Ge Power India Ltd. · NSE:GVPIL

Ge Power India — Investor Presentation (April 2022)

14 slides from Ge Power India's investor presentation, Apr 13, 2022

  1. Slide 1: GE Power India Limited exchange filing cover letter

    GE Power India Limited CIN-L74140MH1992PLC068379 Corporate Office: Axis House, Plot No 1-14, Towers 5 & 6, Jaypee Wish Town, Sector 128 Noida Uttar Pradesh - 201301 T +91 0120 5011011 F +91 0120 5011100 www.ge.com/in/ge-power-india-limited 13 April 2022 To, To, The Manager Listing, The Manager Listi

  2. Slide 2: Investors Conference Call and Disclaimer

    GE POWER INDIA LIMITED Investors Conference Call April 13, 2022 Disclaimer • This presentation has been prepared solely for the use at analyst/ investor presentation. By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the followi

  3. Slide 3: Agenda

    Agenda • Introduction-GEPIL activities • GE –GEPIL Announcements & Actions taken • GEPIL Vision, Opportunities & Readiness • Q&A © 2022 GE Power India Limited - All rights reserved 2

  4. Slide 4: Introduction-GEPIL-Activities & Set Up

    Introduction-GEPIL-Activities & Set Up GE Power Operations GEPIL-A Public Listed Company 1.Steam power Boilers AQCS Services Other DII's, Public, 3.1% 15.4% FII, 1.3% 9% MFs, 11.2% 3% Promoter , 68.6% 88% Activities Activities Activities Steam Gas Hydro 1. Boiler & Mills- Design, 1. FGD-Design, Engg

  5. Slide 5: Actions taken since GE exit announcement (Sept 2020)

    Actions taken Since GE Exit Announcement-(Sept’2020) Technology Absorption in GEPIL & Readiness Qualification of GEPIL FGD Local competencies developed  Won-Annupur FGD order Wet FGD 100%  EP Scope Opportunities  133 GW FGD market Semi Dry FGD 96% opportunities exists for coal  Market needs for

  6. Slide 6: Capacity addition trends- India

    Capacity addition trends- India ~35GW/yr. RE capacity addition needed for the 500GW target -‘2030 YoY: Capacity addition in GW COAL RE 20.5 19.4 18.2 15.1 GW 11.8 11.3 9.4 8.6 7.4 7.0 7.4 4.0 6.9 3.0 5.1 4.5 4.1 3.6 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 © 2022 GE Po

  7. Slide 7: Changing energy mix- India

    Changing energy mix- India transition towards renewables –supported by conventional sources Electricity generation mix - TWh 2500 32% 2000 4% 1500 8% 10% 2% TWh 4% 11% 1000 3% 500 72% 54% 0 Present level COAL GAS Hydro Nuclear Renewables 2030 © 2022 GE Power India Limited - All rights reserved Sourc

  8. Slide 8: Emission reduction needs-Continued FGD opportunities

    Emission reduction needs-Continued FGD opportunities Projects  FGD Technology Leadership & Absorption • ~>60% Installed Capacity-Yet to order FGD  Own technology & capability from design to execution • Area classification categorization- to drive priority adoption  Wet FGD: Local end to end Compe

  9. Slide 9: Backlog Execution: Operational Rigor across Value stream

    Backlog Execution: Operational Rigor across Value stream Daily management is a team-based approach, on a regular Kaizen means “Change for the better” or “Continuous cadence , that allows the group to drive action under KPI’s and Improvement” Continuous improvement @ JAWA improve upon SQDC Team Huddl

  10. Slide 10: DMS – Concept to Reality

    DMS – Concept to Reality KAIZEN PLAN Tallest chimney casted in shortest time STD Kaizen Planning WORK DAILY  +217 m shell cast in 246 working days MGT PROB  Daily problem solve to pour 4032 m3 of concrete SOLVING  Design changes to enable constructability Daily Management  Accelerated execution

  11. Slide 11: Installed Base-Continued Services opportunities

    Installed Base-Continued Services opportunities Technology Leadership Services  Market needs  OEM/ OED technology know-how (~60%)  End to end capability to serve/repair/upgrade • 6500 Cr./yr. market service opportunities  Fully competent to serve India & Exports • Emission compliance (Nox/SPM/Co

  12. Slide 12: GEPIL Vision

    GEPIL Vision What How we deliver Enabling our customers achieve With a broad portfolio of ESG technologies, strong Energy Transition towards new build /service/ execution capabilities & Sustainable, Reliable, Affordable, references: Cleaner Energy & Decarbonized Future • Reliability & Availability-

  13. Slide 13: What we do at GEPIL Matters !!!

    APPC-3.85/Kwh, Total cost ~4lakh Cr/yr. What we do at GEPIL Reduce ~15 paisa/kwh in APPC Matters !!! ~24000 Cr/yr. in power cost 500GW RE by 2030, but Limited balancing Options & ~662 Mt/yr. for power Grid Stability Mechanism ~32.5% : Avg. Coal efficiency Support Save Coal flexing (>70% balancing ne

  14. Slide 14: Slide 14

GE Power India — Investor Presentation (April 2022) on 6ix