Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Investor Presentation (October 2022)
19 slides from Adani Enterprises's investor presentation, Oct 13, 2022
Slide 1: Adani Airports CFO Presentation
Adani Airports CFO Presentation 13 October 2022
Slide 2: Table of Content
Table of Content 1 Twin Airport Strategy 2 NMIAL :Construction Excellence 3 Traffic Recovery
Slide 3: Twin Airport Strategy
01 Twin Airport Strategy
Slide 4: Mumbai: Commercial Capital of India and an International Gateway
Mumbai : Commercial Capital of India and an International Gateway Mumbai : India’s Commercial Capital India’s Largest City India’s Commercial & Financial Capital Adani’s world class assets in 8%+ of India’s real GDP 20.4mn population; (Equivalent to Quarter of Spain, Half of Mumbai: AEML, MIAL, NMIA
Slide 5: NMIAL: well positioned for next decade of growth
NMIAL: well positioned for next decade of growth Mumbai Airport Capacity Mumbai : City Center Airport in Single Runway Airport: Growing Pax Footfalls Capacity Constraint due to…. congested area of Mumbai Pax (Mn) 45.2 48.5 48.8 45.9 No Further Scope of Capacity 2 Runways but crossing each 41.7 Enhan
Slide 6: MIAL & NMIAL: Opportunity to Increase Underpenetrated International Traffic at Mumbai
MIAL & NMIAL: Opportunity to Increase Underpenetrated International Traffic at Mumbai Fortnightly International Seat Capacity Global Airlines with less than 19% (Average) share in MIAL LOT Polish 6% Flydubai 13% DEL 35% KLM Royal Dutch 18% Flynas 18% Malaysia Airlines 15% BOM 19% Oman Air 9% Thai Ai
Slide 7: Case Study: Opportunity for MIAL & NMIAL to capture larger Traffic
Case Study: Opportunity for MIAL & NMIAL to capture larger Traffic A) Vacuum Created to Due to Jet Airways Fiasco in FY 2020 B) Opportunity to Create Transit Ecosystem: I. MIAL : Domestic Traffic I. MIAL : Destination wise International Passengers 20% 18% Domestic Traffic (Mn) 17% 13.62 Top 7 15% De
Slide 8: NMIAL & MIAL Twin Airport Strategy
NMIAL & MIAL Twin Airport Strategy Shifting of Block of Airline Hub & Spoke Strategy • Currently, Mumbai has 2 major airlines with Twin Airport System • Beginning the operations by NMIAL, both airports domestic as well as international operations : will have 2 runways combined with 3 terminals. 1) I
Slide 9: MIAL & NMIAL: Road Connectivity
MIAL & NMIAL : Road Connectivity Road Connectivity between MIAL, NMIAL and Prominent places of MMR 1 10 Lane Sion-Panwel Expressway. 2 National Highway 4B (NH4B) connecting to NH 48 3 4 Lane Concrete Amara Marg Connectivity through 200 luxury buses between Mumbai & Mumbai Trans 4 Navi Mumbai Harbor
Slide 10: MIAL and NMIAL: Rail Connectivity
Mail and NMIAL: Rail Connectivity Mumbai Lines 1. Versova–Andheri–Ghatkopar 2A. Dahisar-Malad-DN Nagar 2B. DN Nagar-Mandala-Mankhurd 3. Colaba - Bandra – SEEPZ 4. Wadal–Kasarvadavali 4A. Kasarvadavali-Gaimukh 5. Thane-Bhivandi-Kalyan 6. Lokhandwala-Jogeshwari-Kanjurmarg 7. Dahisar (E) to Bandra(E) 7
Slide 11: Case Study: Connecting by Metro [Mumbai & Navi Mumbai]
Case Study : Connecting by Metro [ Mumbai & Navi Mumbai] Passenger from Mira Bhayandar Andheri(E) Dahisar Borivali Malad Goregaon CSIMA BKC Metro Station Chembur Mankhurd Belapur CBD Line-9 Line-7A Line-2B NMIAL Extension Passenger from Fort Churchgate GT Road Mahalakshmi Dadar BKC Metro Station Che
Slide 12: NMIAL Construction Excellence
02 NMIAL Construction Excellence
Slide 13: NMIAL: Construction Excellence (2017 vs 2022)
NMIAL : Construction Excellence (2017 vs 2022) Re Alignment of Ground Improvement Pre-Development Works & Land Development Works Completed by MSETCL HT Lines Works CIDCO Re-location of Re-coursing of Villages (R&R) North Channel Training of Gadhi River 7 3 8 6 8 4 1 5 8 8 8 8 2 • The airport site is
Slide 14: NMIAL: Journey Till Date
NMIAL : Journey Till Date GoM appointed CIDCO as Nodal Agency for NMIA Project in July, 2008 Pre-development work started 2007 2008 2017 2018 GoI approved development of MIAL won Bid of Navi Mumbai Concession Agreement signed greenfield international airport Airport (PPP basis) at Navi Mumbai in 200
Slide 15: NMIAL: Project Progress
Upto Mar-22 Apr-22 May-22 June-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Financial Progress Feb-23 Mar-23 Apr-23 May-23 June-23 Jul-23 Planned Aug-23 NMIAL : Project Progress Sep-23 Oct-23 Nov-23 Actual Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 June-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 De
Slide 16: Traffic Recovery
03 Traffic Recovery
Slide 17: 6 Airports: Covid-19 Impact & Recovery
6 Airports: Covid-19 Impact & Recovery Aggregate Passenger traffic and cargo volumes for Ahmedabad, Lucknow, Mangaluru, Jaipur, Guwahati, Trivandrum airports Domestic PAX (in Mn) International PAX (in Mn) Cargo Volume (Mt in ‘000) Pre-covid level : Q1 FY 20 Pre-covid level : Q1 FY 20 Pre-covid level
Slide 18: MIAL: Covid-19 Impact & Recovery
MIAL: Covid-19 Impact & Recovery Domestic PAX (in Mn) International PAX (in Mn) Cargo Volume (Mt in ‘000) Pre-covid level : Q1 FY 20 Pre-covid level : Q1 FY 20 Pre-covid level : Q1 FY 20 2.8 223.0 231.6 219.8 7.7 7.59 2.19 210.1 211.1 212.5 7 200.5 5.8 155.0 4.6 1.3 3.9 1.1 1.9 0.5 0.5 1.3 0.3 0.2 Q
Slide 19: Thank You
Thank You
Adani Enterprises — Investor Presentation (October 2022) on 6ix