Adani Energy Solutions Ltd · NSE:ADANIENSOL
Adani Energy Solutions — Adani Transmission — Shareholder Meeting (July 2022)
20 slides from Adani Energy Solutions's shareholder meeting presentation, Jul 27, 2022
Slide 1: Adani Transmission Limited 9th Annual General Meeting
Adani Transmission Limited 9th Annual General Meeting 27th July 2022 Presented by: Mr. Anil Sardana MD & CEO – Adani Transmission
Slide 2: Adani Portfolio
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Slide 3: Adani: A world class infrastructure & utility portfolio
Adani: A world class infrastructure & utility portfolio ~US$ 170 bn1 Combined Market Cap Infrastructure Portfolio Incubator Energy & Utility Transport & Logistics Direct to consumer Other businesses (72.3%) (60.5%) (73.9%) (65.5%) (100%) (44%) AGEL ATL APSEZ AWL AEL NQXT2 Renewables T&D Ports & Logi
Slide 4: ATL – Overview
ATL – Overview
Slide 5: ATL: Business Snapshot
ATL: Business Snapshot Adani Family Public 73.9% Shareholders 26.1%(3) Contracted Assets in ROA Assets in Transmission and Distribution Business Transmission Business 100% QIA is a strategic partner in AEML with 25.1% stake 100% 100% 100% 74.9% 26 TBCB(1) Assets Transmission HVDC MUL Discom AEML Dis
Slide 6: Strategic Objectives and Sectoral Opportunity
Strategic Objectives and Sectoral Opportunity
Slide 7: ATL: Strategic Objectives
ATL: Strategic Objectives Opportunity Set in Transmission Opportunity Set in Distribution ▪ Achieving 30,000 Ckt kms by ▪ AEML: FY2026 – Leveraging on 3mn+ customer base ATL geared to fully leverage ▪ Rs. 8.2 Trillion transmission line – Capex plan of Rs. 81 Bn over FY23- opportunities for growth in
Slide 8: Size of Transmission Opportunity for Private Players is ~US$ 30 bn
ATL: Size of Transmission Opportunity for Private Players is ~US$ 30 bn worth projects over FY21-30 Renewable penetration to further boost requirement for transmission Attractive Industry Opportunity backed by strong policy support infrastructure strengthening – Mandatory competitive bidding introdu
Slide 9: Distribution Privatization Opportunity and Other Drivers
ATL: Distribution Privatization Opportunity and Other Drivers – Power distribution is one of the largest consumer facing sectors in the country. 96.7% of ~270 mn households in India are connected to the grid. – Discoms in India have been primarily owned and operated by state governments – Government
Slide 10: Value Creation
Adani Transmission Limited Debt Presentation | February 2 0 2 0 Transmission Value Creation 14
Slide 11: ATL: Revenue and EBITDA trend
ATL: Revenue and EBITDA trend Operating Revenue performance Operating EBITDA performance 10,184(1) 10,237 CAGR growth of 29% 4,659(1) 8,840 CAGR growth 4,233 of 21% 4,055 1,692 6,530(2) 7,532 6,966 1,659 1,573 6,048 2,857(2) 806 3,944 4,270 1,944 1,827 2,876 2,968 2,482 2,574 3,944 1,827 1,944 2,051
Slide 12: Financial Highlights FY22 vs. FY21
ATL: Financial Highlights FY22 vs. FY21 Operating Revenue Operating EBITDA FY21 FY22 4659 FY21 FY22 10184 4233 8840 EBITDA increased driven 2968 by strong growth in the 6966 6048 2574 Transmission business and in-line performance 1659 1692 in the Distribution 3217 2792 segment Consolidated Transmiss
Slide 13: Immense Value Creation for Shareholders
ATL: Immense Value Creation for Shareholders ATL (price in Rs.) NIFTY- 50 2,368 17,465 161% 19% ATL market capitalization has grown 908 14,691 from Rs. 99,863 Crs. to Rs. 260,435 Crs. Mar'21 Mar'22 Mar'21 Mar'22 MSCI India Index SENSEX 58,568 2,034 18% Strong business performance and 21% growth pote
Slide 14: ATL – ESG Framework and Initiatives
Adani Transmission Limited Debt Presentation | February 2 0 2 0 Transmission ATL – ESG Framework and Initiatives 08
Slide 15: ESG Framework
ATL: ESG Framework United Nations GHG Protocol SBTi Global Compact Guiding Guiding Principles and IR framework Policies TCFD CDP disclosure principle reporting Disclosure Standards UN Sustainable GRI Standards Development Goals Policy Structure Focus Areas ESG • Environment Policy UNSDG aligned: E •
Slide 16: FY22 in Pictures
ATL: FY22 in Pictures Consumer Grievance Redressal Skill Development Workshop at Dahanu Greentech Energy Conservation Centre at AEML power station Award 2021 Greentech Corporate Governance AEML awarded IMC Ramkrishna Bajaj CII’s Operation Sustainability'21 - National Quality Award 2021 Platinum Awar
Slide 17: ESG Initiatives in Pictures
ATL: ESG Initiatives in Pictures Under SuPoshan program curbing Adani Foundation and AEML launched ATL moving progressively towards goal intergenerational cycle of malnutrition Project Utthan to enhance quality of of 100% auxiliary power through solar by training and empowering education for underpr
Slide 18: Board and Management Team
ATL: Board and Management Team Managing Strong Sponsorship Independent Directors Director Mr. Gautam S. Adani Mr. Rajesh S. Adani Mr. Anil Sardana Mr. K. Jairaj Dr. Ravindra H. Mrs. Meera Shankar Ms. Lisa MacCallum (Chairman) (MD and CEO) Dholakia Skilled and Experienced Management Team Mr. Anil Sar
Slide 19: Legal Disclaimer
Legal Disclaimer The information contained in this presentation is provided by Adani Transmission Limited (together with its subsidiaries, the “Company” or “ATL”) to you solely for your reference and for information purposes only. This presentation is highly confidential and is being given solely fo
Slide 20: Thank You
adani Transmission adani Transmission Thank You C