TORNTPOWERNSE14 May 2025

Torrent Power Limited has informed the Exchange about Investor Presentation

Torrent Power Limited

May 14, 2025

To,

Corporate Relationship Department BSE Limited, 14th Floor, P. J. Towers, Dalal Street, Fort, Mumbai-400001

To, Listing Department National Stock Exchange of India Limited “Exchange Plaza”, C – 1, Block G Bandra- Kurla Complex, Bandra (East), Mumbai-400051

SCRIP CODE: 532779

SCRIP SYMBOL: TORNTPOWER

Dear Sir / Madam,

Re: Investor Presentation

Investor Presentation on Audited Consolidated Financial Results for the quarter and year ended March 31, 2025 is enclosed for your records.

Thanking you.

Yours faithfully, For Torrent Power Limited

Rahul Shah Company Secretary & Compliance Officer Encl.: As above

TORRENT POWER LIMITED Email: cs@torrentpower.com CIN: L31200GJ2004PLC044068 Regd. Office: ''Samanvay'', 600, Tapovan, Ambawadi, Ahmedabad 380015, Gujarat, India Phone: 079-26628300 www.torrentpower.com

s

Investor Presentation Q4 FY 2024-25

Disclaimer

THIS PRESENTATION IS NOT AN OFFER TO SELL ANY SECURITIES OR A SOLICITATION TO BUY ANY SECURITIES OF TORRENT POWER LIMITED (THE “COMPANY or TPL”) OR ITS SUBSIDIARIES, ASSOCIATE, JOINT VENTURES TOGETHER WITH THE COMPANY, THE “GROUP”

The material that follows is a presentation of general background information about the Company’s activities as at the date of the presentation or as otherwise indicated. It is information given in summary form and does not purport to be complete and it cannot be guaranteed that such information is true and accurate. This presentation has been prepared by and is the sole responsibility of the Company. This presentation is for general information purposes only and should not be considered as a recommendation that any investor should subscribe to or purchase the Company’s equity shares or other securities.

This presentation includes statements that are, or may be deemed to be, “forward looking statements”. These forward-looking statements can be identified by the use of forward-looking terminology, including the terms “believes”,“ estimates”,“ anticipates”,“ projects”,“ expects”,“ intends”,“ may”,“ will”,“ or “ or, in each case, their negative or other variations or comparable terminology, or by discussions of strategy, plans, aims, objectives, goals, future events or intentions. These forward-looking statements include all matters that are not historical facts. They appear in a number of places throughout this presentation and include statements regarding the Company’s intentions, beliefs or current expectations concerning, amongst other things, its results or operations, financial condition, liquidity, prospects, growth, strategies and the industry in which the Company operates. By their nature, forward looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future.

Forward looking statements are not guarantees of future performance including those relating to general business plans and strategy of the Company, its future outlook and growth prospects, and future developments in its businesses and its competitive and regulatory environment. No representation, warranty or undertaking, express or implied, is made or assurance given that such statements, views, projections or forecasts, if any, are correct or that the objectives of the Company will be achieved. The Company, makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information or opinions contained herein. . The Company assumes no responsibility to publicly amend, modify or revise any forward-looking statements, on the basis of any subsequent development, information or events, or otherwise. Unless otherwise stated in this presentation, the information contained herein is based on management information and estimates. The information contained herein is subject to change without notice and past performance is not indicative of future results. The Company may alter, modify or otherwise change in any manner the content of this presentation without obligation to notify any person of such revision or changes.

This document is just a presentation and is not intended to be and does not constitute a “prospectus” or “disclosure document” or “offer document” or a “private placement offer letter” or an “offering memorandum” or an or a solicitation of any offer to purchase or sell any securities. It is clarified that this presentation is not intended to be a document offering for subscription or sale of any securities or inviting offers from any person, including the Indian public (including any section thereof) or from persons residing in any other jurisdiction, including the United States, for the subscription to or sale of any securities, including the Company’s equity shares. No part of it should form the basis of or be relied upon in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities.

This document has not been and will not be reviewed or approved by a regulatory authority in India or by any stock exchange in India.

2

Presentation Outline

01

Torrent Group Overview

02

Company Overview

03

Performance Overview

04

Key Highlights

3

#1

Torrent Group Overview

Torrent Group

Torrent Pharmaceuticals Limited

Torrent Power Limited

Torrent Gas Limited

◼ Generics pharmaceutical with global

footprint

◼ One of the leading listed pharmaceutical

company in India by market capitalization

◼ One of the leading private sector

Integrated Power Utility with presence across generation, transmission and distribution

◼ One of the lowest distribution losses in

the country

◼ Our Bhiwandi distribution franchisee

model was first of its kind arrangement allowing private company to manage the area’s distribution business.

◼ Good operational track record with strong focus on customer service

◼ Incorporated in FY19, City Gas Distribution (CGD) business now has 17 operating Geographical Areas (GAs) spread across 34* districts and 7 states and 1 Union Territory

◼ Pipeline network of > 16,500 inch-Km,

MDPE pipeline of > 7,200 Km and > 480 CNG Stations

◼ More than 1.8 Lac PNG Domestic

Connections

*Includes EAAA (Except Areas Already allotted in a district)

5

Torrent Group …2

₹ 39,893 Cr

₹ 1,93,899 Cr

₹ 1,84,422 Cr

26,250+

Turnover

Enterprise Value

Spreading smiles Illuminating Lives

Market Cap

Employees

Generating Trust. Distributing Opportunities.

Not just healthcare… Lifecare

Building pan-India city gas distribution

Turnover ₹ 29,165 Cr

Turnover ₹ 10,728 Cr#

Enterprise Value ₹ 82,452 Cr

Enterprise Value ₹ 1,11,447 Cr

Market Cap ₹ 74,948 Cr

Market Cap ₹ 1,09,474 Cr

networks in

17 geographical areas across 34*

districts & 7 States and 1 Union Territory

Employees 8,050+

Employees 17,300+

Employees 900+

Market Capitalization, Enterprise Value, Turnover and employees are as on 31.03.2025; # FY24; All figures are excluding Torrent gas except for Employees strength; Turnover- Revenue from operations; Market Capitalization – No. of shares x closing share price on BSE.; ^Enterprise Value = market capitalization + O/s debt - cash & cash equivalents *Includes EAAA (Except Areas Already allotted in a district)

6

#2

Company Overview

7

One of the Leading Private Sector Integrated Power Utility

Promoter

51.09%

48.91%

Public

Torrent Power Limited (Market Cap: c. ₹ 74,948 Cr1)

Thermal Generation

Renewable Generation

Distribution

PSP

Transmission

Gas based plants: 2,730 MW

Coal based plants: 362 MW

Solar: 825 MWp - Operational 1,494 MWp-Under Development

Wind: 921 MW - Operational 1,660 MW- Under Development

Licensed (Ahmedabad, Surat, Dahej SEZ, Dholera SIR, Dadra & Nagar Haveli and Diu & Daman)

Franchised (Agra, Bhiwandi and Shil, Mumbra & Kalwa)

~8.4 GW across Uttar Pradesh and

Maharashtra under pipeline. Of

which 2 GW is tied up with

355 kms 400 kV & 128 kms of 220 kV to evacuate power from gas-based power plants

Maharashtra

~104 kms 400 kV Under pipeline

Green hydrogen / Green Ammonia

Awarded 18 KTPA capacity under

PLI Scheme for Green Hydrogen

production

1. Market Capitalization as on 31.03.2025 All Capacities are as on 31.03.2025

8

Pan India Footprint with Presence in Key States

GUJARAT

Wind (615 MW)

Solar (583 MWp)

AMGEN (362 MW)

SUGEN & UNOSUGEN (1530 MW)

DGEN (1200 MW)

Transmission Line (483 ckm)

Ahmedabad and Gandhinagar

Surat

Dahej SEZ

Dholera

DADRA & NAGAR HAVELI AND DAMAN & DIU

Dadra & Nagar Haveli & Daman & Diu

MAHARASHTRA

Wind (126 MW)

Solar (144 MWp)

Bhiwandi

Shil, Mumbra and Kalwa

RAJASTHAN

Wind (24 MW)

UTTAR PRADESH

Agra

Wind

Solar

Gas

Coal

Transmission

Distribution Licensee

Distribution Franchisee

Operational Capacity (MWp)

825 (674 MW Contracted)

921 (920 MW Contracted)

MADHYA PRADESH

Wind (36 MW)

2,730

483 ckm

TELANGANA

Solar (58 MWp)

KARNATAKA

Wind (120 MW)

362

Additionally, 41 MWp C&I solar Project commissioned in the state of Haryana, Karnataka, Maharashtra, Tamil Nadu, Andhra Pradesh and Uttar Pradesh.

9

Operational Capacity is estimated to Grow from 4.8 GW to 7.9 GW Backed by Robust Renewable Capacity Addition

Installed Capacity

Solar 825 17%

Gas 2,730 56%

4,838 MWp

Wind 921 19%

Coal 362 8%

Segmental Revenue in FY25

Renewables, 1,066 , 3%

RE PIPELINE

Wind (53%)

Solar (47%)

3,154 MWp

Installed Capacity (including Pipeline)

Gas 2,730 (34%)

Solar, 2,319 , (29%)

7,992 MWp

Wind, 2,581 , (32%)

Coal , 362 ,(5%)

Segmental EBITDA in FY25

Generation, 8,181 , 24%

Renewables, 887 , 15%

Generation, 1,563 , 27%

INR 34,425 Cr1

INR 5,810 Cr2

Transmission & Distribution, 25,178 , 73%

Transmission & Distribution, 3,360 , 58%

Notes: 1. Includes inter-segment revenue of INR 5,260 crores, 2. Includes unallocated EBITDA of INR 15 crores All capacities are as on 31.03.2025

10

#1: Snapshot of Operating Thermal Assets

Sugen

Unosugen

Capacity (MW)

1,147.5 (3 x 382.5)

Plant Type

Location

COD

Fuel

Gas-based CCPP

Surat, Gujarat

August 2009

Domestic Gas & Imported LNG

Capacity (MW)

382.5 (1 x 382.5)

Plant Type

Location

COD

Fuel

Gas-based CCPP

Surat, Gujarat

April 2013

Domestic Gas & R-LNG

PPA

PPA

835 MW for Distribution areas of Ahmedabad / Gandhinagar & Surat, and 50 MW with MPPTC are regulated by CERC1 which allows Cost + RoE under regulated tariff structure + Performance Incentives

278 MW for Distribution areas of Ahmedabad / Gandhinagar & Surat are regulated by CERC1 which allows Cost +RoE under regulated tariff structure + Performance Incentives

Dgen

Amgen

Capacity (MW)

1,200 (3 x 400)

Plant Type

Location

COD

Fuel

Gas-based CCPP

Bharuch, Gujarat

November 2014

Imported LNG

PPA

No tie up

Capacity (MW)

Plant Type

Location

COD

Fuel

362 (1 x 120, 2 x 121)

Coal Based

Ahmedabad, Gujarat

1988

Domestic & Imported Coal

PPA

FSA

Embedded generation for licensed areas of Ahmedabad / Gandhinagar regulated by GERC2 which allows Cost + RoE + Performance Incentives

-

Fuel Supply Agreement with South Eastern Coalfields Limited

Contracted Storage-cum-Regasification capacity of 1 MTPA with Petronet LNG, Dahej Terminal for 20 years from April 2017

1.Central Electricity Regulatory Commission (CERC) 2. Gujarat Electricity Regulatory Commission (GERC)

11

#2: Snapshot of Licensed Distribution Assets

Ahmedabad / Gandhinagar

Licensed Area

Customer Base (FY25)

Peak Demand (FY25)

~ 356 sq. km.

>21 lakh

2,117 MW

Surat

Licensed Area

Customer Base (FY25)

Peak Demand (FY25)

~ 52 sq. km.

>6 lakh

812 MW

Highlights

Highlights

✓ Distribution loss of 3.33% (FY25), is amongst the lowest in the country

✓ Power availability of 99.9%, which is among the highest in the country

✓ Distribution loss of 2.81% (FY25), is amongst the lowest in the country

✓ Power availability of 99.9%, which is among the highest in the country

Dahej

Dholera SIR

Dadra & Nagar Haveli & Daman & Diu

Licensed Area

Customer Base (FY25)

Peak Demand (FY25)

Licensed Area

Peak Demand (FY25)

Licensed Area

Customer Base (FY25)

Peak Demand (FY25)

~ 17 sq. km.

144

114 MW

~ 920 sq. km.

13 MW

~ 600 sq. km.

>1.7 lakh

1,406 MW

Highlights

Highlights

Highlights

✓ Second Licensee at Dahej SEZ

✓ 99.9% power reliability

✓ Second Licensee at Dholera SIR

✓ Distribution loss <2% during FY25, amongst the lowest in

✓ Dholera SIR is part of Delhi-Mumbai Industrial

Corridor(DMIC) being developed as industrial hub

the country

As per Electricity Amendment Rules, 2023 the Licenses are deemed to be renewed for further 25 years unless the same is revoked.

Note: Current License for Ahmedabad/Gandhinagar, Surat, Dahej, Dholera SIR and DNH DD is valid till 2025, 2028, 2034, 2044 & 2047 respectively which unless revoked will be automatically renewed for further 25 years

12

#3: Snapshot of Franchisee Distribution Assets

Bhiwandi

Agra

Licensed Area

Peak Demand (FY25)

License validity

Licensed Area

Peak Demand (FY25)

License validity

~ 721 sq. km.

609 MVA

Highlights

25th Jan 2027 [The license validity for the Bhiwandi area can be extended by five years upon mutual agreement]

~ 221 sq. km.

572 MVA

Highlights

31st March 2030

✓ Country's first of its kind distribution franchisee agreement with MSEDCL ✓ Reduction in AT&C losses from 58% at the time of takeover to <10% in FY25

✓ Reduction in AT&C losses from 58.77% at the time of takeover to historical

low at ~7% in FY25

Shil, Mumbra, Kalwa (SMK)

Licensed Area

Peak Demand (FY25)

License validity

~ 65 sq. km.

167 MVA

Highlights

29th Feb 2040

✓ Reported AT&C losses of 48% at the time of takeover, reduced to ~29% in

FY25

13

#4: Transmission - Current Operations and Future Projects

Existing Transmission Portfolio

 400 kV Double-Circuit Transmission Lines: 355 km & 220 kV Double-Circuit Transmission Lines: 128 km

 Operations are conducted through Torrent Power Grid Limited (TPGL), a subsidiary wherein Torrent holds 74% & Power Grid Corporation of India Limited holds 26%.

 For Transmission of power generated at Company's gas-based power plants to various off-take centres.

 Operates as per CERC Tariff Regulations (i.e. Post tax ROE of 15.50% + incentives)

Transmission Projects in Pipeline

 TPGL has been awarded a transmission project for evacuation of power from 4.5 GW RE Project in Khavda, Gujarat as per CERC Tariff Regulations (i.e. Post tax ROE of 15.0% +

incentives) for 35 years.

 Scope: 400 kV D/C line of 60 km and bay upgradation from 2,000 Amp to 3,150 Amp  Expected project cost ₹ 800 Crore  Expected Implementation: FY26

 Solapur Transmission project (in new SPV) for evacuation of 1,500 MW RE power was won by the Company, through Tariff Based Competitive Bidding (TBCB) process.

 Scope: 400 kV D/C transmission line spanning ~44 km, together with 2 line bays and 1 substation  AFC of Rs. 50 cores per annum for 35 years.  Expected project cost ₹ 470 Crore  Expected Implementation: FY26

Strategic Growth Path

 Selective participation in tariff-based competitive bidding for inter-state and intra-state transmission projects

 Evaluating brownfield opportunities to strengthen presence

14

#5: Target to Increase Renewable Portfolio to 4.9 GW

Renewable Energy Projects in Pipeline

Project

Technology

Capacity Under Installation (MWp**)

Tariff in Rs/Unit

Contracted Capacity (MW)

306*

300

100

250

450

100

149

502

Off-taker

MSEDCL

SECI

SECI

3.10

2.94

3.60

Merchant

Merchant

3.65

4.25

Own Discom

REMCL

Merchant

Merchant

Multiple

Multiple

367*

300

122

250

825

411

149

815

Expected Project Cost (Rs in Cr)

1,342

2,500

925

1,830

5,500

3,040

1,100

4,370

20,607

Remarks

SCOD by September 2025

SCOD by January 2026

SCOD by June 2026

Likely by December 2025

SCOD by September 2026

SCOD by December 2026

Likely by June 2027

To be commissioned progressively

MSEDCL

SECI XII

SECI XVI

Airpower

TPL-D

REMCL

Merchant

C&I Projects

Total

~2.1 GW

~3.1 GW

Pumped Storage Hydro Projects in Pipeline

 Sites/projects of 8.4 GW are under planning stage in the states of Maharashtra and Uttar Pradesh.

 Executed Energy Storage Facility Agreement with MSEDCL for developing and supplying 2,000 MW/ 16,000 MWh Pump Storage Hydro power in Raigad District for 40 years.

*MSEDCL- 70 MW (84 MWp) solar project commissioned during the quarter. **AC for Wind + DC for Solar Capacities are as on 31.03.2025

15

#3

Performance Overview

1616

Overview of Operations – Q4/ FY 2024-25

Rs in Crore

Revenue from Operations

Power Purchase Cost

Material Cost & Change in Inventory

Contribution

Other Income

G & A Expenses

PBDIT

Finance Cost

Depreciation and Amortization Expense

Profit Before Tax

Tax Expense

Profit After Tax

Other Comprehensive Income/(Expense) (Net of Tax)

Total Comprehensive Income (TCI)

Q4 24-25

Q4 23-24

% Growth

FY 24-25

FY 23-24

% Growth

6,456

4,366

382

1,708

114

578

6,529

4,463

413

1,653

97

544

(1%)

3%

1,245

1,206

3%

236

389

619

(458)

1,077

8

1,085

233

355

617

170

447

1

448

29,165

20,168

27,183

19,391

1,317

7,680

487

2,373

5,795

1,045

1,497

3,253

194

3,059

1

0%

141%

142%

3,059

1,117

6,675

344

2,115

4,904

943

1,378

2,583

687

1,896

(14)

1,882

7%

15%

18%

26%

61%

63%

17

Overview of Operations – FY 2024-25

Total Comprehensive Income (TCI) for FY 2024-25 stood at ₹ 3,059 Cr as compared to ₹ 1,882 Cr for FY 2023-24.

The major reasons for higher TCI by ₹ 1,177 Cr on y-o-y basis are:

 Increase in contribution from gas-based power plants;

 Increase in contribution from licensed and franchised distribution businesses;

 Decrease in tax expenses mainly due to reversal of deferred tax liabilities of ₹ 637 Cr being one-time and non-cash item;

 Gain on sale of Non-Current Investments;

 Lower contribution from renewable businesses due to lower PLF on account of inclement weather conditions and partial

commissioning of solar project currently under stabilisation period;

 Capex & commissioning of additional renewable generation capacities lead to increase in Finance & Depreciation Costs.

Dividend:

The Board has recommended final dividend of ₹ 5.00 per equity share for FY 2024-25. The total dividend for FY 2024-25 stands at ₹ 19.00 per equity share, comprising of interim dividend of ₹ 14.00 per equity share and final dividend of ₹ 5.00 per equity share

18

#1: Overview of Operations – Thermal Power

Thermal PLF %

35%

12%

SUGEN

31%

0%

UNOSUGEN

18%

0%

DGEN

27%

5%

GAS

Q4-24

Q4-25

96%

72%

35%

13%

AMGEN

THERMAL

91%

81%

37%

34%

40%

20%

15%

9%

25%

24%

33%

31%

SUGEN

UNOSUGEN

DGEN

GAS

AMGEN

THERMAL

FY-24

FY-25

19

#2: Overview of Operations – Renewable Power

Renewable Power PLF %

Q4-24

Q4-25

21%

19%

20%

18%

WIND 921 MW/ 921 MW

SOLAR 315 MWp / 825 MWp

FY-24

FY-25

27%

24%

18%

16%

WIND 921 MW/ 921 MW

SOLAR 315 MWp / 825 MWp

PLF on contracted capacity

20

#3: Overview of Operations – Power Distribution

USO/Purchase (MUs)

2,567

2,680

Q4 FY24

Q4 FY25

1,877

1,821

953

956

995

960

175

207

429

429

188

211

Ahmedabad

Surat

DDDNH

Dahej

Bhiwandi

Agra

SMK

8,820

9,229

10,363

10,742

4,025

4,107

USO/ Purchase (MUs)

FY24

FY25

3,964

3,972

798

830

2,302

2,483

839

900

Ahmedabad

Surat

DDDNH

Dahej

Bhiwandi

Agra

SMK

*Dholera SIR was operational for part year in FY24, hence comparison has not been included.

#4: 5 YEAR TREND - OPERATIONAL STATISTICS

THERMAL PLF (%)*

Distribution loss (%) Licensed Distribution

60%

58%

44%

38%

10%

20-21

77%

88%

44%

41%

31%

0%

21-22

15%

16%

2%

22-23

0%

AMGEN

SUGEN

UNOSUGEN

91%

40%

37%

33%

9%

81%

34%

31%

20% 15%

23-24

DGEN

24-25

THERMAL

6.0%

4.1%

0.5%

20-21

RENEWABLE PLF (%)

4.2%

3.4%

0.5%

21-22

3.7%

3.2%

0.5%

22-23

4.2%

2.8%

0.4%

3.3%

2.8%

0.5%

23-24

24-25

A'bad

Surat

Dahej

Distribution loss (%) Franchised Distribution

25%

18%

27%

17%

24%

19%

27%

18%

24%

16%

44.9%

13.5%

16.2%

40.5%

12.1%

33.5%

9.5%

11.6%

10.0%

20-21

21-22

22-23

23-24

24-25

20-21

21-22

22-23

30.0%

9.2%

9.6%

23-24

28.0%

8.6%

24-25

10.0%

SOLAR

WIND

Bhiwandi

Agra

SMK

Note: (i) Daman and Diu & Dadra Nagar Haveli distribution area takeover from 1st April, 2022 has not been included * In FY23, geo-political and other factors kept international gas prices elevated, leading to reduced utilization of gas-based plant capacities. - Following stabilization of gas prices, overall Plant Load Factor improved due to increased power demand and government initiatives to maximize use of gas-based capacities.

Significant Ramp Up in Operations Over Last 5 years

Revenues from Operations (₹ Crore)

EBIDTA (₹ Crore)

25,694

27,183

29,165

5,141

4,903

5,795

3,607

3,826

12,173

14,257

2020-21

2021-22

2022-23

2023-24

2024-25

2020-21

2021-22

2022-23

2023-24

2024-25

TCI* (₹ Crore)

Net Worth^ (₹ Crore)

2,989

2,117

1,833

10,724

10,289

11,979

13,295

18,968

1,291

454

2020-21

2021-22

2022-23

2023-24

2024-25

2020-21

2021-22

2022-23

2023-24

2024-25

Notes: *Without Minority Interest, TCI of FY22 is lower due to impairment provision of Rs. 928 Crore (net of deferred tax reversal). ^Net worth includes DTL.

Comfortable Leverage Provides Headroom to Capitalise on Opportunities in Green Energy Space

Net Debt / EBITDA

Net Debt Equity Ratio

1.98

1.97

0.80

0.82

0.80

2.24

2.25

1.41

0.64

0.40

20-21

21-22

22-23

23-24

24-25

20-21

21-22

22-23

23-24

24-25

Return on Capital Employed

Return on Networth

10.0%

10.3%

14.0%

11.6%

12.7%

12.4%

14.2%

19.1%

18.4%

14.5%

20-21

21-22

22-23

23-24

24-25

20-21

21-22

22-23

23-24

24-25

#4

Key Highlights

2525252525

Key Highlights

 One of the leading Indian conglomerate with significant

experience in multiple businesses such as Pharma, Power and CGD

#1

 Being a part of Torrent Group enables significant synergies,

provides access to talent and competitive financing

 c.47.7% of operating thermal and c.52% of the operating renewable capacity tied to its own distribution business

Strong Group pedigree

 Quality equipment sourced from major OEMs for the projects  Competitive advantage through direct LNG imports compared

to other gas-based power projects

#4

 O&M is carried out for improvement yields from the projects

High Quality and Differentiated Portfolio

#2

 Proven experience in executing and operating large scale complex businesses such as Gas based power plants, Power distribution etc.

 Target of scaling up installed RE capacity  Opportunity of flexible generation to sell pooled

RTC power [Renewable + Gas] at a competitive cost

Strong RE Growth Focus

One of the leading integrated power utility companies

Robust Balance Sheet with good return ratios

 Consistent improvement in ROE and ROCE profiles

(ROE of 18.4% & ROCE of 12.7% for FY25)

 Net Debt to EBITDA of 1.41x; Net Debt to Equity of 0.4x

for FY25

 c.60% of EBITDA comes from integrated generation

and distribution business segment in FY23

 ~1.5 GW (c.50%) of gas-based capacity available to capitalise on short-term and merchant market opportunities

#5

 Distribution loss of just 2.34% in FY25 for licensed power

distribution areas with power availability of 99.9%

Operational Excellence

#3

 Bhiwandi was first of its kind arrangement allowing private company to manage the area’s distribution business – reducing AT&C losses from 58% to <10% in FY25

 Over 95% of generation capacity uses cleaner fuel, having

low carbon footprint

Focus on More Complex/Hybrid Solutions to generate higher returns

 Focus on other green molecule technologies

i.e Green Hydrogen and Pumped Storage Power (PSP) with an eventual target of establishing c. ~8.4 GW of capacity

#6

THANK YOU

Contact details: Rishi Shah Torrent Power Limited “Samanvay”, 600 Tapovan, Ambawadi, Ahmedabad 380015 Ph. No. (079) 26628473 Email: IR@torrentpower.com

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