Adani Energy Solutions Ltd · NSE:ADANIENSOL
Adani Energy Solutions — Adani Transmission — Shareholder Meeting (July 2023)
21 slides from Adani Energy Solutions's shareholder meeting presentation, Jul 19, 2023
Slide 1: Adani Transmission Limited 10th Annual General Meeting
Adani Transmission Limited 10th Annual General Meeting 19th July 2023 Presented by: Mr. Anil Sardana MD – Adani Transmission
Slide 2: Adani Portfolio
adani Transmission Adani Portfolio
Slide 3: Adani: A World Class Infrastructure & Utility Portfolio
Adani: A World Class Infrastructure & Utility Portfolio Infrastructure and Utility Primary Industry Emerging B2C Flagship Core Portfolio Materials, Metal & Incubator Energy & Utility Transport & Logistics Direct to Consumer Mining (57.3%) (63.2%) (69.2%) (71.6%) (61.0%) (100%) AGEL ATL APSEZ Cement5
Slide 4: ATL – Overview
ATL – Overview
Slide 5: ATL: Business Snapshot
ATL: Business Snapshot IHC 1.41%(3) Adani Family GQG 2.55%(4) 71.65% Public Shareholding 24.39% Contracted Assets in ROA Assets in Transmission and Distribution Business Transmission Business QIA is a strategic partner 100% in AEML with 25.1% stake 100% 100% 100% 74.9% Smart Transmission HVDC 28 TBC
Slide 6: Transformational Journey and Strategic Objectives
Transformational Journey and Strategic Objectives
Slide 7: ATL: Transformational Journey with Robust Growth
ATL: Transformational Journey with Robust Growth Delivered 17.3% EBITDA CAGR from FY16-23 with credit discipline Presence across 14 states of India EBITDA (Rs. Crs) 6,101 5,493 5,066 4,519 3,113 2,937 1,997 2,005 ATL Transmission sites AEML Discom MUL Discom FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 K
Slide 8: T&D Growth in India: Electricity Demand
T&D Growth in India: Electricity Demand, which is a precursor to T&D capacity augmentation in India, is expected to grow at ~7% annually with a focus on RE >75% of capacity additions till 2030 will be from Electricity demand growth to continue at ~7% over medium to long term renewable energy sources
Slide 9: Market Size of Transmission Opportunity for Private Players in India
ATL: Market Size of Transmission Opportunity for Private Players in India is ~US$ 28 bn worth projects over 10-15 years Renewable penetration to further boost requirement for transmission Attractive Industry Opportunity backed by strong policy support infrastructure strengthening – Mandatory competi
Slide 10: Distribution Privatization, Parallel Distribution and Smart Metering Opportunity
ATL: Distribution Privatization, Parallel Distribution and Smart Metering Opportunity – 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
Slide 11: Operational and Financial Performance
Adani Transmission Limited Debt Presentation | February 2 0 2 0 Transmission Operational and Financial Performance 14
Slide 12: ATL: Revenue and EBITDA trend
ATL: Revenue and EBITDA trend Operating Revenue performance EBITDA performance 12,149 6,101 CAGR of 27% CAGR 5,493(1) of 20% 10,237 10,184(1) 5,066 4,519 2,422 8,840 2,095 8,592 2,078 6,530(2) 3,113(2) 1,882 7,532 6,966 2,937 6,048 1,017 3,944 4,270 2,005 3,679 2,876 3,397 2,937 2,988 2,637 3,944 2,
Slide 13: Operational and Financial Highlights FY23 vs. FY22
ATL: Operational and Financial Highlights FY23 vs. FY22 Average System Availability(1) (%) Distribution Loss (%) 99.7% 99.7% 6.55% 5.93% Average system availability remains above 99.7% and distribution loss further improved FY22 FY23 FY22 FY23 PAT Cash Profit FY22 FY23 FY22 FY23 3411 1236 1281 3039
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: ATL: ESG Framework
ATL: ESG Framework United Nations GHG Protocol SBTi Global Compact Guiding IR framework Policies Guiding Principles and 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: FY23 in Pictures
ATL: FY23 in Pictures ATL received the 'Emerging Company of the AEML secured Rank 1 out of 71 discoms and ATL commissioned LBTL and WRSS-XXI(A), two Year Award - 2022' at the ET Awards on scored 99.6% out of 100 in the Integrated Green Energy Corridor-II projects dedicated to Corporate Excellence in
Slide 17: ESG Initiatives and Achievements in Pictures
ATL: ESG Initiatives and Achievements in Pictures Received ICAI Awards for Excellence in AEML bagged an award in the Gold category in Certified as Single-use Plastic Free’ company (37 Financial Reporting for the year 2021-22 the 7th Annual HSE Excellence and operational sites certified by CII) (Bron
Slide 18: Why A Name Change?
ATL: Why A Name Change? Adani Transmission Ltd. Adani Energy Solutions Ltd. (existing) (proposed) Rationale: • Business has grown beyond Transmission with forays into Distribution and Smart Metering • Expansion of our business activities into multiple geographies and numerous energy solutions • Enha
Slide 19: 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, ATL) Dholakia Skilled and Experienced Management Team Mr. Anil Sardan
Slide 20: 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 21: Thank You
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