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Investor Presentaiton

Q1 FY24 Industry Update Power Demand and Supply Trend Average quarterly peak power demand registered at 220.2 GW for Q1 FY24 Peak power demand witnessed YoY rise of 4.7% ☐ India has envisioned aggressive generation growth to meet growing consumption demand ☐ Installed capacity at 421.9 GW in Jun'23 vs 403.8 GW in Jun'22 Share of renewable has increased from 39.9% to 41.8% during the period IndiGrid + 4.7% + 15.5% 210.2-----►220.2 182.1 Q1FY22 Q1FY23 Peak Power Demand (GW) Q1FY24 Key Developments in Transmission / Solar □ CEA has notified the National Electricity Plan (NEP) (Vol-1 Generation) for the period of 2022-32 India estimated to surpass its installed RE capacity target (i.e. 50% from non-fossil resources) much before deadline The plan provides a short-term framework of five years while giving a 15-year perspective Includes demand forecasts, capacity additions, technologies and fuel choices, energy security, and environmental considerations Introduced measures to make RE available 24x7 through BESS* and Pump Storage Plant Fund requirement estimated for generation capacity addition from 2022-32: ₹ 34 Tn ☐ Transmission projects worth ~INR 1.4 Tn are likely to be awarded through competitive bidding in near future as per NCT Three High Voltage Direct Current (HVDC) corridors worth INR 49,500 Cr planned as part of RE integration Power Sector in India to witness investments over ₹ 35 Tn with focus on RE and its integration Source: 1) Press releases (2)CEA monthly reports (3) Ministry of Power releases *Battery Energy Storage Systems; RE: Renewable Energy 7
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