Renew Energy Global Plc · NASDAQ:RNW

Renew Energy Global — ReNew Power Ventures Pvt. — Debt Investor Presentation (August 2017)

17 slides from Renew Energy Global's debt investor presentation, August 2017

  1. Slide 1: ReNew Power Ventures Pvt. Ltd. Investor Update

    STRICTLY PRIVATE & CONFIDENTIAL ReNew Power Ventures Pvt. Ltd. Investor Update August 2017

  2. Slide 2: Disclaimer

    STRICTLY PRIVATE & CONFIDENTIAL Disclaimer The information contained in this document is strictly private and confidential and has been provided for informational purposes only. This document and the information contained herein may not be disclosed, reproduced or used in whole or in part for any pu

  3. Slide 3: Table of Contents

    STRICTLY PRIVATE & CONFIDENTIAL Table of Contents I.I Update on ReNew and the Restricted Group II. II Financials III. III Management I. A Appendices Appendix A: Performa Financial Perfromance- IGAAP 3

  4. Slide 4: Update on ReNew and the Restricted Group

    STRICTLY PRIVATE & CONFIDENTIAL I Update on ReNew and the Restricted Group

  5. Slide 5: Snapshot of ReNew's Portfolio Today: Continuing to Lead the Indian Renewables Sector

    STRICTLY PRIVATE & CONFIDENTIAL Snapshot of ReNew’s Portfolio Today: Continuing to Lead the Indian Renewables Sector Brief Overview Geographical Distribution of Utility Scale Portfolio Rajasthan (252 MW) Wind Operational Projects (8%) Wind Under Construction Projects 222 MW Solar Operational Project

  6. Slide 6: Update on the RG: Projects Commissioned on Target

    STRICTLY PRIVATE & CONFIDENTIAL Update on the RG: Projects Commissioned on Target 100% of the RG Capacity of the Restricted Group has been Capacity Wt. Avg. Project Stake (MW) COD¹ Gujarat Madhya Pradesh (25.2 MW) (5%) (78.8 MW) (16%) Andhra Pradesh AP Solar³ 51.0% 60.0 Mar-2016 25.2 MW 28.8 MW Ellu

  7. Slide 7: Financials

    STRICTLY PRIVATE & CONFIDENTIAL II Financials

  8. Slide 8: Consolidated Financial Performance of ReNew

    STRICTLY PRIVATE & CONFIDENTIAL Consolidated Financial Performance of ReNew Total Revenue (US$mm) Operating EBITDA² (US$mm) & Margin² CAGR: 69% 239 89% 91% 86% 83% CAGR: 67% 185 132 103 82 222 65 50 119 40 72 45 FY14 FY15 FY16 FY17 FY14 FY15 FY16 FY17 Operating Revenue¹ Other income Operating EBITDA

  9. Slide 9: Financial Performance of the Restricted Group

    STRICTLY PRIVATE & CONFIDENTIAL Financial Performance of the Restricted Group Total Revenue (US$mm) Operating EBITDA² (US$mm) & Margin² 93% 90% 88% 85% CAGR: 40% 73 CAGR: 36% 60 51 44 27 29 24 26 70 50 26 29 FY14 FY15 FY16 FY17 FY14 FY15 FY16 FY17 Operating Revenue¹ Other Income Operating EBITDA² Ma

  10. Slide 10: Project Wise Performance of the Restricted Group

    STRICTLY PRIVATE & CONFIDENTIAL Project Wise Performance of the Restricted Group Capacity PLF Operating Revenue Operating EBITDA Operating EBITDA Project (MW) (%) (US$mm) (US$mm) Margin (%) Mar-17 FY17 FY17 FY17 FY17 Andhra Pradesh AP Solar 60.0 18.2% 10.4 8.8 85% Ellutla 1, 2 & 3 119.7 5.9% 5.0 4.2

  11. Slide 11: In Summary…

    STRICTLY PRIVATE & CONFIDENTIAL In Summary…  Reaffirming ReNew’s position as one of India’s largest renewables players with over 2 Sustained GW of operating capacity Operating — Commissioned > 1 GW of capacity in FY17 with a $1bn+ investment Excellence — 1 GW+ capacity in pipeline to sustain growth

  12. Slide 12: Management

    STRICTLY PRIVATE & CONFIDENTIAL III Management

  13. Slide 13: Highly Experienced Management Team ...

    STRICTLY PRIVATE & CONFIDENTIAL Highly Experienced Management Team ... Sumant Sinha Ravi Seth Kailash Vaswani Chairman & CEO, Founder Chief Financial Officer Deputy Chief Financial Officer Other Key Management Members Parag Sharma – Chief Operating Officer & Head of Solar  Responsible for offtake,

  14. Slide 14: … Supported by Board With Significant Domain Knowledge

    STRICTLY PRIVATE & CONFIDENTIAL … Supported by Board With Significant Domain Knowledge Directors Independent Directors Sumant Sinha Vaishali Sinha TN Thakur David B. Sandalow Chairman & CEO, Director Ex-chairman and Inaugural Fellow, Founder Managing Director, Center on Global PTC Energy Policy, Col

  15. Slide 15: Appendix

    STRICTLY PRIVATE & CONFIDENTIAL A Appendix

  16. Slide 16: A. Performa Financial Performance- IGAAP

    STRICTLY PRIVATE & CONFIDENTIAL A. Performa Financial Performance- IGAAP Restricted Group 222 Operating 119 Revenue¹ ($mm) 70 72 50 45 29 26 FY14 FY15 FY16 FY17 FY14 FY15 FY16 FY17 89% 91% 90% 87% 93% 193 90% 90% 88% Operating EBITDA² ($mm) 61 & Margin² (%) 65 108 45 40 24 26 FY14 FY15 FY16 FY17 FY1

  17. Slide 17: Thank You

    STRICTLY PRIVATE & CONFIDENTIAL Thank You

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