Indian Energy Exchange Limited has informed the Exchange about Investor Presentation
IEX · price
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IEX filed its Q1 FY'26 investor presentation highlighting strong volume and financial growth. Electricity volumes reached 32.4 BU in Q1 FY'26, up 15% YoY, while Renewable Energy Certificate volumes surged 150% to 53 lakh. Q1 FY'26 consolidated revenue stood at Rs 184.2 Cr, EBITDA at Rs 164.4 Cr, and PAT at Rs 120.2 Cr, up from Rs 154.5 Cr, Rs 133.8 Cr, and Rs 96.1 Cr respectively in Q1 FY'25. RTM and Green markets grew 41% and 51% YoY. DAM prices declined 20% YoY to Rs 3.92/unit amid a 45% YoY jump in sell-side liquidity and a 1.3% drop in demand. The company outlined six growth levers including rising power demand (projected at ~2,300 BU by FY30), new products like Green RTM, and the launch of Electricity Derivatives on MCX/NSE from July 2025. Indian Gas Exchange (IGX) volumes more than doubled YoY to 24.6 Mn MMBTU, with a target to grow its share of national gas consumption from 2% to 4-5% by 2030.
Strong Q1 results with ~23% YoY EBITDA growth and broad-based volume expansion reinforce positive momentum for shareholders. Multiple regulatory tailwinds (Electricity Derivatives, Green RTM, CCTS, BESS scaling) and diversification into gas and carbon markets position IEX well for long-term growth, though softer demand and declining DAM prices remain near-term headwinds.