Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Adani Portfolio — H1 FY23 Earnings Presentation
23 slides from Adani Enterprises's earnings presentation, 2022
Slide 1: Adani Listed Portfolio Results – Compendium H1 FY23
Adani Listed Portfolio Results – Compendium H1 FY23
Slide 2: Adani Group: A World Class Infrastructure & Utility Portfolio
Adani Group : A World Class Infrastructure & Utility Portfolio ~USD 240 bn1 Combined Market Cap Flagship Infrastructure & Utility Core Portfolio Primary Industry Emerging B2C Materials, Metal & Incubator Energy & Utility Transport & Logistics Direct to consumer Mining (72.6%) (60.5%) (73.9%) (66.0%)
Slide 3: Adani Group: Decades long track record of industry best growth with national footprint
Adani Group: Decades long track record of industry best growth with national footprint Secular growth with world leading efficiency National footprint with deep coverage Growth 3x Growth 5x Core Portfolio EBITDA 70% 1,2 EBITDA 92% 1,4 Utility 92% Transport 85% Consumers ~400 mn Served AEL Growth 3x
Slide 4: 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 • Site acquisition • Engineering & design • Redesigning the capital structure Activity • Analysis & market • Life
Slide 5: Adani Listed Portfolio: H1 FY23 Highlights
Adani Listed Portfolio : H1 FY23 Highlights Capital Management Stakeholder Value Creation • Adani portfolio EBITDA1,2 grew by 61% • AEL announced acquisition of Macquarie Road Assets with EV of Rs. 3110 cr; • AEL achieved financial closure for India’s largest greenfield Ganga expressway project for
Slide 6: Adani Listed Portfolio: Significant EBITDA growth in H1 FY23
Adani Listed Portfolio : Significant EBITDA growth in H1 FY23 (Rs. In cr.) Incubator Energy & Utility Transport & Logistics Materials Direct to consumer AEL AGEL ATL APSEZ Adani Cement AWL 890 4,100 2,531 7,457 808 2,786 1,684 -9% 2,687 6,398 41% -4% 1,792 17% 86% 2,210 NA H1 FY22 H1 FY23 H1 FY22 H1
Slide 7: Adani Portfolio Business wise performance – H1 FY23
Adani Portfolio Business wise performance – H1 FY23
Slide 8: Adani Enterprises Ltd: H1 FY23 Highlights
Adani Enterprises Ltd : H1 FY23 Highlights Business Operations Capital Management Stakeholder Value Creation • ANIL Ecosystem solar modules volume stood at • Total Income up by 202% to Rs. 79,508 cr ANIL Ecosystem 466 MW • EBITDA up by 86% to Rs. 4,100 cr • New 2.0 GW plant of solar modules • Handle
Slide 9: Adani Green Energy Ltd: H1 FY23 Highlights
Adani Green Energy Ltd : H1 FY23 Highlights Business Operations Capital Management Stakeholder Value Creation • Total Operational Capacity increases by 24% YoY • Revenue from Power Supply up by 45% YoY at • Achieved Sustainalytics ESG Risk Rating of ‘Low to 6,724 MW Rs. 2,435 cr Risk’ with a score o
Slide 10: Adani Transmission Ltd: H1 FY23 Highlights
Adani Transmission Ltd : H1 FY23 Highlights Business Operations Capital Management Stakeholder Value Creation • Added 352 ckms in Q2FY23 to operational • Consolidated Revenue(1) increased by 22% to • Pledged to become Net Zero by 2050; limiting network with total network at 18,795 ckms & Rs. 6,081 c
Slide 11: Adani Total Gas Ltd: H1 FY23 Highlights
Adani Total Gas Ltd : H1 FY23 Highlights Business Operations Capital Management Stakeholder Value Creation • With addition of 33 new CNG stations, tally of • Revenue from Operations increased by 90% to • Completed Incorporation of 2 New SPVs namely – CNG stations increased to 367 with 69 Rs. 2,301 c
Slide 12: Adani Ports and SEZ Ltd: H1 FY23 Highlights
Adani Ports and SEZ Ltd : H1 FY23 Highlights Business Operations Capital Management Stakeholder Value Creation Ports • Consolidated revenue (including Gangavaram) • Acquisition of three strategic assets that are key grew by 15% Y-o-Y to Rs. 10,269 cr milestones in our journey towards becoming the •
Slide 13: Adani Cement: Highlights for the Quarter ended September 30, 2022
Adani Cement : Highlights for the Quarter ended September 30,2022 Business Operations Capital Management Stakeholder Value Creation Ambuja Cement Ambuja Cement Ambuja Cement • Cement sales volume growth of 12% • Net Sales up by 14% (YoY) to Rs. 3,631 cr • Waste Heat Recovery System (WHRS) projects p
Slide 14: Adani Wilmar Ltd: H1 FY23 Highlights
Adani Wilmar Ltd : H1 FY23 Highlights Business Operations Capital Management Stakeholder Value Creation • Overall volumes up 12% y-o-y to 2.51 MMT • Operating Revenue up 16% y-o-y to Rs. 28,986 Relaunch of Kohinoor and other brands in Rice cr segment • Edible Oil: Volumes grew 2% y-o-y at 1.52 MMT •
Slide 15: Annexure – Snapshot of Adani Listed Portfolio
Annexure – Snapshot of Adani Listed Portfolio
Slide 16: Adani Enterprises Ltd: A Successful Incubator
Adani Enterprises Ltd : A Successful Incubator Attractive Incubation Record New Segment Identification Green Hydrogen Ecosystem Attractive incubation portfolio with each Identification & entry into new segments Development of manufacturing ecosystems business positioned as next infrastructure in lin
Slide 17: Adani Green Energy Ltd: Replicating Group's Simple yet Transformational Business Model
Adani Green Energy Ltd : Replicating Group's Simple yet Transformational Business Model Secure Sites & Connectivity Resource Assessment Construction Readiness ~2,00,000 acres ~40 GW potential Geotechnical studies Development Resource rich sites in strategic locations 85+ Wind data locations and deta
Slide 18: Adani Transmission Ltd: A platform well-positioned to leverage growth opportunities in T&D business
Adani Transmission Ltd: A platform well-positioned to leverage growth opportunities in T&D business Execution Prowess Strategic Presence Balanced pool mix Transmission Network of Transmission - Presence in 13 states Transmission(3): 18,795 ckm(1) with 31 transmission projects 52% of EBITDA - Central
Slide 19: Adani Total Gas Ltd: Simple yet Transformational Business Model
Adani Total Gas Ltd: Simple yet Transformational Business Model Secure Locations Potential & Resources Project Readiness Geographical Areas Acquired through Experienced and Competent Centralized Project Monitoring Strategic Competitive Bidding – Leadership Driving the Development Resource and Supply
Slide 20: Adani Ports and SEZ Ltd: Transformational Business Model
Adani Ports and SEZ Ltd : Transformational Business Model Ports Logistics SEZ • National footprint with 13 ports • Largest integrated logistics player in • Large scale ‘ready to setup’ industrial across the coastline, de-risks the India land (SEZ) Development portfolio of concentration risk. • Rail,
Slide 21: Adani Cement: Builders of Progress in India
Adani Cement: Builders of Progress in India Well poised for Growth Cost Leadership Market Leadership Achieve lowest cost to serve by • Pan India presence with iconic leveraging Group’s vast experience brands Capacity to increase from the current and unmatched adjacencies in all Development 67.5 MTPA
Slide 22: Thank you
Thank you
Slide 23: Disclaimer
Disclaimer Certain statements made in this presentation may no t be based on historical information or facts and may be “forward-looking statements,” including those relating to general business plans and strategy of Adani group, the future outlook and growth prospects, and future developments o f t