Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Adani Portfolio — Q1 FY23 Earnings Presentation
21 slides from Adani Enterprises's earnings presentation, 2022
Slide 1: Adani Listed Portfolio Results – Compendium Q1 FY23
Adani Listed Portfolio Results – Compendium Q1 FY23
Slide 2: Adani Group: A World Class Portfolio
Adani Group : A World Class Portfolio ~USD 170 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%) (65.6%) (100%) (100%) AGEL ATL A
Slide 3: Decades long track record of industry best growth rates across sectors
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) 132% 36% 18% 12% 3x 5x 3x 25% 1.4x 4% 6% 25% Industry APSEZ Industry AGEL Industry ATL Industry AGL 2014 972 MMT 113
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: Highlights of Q1 FY23 Results
Adani Listed Portfolio : Highlights of Q1 FY23 Results Operations Finance Others • APSEZ maintains its dominant position; • Adani portfolio EBITDA* grew by 79% • AEL – Partnership with TotalEnergies forged records highest ever quarterly cargo volume to create largest green H2 ecosystem with • Adani
Slide 6: Significant EBITDA growth in Q1 FY23
Adani Listed Portfolio : Significant EBITDA growth in Q1 FY23 (Rs. In cr.) AEL APSEZ AWL 3,466 2,187 548 99% 11% 11% 1,100 3,118 492 Q1 FY22 Q1 FY23 Q1 FY22 Q1 FY23 Q1 FY22 Q1 FY23 ATL AGEL ATGL APL 1,603 1,321 9,292 1,444 -10% 885 49% 224 237 216% 6% 2,937 Q1 FY22 Q1 FY23 Q1 FY22 Q1 FY23 Q1 FY22 Q1
Slide 7: Adani Portfolio Business wise performance – Q1 FY23
Adani Portfolio Business wise performance – Q1 FY23
Slide 8: Adani Enterprises Ltd: Q1 FY23 Result Highlights
Adani Enterprises Ltd : Q1 FY23 Result Highlights Operations Finance Others • Adani New Industries Supply Chain Ecosystem • Total Income up by 223% to Rs. 41,066 Cr Green H2 Ecosystem volume stood at 264 MW • EBIDTA up by 107% to Rs. 1,965 Cr • Partnership with TotalEnergies forged to create • Handl
Slide 9: Adani Ports and SEZ Ltd: Q1 FY23 Result Highlights
Adani Ports and SEZ Ltd : Q1 FY23 Result Highlights Operations Finance Others • Cargo volume grew 8% Y-o-Y to ~91 MMT • Operating revenue (excluding Gangavaram) • Acquisition of two strategic operational assets (including 9.1 MMT at Gangavram port) record stood at Rs. 4,638 cr. that have global foot
Slide 10: Adani Transmission Ltd: Q1 FY23 Result Highlights
Adani Transmission Ltd : Q1 FY23 Result Highlights Operations Finance Others • Added 372 ckms in Q1FY23 to operational • Consolidated Revenue at Rs 3,049 Cr increased • Adani Transmission completed Rs 3,850 Cr network with total network at 18,795 ckms & by 22% Primary Equity Transaction with Interna
Slide 11: Adani Green Energy Ltd: Q1 FY23 Result Highlights
Adani Green Energy Ltd : Q1 FY23 Result Highlights Operations Finance Others • Operational Capacity increases by 65% YoY to • Revenue from Power Supply up by 57% YoY at • Investment of ~ USD 500 mn received from Abu 5,800 MW Rs. 1,328 cr Dhabi based International Holding Company PJSC • Commissioned
Slide 12: Adani Total Gas Ltd: Q1 FY23 Result Highlights
Adani Total Gas Ltd : Q1 FY23 Result Highlights Operations Finance Others • Commissioned 15 New Stations, total CNG • Revenue from Operations increased by 113% to • 2 EV stations have been installed at 2 locations Stations now increased to 349 Rs 1,110 Cr • PNGRB, the regulator, provided 24 months •
Slide 13: Adani Wilmar Ltd: Q1 FY23 Result Highlights
Adani Wilmar Ltd : Q1 FY23 Result Highlights Operations Finance Others • Overall volumes up 15% y-o-y to 1.19 MMT • Operating Revenues up 30% y-o-y to Rs. 14,732 • AWL acquired premium basmati brand “Kohinoor” Cr from McCormick Switzerland GMBH in May 2022 • Edible Oil: Volumes grew 6% y-o-y at 0.70
Slide 14: Annexure – Snapshot of Adani Listed Portfolio
Annexure – Snapshot of Adani Listed Portfolio
Slide 15: Adani Enterprises Ltd: A Successful Incubator
Adani Enterprises Ltd : A Successful Incubator Attractive pipeline Incubation track record Leading B2C transition Attractive incubation portfolio under Past incubation success stories Leading Adani transition into B2C AEL with each business well positioned include AGEL, ATL, ATGL and APSEZ businesse
Slide 16: Adani Ports and SEZ Ltd: Transformational Business Model
Adani Ports and SEZ Ltd : Transformational Business Model Ports Logistics SEZ • National footprint with 12 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 17: Adani Transmission Ltd: A platform well-positioned to leverage growth opportunities in T&D
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 18: 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 Resource rich sites in strategic 85+ Wind data locations and detailed design planning,
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 Trained Leadership Centralized Project Monitoring Strategic Competitive Bidding – Driving the Development of the Resource and S
Slide 20: Thank you
Thank you
Slide 21: 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 Enterprises Limited (“AEL”),the future outlook and growth prospects, and futur