Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — H1 FY22 Earnings Presentation
25 slides from Adani Enterprises's earnings presentation, November 2021
Slide 1: Adani Listed Portfolio Results – Compendium H1 FY22
Adani Listed Portfolio Results – Compendium H1 FY22
Slide 2: 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% 60.3% network to serve key ATL AGEL geographies across India APSEZ NQXT2 Port & Logistics
Slide 3: 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% 21% 3x 5x 3x 30% 1.5x 4% 7% 25% Industry Adani APSEZ Industry AGEL Adani Industry ATL Industry AGL 2014
Slide 4: 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 5: Listed Portfolio: Highlights of H1 FY22 Results (YoY)
Adani Listed Portfolio : Highlights of H1 FY22 Results (YoY) Operations Strategy Finance • APSEZ continues its dominant position • APSEZ - As part of east coast west • Non-APL EBITDA3 in H1 grew by 33%. with market share increasing to 29% of coast parity Krishnapatnam acquisition • Backed by robust
Slide 6: Listed Portfolio: Significant EBITDA growth in H1 FY22
Adani Listed Portfolio : Significant EBITDA* growth in H1 FY22 (Rs. In cr.) AEL APSEZ APL • AEL – All round growth in 2210 5742 6627 existing and incubating 4265 35% businesses. 1252 77% 3844 • APSEZ – Higher cargo volume backed by 91% growth in non Mundra ports, increased foot print in logistics se
Slide 7: Adani Portfolio Business wise performance - H1 FY22
Adani Portfolio Business wise performance - H1 FY22 7
Slide 8: Adani Ports and SEZ Ltd: H1 FY22 Result Highlights
Adani Ports and SEZ Ltd : H1 FY22 Result Highlights (YoY) Operations Strategy Finance • Under capital management program • Continues its dominant position with • Working towards gaining 100% stake issued USD 750 mn (10.5 and 20 year) market share increasing to 29% of all at Gangavaram port. dual tra
Slide 9: Adani Green Energy Ltd: H1 FY22 Result Highlights
Adani Green Energy Ltd : H1 FY22 Result Highlights (YoY) Operations Strategy Finance • Overall renewable portfolio increases • Continued focus on capacity • Revenue from Power Supply grew by to 20,284 MW1 on account of: expansion. To reach 25 GW capacity by 48% to Rs.1,682 cr. on the back of • Acqui
Slide 10: Adani Transmission Ltd: H1 FY22 Result Highlights
Adani Transmission Ltd : H1 FY22 Result Highlights (YoY) Operations Strategy Finance Transmission Business: • To capitalize on locked-in growth with • Under capital management program • Currently total network of 18,336 ckm. project pipeline of Rs. 185 bn in Adani Electricity successfully placed Ope
Slide 11: Adani Enterprises Ltd: H1 FY22 Result Highlights
Adani Enterprises Ltd : H1 FY22 Result Highlights (YoY) Operations Strategy Finance • Developed businesses – • To be the largest airport operator in • Consolidated revenue up 78% to due to • Solar module manufacturing up 8% to India with 300 mn+ consumer base increase in volume in IRM segment by 538
Slide 12: Adani Total Gas Ltd: H1 FY22 Result Highlights
Adani Total Gas Ltd : H1 FY22 Result Highlights (YoY) Operations Strategy Finance • Added 27 new CNG stations, currently • To Roll out CNG faster for early • Revenue from Operations stood at operating 244 stations across India. monetization Rs.1,209 Cr, up 87% • Over ~ 1340 Inch Km of Steel Pipeline
Slide 13: Quick Links to H1 FY22 results of Adani listed portfolio
Quick Links to H1 FY22 results of Adani listed portfolio 13
Slide 14: H1 FY22 Result Quick Links – AGEL and ATL
Adani Portfolio : H1 FY22 Result Quick Links – AGEL and ATL Adani Green Energy Limited Adani Transmission Limited • Financials as per SEBI format – • Financials as per SEBI format and Results • https://www.adanigreenenergy.com/-/media/Project/GreenEnergy/Investor- Presentation – Downloads/Financial-
Slide 15: H1 FY22 Result Quick Links – ATGL and APSEZ
Adani Portfolio : H1 FY22 Result Quick Links – ATGL and APSEZ Adani Total Gas Limited Adani Ports and SEZ Limited • Financials as per SEBI format and Results • Financials as per SEBI format – Presentation – • https://www.adaniports.com/-/media/Project/Ports/Investor/Investor- Downloads/Quarterly-Res
Slide 16: H1 FY22 Result Quick Links – AEL and APL
Adani Portfolio : H1 FY22 Result Quick Links – AEL and APL Adani Enterprises Limited Adani Power Limited • Financials as per SEBI format and Results • Financials as per SEBI format – Presentation – • https://www.bseindia.com/xml-data/corpfiling/AttachLive/29905159-c8f5- 4560-9b54-7d6715e74ddb.pdf •
Slide 17: Annexure – Snapshot of Adani Listed Portfolio
Annexure – Snapshot of Adani Listed Portfolio 17
Slide 18: Adani Enterprises Ltd: A Successful Incubator
Adani Enterprises Ltd : A Successful Incubator Successful Incubator Value to Shareholders Capital Management • Created five infrastructure unicorn • Delivered returns at 32% CAGR since • Robust Leverage Profile with Debt to Value Creation since inception listing in 1994 equity ratio of 0.8x as on Ma
Slide 19: Adani Ports and SEZ Ltd: Transformational journey
Adani Ports and SEZ Ltd : Transformational journey Industry Business • 3x growth compared to market achieved without dilution • From a single port single commodity to an integrated in equity. logistics platform. • Driving efficiency through mechanization at large scale. • Strategic partnerships to u
Slide 20: Adani Green Energy Ltd: Transformational Growth Profile
Adani Green Energy Ltd : Transformational Growth Profile Secure Sites & Connectivity Resource Assessment Construction Readiness Development 200,000 acres ~31 GW potential Geotechnical studies Resource rich Sites in strategic 85+ Wind data locations and detailed design planning, locations Solar resou
Slide 21: Adani Transmission Ltd: A platform positioned to leverage T&D growth opportunities
Adani Transmission Ltd: A platform well-positioned to leverage growth opportunities in T&D business Execution Prowess Strategic Presence Healthy pool mix Transmission - Presence in 12 Development Transmission Network of states with 28 transmission Transmission (FY21): SPVs 51% of EBITDA - Central po
Slide 22: Adani Total Gas Ltd: Largest private player in India's City Gas space
Adani Total Gas Ltd: Largest private player in India’s City Gas space with a decade of experience Largest Private CGD player Execution Excellence Infrastructure Creation Development 38 Geographical Areas Commissioned 18 GAs Focus on 15+ years of experience with faster Laying CNG Stations and Pipelin
Slide 23: Adani Power Ltd: At a glance
Adani Power Ltd : At a glance Generation capacity Largest private sector IPP2 Project Capex / MW Development 14 GW 16.5% / 6.0% Rs. 5.2 Cr/MW (12,4501 MW Operational / (of India’s private/aggregate coal + (Operational projects) 1,600 MW under construction) lignite generation capacity) FY 2020-21 Cor
Slide 24: Thank you
Thank you
Slide 25: 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 Enterprises Limited (“AEL”),the future outlook and growth prospects, and futur