Adani Total Gas Ltd. · NSE:ATGL
Adani Total Gas — Investor Presentation (September 2021)
25 slides from Adani Total Gas's investor presentation, September 2021
Slide 1: Adani Total Gas Limited Investor Presentation September 2021
Adani Total Gas. Helping transition India to a Adani Total Gas Limited gas-based economy Investor Presentation September 2021
Slide 2: Contents
Contents Safety First at ATGL ATGL Promoters Profile Adani Group B TOTAL Group About Adani Total Gas Ltd (ATGL) Sustainability Investment Rationale Annexure 2 ADANI TOTAL GAS LIMITED
Slide 3: Safety is a Pre-condition to Work
Safety First at ATGL Safety is a Pre-condition to Work Zero Fatality Safety Awareness & Training Management Systems National Safety week, Environment Day, QMS, EMS & OHSAS, T4S, IMS & ERDMP (PNGRB) Health and Safety Trainings Field HSE Assurance Incident Management HSE inspections, Suraksha Samwaad
Slide 4: Our Strong Parentage
Our Strong Parentage 4 ADANI TOTAL GAS LIMITED
Slide 5: 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 Portfolio Portfolio B2C businesses– • ATGL – Gas distribution 63.8% 100% 75% 58.5% network to serve key ATL AGEL geographies across India APSEZ NQXT2 Port & Logistics
Slide 6: Adani Group: Decades long track record of industry best growth rates across sectors
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% 20% 3x 5x 3x 30% 1.5x 4% 7% 25% Industry Adani APSEZ Industry Adani AGEL Industry ATL Industry AGL 2014
Slide 7: 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 8: A Broad Energy Company
A Broad Energy Company • TotalEnergies is a broad energy company committed to providing energy that is ever more affordable, clean, reliable and accessible to as many people as possible. • More energy, fewer emissions: that is the dual challenge we must meet with our customers, stakeholders and soci
Slide 9: Key Figures
Strengths Key Figures 9 ADANI TOTAL GAS LIMITED
Slide 10: ATGL: India's Largest Private City Gas Distribution Company
ATGL : India’s Largest Private City Gas Distribution Company Cutting across Touching Presence across 74.8% 38* GAs 71 8% Promoter Holding Districts Population Business Structure Business Model Regulation: Well defined and predictable regulatory environment – PNGRB (Regulator) 37.4% Adani Total 37.4%
Slide 11: Business Strategy
Business Strategy ACCELERATING VIRTUAL NETWORK INFRASTRUCTURE • Company to develop L-CNG / L- PNG where there is distant pipeline • For the New GAs, Focus is on or where there is no pipeline Accelerating steel pipeline connectivity network so that the gas supply • It will help in catering to demand
Slide 12: Digital Transformation: Embarking towards Smart Digital Utility
Digital Transformation : Embarking towards Smart Digital Utility State of the My Adani Gas Art GIS One Stop platform for all State of the art GIS implementation - stakeholders for enhanced mapping all assets and data customer experience & availability on smart phones. productivity Enhancing asset in
Slide 13: Adani TOTAL Gas Limited – Immense Value Creation
Adani TOTAL Gas Limited – Immense Value Creation FY16 Growth / Increase FY21 Infrastructure Creation 65 Increase by 152 217 CNG Stations Domestic Connections 0.22 Mn Increase by 0.26 Mn 0. 48 Mn Steel Network 355 Km Increase by 350 Km 705 Km 13% Peak Volume (MMSCMD) 1.11 CAGR Growth 2.04 21% EBITDA
Slide 14: ATGL - Embarking towards Robust ESG Framework
ATGL -Embarking towards Robust ESG Framework United Nations Sustainable GRI Standards Global Compact Development Goals Guiding principles TCFD SBTi CDP disclosure Guiding Policy Driven Governance Focus Areas (UNSDG) Policies principle • Environment Policy • GHG emission reduction E • Environment Man
Slide 15: ATGL – Environmental Philosophy
ATGL – Environmental Philosophy Offsetting Carbon Emission Conservation of Resource Waste Management • Supporting low carbon Economy • Reducing water footprint • Zero waste to landfill • Carbon sequestration by Awareness afforestation • Energy Management • Circular Economy • Improving Carbon Efficie
Slide 16: ATGL - Social philosophy
ATGL - Social philosophy United Nations Our Key Social Initiatives mapped to UNSDG Sustainable Development Goals 2030 • Mass Plantation Low Carbon Society • ATGL Green School Foundation • Energy conservation for consumer Empowering • Through local lead Local Generation for Merchandizers Business • A
Slide 17: ATGL – Governance Philosophy
ATGL – Governance Philosophy • Independent Board – 50% of the Board comprises of Independent Directors Ethics & Integrity • 25% Woman Directors on Board • Audit Committee – 100% Independent Directors • NRC / SRC/ CSR Committees headed by Independent Director • IT enabled compliance management Risk A
Slide 18: We are uniquely placed largest private CGD entity
We are uniquely placed largest private CGD entity AT A CUSP OF GROWTH STRONG PARENTAGE ➢ Well placed to gain from increasing ➢ Adani Group and TotalEnergies share of Natural gas from 6.2% to 15% as parent of the Indian Energy mix in medium ➢ Access to best Global practices term from TotalEnergies CG
Slide 19: Annexure
adani Gas Annexure
Slide 20: Our Transformational Journey
Our Transformational Journey ATGL has undergone transformation in terms of operational scale and will continue to scale up significantly in the coming decade • First Domestic Connection at Ahmedabad • Got Authorization for 2 • Name Change - AGL to ATGL • Started Faridabad GA • Got authorization for
Slide 21: City Gas Distribution Network – Value Chain
City Gas Distribution Network – Value Chain For APM, Gas (CNG and PNG Domestic) Segment : GAIL is the nodal agency For PNG - Industrial and Commercial Gas Suppliers Segment : Procured from open market from various suppliers NG Transportation Pipeline Entities (GAIL, GSPC.etc) Authorized Entity City
Slide 22: Adani Total Gas Landscape (including JV – IOAGPL)
Adani Total Gas Landscape (including JV – IOAGPL ) ATGL has a geographically diversified portfolio in the CGD sector ATGL Footprint IOAGPL Footprint GA1 Ahmedabad City & Daskroi Area GA1 Allahabad (Part) District GA2 Vadodara Chandigarh (UT), Panchkula District, GA3 Faridabad District GA2 SAS Nagar
Slide 23: Infrastructure Update: Q1FY22
Infrastructure Update : Q1FY22 CNG Stations Steel Network in KM 224 780 7 New CNG More than 75 Kms stations (~ 670 Inch –Km) 217 added pipeline was laid 705 FY21 Q1FY22 FY21 Q1FY22 PNG Connections Other Update No of Household (in Lakh) Commercial Industrial 4.78 4.88 1682 • Despite Covid, there has
Slide 24: Legal Disclaimer
Legal Disclaimer Certain statements made in this presentation may not be based on historical ATGL assumes no responsibility to publicly amend, modify or revise any forward- information or facts and may be “forward-looking statements,” including those looking statements, on the basis of any subsequen
Slide 25: Thank you
Thank you
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