Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Shareholder Meeting (July 2021)
26 slides from Adani Green Energy's shareholder meeting presentation, Jul 13, 2021
Slide 1: Adani Green Energy Limited 6th Annual General Meeting
Adani Green Energy Limited 6th Annual General Meeting July 13, 2021 Presented by Vneet S Jaain, CEO 1
Slide 2: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile 3 AGEL: COVID Preparedness & Initiatives 3 AGEL: Operational & Financial Highlights – FY21 4 AGEL: Strategy for Growth in Future 5 AGEL: ESG
Slide 3: Adani Group
Adani Group Renewables 3
Slide 4: Adani Group: A world class infrastructure & utility portfolio
Adani Group: A world class infrastructure & utility portfolio Transport & Logistics Portfolio Adani Energy & Utility Portfolio Adani 63.4% 100% 75% 57.5% Marked shift from B2B to B2C businesses - APSEZ NQXT 2 ATL AGEL Port & Logistics T&D Renewables ATGL - Gas distribution network to serve key 100%
Slide 5: 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) 12% 45% 132% 20% 3x 5x 3x 1.5x 30% 4% 7% 25% Industry Adani APSEZ Industry AGEL Adani Industry ATL Industry AGL 2014
Slide 6: 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 • Site acquisition • Engineering & design • Redesigning the capital • Analysis & market • Life cycle O&M
Slide 7: AGEL: Replicating Group's Transformational Growth Profile
AGEL : Replicating Group’s Transformational Growth Profile Secure Sites & Connectivity Resource Assessment Construction Readiness Development 200,000 acres 85+ Wind Geotechnical studies Resource rich Sites in strategic locations with data locations and detailed design planning, ~31 GW potential Sola
Slide 8: Company Profile
Adani Green Energy Limited Company Profile Renewables 8
Slide 9: AGEL: Transformational Renewable Company
AGEL: Transformational Renewable Company Pan India Presence 5x Locked-in Growth 1 (incl. assets under acquisition) 1 Renewable Capacity (in MW) Operational Under-execution/ Pipeline 24,294 Existing Wind Solar 5,104 Under acquisition Solar-Wind Hybrid 130 395 5,370 18,190 1,850 3,520 1,370 Operationa
Slide 10: Three Key Pillars of the AGEL Business Model
AGEL: Three Key Pillars of the AGEL Business Model 1 Project Development Excellence 2 O&M Excellence ✓ De-risked project pipeline through Advance resource Analytics driven O&M through Energy Network Operation estimation, design & supply chain planning Center (ENOC) enables real time centralized moni
Slide 11: COVID Preparedness at Operational & Under implementation Projects
AGEL: COVID Preparedness at Operational & Under implementation Projects COVID Preparedness and site SOPs Outcome • Maintaining strict social distancing norms. Workforce • In case of any COVID positive case, entire group is divided into small groups (6-7 workers) quarantined without impacting other g
Slide 12: Employee & Societal focus in COVID
AGEL: Employee & Societal focus in COVID Employee centric benefits Society centric Initiatives to combat COVID ❑ All employees have been vaccinated along with the families ❑ Adani Group has enhanced its Employees’ Benefits Package in the unfortunate event of death of any staff member ▪ Substantial e
Slide 13: Operational & Financial Highlights – FY21
Renewables 13 Operational & Financial Highlights – FY21
Slide 14: Key Developments in FY21
AGEL: Key Developments in FY21 ▪ Adani and TOTAL deepened their strategic alliance with conclusion of 50:50 JV between AGEL and TOTAL for 2,353 MW operational solar assets and acquisition of 20% equity stake in AGEL by TOTAL ▪ Sealed USD 1.35 bn revolving construction facility in one of Asia’s large
Slide 15: Operational Performance – FY21
AGEL: Operational Performance – FY21 Solar Portfolio Performance Wind Portfolio Performance 100% 6000 100% 700 98.9% 99.5% 600 5000 95.1% 80% +18% 80% 89.7% 4886 596 500 4000 60% 4120 60% +125% 400 3000 40% 40% 300 2000 265 200 20% 1000 20% 100 22.6% 22.5% 26.7% 26.8% 0% 0 0% 0 FY20 FY21 FY20 FY21 P
Slide 16: Financial Performance – FY21
AGEL: Financial Performance – FY21 (All figures in INR Crore) Total Income & Total EBITDA (1) Revenue & EBITDA (Power Supply) (2) +34% +17% ▪ Revenue from Power Supply increase backed 3520 by added capacities and consistent Solar & 2419 2207 2629 2632 2065 1859 Wind CUF 1862 +19% +41% ▪ EBITDA from
Slide 17: Strategy for Growth in Future
AGEL: Strategy for Growth in Future Renewables 17
Slide 18: Strategy for Future Development
AGEL: Strategy for Future Development Development ➢ GW scale Development with up to 15 GW sites to optimize costs and delivery timelines ➢ Value driven Resource mix including Solar, Wind, Hybrid & RTC ➢ Focus on Sovereign equivalent Counterparties ➢ Strategic partnerships with OEMs for optimal prici
Slide 19: ESG
AGEL: ESG Renewables 19
Slide 20: Robust ESG Framework
AGEL : Robust ESG Framework Our Commitment • To be in Top 10 companies of the world in ESG benchmarking of electric utility sector • To become Zero-Waste-to-Landfill (ZWL) company Guiding • To become Single-use-Plastic-Free (SuPF) company Policies principle • Committed to Health and Safety of workfo
Slide 21: Environmental Philosophy
AGEL – Environmental Philosophy Offsetting Carbon Emission Conservation of Resource Waste Management • Supporting low carbon Economy • Zero waste to landfill Climate • Reducing water footprint by 55% • Circular Economy • Carbon sequestration by • Land use and cover management Awareness afforestation
Slide 22: Social philosophy
AGEL– Social philosophy Adani Foundation’s presence across India Social Initiatives through Adani Foundation1 : Core Areas Education Igniting minds - nurtures talented kids from socio-economically challenged communities by providing cost-free, high-quality education Community Access to quality healt
Slide 23: Governance Philosophy
AGEL – Governance Philosophy • Independent Board – to ensure 50%* of the Board comprises of Independent Directors Ethics & Integrity • Audit Committee headed by Independent Director • Zero tolerance to Bribery & Corruption • To establish Corporate Responsibility Committee of the board to provide ass
Slide 24: Immense value creation
AGEL : Immense value creation AGEL NIFTY-50 1,105 621% 71% 14,691 Strong business performance and 8,598 immense value creation led to marquee investors coming in FY21: 153 • Vanguard 31-Mar-20 31-Mar-21 31-Mar-20 31-Mar-21 • BlackRock • GIC • Legal and General • Abu Dhabi Investment Authority MSCI I
Slide 25: Disclaimer
Disclaimer Certain statements made in this presentation may not be based on historical information or facts and may be “forward-looking statements,” including those relating to general business plans and strategy of Adani Green Energy Limited (“AGEL”),the future outlook and growth prospects, and fut
Slide 26: Thank You
adani ” Renewables | Thank You