Adani Energy Solutions Ltd · NSE:ADANIENSOL
Adani Energy Solutions — Shareholder Meeting (June 2025)
23 slides from Adani Energy Solutions's shareholder meeting presentation, June 2025
Slide 1: Adani Energy Solutions Limited 12th Annual General Meeting
Adani Energy Solutions Limited (Formerly known as Adani Transmission Limited) 12th Annual General Meeting June 2025 Presented by: Mr. Anil Sardana, MD – AESL
Slide 2: Adani Portfolio
adani Energy Solutions Adani Portfolio
Slide 3: Adani: A World Class Infrastructure & Utility Portfolio
Adani: A World Class Infrastructure & Utility Portfolio Flagship Infrastructure & Utility Core Portfolio Primary Industry Emerging B2C Materials, Metal Direct to Incubator Energy & Utility Transport & Logistics & Mining consumer (100%) (100%) (73.97%) (100%) (50.00%) (100%) (100%) ANIL AdaniConneX3
Slide 4: About AESL
adani Energy Solutions Adani Energy Solutions Ltd. (formerly known as Adani Transmission Ltd.) adani Energy Solutions =i, Smart Metering About AESL
Slide 5: Holding Structure and Portfolio Overview
AESL: Holding Structure and Portfolio Overview Adani Family Public 69.9%(1) 30.1% Transmission Distribution Smart Metering Cooling Solutions 100% 100% 74.9%(2) 100% 100% 100% 100% Section 63 Section 62 AEML 25.1% MUL Parallel License Letter of Award BOT Opportunities Fixed tariff(2) RAB Assets Mumba
Slide 6: Transformational Journey and Strategic Objectives
Transformational Journey and Strategic Objectives 6
Slide 7: Transformational Journey with Robust Growth
AESL: Transformational Journey with Robust Growth Delivered 16% EBITDA CAGR from FY16-25 with credit discipline Presence across 16 states of India EBITDA (Rs. Crs) 7,746 6,101 6,322 5,493 5,066 4,519 2,937 3,113 1,997 2,005 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 Key Business Levers and Lo
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 CAGR of ~6% with a focus on RE >70% of new capacity additions till 2032 will be from Electricity demand growth to continue at 6% over medium to long term renewable energy sourc
Slide 9: Tangible Growth Levers
AESL: Tangible Growth Levers Locked-in Growth in Transmission, Distribution and Smart Metering Transmission Distribution Smart Metering 15 under 2 distribution circles 22.8 million meter construction – Mumbai and orders over 9 projects Mundra projects → → → Revenue Potential: Regulated Asset Tariff:
Slide 10: Huge Untapped Growth Across All Lines of Businesses
AESL: Huge Untapped Growth Across All Line of Businesses Market Positioning and Sectoral Developments are Favorable for AESL Transmission Distribution Smart Metering C&I and Cooling Solutions Business • Transmission opportunity (as per • DISCOM privatization picking up pace with • Untapped market of
Slide 11: Capex Profile
lani Energy Solutions
Slide 12: Capex Profile: Significant ramp-up in capital expenditure
Capex Profile: Significant ramp-up in the capital expenditure to tap the underlying growth opportunity (In Rs Cr) Capex: FY24 vs FY25 11,444 • Backed by its robust project and operating excellence and prudent capital management program, AESL 2,015 significantly increased its capex ramp-up during FY2
Slide 13: Operational and Financial Performance
Operational and Financial Performance 13
Slide 14: Key Operational Highlights
AESL: Key Operational Highlights Average System Availability (%) AEML - Distribution Loss (%) 99.7% 99.6% 5.29% 4.77% FY24 FY25 FY24 FY25 Transmission Network Length(1) (ckm) AEML - Total Units Sold (MUs) 26,696 10,558 20,509 9,916 FY24 FY25 FY24 FY25 14 Notes: 1) Includes Operational and Under-cons
Slide 15: Consolidated Financial Highlights
AESL: Consolidated Financial Highlights (In Rs Cr) Operational Revenue Total EBITDA 17,057 7,746 14,217 6,323 FY24 FY25 FY24 FY25 Adjusted PAT(1) Cash Profit(2) 1,810#* 4,292# 3,257 1,195 FY24 FY25 FY24 FY25 15 Notes: 1) Adjusted PAT excludes one time and exceptional items; 2) Cash profit calculated
Slide 16: Recent Business Updates and Awards
AESL: Recent Business Updates and Awards 16
Slide 17: Recent Business Updates and Awards
AESL: Recent Business Updates and Awards Secured Rajasthan Phase III Part-I (Bhadla – Fatehpur HVDC AESL singed an MoU with MAHAPREIT to implement For the third year in a row, AEML ranked No. 1 utility in 13 transmission line) with a project cost of Rs 25,000 cr. This cooling solutions in the Mumbai
Slide 18: Recent Business Updates and Awards
AESL: Recent Business Updates and Awards AESL scored 97% in the World Disclosure Initiative (WDI) CSA score from S&P Global rose to 73/100 (as of November The CDP Water Security 2024 score improved to –A survey by Thomson Reuters Foundation, surpassing the 2024), surpassing the global electricity ut
Slide 19: AESL - ESG Framework
Adani Energy Solutions Limited Debt Presentation | February 2 0 2 0 Transmission AESL is now certified Won the prestigious Continue to maintain − Sustainalytics ESG score improved to Best-in-class ESG ratings from − Single Use Plastic (SUP) Free 27.9 with ‘Medium Risk’ ratings in January 2025, surpa
Slide 20: ESG Framework
AESL: ESG Framework United Nations GHG Protocol SBTi Global Compact Guiding Integrated Reporting Policies Guiding Principles and TCFD framework CDP principle Disclosure Standards UN Sustainable TNFD GRI Standards Development Goals Policy Structure Focus Areas • Environment & Energy as part of IMS po
Slide 21: Board of Directors
AESL: Board of Directors Board of Directors Board Committees Independent Directors 100% Chaired Chaired IDs by IDs by NID Statutory Committees 40% K Jairaj Hemant Nerurkar Chandra Iyengar - Audit 🗹 Comprised of only Independent Directors 45+ Yrs of Experience 40+ Yrs of Experience 50+ Yrs of…
Slide 22: Legal Disclaimer
Legal Disclaimer Disclaimer: The information contained in this presentation is provided by Adani Energy Solutions Limited (together with its subsidiaries, the “Company” or “AESL”) to you solely for your reference and for information purposes only. This presentation is highly confidential and is bein
Slide 23: Thank You
MUSHKILON K\ adani , NAHI SUNTE, HUM KARKE DIKHATE HAIN. #HumKarkeDikhateHain — adani Energy Solutions Thank You
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