Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — ESG Presentation (September 2021)
25 slides from Adani Green Energy's sustainability presentation, September 2021
Slide 1: Adani Green Energy Limited Investor Presentation - ESG Focus
Adani Green Energy Limited Investor Presentation - ESG Focus Sep 2021
Slide 2: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile & Business Philosophy 3 AGEL: ESG 4 Climate Alignment of Adani Energy Portfolio 5 AGEL: Value Creation & Investment Rationale
Slide 3: Adani Group
Adani Group Renewables
Slide 4: 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 B2C Portfolio Portfolio businesses– • ATGL – Gas distribution 63.8% 100% 75% 59.3% network to serve key APSEZ ATL AGEL geographies across India NQXT2 Renewables Port
Slide 5: 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) 12% 45% 132% 20% 3x 5x 3x 30% 1.5x 4% 7% 25% Industry Adani APSEZ Industry AGEL Adani Industry ATL Industry AGL 2014
Slide 6: 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 • Site acquisition • Engineering & design • Redesigning the capital • Analysis & market • Life cycle O&M
Slide 7: 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 200,000 acres ~ 31 GW potential Geotechnical studies 85+ Wind data locations and detailed design planning, Resource rich Sites in strategic locatio
Slide 8: Company Profile & Business Philosophy
Adani Green Energy Limited Company Profile & Business Philosophy Renewables 8
Slide 9: AGEL: Transformational Renewable Company
AGEL: Transformational Renewable Company Pan India Presence 1 4x Locked-in Growth 1 Renewable Capacity (in MW) Operational Under exec../ Near Const. Existing 19,794 Wind Solar 5,370 MW – Operational 5,104 Under acquisition Solar-Wind Hybrid 5,424 MW – Under execution 130 9,000 MW – Near Construction
Slide 10: Majority Operating Portfolio by 2022 reducing Development Risk
AGEL: Majority Operating Portfolio by 2022 reducing Development Risk Assets contracted under 25 year PPA, 87% of capacity contracted to sovereign / sovereign equivalent rated counterparties Development risk to reduce with increasing proportion of Operating Capacity Low counterparty risk Counterparty
Slide 11: AGEL: Project Development & O&M Philosophy
AGEL: Project Development & O&M Philosophy Project Development Excellence O&M Excellence Predictive Analytics leading to cost efficient O&M and high performance De-risked project pipeline through Advance resource estimation, design & supply chain planning World-class Energy Network Operations Centre
Slide 12: ESG: Decarbonizing the Nation's Growth
AGEL: ESG Decarbonizing the Nation’s Growth Renewables 12
Slide 13: AGEL: Robust ESG Assurance Framework
AGEL : Robust ESG Assurance Framework Guiding principles United Nations Global Sustainable Development SBTi Guiding Compact Goals Policies principle Disclosure Standards TCFD GRI Standards CDP disclosure Policy Structure Focus Area - UNSDG – Biodiversity Policy ESG E – Energy & Emissions as part of
Slide 14: AGEL – Environmental Philosophy
AGEL – Environmental Philosophy Carbon Emission Reduction Natural Resource Conservation Biodiversity Management – Supporting low carbon Economy – Reduce freshwater withdrawal and – Biodiversity Management Plan – Improving Carbon Efficiency water conservation initiatives – Green landscaping at operat
Slide 15: AGEL – Social Philosophy
AGEL– Social philosophy United Nations Sustainable Our Key Social Initiatives mapped to UNSDG Development Goals 2030 Education Gujarat – Enhancing quality of education through adoption of government 4. Quality Education primary schools Health Rajasthan & other – Winterwear distribution to underprivi
Slide 16: AGEL – Governance Philosophy
AGEL – Governance Philosophy Policies / Commitment Committees Assurance ESG Governance Structure – Environment Management ESG Apex Committee – Corporate Responsibility – Energy & Emission Commitment Committee – Water Stewardship Commitment – Risk Management Committee ESG Mentors – Biodiversity Polic
Slide 17: AGEL – Key Initiatives towards Climate Action & Resource Conservation
AGEL – Key Initiatives towards Climate Action & Resource Conservation Water consumption reduction initiatives Fast-paced Renewable Capacity addition leading to a greener future Water Operational capacity (MW AC) 25.00 Target capacity (MW AC) Consumption / module / cycle Conventional Module Cleaning
Slide 18: Case Study - 648 MW Kamuthi solar plant becomes Water Positive
AGEL: Case Study - 648 MW solar plant at Kamuthi, Tamil Nadu becomes Water Positive Aligning to UN Sustainable Development Goal 12 ✓ Committed to water neutrality through reducing water consumption & conservation of water Certified Water +ve by DNV Estimated water New ground water consumption for Wa
Slide 19: Case Study - Kamuthi plant certified Single-Use-Plastic Free
AGEL: Case Study - 648 MW solar plant at Kamuthi certified as Single-Use-Plastic (SUP) Free Aligning to UN Sustainable Goals 12 & 14 ✓ Committed to responsible consumption by way of reducing single-use-plastic usage to ‘zero’ and thereby help reduce its impact on life below water ✓ SUP free certific
Slide 20: Climate Alignment of Adani Energy Portfolio
Renewables Climate Alignment of Adani Energy Portfolio 20
Slide 21: AGEL's deep green strategy to lead the group's sustainability ambitions
Adani Group: AGEL’s deep green strategy to lead the group’s sustainability ambitions (INR in bn) Utility EBITDA % Green EBITDA* 85% 200 90% 78% 180 % Green Capex 75% 80% 190 75% 160 64% 70% • Evolving into a sustainable infra asset owner. 140 143 60% 120 100 127 48% 50% • Utility EBITDA from green b
Slide 22: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Renewables
Slide 23: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Targeted FY 17 FY 21 Growth 2025 Capacity (MW) 748 MW CAGR of 47% 3,470 MW 1 7x growth 25,000 MW INR 50 bn INR 178 bn ~ INR 1,200 bn Capital Employed3 CAGR of 37% USD 2,438 mn 7x growth USD 16,438 mn USD 685 mn INR 8 bn INR 31 bn 6x g
Slide 24: AGEL: A Compelling Investment Case
AGEL: A Compelling Investment Case ▪ Pedigree of Adani Group: leader in infrastructure –transport, logistics, energy and utility space Infrastructure lineage ▪ Proven track record of excellence in development, O&M and capital management ▪ India targets Renewable capacity of 175 GW by 2022 & 450 GW b
Slide 25: Thank You
adani aan | Renewables
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