Essar Shipping Limited. · NSE:ESSARSHPNG
Essar Shipping — Essar — Investor Presentation (February 2024)
27 slides from Essar Shipping's investor presentation, February 2024
Slide 1: Conglomerate of Ecosystems
Conglomerate of Ecosystems Blueprint of a Green Vision Privileged & Confidential 3 0 th D e c 2 0 2 3 February 2024
Slide 2: Essar
Essar Five decades of : Energy • investing globally with the spirit of an entrepreneur, • building assets with passion of an owner, and • managing business with discipline of a professional Infrastructure By 2030: Be a conglomerate of ‘green ecosystems’, through: • future centric and value accretive
Slide 3: Footprint: Size & Scale
Footprint: Size & Scale North America Europe Value: $0.4BN Value: $2.3BN Value US$ 9.5bn* US$ 1,347 mn US$ 6,052 mn US$ 1,419 mn Asia US$ 806 mn Value: $6.7BN *Kroll valuation report as of March 2023 Africa Energy Value: $0.1BN Infrastructure & Logistics Metals & Mining Technology & Retail
Slide 4: DNA
DNA Expertise Entrepreneurship Experience Creating Value Building Assets Realising Value Essar has invested in a portfolio Strategic investments in setting up Monetized assets; Depicts quality of world-class companies across world-class facilities in Steel, of assets built sectors and geographies Po
Slide 5: Investment Themes
Investment Themes DECARBONISATION DECENTRALISATION DIGITALISATION Energy transition, climate Infrastructure for a shared Technology & Retail and smart, sustainable mining & economy, and to create a more leveraging AI to create green steel initiatives to reduce efficient system that reduces cutting-e
Slide 6: Investment Objectives
Investment Objectives Transition existing seed assets to ‘green assets’ for a post carbon economy Transform sectors with investment in new age resources within the ‘ESG’ framework INFRASTRUCTURE ENERGY Create logistics network, storage solutions and platforms by Delivering cleaner/greener energy lev
Slide 7: Portfolio
Portfolio Energy Infrastructure Metals & Mining Technology & Retail - Essar Oil & Gas Exploration & - Essar Ports Ltd - Mesabi Metallics Co, US - Exponentia Ventures Production Ltd (EOGEPL) - Essar Power - Green Steel Arabia, KSA - Green Mobility - Essar Energy Transition (EET) - PT MBL - Essar Minm
Slide 8: Conglomerate of Ecosystems
Conglomerate of Ecosystems Building Green Ecosystems of: ▪ Hydrogen along with decarbonisation initiatives for creating a sustainable industrial economy. ▪ Mobility by innovating logistics for eco- friendly transportation. ▪ Steel through supply chain decentralization by transforming mineral resourc
Slide 9: Hydrogen Ecosystem
Hydrogen Ecosystem Production and Supply Side Environmental Impact EET Hydrogen Facility (UK): Hydrogen Generation and Carbon Capture: • Establishment of a production facility in the North West of the United Kingdom. • Investments to generate 1.35 GW of hydrogen, sufficient to power a city like • Op
Slide 10: Green Mobility Ecosystem
Green Mobility Ecosystem Current Need: Decarbonisation Strategic Sourcing Global Urgency: Sourcing Partners: • Need for a decarbonized world is imminent. • Essar Exploration & Production, GAIL, Indian Oil. • Interim fuel required as net-zero technologies evolve. • Collaborations with Greenline (Indi
Slide 11: Steel Ecosystem
Steel Ecosystem Global Footprint: Steel-Making Capacities Environment-Friendly Practices: Saudi Arabia: • Technologies like Pellets, DRI, EAF, and slab casting reduce power • 4-MTPA Green Flat Steel Complex underway. usage and carbon emissions (40-60%). • Focus on minimizing emissions and environmen
Slide 12: Governance & Management
Governance & Management Board Composition Group Monitoring Committee All operating companies have Board of Directors comprising of: • Approve strategic and new investments for portfolio companies. • Executive Directors • Review Annual Business Plans (ABPs) and monitor portfolio companies. • Ensure m
Slide 13: Leadership – Group Monitoring Committee
Leadership – Group Monitoring Committee Sh. Shashi Ruia Sh. Ravi Ruia Founder Co Founder Prashant Ruia Anshuman Ruia Smiti Kanodia Rewant Ruia Member – Founding Family Member – Founding Family Member – Founding Family Member – Founding Family Vikas Saraf Haseeb Drabu Dhanpat Nahata Advisor Managing
Slide 14: Essar Foundation
Essar Foundation 2,000,000 155,000 Meals Medical Supplies 700,000 Essar Foundation has a rich heritage Sanitary Napkins of 50 years of service across Pan-India; in health, education, livelihood, women empowerment, sports, environment and infrastructure. The Foundation has always stood by the nation
Slide 15: Avid Learning
Avid Learning India’s Pioneering Cultural Programming Platform Essar’s cultural philanthropy arm, with firmly entrenched in India’s cultural ecosystem; Founded in 2009, Avid Learning is one of Mumbai’s leading public programming platform. Avid Learning has gained a reputation for curating thought-pr
Slide 16: Appendix - Portfolio Assets
Appendix- Portfolio Assets Privileged & Confidential 3 0 th D e c 2 0 2 3
Slide 17: Essar Energy Transition (EET)
Essar Energy Transition (EET) EET Fuels EET Hydrogen EET H2 Power Stanlow Terminal EET Retail UK UK UK UK UK UK’s first and World’s First 100% UK’s largest fuels To become To become World’s First UK’s Leading Low Green Fuel Refinery Largest Low Carbon H2 fired power plant storage facility H2 produce
Slide 18: EET - Fuels (UK)
EET - Fuels (UK) To become World’s First Green Refinery – 95% CO2 reduction The Essar Energy Transition Opportunity . World’s first green refinery - 95% CO2 reduction by FY30 ❑ EOUK’s main asset is Stanlow refinery (10mtpa - 16% of UK’s road fuel demand), one of the most advanced refineries in Europ
Slide 19: EET - Hydrogen
EET - Hydrogen World’s Leading 4GW Low Carbon Hydrogen plant with compelling economics Overview . – Flow Sheet ❑ Catalyst of UK’s Low Carbon Hydrogen Economy Stanlow Complex ▪ Project has received government approval for CfD (Contract for Difference) mechanism for 350MW (HPP1) Land, utilities, O&M,
Slide 20: EET – H2 Power
EET – H2 Power EET H2 Power will be the First 100% H2 Fired Power Plant Globally Overview . – Flow Sheet ❑ First of-its-kind H2-powered power plant globally EET Hydrogen EOUK ❑ Capacity of 100 MW in the UK (Stanlow) Drygas EET Hydrogen ▪ To be developed in two phases: COD in FY27 and FY29 PSA Tailga
Slide 21: EET – Stanlow Terminals
EET – Stanlow Terminals UK’s largest bulk liquid storage facility; expanding capacity with focus on 3rd Parties Overview . – Focus on Third Party businesses ❑ UK’s largest independent bulk liquid storage terminal ▪ 2 business segments: Essar Oil storage capacity & Third-party business ▪ 3m m3 total
Slide 22: EET - Retail
EET - Retail To become UK’s leading Low Carbon Fuel Retailer Overview . – Driving Community Convenience ❑ To become one of the leading Low Carbon Fuel Retailer in the UK ❑ Asset light model ▪ Company Lease Dealer Operated (CLDO) ❑ EET Retail has strong growth plans ▪ 700 retail sites by FY30 ❑ Each
Slide 23: E&P Business
E&P Business Geographically diversified E&P portfolio with proven prospects Essar Exploration and Production Ltd (EEPL) holds geographically diversified conventional and unconventional assets portfolio with significant prospects Global E&P exposure Production Ramp up along with Fuel and Vietnam geog
Slide 24: Infrastructure
Infrastructure Essar Power Essar Ports PT MBL Essar Projects Essar Shipping & OGD Services Canada / India India Indonesia Global India Focused on One of the fastest One of the fastest Leading EPC Engaged in offshore and transitioning into growing private growing coal mining company delivering onshor
Slide 25: Metals & Mining
Metals & Mining KSA Project Essar Minmet Mesabi Metallics Saudi Arabia India USA Largest flat Green steel complex across Leading environment friendly pellet World class pellet facility at Nashwauk, entire MENA region. plant Minnesota ▪ Building a 4-MTPA steel plant in Ras ▪ A 14-MTPA Iron Ore Pellet
Slide 26: Tech & Retail
Tech & Retail Blackbox Green Mobility Pluckk Global India India Fast Growing Global Greenline - To become India’s largest green Digitally integrated platform Technology Solution fleet operator by 2025 selling fresh fruits & Integrator vegetables (FnV) ▪ Dominant market share in LNG and Electric powe
Slide 27: Thank You
Thank You # GreenBlueprint Disclaimer: Blueprint of a green vision Strictly confidential and Privileged This presentation is for information purposes only. Although we have endeavored to accurately provide all information in this presentation, we make no representation or warranty, express or implied