Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Investor Presentation (September 2021)
21 slides from Adani Green Energy's investor presentation, September 2021
Slide 1: Adani Green Energy Limited Equity Presentation
Adani Green Energy Limited Equity Presentation Sep 2021
Slide 2: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile 3 AGEL: Transformational Advantage 4 AGEL: ESG 5 Value Creation through Transformative Investment Philosophy Annexures
Slide 3: Adani Group
Adani Group Renewables
Slide 4: Adani Group: A world class infrastructure & utility portfolio
Adani Group : A world class infrastructure & utility portfolio Adani Transport & Logistics Energy & Utility • Marked shift from B2B to B2C Portfolio Portfolio businesses– • ATGL – Gas distribution 63.8% 100% 75% 59.3% network to serve key APSEZ ATL AGEL geographies across India NQXT2 Renewables Port
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 30% 1.5x 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 Simple yet Transformational Business Model
AGEL : Replicating Group's Simple yet Transformational Business Model Secure Sites & Connectivity Resource Assessment Construction Readiness Development 200,000 acres ~ 31 GW potential Geotechnical studies 85+ Wind data locations and detailed design planning, Resource rich Sites in strategic locatio
Slide 8: Adani Green Energy Limited: Company Profile & Business Philosophy
Adani Green Energy Limited Company Profile & Business Philosophy Renewables 8
Slide 9: AGEL: Transformational Renewable Company
AGEL: Transformational Renewable Company Pan India Presence 1 5x Locked-in Growth 1 Renewable Capacity (in MW) Operational Under exec../ Near Const. Existing 19,794 Wind Solar 5,370 MW – Operational 5,104 Under acquisition Solar-Wind Hybrid 5,424 MW – Under execution 130 9,000 MW – Near Construction
Slide 10: AGEL: Majority Operating Portfolio by 2022 reducing Development Risk
AGEL: Majority Operating Portfolio by 2022 reducing Development Risk Assets contracted under 25 year PPA, 87% of capacity contracted to sovereign / sovereign equivalent rated counterparties Development risk to reduce with increasing proportion of Operating Capacity Low counterparty risk Counterparty
Slide 11: AGEL: Project Development & O&M Philosophy
AGEL: Project Development & O&M Philosophy Project Development Excellence O&M Excellence Predictive Analytics leading to cost efficient O&M and high performance De-risked project pipeline through Advance resource estimation, design & supply chain planning World-class Energy Network Operations Centre
Slide 12: AGEL: ESG
AGEL: ESG Renewables 12
Slide 13: AGEL: Robust ESG Assurance Framework
AGEL : Robust ESG Assurance Framework Guiding principles United Nations Global Sustainable Development SBTi Guiding Compact Goals Policies principle Disclosure Standards TCFD GRI Standards CDP disclosure Policy Structure Focus Area - UNSDG – Biodiversity Policy ESG E – Energy and Emission Policy – W
Slide 14: AGEL – Environmental Philosophy
AGEL – Environmental Philosophy Carbon Emission Reduction Natural Resource Conservation Biodiversity Management – Supporting low carbon Economy – Reduce freshwater withdrawal – Biodiversity Management Plan – Improving Carbon Efficiency and water conservation initiatives – Plantation at the renewable
Slide 15: AGEL – Social Philosophy
AGEL– Social philosophy United Nations Sustainable Our Key Social Initiatives mapped to UNSDG Development Goals 2030 Education Multiple – Own schools, digitalization and up-gradation of Govt. 1. No Poverty Locations school to provide cost free education to the needy 4. Quality Education Health Multi
Slide 16: AGEL – Governance Philosophy
AGEL – Governance Philosophy Policies / Commitment Committees Assurance – Environment Management – Corporate Responsibility Committee – Energy & Emission Commitment – Risk Management Committee – Water Stewardship Commitment – Biodiversity Policy Corporate Responsibility Committee (CRC) – Corporate S
Slide 17: AGEL: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Renewables
Slide 18: AGEL: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Targeted FY 17 FY 21 Growth 2025 Capacity (MW) 748 MW CAGR of 47% 3,470 MW 1 7x growth 25,000 MW INR 50 bn INR 178 bn ~ INR 1,200 bn Capital Employed3 CAGR of 37% USD 2,438 mn 7x growth USD 16,438 mn USD 685 mn INR 8 bn INR 31 bn 6x g
Slide 19: AGEL: A Compelling Investment Case
AGEL: A Compelling Investment Case ▪ Pedigree of Adani Group: leader in infrastructure –transport, logistics, energy and utility space Infrastructure lineage ▪ Proven track record of excellence in development, O&M and capital management ▪ India targets Renewable capacity of 175 GW by 2022 & 450 GW b
Slide 20: 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 21: Thank You
adani ” Renewables | Thank You
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