAGING DIRECTOR INDEPENDENT DIRECTOR INDEPENDENT DIRECTOR INDEPENDENT DIRECTOR • MD of GEL & GACL and Vice • Served as Professor in IIM, • Vice Chancellor of University of Delhi • Senior management executive with Chairperson of GSPC LNG & GTL. Ahmedabad • Previously Director of Netaji Subhas experience acros [Showing first 8,000 characters — download PDF for full document]