Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — FY2022 Earnings Presentation
24 slides from Adani Enterprises's earnings presentation, May 2022
Slide 1: Adani Listed Portfolio Results – Compendium FY22
Adani Listed Portfolio Results – Compendium FY22
Slide 2: Adani Group: A world class infrastructure & utility portfolio
Adani Group: A world class infrastructure & utility portfolio ~USD 206 bn1 Combined Market Cap Infrastructure Portfolio Incubator Energy & Utility Transport & Logistics Direct to consumer Other businesses (74.9%) (61.3%) (74.9%) (65%) (100%) (44%) AGEL ATL APSEZ AWL AEL NQXT2 Renewables T&D Ports &
Slide 3: Adani Group: Decades long track record of industry best growth rates
Adani Group: Decades long track record of industry best growth rates across sectors Port Cargo Throughput (MMT) Renewable Capacity (GW) Transmission Network (ckm) CGD7 (GAs8 covered) 132% 12% 45% 21% 3x 5x 3x 30% 1.5x 4% 7% 25% Industry Adani APSEZ Industry AGEL Adani Industry ATL Industry AGL 2014
Slide 4: Adani Group: Repeatable, robust & proven transformative model of investment
Adani Group: Repeatable, robust & proven transformative model of investment Phase Development Operations Post Operations Origination Site Development Construction Operation Capital Mgmt Activity • Analysis & market • Site acquisition • Engineering & design • Life cycle O&M • Redesigning capital stru
Slide 5: Adani Listed Portfolio: Highlights of FY22 Results
Adani Listed Portfolio : Highlights of FY22 Results (YoY) Operations Strategy Finance • APSEZ maintains its dominant position • APSEZ - As part of east coast west • Adani portfolio EBITDA* grew by 26% Cargo volume grew by 26% to 312 MMT coast parity Krishnapatnam acquisition • Abu Dhabi-based Intern
Slide 6: Adani Listed Portfolio: Significant EBITDA growth in FY22
Adani Listed Portfolio : Significant EBITDA growth in FY22 (Rs. In cr.) AEL APSEZ AWL 5,000 4,726 14,000 1,909 11,966 2000 12,000 4,000 45% 10,033 3,259 10,000 19% 1500 1,430 34% 3,000 8,000 1000 2,000 6,000 4,000 1,000 500 2,000 0 0 0 FY21 FY22 FY21 FY22 FY21 FY22 ATL AGEL ATGL APL 3,925 900 14,000
Slide 7: Adani Portfolio Business wise performance – FY22
Adani Portfolio Business wise performance – FY22
Slide 8: Adani Enterprises Ltd: FY22 Result Highlights
Adani Enterprises Ltd : FY22 Result Highlights (YoY) Operations Strategy Finance Established Businesses Airports • Total Income up 75% to Rs.70,433 Cr • Solar Manufacturing Volume stood at • Achieved financial closure with SBI for • Total EBIDTA up 45% to Rs. 4,726 Cr 1104 MW greenfield Navi Mumbai
Slide 9: Adani Ports and SEZ Ltd: FY22 Result Highlights
Adani Ports and SEZ Ltd : FY22 Result Highlights (YoY) Operations Strategy Finance • Cargo volume grew by 26% to 312 MMT, • SRCPL acquisition completed and • Operating revenue grew by 27% to Rs.15,934 journey from 200 MMT to 300 MMT consolidated in APSEZ books with cr. achieved in record three years
Slide 10: Adani Transmission Ltd: FY22 Result Highlights
Adani Transmission Ltd : FY22 Result Highlights (YoY) Operations Strategy Finance • Added 1,104 ckm to operational • International Holding Company PJSC • Consolidated Revenue at Rs. 10,184 network reaching to 18,795 ckm (IHC), through its subsidiary will invest cr. increased by 15.2% • GTL, BKTL, FB
Slide 11: Adani Green Energy Ltd: FY22 Result Highlights
Adani Green Energy Ltd : FY22 Result Highlights (YoY) Operations Strategy Finance • Operational Capacity increases by 56% • Abu Dhabi based International • Revenue from Power Supply up by 56% YoY to 5,410 MW1 Holding Company PJSC (IHC) will at Rs. 3,783 cr • Total portfolio now stands at 20,434 inve
Slide 12: Adani Total Gas Ltd: FY22 Result Highlights
Adani Total Gas Ltd : FY22 Result Highlights (YoY) Operations Strategy Finance • Added 117 new CNG stations, currently • To Roll out CNG faster for early • Revenue from Operations stood at operating 334 stations across India. monetization Rs.3,206 Cr, up 80% on account of • Over ~ 8935 Inch Km of St
Slide 13: Adani Wilmar Ltd: FY22 Result Highlights
Adani Wilmar Ltd : FY22 Result Highlights (YoY) Operations Strategy Finance • Market share gain in key segments : up • Two pronged strategy in Edible oil • Operating Revenue grew 46% to 80 bps in Edible oil, 120 bps in Wheat business - Rs.54,214 Cr. On the back of growth flour and 39 bps in rice • p
Slide 14: Quick Links to FY22 results of Adani listed portfolio
Quick Links to FY22 results of Adani listed portfolio
Slide 15: FY22 Result Quick Links – AGEL and ATL
Adani Portfolio : FY22 Result Quick Links – AGEL and ATL Adani Green Energy Limited Adani Transmission Limited • Financials as per SEBI format – • Financials as per SEBI format and Results • https://www.adanigreenenergy.com/-/media/Project/GreenEnergy/Investor- Presentation – Downloads/Financial-Sta
Slide 16: FY22 Result Quick Links – ATGL and APSEZ
Adani Portfolio : FY22 Result Quick Links – ATGL and APSEZ Adani Total Gas Limited Adani Ports and SEZ Limited • Financials as per SEBI format and Results • Financials as per SEBI format – Presentation – • https://www.adaniports.com/-/media/Project/Ports/Investor/Investor- Downloads/Quarterly-Result
Slide 17: FY22 Result Quick Links – AEL and AWL
Adani Portfolio : FY22 Result Quick Links – AEL and AWL Adani Enterprises Limited Adani WIlmar Limited • Financials as per SEBI format – • Financials as per SEBI format – • https://www.adanienterprises.com/- • https://www.adaniwilmar.com/- /media/Project/Enterprises/Investors/Investor- /media/Projec
Slide 18: Annexure – Snapshot of Adani Listed Portfolio
Annexure – Snapshot of Adani Listed Portfolio
Slide 19: Adani Enterprises Ltd: A Successful Incubator
Adani Enterprises Ltd : A Successful Incubator Attractive pipeline Incubation track record Leading B2C transition Attractive incubation portfolio under Past incubation success stories Leading Adani transition into B2C Development AEL with each business well positioned include AGEL, ATL, ATGL and APS
Slide 20: Adani Ports and SEZ Ltd: Transformational Business Model
Adani Ports and SEZ Ltd : Transformational Business Model Ports Logistics SEZ • National footprint with 12 ports • Largest integrated logistics player in • Large scale ‘ready to setup’ industrial across the coastline, de-risks the India land (SEZ) Development portfolio of concentration risk. • Rail,
Slide 21: Adani Transmission Ltd: A platform well-positioned to leverage growth opportunities
Adani Transmission Ltd: A platform well-positioned to leverage growth opportunities in T&D business Execution Prowess Strategic Presence Balanced pool mix Transmission - Presence in 13 Development Transmission Network of states with 31 transmission Transmission(3): projects 18,795 ckm(1) 51% of EBIT
Slide 22: Adani Green Energy Ltd: Transformational Growth Profile
Adani Green Energy Ltd : Transformational Growth Profile Secure Sites & Connectivity Resource Assessment Construction Readiness Development 200,000 acres ~40 GW potential Geotechnical studies Resource rich Sites in strategic 85+ Wind data locations and detailed design planning, locations Solar resou
Slide 23: Adani Total Gas Ltd: Multipronged presence across Natural Gas Value Chain
Adani Total Gas Ltd: Multipronged presence across Natural Gas Value Chain in India ATGL - JV of India’s Largest Infrastructure Player – Adani Group and Oil and Gas Major - TotalEnergies 37.4% 37.4% 74,8% Gas Suppliers NG Transportation Pipeline Entities (GAIL, GSPC.etc) 50% 50% IOAGPL - JV with Indi
Slide 24: Thank you
Thank you