INOXWINDNSEQ3 FY2211 February 2022

Inox Wind Limited

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Key numbers — 40 extracted
rs,
e. These forward looking statements, which may include statements relating to future state of affairs, results of operations, financial condition, business prospects, plans and objectives, are based on t
Rs. 740
• IGESL has filed a DRHP for an IPO, consisting of a primary and secondary component, totaling to Rs. 740 Crs (for further details in respect of IPO, kindly refer to the DRHP which has been filed with SEBI
3.3 MW
s/public-issues/feb-2022/inox-green-energy-services-limited_55952.html  All the key components of 3.3 MW (including blades) have arrived, except one component which is likely to be received in the next fe
1298.7 MW
commissioning of turbines is taking place progressively.  Our consolidated order book stands at 1298.7 MW. 5 STRATEGIC INITIATIVES - FY22 & ONWARDS  Initiated process for monetization of O&M business:
2 MW
t supply contracts over Product Mix and EPC turn key contracts.  More options to the customers: 2 MW & 3.3 MW turbines. Product Launch which is likely to be received in the next few days.  All the
rs 9
x Leisure Ltd Market leader in diverse set of industries: Significantly ahead of nearest competitors 9 INOX WIND, IT’S HOLDING COMPANY & SUBSIDIARIES Inox Wind Energy Limited (IWEL) 50.53% Inox Wind
50.53%
t competitors 9 INOX WIND, IT’S HOLDING COMPANY & SUBSIDIARIES Inox Wind Energy Limited (IWEL) 50.53% Inox Wind Limited (IWL) 100% 94.59% Resco Global Wind Services Pvt Ltd (RGSPL) Inox Green En
100%
HOLDING COMPANY & SUBSIDIARIES Inox Wind Energy Limited (IWEL) 50.53% Inox Wind Limited (IWL) 100% 94.59% Resco Global Wind Services Pvt Ltd (RGSPL) Inox Green Energy Services Limited (IGESL)
94.59%
NG COMPANY & SUBSIDIARIES Inox Wind Energy Limited (IWEL) 50.53% Inox Wind Limited (IWL) 100% 94.59% Resco Global Wind Services Pvt Ltd (RGSPL) Inox Green Energy Services Limited (IGESL) Manufac
5000 MW
 4 plants to manufacture nacelles & hubs, blades and towers  Sufficient land bank to install ~5000 MW capacity  End-to-end services leading up to  Retains O&M contracts for almost all project inst
5 GW
allations in FY18, FY19 and FY 20. Impact of COVID can be seen in FY 21. Going forward we expect 3~5 GW of wind installations will take place every year. Wind Power - Auctions Auction Period SECI 1
4050MW
May-20 Aug-20 Mar-21 Oct-21 Aug-21 Sep-21 SECI 12 & SECI 13 Auction Pending Total Volume (MW) 4050MW 1500MW 2000MW 1200MW 1200MW 840MW 1200MW 745MW 720MW 480MW 440MW 1200MW 400MW 970MW
Guidance — 9 items
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opening
In particular, such statements should not be regarded as a projection of future performance of IWL.
Key Highlights
opening
The turbine will be launched in Q4 FY 22 and commercial production will start in FY 23.
Key Highlights
opening
 Execution of the Continuum project, Nani Virani (SECI II SPV) and various retail orders is progressing well and commissioning of turbines is taking place progressively.
Key Highlights
opening
 All the key components of 3.3 MW (including blades) have arrived, except one component  The turbine will be launched in Q4 FY 22 and commercial production will start in FY 23.
Key Highlights
opening
Going forward we expect 3~5 GW of wind installations will take place every year.
Key Highlights
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 The RPO target has been increased to 21% for FY22 for state discoms, up from 17% in FY19.
Key Highlights
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13 SIGNIFICANT MARKET OPPORTUNITIES OPENING FOR IWL  Major thrust in renewable sector:  India has announced a renewable energy target of 175 GW by 2022 and a target of 450 GW by 2030.
Key Highlights
opening
 Hybrid Tenders are increasingly gaining traction wherein the minimum wind capacity will be 33% of the contracted capacity – bids for 3960 MW of hybrid auctions have been awarded by SECI in the past 3 years.
Key Highlights
opening
Tower capacity can also be outsourced depending on project location.
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Risks & concerns — 3 flagged
These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond IWL’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward looking statements.
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 Construct sub-stations for power evacuation, high grid availability and minimum power losses  Contracts with third-party suppliers for spares;  In-house manufactured inventory maintained at sites/ warehouses  Skilled O&M team with regular trainings 10 WIND POWER INDUSTRY – WITNESSING STRONG REVIVAL 11 WIND SECTOR : GAINING STRENGTH Wind Power - Installations Impact of the abrupt transition to Auction Regime from FIT Regime seen in wind installations in FY18, FY19 and FY 20.
Key Highlights
The Sustainable Development Scenario (SDS)explores how India could mobilise an additionalsurge in clean energy investment to produce an early peak and rapid subsequent decline in emissions, consistent with a longer‐term drive to net zero, while accelerating progress towards a range of other sustainable development goals.
Key Highlights
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Opening remarks
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INOXWIND Sub: Disclosure of Material Event/ Information under Regulation 30 of SEBI (Listing 2015 - Earnings and Disclosure Requirements) Regulations. Obligations Presentation Dear Sir/Madam, Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed a copy of the Earnings Presentation on the Standalone and Consolidated Unaudited Financial Results of the Company for the quarter and nine months ended 31st December, 2021. The said Earnings Presentation is also being uploaded on the Company's website, www.inoxwind.com. You are requested to take the above on record. Thanking You INOX WIND LIMITED, Plot No. 17, Sector 16 A, Noida-201 301, (U.P.), INDIA. Phone: +91-120-6149600, Fax: +91-120-6149610 Registered Office: Plot NO.1,Khasra No.264 to 267, IndustrialArea, Village-Basal, Distt. Una-174 303, (H.P.) INDIA. Tel: +91-1975-272001 CIN : L31901HP2009PLC031083, E-mail: contact@inoxwind.
Key Highlights
 As a part of strategic initiatives for monetisation of O & M business: • the EPC business has been hived off by way of slump sale from IWL’s subsidiary Inox Green Energy Services Limited – IGESL (formerly Inox Wind Infrastructure Services Limited – IWISL) to another subsidiary RESCO Global Wind Services Pvt. Ltd – RGSPL, effective 31st December, 2021. • Post the hive off, IGESL remains a pure O & M Company • IGESL has filed a DRHP for an IPO, consisting of a primary and secondary component, totaling to Rs. 740 Crs (for further details in respect of IPO, kindly refer to the DRHP which has been filed with SEBI) https://www.sebi.gov.in/filings/public-issues/feb-2022/inox-green-energy-services-limited_55952.html  All the key components of 3.3 MW (including blades) have arrived, except one component which is likely to be received in the next few days. The turbine will be launched in Q4 FY 22 and commercial production will start in FY 23.  Execution of the Continuum project, Nani Virani
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