Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Investor Presentation (October 2022)
35 slides from Adani Green Energy's investor presentation, Oct 14, 2022
Slide 1: Exchange intimation letter for investor presentation
Date: October 14, 2022 To BSE Limited The National Stock Exchange of India Limited P J Towers, “Exchange Plaza”, Dalal Street, Bandra – Kurla Complex, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 541450 Scrip Code: ADANIGREEN Dear Sir, Sub: Intimation of interaction with investors / ext
Slide 2: Solar-Wind Hybrid Plant visit in Rajasthan by Equity Research Analysts
Adani Green Energy Limited Solar-Wind Hybrid Plant visit Consolidated in Rajasthan by Equity Research Analysts 15 Oct 2022 1
Slide 3: Contents
CONTENTS 1 Adani Portfolio 2 AGEL: Company Profile 3 AGEL: Hybrid Cluster Appendix
Slide 4: Adani Portfolio
Adani Portfolio Renewables 3
Slide 5: Adani: A World Class Infrastructure & Utility Portfolio
Adani: 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 (72.3%) (60.5%) (73.9%) (66.0%) (100%)
Slide 6: Adani: Decades long track record of industry best growth rates across sectors
Adani: 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% 36% 18% 12% 3x 5x 3x 25% 1.4x 6% 4% 25% Industry APSEZ Industry AGEL Industry ATL Industry AGL 2014 972 MMT 113 MMT 20
Slide 7: Adani: Repeatable, robust & proven transformative model of investment
Adani: Repeatable, robust & proven transformative model of investment Phase Development Operations Post Operations Origination Site Development Construction Operation Capital Mgmt • Engineering & design • Redesigning the capital structure Activity • Analysis & market • Site acquisition • Life cycle
Slide 8: AGEL: Replicating Group's Simple yet Transformational Business Model
AGEL: Replicating Group's Simple yet Transformational Business Model Secure Sites & Connectivity Resource Assessment Construction Readiness Development ~2,00,000 acres ~40 GW potential Geotechnical studies Resource rich sites in strategic locations 85+ Wind data locations and detailed design plannin
Slide 9: Adani & TotalEnergies Renewable Partnership
Adani & TotalEnergies Renewable Partnership Adani and TotalEnergies have a long-term partnership and commitment to expanding the renewable footprint through AGEL – Amongst Largest infrastructure and real asset platform with deep – One of the largest energy players in the world with presence across e
Slide 10: Adani Green Energy Limited Company Profile
Adani Green Energy Limited Company Profile Renewables 9
Slide 11: AGEL at a glance
AGEL at a glance Adani Family 60.5 % 1.3% 6 19.7% Public 18.5% Shareholder s 50 50% 100 % 100 % 100 % % AGE23L 1 Other Operating Locked-in Under Execution Near construction 2,353 MW 4,371 MW 10,477 MW 3,233 MW portfolio: 20,434 MW Large 6,724 MW – Operational 2 89% Resource and 12 resource-rich stat
Slide 12: Leading Renewable Energy player in India
AGEL: Leading Renewable Energy player in India Pan India Presence 1 3x Locked-in Growth Renewable Capacity (in MW) Operational Under exec../ Near Const. 20,434 Wind Solar 6,724 MW – Operational 3x Solar-Wind Hybrid 10,477 MW – Under execution 3,233 MW – Near Construction 2 6,724 130 395 20,434 MW -
Slide 13: AGEL: Hybrid Cluster
AGEL: Hybrid Cluster 12
Slide 14: 1,690 MW Hybrid Cluster
AGEL: 1,690 MW Hybrid Cluster Strategically located near Jaisalmer, Rajasthan Project Snapshot AEML 700 Particulars Hybrid 1 Hybrid 2 Total MW PPA Capacity (MWac) 390 600 700 1,690 390 MW Solar (MWac) 360 600 600 1,560 600 MW 700 MW Wind (MWac) 101 151 510 762 Counterparty SECI SECI AEML Sovereign C
Slide 15: Systematic Development Process with centralized coordination by PMAG
AGEL: Systematic Development Process with centralized coordination by PMAG Project Management & Assurance Group End-to-end Integration from Origination to Execution with Centralized PMAG Realtime monitoring with Integrated Project Management tool developed in-house with single source of truth concep
Slide 16: Hybrid Cluster Development - Site Origination
AGEL: 1,690 MW Hybrid Cluster Development - Site Origination Stage 1: Site Origination Strategically identified Ideal location for both Solar & Wind Solar irradiation of 2000 kWh/ sqm – top 5 in Perfect India location for Ideal Wind speed of 7 meters/ second Hybrid Solar potential map - Rajasthan Am
Slide 17: Hybrid Cluster Development - Site Development
AGEL: 1,690 MW Hybrid Cluster Development - Site Development Stage 2: Site Development ✓ Acquisition of 10,294 acres Land Acquisition land ✓ Standardized site team Site team organization & deployment deployment in place ✓ Good relations established Stakeholder with local administration Management he
Slide 18: Hybrid Cluster Development - Execution
AGEL: 1,690 MW Hybrid Cluster Development - Execution Stage 3: Execution I I Detailed I Supply Chain I I Site Execution O&M readiness Engineering I Management V I • Typical Common infrastructure • Design Philosophy: Central Team • Strategic sourcing: Long term • Learnings from past experiences & pla
Slide 19: Hybrid Cluster Development – Latest technology adoption
AGEL: 1,690 MW Hybrid Cluster Development – Latest technology adoption Solar – Latest Technology to enable highest CUF Wind – Technology enhancement Bifacial Modules Turbine on Jacket sub-structure Solar power generation from both sides of the panel High CUF Horizontal Single-Axis Tracking system ~4
Slide 20: Robust ESG Assurance Framework
AGEL : Robust ESG Assurance Framework Guiding principles UN Sustainable India Business & IFC E&S United Nations Green Bond Guiding Development Goals SBTi Biodiversity Performance Policies principle Global Compact Principles (UN SDGs) Initiative (IBBI) Standards Disclosure Standards TCFD GRI Standard
Slide 21: ESG Implementation in 1,690 MW Hybrid Cluster
AGEL: ESG Implementation in 1,690 MW Hybrid Cluster Standardised ESG Practices Study/ Assessment Agency • Standardized ESG practices consistently implemented across Environment & Social Impact Assessment (ESIA) all the projects • Efforts to enhance local livelihood and support animal and Critical Ha
Slide 22: Appendix
Appendix Hybrid Cluster Pictorial overview
Slide 23: 1,690 MW Hybrid Cluster
AGEL: 1,690 MW Hybrid Cluster All projects in a cluster around Fatehgarh (Rajasthan) : 1560 MWac of Solar + 760 MWac of Wind Solar & Wind : Hybrid projects Jaisalmer Rajasthan AEML Wind AEML Wind GW Scale Hybrid cluster development 22
Slide 24: Hybrid - 390MW Project
AGEL: Hybrid 1 - 390MW Project 23
Slide 25: Hybrid - 390MW Project
AGEL: Hybrid 1 - 390MW Project 24
Slide 26: Hybrid - 390MW Project
AGEL: Hybrid 1 - 390MW Project 25
Slide 27: Hybrid – 600MW Project
AGEL: Hybrid 2 – 600MW Project 26
Slide 28: Hybrid – 600MW Project
AGEL: Hybrid 2 – 600MW Project 27
Slide 29: Hybrid – 600MW Project
AGEL: Hybrid 2 – 600MW Project 28
Slide 30: AEML 700MW Project – Located inside Fatehgarh Park
AGEL: AEML 700MW Project – Located inside Fatehgarh Park 29
Slide 31: AEML 700MW Project – Located inside Fatehgarh Park
AGEL: AEML 700MW Project – Located inside Fatehgarh Park 30
Slide 32: AEML 700MW Project
AGEL: AEML 7OOMW Project adan Renewables
Slide 33: Central Set-up of Employee Residential Camp for the Hybrid Cluster
AGEL: Central Set-up of Employee Residential Camp for the Hybrid Cluster 32
Slide 34: 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 35: Thank You
Renewables Thank You 34
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