Enn Energy Holdings Limited · HKEX:2688
Enn Energy — 1-3Q 2026 Earnings Presentation
17 slides from Enn Energy's earnings presentation, Oct 30, 2026
Slide 1: ENN Energy Holdings Limited
) ENN Ai ENN Energy Holdings Limited . Win-win Situation with Customers srowing Profit by Increasing Sales Volume Gh Diverse Energy Products and Services Oct 30, 2026
Slide 2: 1-3Q Operational Highlights
1-3Q Operational Highlights Retail gas sales volume increased by 0.2% to 19,230 mil m3 Added 735,546 new residential customers and developed 9.3 mil m3 installed daily capacity to expand the customer base Electricity business continued to improve, with sales volume up 31.7% yoy Penetration rate of s
Slide 3: Natural Gas Business Performance
Natural Gas Business Performance Retail Gas Vol (mil m3) C&I Gas Vol (mil m3) Residential Gas Vol (mil m3) 15,273 3,856 15,208 3,804 + 0.4% + 1.4% 19,190 + 0.2% 19,230 1-3Q2025 1-3Q2026 1-3Q2025 1-3Q2026 New Residential Customers（’000） 1-3Q2025 1-3Q2026 3rd Quarter 234 3
Slide 4: IE Business Performance
IE Business Performance 1-3Q2026 IE Accumulative Installed Capacity Sales Structure Continues to Optimise Installed Capacity in Installed Capacity Operation under Construction 45.1% 44.8% Electricity sales volume reached: 1,640 mil kWh 4.3% 6.1% 50.6% 49.1% 1-3Q2025 1-3Q2026 Cooling&Heating Electric
Slide 5: IE Business Performance - Electricity Business
IE Business Performance-Electricity Business Photovoltaic Business Energy Storage Business Cumulative grid- Photovoltaic Cumulative grid- Energy storage connected capacity under connected energy capacity under photovoltaic construction storage capacity construction capacity 5
Slide 6: Smart Home Business Performance
Smart Home Business Performance Penetration Rate of Becoming an Intelligent Service Self-owned Brands Sales Volume Basic Business Operator for Quality Family Living Unit：’000 1-3Q 2026 “Smart Home Business” e-City e-Home 70.0% Building on the foundation of gas business to unlock new growth through s
Slide 7: Recognized by Authoritative Institutions in China and Abroad
Recognized by Authoritative Institutions in China and Abroad l Rating Leadership： We consistently rank top in domestic and international ESG ratings, demonstrating strong performance in sustainable development practices l External Recognition：The company was named to the 2026 Fortune China ESG Impac
Slide 8: Thank You
Unis YOU rT me OU 17 \t
Slide 9: ENN—To Become A Service Provider That Leverages Intelligent Innovation
ENN—To Become A Service Provider That Leverages Intelligent Innovation to Deliver Multi- product Value to Customers Based on Natural Gas Business Company Profile Ø Established in 1993, ENN is a service provider that leverages intelligent innovation to deliver multi-product value to customers based o
Slide 10: Business Landscape
Business Landscape As of 30 June 2026, ENN Energy provided energy services to 33.26 mil Residential households and 328 。黑龙江 Heilongjiang thousand C/I customers in 22 provinces, cities and 。内蒙古Inner Mongolia autonomous regions. 。辽宁 Liaoning Gas projects in operation 264 。北京 Beijing Covering a populat
Slide 11: Upstream, Self-Operation and Downstream Value Chain
@ Upstream Vatue Chain @® Setf-Operation @® Downstream Value Chain @ENNaB 11
Slide 12: Typical Industrial Park IE Project - Cash Flow Projection
Typical Industrial Park IE Project - Cash Flow Projection* 1. Stable & Recurring Income • Integrated energy solutions reduce customers' overall energy bills by an average of 10% • Selling the types of energy customers need increases their stickiness Cash flow break-even 2. Rapid Cash Flow Generation
Slide 13: Simplified Model for a Typical City-gas Project
Simplified Model for a Typical City-gas Project* Revenue/Cost Cash flow break-even Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Revenue Gas Usage Fee Connection Fee CAPEX Free Cash Flow ØConnection fee dominates in early years when the project companies are signing
Slide 14: Gas Delivery Process
Gas Delivery Process (spherical or cylindrical) Valves Gas storage and distribution stations Vehicle & ship gas users (2) Pipelines and gas meters on customers’ premises that are not owned by the Group are not shown in this diagram. 14
Slide 15: IE Business Model
IE Business Model Multi-energy Coupling, Providing Integrated Load, Source, Network and Storage Solutions Supply Network Heat Customer p Energy Operations Load Management Boiler p Energy Saving p Charging Post Gas p Demand Response Customer p Utilization Of Residual Customer Pressure Regulator Custo
Slide 16: Continuously Delivering Stable Returns to Shareholders
Continuously Delivering Stable Returns to Shareholders 5.00 50% 45.2% 45.5% 4.50 45% 40% 4.00 37% 40% 35% 3.50 35% 2.91 2.95 3.0 3.0 3.00 30% 2.7 0.64 0.64 0.65 0.65 0.68 2.50 0.59 25% 2.00 20% 1.50 15% 2.11 2.27 2.31 2.35 2.35 1.00 10% 0.50 5% 0.00 0% 2021 2022 2023 2024 2025 2026 Final dividend (H
Slide 17: Investor Relations Contacts and Disclaimer
Disclaimer: This presentation material and any oral discussions made in conjunction with the briefing are provided for your reference only. They may involve some forward-looking statements, including our intentions, beliefs, or current expectations, based on currently available information, regardin
ENN Energy Holdings — 1-3Q 2026 Earnings Presentation on 6ix