Reliance Power (RPOWER) Investor presentation summary

Group overview and transformation

• Operates across energy, power distribution, transportation, and defence, with a combined asset base of ~₹111,000 Cr and 30,000+ employees as of September 2025.

• Strategic focus on India's energy transition, targeting 500 GW non-fossil electricity capacity and 250 GWh battery storage by 2030.

• Governance reforms and disciplined capital allocation drive resilience, de-risking, and long-term value creation.

• Emphasizes sustainable cash flows, consistent dividends, and stakeholder value.

Core business and operational performance

• Maintains a diversified power platform with 5,305 MW operating portfolio, including 5,160 MW thermal and 145 MW renewables.

• Sasan Power (3,960 MW) and Rosa Power (1,200 MW) deliver industry-leading PLF and robust payment security mechanisms.

• Achieved 96% PLF at Sasan and 92% average PLF over five years, outperforming peers.

• Consolidated revenue and EBITDA grew by 1.5% and 8.4% respectively in H1 FY26 vs H1 FY25; net debt reduced by 34% since FY22.

Portfolio reset and asset monetization

• Exit plan for legacy thermal and gas assets by FY26 to free up capital and repay debt.

• Sale of Indonesian coal subsidiaries targeted for completion by Dec'25; regulatory claims of ~₹30,000 Cr under various forums.

• Samalkot gas asset sale process underway, with exit planned by 2031.