Adani Energy Solutions Ltd · NSE:ADANIENSOL
Adani Energy Solutions — Shareholder Meeting (June 2024)
21 slides from Adani Energy Solutions's shareholder meeting presentation, June 2024
Slide 1: Adani Energy Solutions Limited 11th Annual General Meeting
Adani Energy Solutions Limited (Formerly known as Adani Transmission Limited) 11th Annual General Meeting June 2024 Presented by: Mr. Anil Sardana, MD – AESL
Slide 2: Adani Portfolio
adani Energy Solutions Adani Portfolio
Slide 3: Adani: A World Class Infrastructure & Utility Portfolio
Adani: A World Class Infrastructure & Utility Portfolio Flagship Infrastructure & Utility Core Portfolio Primary Industry Emerging B2C Materials, Metal Direct to Incubator Energy & Utility Transport & Logistics & Mining consumer (100%) (100%) (72.61%) (100%) (50.00%) (100%) (100%) ANIL AdaniConneX3
Slide 4: About AESL
adani Energy Solutions Adani Energy Solutions Ltd. (formerly known as Adani Transmission Ltd.) adani Energy Solutions =i, Smart Metering About AESL
Slide 5: AESL: Holding Structure and Portfolio Overview
AESL: Holding Structure and Portfolio Overview GQG 6.8%(1) Adani Family 73.2% Public Shareholding 20.0% 25.1% Transmission Distribution Smart Metering Cooling Solutions 100% 100% 74.9%(2) 100% 100% 100% 100% Section 63 Section 62 AEML MUL Parallel License Letter of Award BOT Opportunities Fixed tari
Slide 6: Transformational Journey and Strategic Objectives
Transformational Journey and Strategic Objectives 6
Slide 7: Transformational Journey with Robust Growth
AESL: Transformational Journey with Robust Growth Delivered 16% EBITDA CAGR from FY16-24 with credit discipline Presence across 16 states of India EBITDA (Rs. Crs) 6,322 6,101 5,493 5,066 4,519 3,113 2,937 1,997 2,005 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 Key Business Levers and Long-Term Gro
Slide 8: T&D Growth in India: Electricity Demand
T&D Growth in India: Electricity Demand, which is a precursor to T&D capacity augmentation in India, is expected to grow at CAGR of 6% with a focus on RE >70% of new capacity additions till 2030 will be from Electricity demand growth to continue at 6% over medium to long term renewable energy source
Slide 9: Strong Underlying Fundamentals Driving Demand for Transmission Infrastructure
Strong Underlying Fundamentals Driving Demand for Transmission Infrastructure Huge Growth in Power Demand Attractive Industry Opportunity Growing Private Participation Overall Investment over 10-15 years: INR 8,180 Total Generation (TWh) Bn ($ 98 Bn) Transmission Lines ('000 ckms) Transformation Cap
Slide 10: Distribution and Parallel License Opportunity
Distribution and Parallel License Opportunity (1) – Power distribution is one of the largest consumer facing sectors in the country. 96.7% of ~270 mn households in India are connected to the grid and primarily owned and operated by state governments – AESL’s Distribution platform intends to position
Slide 11: Operational and Financial Performance
Operational and Financial Performance 11
Slide 12: Revenue and EBITDA Trend
AESL: Revenue and EBITDA Trend Operating Revenue performance (Rs crore) EBITDA performance (Rs crore) 14,217 6,322 6,101 CAGR CAGR of 26% 12,149 5,493(1) of 18% 5,066 2,359 10,184(1) 4,519 2,422 10,237 2,095 8,840 10,173 2,078 8,592 1,882 3,113(2) 6,530(2) 2,937 7,532 6,966 6,048 1,017 2,005 3,944 4
Slide 13: Operational and Financial Highlights FY24 vs. FY23
AESL: Operational and Financial Highlights FY24 vs. FY23 Average System Availability(1) (%) Distribution Loss (%) 99.7% 99.6% 5.93% 5.29% Availability in Transmission and Distribution losses in AEML improving consistently due to focused O&M FY23 FY24 FY23 FY24 Comparable PAT (Rs crore) Cash Profit -
Slide 14: AESL - ESG Framework
Adani Energy Solutions Limited Debt Presentation | February 2 0 2 0 Transmission AESL is now certified Won the prestigious Continue to maintain − AESL’s Sustainalytics ESG score − Single Use Plastic (SUP) Free improved to 25.3, positioning the Best-in-class ESG ratings from company amongst the top 2
Slide 15: ESG Framework
AESL: ESG Framework United Nations GHG Protocol SBTi Global Compact Guiding Integrated Reporting Policies Guiding Principles and TCFD framework CDP principle Disclosure Standards UN Sustainable TNFD GRI Standards Development Goals Policy Structure Focus Areas • Environment & Energy as part of IMS po
Slide 16: Recent Business Updates
AESL: Recent Business Updates 16
Slide 17: Recent Business Updates
AESL: Recent Business Updates CDP Climate Change 2023 score improves to B, The share of renewable power supplied to the ESG score from Sustainalytics improves to 25.3 from surpassing the Asia regional average of C driven by Mumbai circle stands at 35% at the end of March 31, 32.8, placing the compan
Slide 18: Recent Business Updates
AESL: Recent Business Updates Excellent Energy Efficient Unit Award in 24th Secured a ‘B’ rating in the CDP Water Security 2023 AESL has received the Innovation Category award as National Award for Excellence in Energy score, underscoring AESL’s commitment to effective one of the ‘Top 50 Innovative
Slide 19: Board and Management Team
AESL: Board and Management Team Board of Directors Board Committees Independent Directors 100% Chaired Chaired IDs by IDs by NID Meera Shankar Statutory Committees Lisa MacCallum 40% - Audit 🗹🗹 Comprised of only 45+ Yrs of Experience 25+ Yrs of Experience - NRC 🗹🗹 Independent Directors 🗹🗹…
Slide 20: Legal Disclaimer
Legal Disclaimer The information contained in this presentation is provided by Adani Energy Solutions Limited (together with its subsidiaries, the “Company” or “AESL”) to you solely for your reference and for information purposes only. This presentation is highly confidential and is being given sole
Slide 21: Thank You
MUSHKILON KI adani NAHI SUNTE, HUM KARKE DIKHATE HAIN. #HumKarkeDikhateHain — adani Energy Solutions Thank You
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