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Azure Power Investor Presentation

Operating Assets Review: EBITDA, CFe, & Leverage EBITDA from Operating Assets (in US$ Mn) 50% growth in CFe from Operating Assets YoY CFe from Operating Assets (in US$ Mn) $34.0 +20% $40.7 +50% $9.7 $14.5 • 2Q'20 EBITDA 2Q'21 EBITDA 2Q'20 Cfe 2Q'21 Cfe Azure Power Positive Drivers: Revenues: +$8.9 million Lower Debt Amortization: +$2.2 million Partly offset by: • O&M: -$0.8 million G&A: -$1.5 million Cash Interest Expense: -$3.5 million As at Sept. 30, 2019 As at September 30, 2020 (in INR million) (in INR million) (in USD million) Net Debt for Operating Assets LTM EBITDA for Operating Assets Net Debt/LTM EBITDA for Operating Assets (x) 70,455 10,670 6.6 x 70,868 11,966 5.9 x Exchange rate- INR 73.54 to US$1 (New York closing rate of September 30, 2020) | For a reconciliation of EBITDA and CFe from Operating Assets, refer to the Appendix 22 22 963.7 162.7
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