Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Shareholder Meeting (June 2025)
24 slides from Adani Green Energy's shareholder meeting presentation, Jun 25, 2025
Slide 1: Adani Green Energy Limited 10th Annual General Meeting
Adani Green Energy Limited 10th Annual General Meeting June 25, 2025 AGEL’s Solar-Wind Hybrid plants at Jaisalmer, Rajasthan
Slide 2: Table of Contents
Table of Contents 1 Adani Portfolio 2 AGEL: Company Profile 3 AGEL: Performance and Key Developments – FY25 4 AGEL: Strategic Developments 5 AGEL: Way Forward 2
Slide 3: Financial Performance at a glance: FY25 (YoY)
Financial Performance at a glance: FY25 (YoY) Robust financial performance Revenue EBITDA Cash Profit ₹9,495 Cr ₹8,818 Cr ₹4,871 Cr ▲ 23% ▲ 22% ▲ 22% AGEL’s Renewable Energy Plant in Khavda, Gujarat
Slide 4: Adani Portfolio
adani Renewables O1 Adani Portfolio
Slide 5: Adani Portfolio: A World Class Infrastructure & Utility Portfolio
Adani Portfolio: A World Class Infrastructure & Utility Portfolio Flagship Infrastructure & Utility Core Portfolio Primary Industry Other Incubator Materials, Metal Energy & Utility Transport & Logistics Specialty & Mining (73.97%) (60.94%) (74.96%) (65.89%) (67.53%) AEL AGEL APL APSEZ Ports & Logis
Slide 6: Adani Portfolio: Best-in class growth with national footprint
Adani Portfolio: Best-in class growth with national footprint All figures in INR cr Predictable, high and rising free cash-flow National footprint with deep coverage EBITDA 89,806 66,527 (74%) EBITDA 24,870 12,784 (51%) AEL 18,711 APSEZ 10,418 (21%) Adani’s Core Infra. (42%) AGEL Platform – 1,668 4,
Slide 7: Adani Portfolio: Repeatable, robust & proven transformative model of investment
Adani Portfolio: Repeatable, robust & proven transformative model of investment DEVELOPMENT1 OPERATIONS CONSUMERS 2 New C.E.O. Adani Infra (India) Limited (AIIL) | ITD Cementation Ltd. | PSP Projects Ltd. Operations (AIMSL) Consumer I Employees I Other Stakeholders Origination Site Development Const
Slide 8: Replicating Group's Simple yet Transformational Business Model
AGEL: Replicating Group's Simple yet Transformational Business Model Secure Sites & Connectivity Resource Assessment Construction Readiness Geotechnical studies ~2,50,000 acres of resource rich sites Development for renewable in strategic locations 50+ GW potential & Special studies (AIIL) ~5+ GW of
Slide 9: Adani Green Energy Limited (AGEL): Company Profile
02 Adani Green Energy Limited (AGEL): Company Profile AGEL’s Solar plant at Anjar, Gujarat
Slide 10: Leading India's Energy Transition
AGEL: Leading India’s Energy Transition India’s largest and fastest growing RE Portfolio Holding Structure Adani Family 14.5 GW 7.7% 3 Solar 60.9% Operating Capacity 1 Ladakh J&K Wind Himachal 28.0 Bn units 2.7% Generation (FY25) Pradesh Solar-Wind Hybrid Punjab Uttarakhand Head Office & ENOC Haryan
Slide 11: Deploying renewable energy at unprecedented scale and speed
AGEL: Deploying renewable energy at unprecedent scale and speed Robust RE Capacity Growth to continue Renewable Energy Capacity in GW Focused on delivering renewable Increased focus on merchant, CAGR 29% 50.0 C&I, CFD and mid-duration power and storage solutions hybrid opportunities CAGR 42% Develop
Slide 12: Performance & Key Developments - FY25
03 Adani Green Energy Limited (AGEL): Performance & Key Developments - FY25 AGEL’s Dayapar Wind Cluster, Gujarat
Slide 13: Operational & Financial Performance – FY25
AGEL: Operational & Financial Performance – FY25 Capacity Addition & Operational Performance ▪ Operational capacity increased by 30% YoY to 14.2 GW and to increase to 15.2 GW with additional 1 GW near completion ▪ Sale of energy increased by 28% YoY at 27,969 mn units in FY25, equivalent to half of
Slide 14: Other Key Developments – FY25
AGEL: Other Key Developments – FY25 ▪ Achieved ‘Water Positive’ status for 100% operational sites, independently verified by Intertek, with 1.64x potential rain water harvesting and recharge v/s fresh water consumption ▪ Top ESG rankings reaffirmed: ISS ESG ranking of 1st in Asia and top 5 globally
Slide 15: Strategic Developments
04 Adani Green Energy Limited (AGEL): Strategic Developments AGEL’s Dayapar Wind Cluster, Gujarat
Slide 16: Khavda: World's largest single-location Renewable Energy Project
Khavda: World’s largest single-location Renewable Energy Project Strategically located in Resource rich region of Gujarat A Renewable Energy Marvel in the Making ▪ All projects to be developed on contiguous land in Khavda Significant Scale Renewable Park Efficiencies ▪ Significant scale efficiencies
Slide 17: Energy storage development - Hydro Pumped Storage Projects
AGEL: Energy storage development - Hydro Pumped Storage Projects Kicked off 1st Hydro PSP in Andhra Pradesh on Chitravathi river Development Pipeline across 5 states Uttar Pradesh Upper Reservoir Powerhouse Water Conducting System Maharashtra Telangana Existing lower reservoir Key Highlights Andhra
Slide 18: Operational Performance Metrics
AGEL: Operational Performance Metrics − Real time monitoring of operating assets across 12 states through Energy Network Operations Center at Ahmedabad − Granular performance insights − Predictive Maintenance optimizing Mean time between failure (MTBF) − Suggests corrective actions in real time redu
Slide 19: Growth & cash generation capability de-risked
AGEL: Growth & cash generation capability de-risked Operational Capacity & EBITDA from Power Supply EBITDA from Power Suppply (INR Cr.) 40% CAGR 14,243 15,000 Run-rate Operational Capacity (MW) 33% CAGR 10,934 EBITDA of 10,000 8,818 Rs. 12,676 Cr. 8,086 7,222 10,000 5,410 5,538 5,000 3,470 3,508 5,0
Slide 20: Committed to growth with sustainability
AGEL: Committed to growth with sustainability CO2 Emissions avoided (mn ton) Key ESG Targets Indicator Target Status 96.0 Ranking in ESG benchmarking of Top 10 by Amongst top 3 as per FTSE Russell and top 5 as electric utility sector in the world FY25 per ISS ESG in RE sector globally Net water posi
Slide 21: Way Forward
06 Way Forward AGEL’s Solar-Wind Hybrid plants at Jaisalmer, Rajasthan
Slide 22: Focus remains on producing the lowest cost green electron at scale
AGEL: Committed to growth with sustainability Focus remains on producing the lowest cost green electron at scale 01 50 GW BY 2030 To add 5 GW in FY26 and to keep stepping up to reach 50 GW renewable energy capacity by 2030 Adopting cutting-edge renewable technologies to maximise generation at a lowe
Slide 23: 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 24: Thank You
adani Renewables Thank You