Adani Power Limited · NSE:ADANIPOWER
Adani Power — Shareholder Meeting (July 2021)
21 slides from Adani Power's shareholder meeting presentation, Jul 13, 2021
Slide 1: Adani Power Limited 25th Annual General Meeting 2020-21
Adani Power Limited 25TH ANNUAL GENERAL MEETING – 2020-‘21 13th July 2021
Slide 2: Adani Group
1 Adani Group STRICTLY CONFIDENTIAL
Slide 3: 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 63.4% 100% 75% 57.5% network to serve key ATL AGEL geographies across India APSEZ NQXT2 Port & Logistics
Slide 4: Adani Group: Decades long track record of industry best growth rates
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% 20% 3x 5x 3x 30% 1.5x 4% 7% 25% Industry Adani APSEZ Industry Adani AGEL Industry ATL Industry AGL 2014
Slide 5: 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 the capital
Slide 6: India's Largest Private Sector Thermal IPP
APL: India’s Largest Private Sector Thermal IPP Generation capacity Largest private sector IPP2 Project Capex / MW Development 14 GW 16.4% / 5.9% Rs. 5.2 Cr/MW (12,4501 MW Operational / (of India’s private/aggregate coal + lignite (Operational projects) 1,600 MW under construction) generation capaci
Slide 7: Adani Power
2 Adani Power STRICTLY CONFIDENTIAL
Slide 8: Strategically located, diversified operating fleet
APL: Strategically located, diversified operating fleet Modern and efficient 14 GW thermal power portfolio of seven plants, with 12 GW operating capacity in six plants 100% 100% 100% 100% 100% 100% 100% Godda Udupi Tiroda Raipur Raigarh Kawai Mundra (Jharkhand) (Karnataka) (Maharashtra) (Chhattisgar
Slide 9: Superior operating performance
APL: Superior operating performance Plant Load Factor [Coal & Lignite based generation] (%) 70% 64% Consistently outperforming private sector 61% 59% and all-India peers with high PLF 55% 56% 55% 53% 54% FY21 PLFs contracted due to loss of Commercial & Industrial sector demand during COVID-19 lockdo
Slide 10: Snapshot of financial performance
APL: Snapshot of financial performance INR Crores Total Revenue EBITDA 10,597 50% • Total revenue was marginally higher 27,842 1% 28,150 7,059 despite 7% lower volumes, due to higher one-time recognition of regulatory income. FY20 FY21 FY20 FY21 • Sharp EBITDA improvement aided by fall in fuel costs
Slide 11: Robust ESG Framework
APL: Robust ESG Framework Our Commitment • To be in Top-5 companies in India for ESG benchmarking of Electric Utility Sector by FY 2022-23 • Building green supply chain by integration of Associates for 100% of critical supplies by Guiding Policies principle 2023-24 • Single-use-Plastic-Free (SuPF) C
Slide 12: Employee & societal focus in COVID-19 pandemic
APL: Employee & societal focus in COVID-19 pandemic All employees have been vaccinated along with the families Enhanced Employees’ Benefits Package in the unfortunate event of the death of any staff member ▪ Substantial enhancement the bereaved family to receive a minimum grant of Rs. 50 lakhs and a
Slide 13: Environmental Philosophy
APL: Environmental Philosophy Offsetting Carbon Emission Conservation of Resource Waste Management • Improving Carbon Efficiency • Industry best water footprint well • 100% flyash utilization Climate below regulatory limit • Carbon sequestration by • Single Use Plastic Free and afforestation • Land
Slide 14: Operating excellence amidst disruption
APL: Operating excellence amidst disruption How APL addressed COVID-19 risks Impact Mitigation Operations Lockdown and social distancing • Co-ordinated Master Control (CMC) system used for plant operations and • Imperative to keep capacity available as essential service monitoring • Lower availabili
Slide 15: Social philosophy
APL: Social philosophy Adani Foundation’s presence across India Social Initiatives through Adani Foundation1 : Core Areas Education Igniting minds - nurtures talented kids from socio-economically challenged communities by providing cost free, high quality education Community Access to quality health
Slide 16: Governance Philosophy
APL: Governance Philosophy Ethics & Integrity • Independent Board – 50% of the Board consists of Independent Directors • Audit Committee headed by Independent Director • Establishment of Corporate Responsibility Committee of the board to provide assurance for all ESG commitments Risk Assessment • IT
Slide 17: Share of electricity in global energy demand likely to grow further
Share of electricity in global energy demand likely to grow further with increasing electrification in end use sectors Share of Total Final Energy Consumption Others 4% 5% 6% Gaseous Fuels 16% 17% 15% 10% Solid Fuels 22% 16% 19% 36% Liquid Fuels 38% 49% 26% Electricity 20% 2020 2030 2050 Source: Ada
Slide 18: Adani Power pursuing coal plants with substantial emission reduction
Adani Power pursuing coal plants with substantial emission reduction planned by shifting generation to more efficient technology All India Fuel-wise generation patterns for 30-Jan-2021 Emission Intensity of thermal 0.97 Peak demand crossed 200 GW on 7th July, 2021 fleet1 T/Mwh Ultra super-critical e
Slide 19: Adani Power team committed to benchmark performance while reducing footprint
Adani Power team is committed to deliver benchmark performance while reducing our environmental footprint Strategy for Sustainable Growth Continue to deliver affordable power Adapt for the energy transition Continued SHR, APC reduction Lower specific coal consumption Using digital and analytics to e
Slide 20: Thank you.
adani Power Thank you.
Slide 21: Thermal power - affordable and dispatchable power for the growing economy
Thermal power - affordable and dispatchable power for the needs of the growing economy While Covid led to a reduction in demand initially, for Coal fired power continues to play a dominant role in substantial part of the year, demand in FY21 was higher meeting the increasing demand than that in FY20