Adani Energy Solutions Ltd · NSE:ADANIENSOL

Adani Energy Solutions — Adani Transmission — Investor Presentation (October 2021)

27 slides from Adani Energy Solutions's investor presentation, October 2021

  1. Slide 1: Adani Transmission Limited O&M Excellence Showcase

    Adani Transmission Limited O&M Excellence Showcase Oct - 2021

  2. Slide 2: Contents

    CONTENTS 01 Adani Group Overview 4-7 ATL - Operational Excellence 02 9-20 (Reliability, Longevity, Sustainability and Safety) 03 O&M – Sustainable Initiatives 22-24 04 Conclusion 25

  3. Slide 3: Adani Group and Adani Transmission

    Adani Group and Adani Transmission

  4. 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 Portfolio Portfolio B2C businesses– • ATGL – Gas distribution 63.8% 100% 75% 59.3% network to serve key ATL AGEL geographies across APSEZ NQXT2 Renewables India Port

  5. Slide 5: Adani Group: 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% 12% 45% 20% 3x 1.5x 30% 3x 5x 4% 7% 25% Industry Adani APSEZ Industry AGEL Adani Industry ATL Industry AGL 2014

  6. 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 • Analysis & market • Site acquisition • Engineering & design • Life cycle O&M • Redesigning capital stru

  7. Slide 7: ATL: A platform well-positioned to leverage growth opportunities in T&D business

    ATL: 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 12 states Transmission (FY21): Development 18,801 ckt km1; with 28 transmission SPVs 51% of EBITDA - Central pool

  8. Slide 8: ATL Operational Excellence – Reliability, Longevity, Sustainability and Safety

    ATL Operational Excellence – Reliability, Longevity, Sustainability and Safety

  9. Slide 9: ATL - O&M Portfolio and Prowess

    ATL - O&M Portfolio and Prowess Transmission SPVs and Lines Lines and Voltage Level Substation & Capacity (Operational O&M portfolio) HVAC: 33kV to 765 kV 20 SPVs and 76 nos. of transmission lines across 12 29 substations managing Assets HVDC: 2 no. of ± 500 kV HVDC states transmission capacity of t

  10. Slide 10: ATL - Geographical Footprint and Key Milestones

    ATL - Geographical Footprint and Key Milestones O&M network - Pan-India presence The many firsts of ATL in the industry • O&M for the first privately owned HVDC in Asia • First private utility to successfully digitalized condition based monitoring remotely at 765 kV AIS SS in Asia • Highly experienc

  11. Slide 11: ATL - Scope of O&M Activities

    ATL - Scope of O&M Activities Hotline washing of In-house solar Digital solutions for TL insulators maintenance team patrolling First private HVDC O&M Remote operation of 5S maintained store team substations (ENOC) facility Drone inspection of transmission line State of the art testing Safety Traini

  12. Slide 12: Evolving O&M Philosophy - Reliability, Longevity, Sustainability & Safety

    Reliability Longevity Sustainability Safety Evolving O&M Philosophy - Reliability, Longevity, Sustainability & Safety As a mature and evolving O&M player, we are shifting from Time-based Maintenance to Reliability Centered Maintenance Time-based Preventive Condition-based Reliability Centered Mainte

  13. Slide 13: Reliability - Industry-leading System Availability

    Reliability Longevity Sustainability Safety Reliability - Industry-leading System Availability 99.99% 99.71% 99.90% 100.0% 99.69% 99.86% 99.29% 80 • Consistently maintaining high availability much above Availbility (in %) 60 normative, as specified by Incentives (In Cr.) 76 97.5% Availability & regu

  14. Slide 14: Reliability - Remote Operations of Substations through ENOC

    Reliability Longevity Sustainability Safety Reliability - Remote Operations of Substations through ENOC Benefits of ENOC • Video Monitoring System (VMS) • Asset Performance Management (APM) • Data Analytics Deedwana - 400 KV SS ENOC at 16 Nos. of 33/132 kV & • Security Automation Remote Operation Ad

  15. Slide 15: Longevity - Asset Health Monitoring Using Analytics Platform

    Reliability Longevity Sustainability Safety Longevity - Asset Health Monitoring Using Analytics Platform Analytical dashboard monitoring and diagnosing asset health on multiple test parameters driving enhanced asset life • All HVAC and HVDC • Health score asset data collection Health Index formulati

  16. Slide 16: Business Sustainability - Adoption of globally renowned processes

    Reliability Longevity Sustainability Safety Business Sustainability - Adoption of globally renowned processes • Adopting the renowned Malcolm Baldrige framework for business performance ABEM (Adani Business excellence Excellence Model) • Covering process improvement aspects like IMS, 5S, TP, Six Sig

  17. Slide 17: Enhanced Safety through Technology Inclusion

    Reliability Longevity Sustainability Safety Enhanced Safety through Technology Inclusion Robust Safety Framework Leading to “Zero” Fatalities in O&M Safety Enhancement through Tech AI and ML based real-time Daily take-away ATL Safety Role Based Safety detection of violation of safety Safe Connect me

  18. Slide 18: Harnessing Cutting-edge Technology for advanced O&M

    Harnessing Cutting-edge Technology for advanced O&M • Transmission-line Wireless Sensorisation –Satellite link used and • Failure Modes And Effects Analysis (FMEA) Solutions – data flow obtained from site(1) Performing FMEA to identify potential failure modes and • High Frequency Analysis (HFA) of e

  19. Slide 19: O&M Case Studies

    O&M Case Studies 1 Emergency Restoration System (ERS) of lines 2 Power Quality Improvement in Mahendragarh Problem Statement Problem Statement • Low (lagging) power factor due to inductive auxiliary load • Restoration of 765 kV S/C Tiroda - Koradi Line II on ERS. • Variation in power factor due to s

  20. Slide 20: Global Peer Benchmarking – Operating Parameters (Jan-Dec'20)

    Global Peer Benchmarking – Operating Parameters (Jan-Dec’20) System Availability (%) in line with global standards 99.99% 99.99% 99.99% 99.99% 100% 99.88% 100% 99% Maintaining 98.60% system availability 99% in line with global 98% standards 98% Italian Utility Russian Utility Spanish Utility Finland

  21. Slide 21: O&M – Sustainable Initiatives

    O&M – Sustainable Initiatives

  22. Slide 22: ESG Initiatives at sub-stations/sites centered around UNSDGs

    ESG Initiatives at sub-stations/sites centered around UNSDGs ESG Initiatives are mapped to UN Sustainability Goals for adoption and alignment as per best global standards United Nations Sustainable • Installed 2360 kWp capacity of solar plant Ecology • Replacement of conventional bulbs with LED Deve

  23. Slide 23: Case study - Energy Conservation (1/2)

    Case study - Energy Conservation (1/2) Greentech Award in Energy Conservation Transition to green energy by meeting auxiliary requirements of Solar MWp Addition substations through solar plant 4 9 7.9 7.5 Electricity Expense (in Cr.) (commissioned at Sami, Morena & 8 Rajnandgaon SS in FY21) reducing

  24. Slide 24: Case study - Financial benefit realized (2/2)

    Case study - Financial benefit realized (2/2) Total portfolio = 2.362 MWp Solar implementation done at Morena, Sami & R’gaon SS in FY20-21 Mahendragarh 1.00 MWp Akola 0.35 MWp A) Without Solar plant: Units billed W/o Solar plant = 11.97MWh Koradi 0.35 MWp Sami Charges to be paid = 77.23 Lacs 0.16 MW

  25. Slide 25: Conclusion

    Conclusion • Centralised O&M for • Leading O&M efficient O&M of platform in India assets Portfolio with a long track Centralized and record and of efficient • Shift from Time-based Evolving O&M experience team operating Maintenance (TBM) to Philosophy assets Reliability Centered • Industry leading M

  26. Slide 26: Thank you

    adani Thank you

  27. Slide 27: Disclaimer

    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 for your

Adani Transmission — Investor Presentation (October 2021) on 6ix