WAAREE Energies Limited · NSE:WAAREEENER
WAAREE Energies — Investor Presentation (March 2016)
36 slides from WAAREE Energies's investor presentation, March 2016
Slide 1: Waaree: One with the Sun
WAAREE” One with the Sun
Slide 2: About Waaree Group
WAAREE” One with the Sun ABOUT WAAREE GROUP
Slide 3: Waaree Group - Growth Trajectory
Waaree Group - Growth Trajectory 1989 – 1997 1997 - 2007 2007 - 2011 WAAREE Group was founded by • JV with Italian & Chinese partners. • Establishment of Waaree Mr Hitesh Doshi in 1989 with a Energies Ltd. focus on Instrumentation • Setup of Global offices at Dubai, Qatar, Oman and in EU. • A 30MW m
Slide 4: Waaree Group - Growth Trajectory
Waaree Group - Growth Trajectory 2011 - 2013 2013 – 2014 2014 - 2016 • Acquires 100% stake in Cesare • Expands its IPP business to 150 • Expanded capacity Bonetti to diversify its business in MW from 250 MW the valve sector to 500 MW • Joint equity with a MiniRatna • Started EPC services and venture
Slide 5: Waaree Group Promoter Group
Waaree Group Promoter Group A world leader in the manufacturing of Level Gauges and Valves, Since 1905, WAAREE owns 100% stake in CESARE WAAREE Energies Ltd. is one of India’s most diversified & BONETTI headquartered in Milan, Italy, and having integrated solar power solutions company with India’s m
Slide 6: Waaree Group: Credentials
Waaree Group : Credentials Bonetti World leader in Gauges and Business Valves Excellence Vision is to provide high quality and cost-effective Global presence solutions across areas of operations in emerging as Waaree well as developed markets while leveraging on the Energies – and outlook goodwill a
Slide 7: About Waaree Energies Ltd
WAAREE” One with the Sun ABOUT WAAREE ENERGIES LTD
Slide 8: Presence Across The Solar Spectrum
Presence Across The Solar Spectrum SOLAR EPC SERVICES INDEPENDENT ROOF TOP MODULES 2000+ POWER SOLUTIONS PROJECTS PRODUCER EXECUTED GLOBALLY PROJECT SOLAR SOLAR WATER SOLAR 500 DEVELOPER THERMAL PUMP PRODUCTS MW’S OF MANUFACTURI NG FACILITY
Slide 9: Waaree Energies Ltd.: Credentials
Waaree Energies Ltd. : Credentials MW’s 2000 + Projects 150 + MW– IPP India’s Largest More than 2000 Projects In Module rooftop, Pumps and Telecom IPP Assets of 150 Manufacturing Across 110+ Locations MW ** Under Capacity of 500 Construction MW* 600+ Order book of EPC Employees 200 + MW’s * 200 + MW
Slide 10: Bridge to India Report - 2015
Bridge to India Report - 2015 Ranked No. 1 Indian solar panel supplier Ranked No. 8 EPC contractor
Slide 11: Capabilities Across Solar Energy Value Chain
Capabilities Across Solar Energy Value Chain PV Module Pre feasibility Manufacturing Studies & supplies Power Land and Site Evacuation Identification Limited turn-key, project development on End-to-End Flexible business models investor’s land & PE Capabilities delivered as per infrastructure custome
Slide 12: Focus areas
Focus areas Cost & Quality Efficiency Technology / R&D Modules Manufacturing – Working capital cycle reduction Constant focus on increasing Production cost/Watt lowest in Vendor rationalization for technological efficiency the country supply chain optimization Evaluating technologies to Improving pr
Slide 13: Manufacturing Capabilities
MANUFACTURING CAPABILITIES
Slide 14: Poly And Mono Crystalline PV Modules
Poly And Mono Crystalline PV Modules Withstands high wind- Each PV module is High conversion High reliability with pressure and snow provided with RF efficiency based on guaranteed 0~+4.99 Wp load (passed 5400Pa identification tag leading innovative power output mechanical loading which are to be us
Slide 15: Certifications Of Modules, Successful Audits
Certifications Of Modules Successful Audits Fitchner Black and Sun Enel, Srl, Italy Veatch, USA Edison Italy EDF, MCS France ISO 9001:2008 l ISO 14001:2004 l OHSAS 18001:2007 IEC 61215 l IEC 61730-1&2 l IEC 60068-2-68 l IEC 61701 l IEC 62716
Slide 16: Module Features
Module Features Cell Variant Type High Efficiency Cells by globally Modules in the Power class of Manufacturing Poly Crystalline known and certified suppliers 3Wp to 400Wp with 240Wp as well as Mono-crystalline such as Gintech - Hareon and family for 60 cells Modules and modules. Indosolar. 280Wp fa
Slide 17: Reliability Testing
In-House Testing Insulation Resistance Test Di Electric Withstand Test Mechanical Load Test RELIABILITY TESTING Performance At Low Irradiance Thermal Bypass Diode Test PID Testing Robustness Of Termination Humidity Freeze Test Thermal Cycling Test Damp Heat Test Sun Soaking /Pr
Slide 18: Largest Manufacturing Plant in India
Largest Manufacturing Plant in India India's Largest, State of the Art, Module Manufacturing Facility, with the capacity of 500 MW, - Surat Gujarat
Slide 19: Waaree: International Module Installations
Waaree :International Module Installations Sr. No Capacity Company Project Location Year 1 2 MW Sigma Energy Consultancy Italy 2015 2 1.3MW LUXOR GmbH Germany 2015 3 5MWp ESPE SRL Italy 2014 4 14 MWp KREN Invest B.V Netherlands 2013 5 2.5 MWp Enel Green Power Italy 2013 6 2.5 MWp Rupa Technologies G
Slide 20: EPC Track Record
WAAREE’ One with the Sun EPC TRACK RECORD
Slide 21: Capabilities
Capabilities Engineering Project Project Systems Procurement Maintenance Electrical PV Modules Structural & Civil Inverters Monitoring More than Structures Project Execution Evacuation 200 MW ‘s of Cables EPC projects Transformers delivered Manufacturing Construction Business Dev
Slide 22: Projects Snapshot
Projects Snapshot No. Capacity (MW) Company Name Project Location Project Status 1 75 Leading Utility Company Surat, Gujarat Under Execution 2 50 Waaneep Solar Madhya Pradesh Commissioned 3 50 Waaneep Solar Andhra Pradesh Under execution 4 40 Adani Power (only Engineering) Gujarat Commissioned 5 27.
Slide 23: Waaneep Solar Pvt Ltd - 50 MW
WAAREE’ One with the Sun Waaneep Solar Pvt Ltd - 50 MW
Slide 24: Top-notch EPC Expertise Wins The Partnership Of Miniratna
Top-notch EPC Expertise Wins The Partnership Of Miniratna Project 50 MW Waaneep Solar Pvt. Ltd. Size 50 MW Location Icchawar, Madhya Pradesh Commissioned June 2015
Slide 25: Roha Dychem - 27.5 MW
WAAREE’ One with the Sun Roha Dychem - 27.5 MW
Slide 26: Executed in record 96 Days!
Executed in record 96 Days ! Project Rohadyechem Pvt. Ltd. 27.5 MW Size 27.5 MW Location Bhadla, Rajasthan Commissioned September 2015
Slide 27: Monosteel India Ltd - 10 MW
WAAREE’ One with the Sun Monosteel India Ltd - 10 MW
Slide 28: Integrated Solutions for Optimized LCOE
Integrated Solutions for Optimized LCOE Project MonoSteel India Ltd. 10 MW Size 10 MW Location Una, Gujrat Commissioned January 2012
Slide 29: Sharda Constructions - 10 MW
WAAREE’ One with the Sun Sharda Constructions - 10 MW
Slide 30: Economic, Social & Ecological Benefits
Economic, Social & Ecological Benefits . . . Project Sharda Constructions 10 MW Size 10 MW Location Latur , Maharashtra Commissioned July 2015
Slide 31: Bhadresh Trading Corporation Ltd - 5 MW
Bhadresh Trading Corporation Ltd - 5 MW
Slide 32: High Quality Solutions Ensure High Output
High Quality Solutions Ensure High Output Project Bhadresh Trading Corp. 5 MW Size 5 MW Location Susner , Madhya Pradesh Commissioned August 2013
Slide 33: Many More . . .
Many More . . . More than 200 MW ‘s of EPC projects delivered … Sharda Claris Neel Friends Group : Haldiram Foods : Constructions : Life Sciences : Properties : 5 MW 1.5 MW 7 MW 2 MW 1.5 MW
Slide 34: Waaree: Growth Strategy
Waaree : Growth Strategy PPA Purchases Greenfield Operating Projects Development Acquisition Maximization of the existing Option to choose projects based on Visibility on project cash flows and working presence across the value chain preference of tariff, state, offtaker capital cycles etc.
Slide 35: Facilitating Growth of Solar Power
Facilitating Growth of Solar Power J&K 2nd largest potential. To bid for projects Rajasthan Largest potential for dev. To bid for projects Madhya Pradesh Sehore district Land acquisition in progress Gujarat Vapi, Patan Land acquisition in progress Maharashtra Substations located at a Aggregating lan
Slide 36: Thank You!
Address Phone Email & Mail 602, Western Edge-I, Off. Western +91-22-6644 4444 waaree@waaree.com Express Highway, Borivali (E), 1800 2121 321 www.waaree.com Mumbai 400066, Maharashtra, India Thank You !