Genus Power Infrastructures Limited

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lot no. C/1, G Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051. BSE Limited P.J. Towers, Dalal Street, Fort, Mumbai – 400001 (NSE Symbol: GENUSPOWER) (BSE Code: 530343) Dear Sir/Mada

55%

” Delhi Haridwar Chapter and Guwahati Chapter Chapter, Standalone Results As per IND-AS +55% 130.4 84.0 5.1 Q1FY21 Q1FY22 -1.7 Q1FY21 Q1FY22 PAT (Rs. Crores) Cash PAT (Rs. C

100%

Amalgamated Sansar Infrastructure Pvt. Ltd, Star Vanijya Pvt. Ltd and Sunima Trading Pvt. Ltd (100% subsidiary of Genus Prime) Investment Business Undertaking of Genus Power Demerger Genus Pri

19.70%

Infra Ltd. Merger Yajur Commodities Limited (a group company of Genus Power in which it owns 19.70% stake) Post Amalgamation subsidiary companies will cease to exist Genus Prime Infra Limited

19%

We upgrade our technology and product offering at regular interval backed by continuous R&D +19% 1,498 1,276 685 386 943 931 978 Strong Demand for various types of Meter across S

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Mar-20 Mar-21 Jun-21 Genus uniquely positioned to suffice needs of the rising demand of Meters 7 Management Commentary “Our operations in Q1FY22 were severely impacted as inspections were delayed

Rs. 1.5

ours of supply, corporate governance, etc. About half of the total funds of the scheme i.e. about Rs. 1.5 trillion are likely to be deployed for installation of smart meters. At the same time the ‘Pay-as-yo

250 million

ill lead to easier capex funding as well as lower working capital cycle for DISCOMs. While in all 250 million Smart meters are planned to be installed during the scheme period of five years, priority would be

15%

ission mode in the first phase in all Electricity Divisions of 500 AMRUT cities with AT&C Losses > 15%, all Union Territories, MSMEs and all other Industrial and Commercial consumers, all Government off

100 million

all Government offices at Block level and above etc. The scheme proposes to install approximately 100 million Smart Meters by December 2023 in the first phase. Considering the specialized nature of smart met

10%

incentive of recurring revenue. We expect the FMS component of our revenue to constitute about 8 to 10% of our total revenue, in foreseeable future.” Mr. Jitendra Kumar Agarwal, Joint Managing Direct

55.2%

it before Tax Tax Profit after Tax PAT (%) Cash PAT** Cash PAT (%) EPS (in Rs.) YoY 55.2% N.A. N.A. N.A. Q1FY22 Q1FY21 130.4 79.8 25.9 19.6 5.1 3.9% 5.7 5.1 5.7

“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”

“Lower absorption of fixed costs on account of muted operations also eroded our operating margins, which we expect will be back to earlier levels in the second half of this fiscal year.”

“Considering the specialized nature of smart meter industry in India and an enormous market, we expect price realizations to remain healthy and the forthcoming period of 5 to 6 years to remain very favourable.”

“We expect the FMS component of our revenue to constitute about 8 to 10% of our total revenue, in foreseeable future.” Mr.”

“The kill switch will be operated via Internet.”

“This will give power to utility providers to start and stop the supply at the click of a button Increased customer involvement As all the data collected will be uploaded on the Internet the customers will be able to access it using their smart phones application.”

“This will give them a clear idea about daily, hourly and even per-minute consumption, and how it is billed Prepaid Schemes Customers will be able to recharge their meters to the amount of energy usage and consume only that much.”

“This will help consumers save money, and take the load of billing off the local body Consumption Patterns As consumers will be able to access the data on their mobile phones / tablets / PCs, they will be able to cut their expenses using simple strategies.”

Corporate Office

1

Registered Office

1

DISCOMs will have to

1

Corporate Office

SPL-3, RIICO Industrial Area, Sitapura, Tonk Road, Jaipur-302022, (Raj.), India T. +91-141-7102400/500 • F. +91-141-2770319, 7102503 E. info@genus.in • W. www.genuspower.com

Registered Office

G-123, Sector-63, Noida, Uttar Pradesh-201307 (India) T. +91-120-2581999 E. info@genus.in Genus Power Infrastructures Limited July 2021 Corporate Presentation 1 Safe Harbour This presentation and the accompanying slides (the “Presentation”), by Genus Power Infrastructures Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fa

DISCOMs will have to

• publish quarterly unaudited accounts in 60 days of the end of each quarter • ensure no new regulatory assets have been created • state governments have paid subsidy in full government bodies have paid bills Evaluation framework for the scheme will be formulated based on the agreed action plan for each individual state Base Year for Evaluation The base year for evaluation will be 2019-20 while trajectories will be set for 2021-22 to 2025-26 across various parameters Funds under the scheme will be released to DISCOMs on meeting pre-qualifying criteria as well as upon achievement of basic minimum benchmarks evaluated on the basis of agreed evaluation framework tied to financial improvements DISCOMs will have to score a minimum 60 marks on the evaluation matrix to be eligible for fund release each year Funding for Metering Other Key Condition for Funding For metering, DISCOMs will be allowed to claim the grant funds in phased manner for every 5% of meters commissioned against total numbe