Inox Wind Limited — PPTs, 02-12-2024: Investor Presentation

**Financial Highlights:** INOXGFL Group, with a market cap of ~US$ 12 billion, continues to show strong financial positioning. The company's strategic initiatives have been focused on expanding profit margins and executing growth plans within its diversified segments, including chemicals and renewables. INOX Wind is targeting an EBITDA improvement of 200-300 bps to 17% by FY25 due to effective operational strategies.

**Strategic Initiatives and Growth Drivers:** The group aims to quadruple its EBITDA in the next three years while enhancing its portfolio with advancements in electric vehicles (EV), energy storage systems (ESS), and battery materials. INOX Wind has secured a robust order book exceeding 3.4 GW, with ongoing plans for capacity expansions at a minimal capex.

**Business Developments:** INOXGFL is advancing in the EV and battery materials segment, with GFCL EV having successfully raised INR 1000 Crore for capital requirements and ongoing initiatives in renewable energy management.

**Market Position and Competitive Advantage:** INOXGFL Group's strong position in the chemicals sector, particularly fluoropolymers and battery materials, together with its extensive order book in wind energy, positions it well for future demand.

**Investor Implications:** As the group expands into solar and hybrid RE solutions, investors may see significant growth opportunities. The expected financial turnaround in INOX Wind and the comprehensive strategy of leveraging group synergies suggest a positive outlook for stakeholders.