Indian Energy Exchange (IEX) Q1 2026 Earnings Call July 25, 2025 05:00 AM ET Company ParticipantsRohan Gheewala - Senior ManagerRohit Bajaj - Joint MDSumit Kishore - Executive DirectorKunal Thanvi - Assistant Fund Manager & Head - ResearchDevesh Agarwal - Vice PresidentLokesh Manik - Research AssociateMohit Kumar - Vice PresidentSubhadip Mitra - Executive DirectorConference Call ParticipantsBharanidhar Vijayakumar - Lead Equities AnalystNone - AnalystPrateek Jain - Investment AnalystRushabh Shah - AnalystKe ...

Indian Energy Exchange (IEX) Q1 2026 Earnings Call July 25, 2025 05:00 AM ET Speaker0Ladies and gentlemen, good day, and welcome to Indian Energy Exchange Q1 FY twenty six earnings conference call hosted by Axis Capital Limited. As a reminder, all participant lines will be in listen only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touch tone phone ...

业绩总结 - FY'26第一季度总收入为588.4亿印度卢比，EBITDA为174.6亿，PAT为117.1亿[70] - FY'25总收入为657.4亿印度卢比，EBITDA为184.2亿，PAT为120.2亿[70] - FY'25第一季度交易费用占总收入的74%[71] 用户数据 - Q1 FY'26电力交易量为32.4亿千瓦时，同比增长15%[30] - 可再生能源证书交易量为53万张，同比增长150%[30] - 2025财年电力交易总量为1210亿千瓦时，同比增长18.7%[30] - 2025财年可再生能源证书交易总量为178万张，同比增长136%[30] 市场展望 - 印度电力需求预计到2030年将达到2300亿千瓦时[41] - 预计到2032年，印度的峰值电力需求将达到366吉瓦[41] - 预计到2032年，电池储能系统（BESS）需求将达到47吉瓦/236吉瓦时[52] 新产品与技术研发 - IGX在FY'25的交易量为60百万MMBTU，FY'26第一季度为11.8百万MMBTU[81] - IGX的目标是将天然气在能源结构中的份额从当前约6%提高到15%[88] - 预计LNG终端的产能将在三年内从当前的52.7 MMTPA增长到70+ MMTPA[88] - IGX在整体天然气消费中的份额预计将从当前的2%增加到4-5%[89] 负面信息 - 2025财年，电力消费量同比下降1.3%[36] - FY'26第一季度煤炭产量为247百万吨，与FY'25第一季度持平[58] 其他新策略 - IEX自FY'22以来成为印度首个碳中和电力交易所[73] - 预计到2030年，印度计划新增约45个煤矿[58]