Tata Power Company Limited · NSE:TATAPOWER
Tata Power — DAM Capital EV Conference 2021
31 slides from Tata Power's conference presentation, Mar 17, 2021
Slide 1: Electric Mobility – Trends and Challenges
Electric Mobility – Trends and Challenges DAM Capital EV Conference 2021 Tata Power New Business Services 17th March 2021
Slide 2: Tata Power – India's largest integrated Power company
A Tata Power – India’s largest integrated Power company… ~30% of generation India’s #1 Solar Clean energy sources Rooftop EPC Player Conventional Generation Trading Distribution Over 100 years of Pioneered legacy and tradition Generation of of responsibly Electricity in India !! delivering value… Re
Slide 3: Agenda
Agenda Why Electric Mobility ? Global Scenario in Evs, Indian Context Enablers for Electric Mobility Challenges to this ecosystem 3
Slide 4: Why EVs
Why EVs #ElectricVehicles #Future of mobility #SustainableTransportation • India is home of 7 of the top 10 polluted cities in the world. • Heavy drain on foreign exchange • Uncertainty of oil prices. • Very high risk on the Geo-political front – Middle East • EVs are inherently better vehicles. • G
Slide 5: EV Charging Business
EV Charging Business • Return of the demand… fueled by and helped by COVID • EVs have successfully entered the national narrative. • Globally its become virtually a movement…. New car launches every week. • Most importantly …. We are seeing successes.
Slide 6: EVs Industry - the growth is inevitable !!
EVs Industry - the growth is inevitable !!
Slide 7: About 7.2 million Electric Cars were on road globally at the end of 2019
About 7.2 million Electric Cars were on road globally at the end of 2019, of which 6 million were added in just 4 years… ELECTRIC CAR SALES GROWTH (2015-2019 AVG.) 55% 32% 26% ANNUAL GROWTH ANNUAL GROWTH ANNUAL GROWTH EUROPE ASIA AMERICA 41% ANNUAL GROWTH WORLD BEV = Battery Electric Vehicle PHEV =
Slide 8: Why EVs adoption is going up?
Why EVs adoption is going up? EV Vs ICE* Decline in Battery Cost 5x cheaper to charge/refuel 100x fewer moving parts Advent of EVs is inevitable not just because of Government Stringent Environmental Norms push but also because of its 10x-100x cheaper to standalone maintain commercial/economic benef
Slide 9: Electric Vehicles (EVs) are expected to take-off quickly in India
Electric Vehicles (EVs) are expected to take-off quickly in India… EV Car Stock India2 – Projections (‘000s) EV 2Wheeler India – Projections 1884 E4W E2W FY25 EV 5000K – 1153 Sales Vol. 6000K 633 EV Penetration 20 – 25% 279 117 35 Already commercial passenger e4wheelers; e3wheelers; e2wheelers are n
Slide 10: Upcoming EV Launches over next few months in India
Upcoming EV Launches over next few months in India Volvo XC40 Recharge Jaguar I-Pace Tata Altroz EV Mahindra eKUV100 Audi e-tron Tesla Source : Cardekho Note – Prices and Specifications of above EVs may vary at the launch. Above numbers are estimates. 10
Slide 11: The Hardware
Ultra Rapid Chargers Wireless Chargers The Hardware Renewable powered Charging Consistent form factor for battery swapping Integrated Hardware
Slide 12: Centralized vs Distributed refueling
Centralized vs Distributed refueling
Slide 13: The Platform
Integrated Cloud based - monitoring, charging etc Tariff flexibility The Platform Scalable Multiple payment options Customer centric – Intuitive UI
Slide 14: World Class Platform
World Class Platform 14
Slide 15: Power of a Robust Cutting Edge platform
Power of a Robust Cutting Edge platform RFID Management Fleets Corporate User Management And this is a continuous process…. Housing Charger Management Societies & Homes Malls & Pricing Management Retailers Hotels Wallet Management Franchisee Partners Partner Management 15
Slide 16: Power of Domain Expertise
Power of Domain Expertise Supply Side Demand Side Grid Management 16
Slide 17: The Confluence
Hardware The Platform Confluence Electrical 17
Slide 18: Government is bullish about future of EVs
Government is bullish about future of EVs 18
Slide 19: Policy Updates for Evs
Policy Updates for Evs… Phased Mfg. Plan released NEMMP 2020 2013 2019 2019 FAME-II Policy FAME-I Policy 2015 2019 Import duty reduction for EV components 2018 Modern Building Bye-Laws EESL Tender for 10k EVs floated 2017 Cities eBus tenders 2018 2018 Charging Infra Guidelines & Standards
Slide 20: Incentives by Government for EV adoption
Incentives by Government for EV adoption… Active Policy interventions and initiation of Pilot Projects by multiple State Govts. and City Municipal Bodies
Slide 21: Power of Pan India Presence
Power of Pan India Presence Mumbai Delhi Hyderabad Bangalore Pune Ahmedabad Chennai Covering over 60 cities currently 21
Slide 22: And Leverage the Power of the Group !
And Leverage the Power of the Group ! 22
Slide 23: Focal Points of New Businesses
Focal Points of New Businesses Stay ahead Customer Centricity Consumer brand Technology as a differentiator Foundations of the New Business. 23
Slide 24: Now Charging at a point near you
Now Charging at a point near you Home Workplace Captive Public Retail users, fleet owners, battery swap stations, corporate transportation, Bus operators …
Slide 25: Focus Segments for Public Charging
Focus Segments for Public Charging Highways Hotels Workplaces Tourist Destinations Malls/ Shopping RWAs
Slide 26: E-BUS Charging
E- BUS Charging BEST buses in Mumbai.. End to End Execution • Power Infra Structure • Civil Infrastructure • Charging Infrastructure
Slide 27: Beyond just EV Charging
Beyond just EV Charging • Vehicle to Grid • 2nd Life of Battery • Total Sustainable Solutions
Slide 28: Challenges faced
TATA POWER Challenges faced 28
Slide 29: Challenges to a C.P.O
Challenges to a C.P.O Real Estate & Location of Charging or Battery Swapping Stations Battle of the Standards Inconsistent EV tariffing Long road to a Business Case
Slide 30: Tata Power – EZ Charge
Tata Power – EZ Charge Invest ahead of time.. Spur the ecosystem Be the largest Be the best ..
Slide 31: Thank You!
Disclaimer: The contents of this presentation are private & confidential. Please do not duplicate, circulate or distribute without prior permission. Thank You! 31