Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Shareholder Meeting (July 2022)
26 slides from Adani Enterprises's shareholder meeting presentation, Jul 26, 2022
Slide 1: Adani Enterprises Ltd 30th Annual General Meeting
Adani Enterprises Ltd 30th Annual General Meeting 26th July, 2022 Tuesday 10:00 AM Presented by Mr. Jugeshinder Singh – Group CFO 1
Slide 2: Contents
Contents 01 Group Profile 02 Company Profile 03 Operational and Financial Highlights 04 Way Forward 05 Responsible Incubator – Enabling Value Creation 06 ESG Framework 2
Slide 3: Group Profile
Group Profile 3
Slide 4: Adani: A World Class Portfolio
Adani: 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 APSEZ AE
Slide 5: Decades Long Track Record of Industry Best Growth Rates Across Sectors
Adani: 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% 12% 18% % 3x 5x 3x 25% 1.4x 4% 6% 25% Adani Industry AGEL Adani Industry ATL Industry APSEZ Industry AGL 2014 972 M
Slide 6: Repeatable, Robust & Proven Transformative Model of Investment
Adani: Repeatable, Robust & Proven Transformative Model of Investment Phase Development Operations Post Operations Origination Site Development Construction Operation Capital Mgmt • Engineering & design • Redesigning the capital structure Activity • Analysis & market • Site acquisition • Life cycle
Slide 7: Company Profile
Company Profile 7
Slide 8: AEL Emulating Adani's Business Philosophy
AEL Emulating Adani’s Business Philosophy 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 businesses thr
Slide 9: AEL Current Incubation Portfolio
AEL Current Incubation Portfolio AEL Portfolio Transport & Consumer Energy & Utility Primary Industry Logistics businesses New Industries (End to end Green Airports Food FMCG1 Mining Industrials H2 chain) Data Center Roads Digital IRM & Mining PVC Services Commercial Copper, Water Mining Aluminum Sp
Slide 10: Operational & Financial Highlights
Operational & Financial Highlights 10
Slide 11: AEL Business Updates FY22
AEL Business Updates FY22 Segment Business Updates − Order Book stood at 700 MW as on 31st March 2022 Adani New − Module line trial run started for new 2.0 GW capacity plant 4,975 lane km1 Industries − Cell line and comprehensive project COD by July 22 Manufacturing − Estimated project cost – Rs. 18
Slide 12: AEL Business Updates FY22
AEL Business Updates FY22 Segment Business Updates − Open Order Book stood at Rs. 35000+ Crores − Concession Agreement signed for Ganga Expressway project for 464.2 KM in Jan 22 − Received LOA for Kagal Satara 67.0 km project in Maharashtra on BOT basis Transport & − 49% stake purchase completed for
Slide 13: AEL Key Consolidated Financials - FY22
AEL Key Consolidated Financials - FY22 (Rs. Crore) Revenue EBIDTA PAT Attributable to owners Established business Developing business Established business Developing business Established business Developing business 75% FY 22 – 70,433 65,345 45% FY 22 – 4,726 FY 22 – 777 FY 21 – 40,291 FY 21 – 3,259
Slide 14: AEL – Way forward
AEL – Way forward 14
Slide 15: ANIL – a Green Hydrogen story towards energy security
ANIL – a Green Hydrogen story towards energy security ❖ Proposed Investment of USD 50 Bn over next decade H2 ❖ Aim to decarbonize industries and mobility while Khavda (Green H2 Generation Hub) delivering hydrogen as an alternative green energy, with the least expensive electron H2 pipeline of initia
Slide 16: AEL Growth Profile of Incubating Businesses
AEL Growth Profile of Incubating Businesses Business Current Scale Growth Overview − Decarbonization of industrial and mobility through green hydrogen New Industries USD 2.5 bn invested Investment of USD − 6 GW manufacturing ecosystem of cell module line underway, 3 GW (Adani New Industries in Green
Slide 17: AEL Early-Stage incubating businesses
AEL Early-Stage incubating businesses − Development of water infrastructure - sewage treatment plants, desalination plants. Water − Total sewage water treatment capacity of 371 million liters per day and aggregate project cost of INR 785 cr (Adani Water Ltd.) − Focus on projects in PPP / Hybrid-Annu
Slide 18: Responsible Incubator – Enabling Value Creation
Responsible Incubator – Enabling Value Creation 18
Slide 19: AEL: Immense value creation
AEL : Immense value creation AEL has a demonstrated track record of creating high quality sustainable infrastructure businesses since 1994 As on date In 20 years from IPO After 2015 Demerger In 10 years from IPO AEL - 80 shares IPO in Nov 1994 Adani Enterprises Adani Enterprises AEL - 80 shares APSE
Slide 20: AEL: Strong value return with sound capital management
AEL : Strong value return with sound capital management • Capital management highlights - AEL Share vs NIFTY 50 Index 95% o International Holding Company, Abu Dhabi based strategic investment company invested INR 7,700 Crore (3.53% stake) in primary equity transaction o Through secondary market tran
Slide 21: ESG Framework
ESG Framework 21
Slide 22: Robust ESG Assurance Framework
Robust ESG Assurance Framework Guiding principles United Nations Global Sustainable Development Guiding GRI Standards Compact Goals Policies principle Policy Structure Focus Area - UNSDG − Climate Action − Environment Policy covered in E ESG Business Responsibility (BR) Policy − No poverty − Zero hu
Slide 23: Environmental Philosophy
Environmental Philosophy Offsetting Carbon Emission Conservation of Resource Waste Management − Carbon sequestration by − Reducing water footprint − Recycling waste through land-filing afforestation Climate − Land use and cover management − Circular Economy Awareness − Improving Carbon Efficiency −
Slide 24: Social philosophy
Social philosophy AEL’s Key Social Initiatives mapped to UNSDG United Nations Multiple − Own schools, digitalization and up gradation of Sustainable Development Goals 2030 Women’s Education Govt. school to provide cost free education to the Locations 1. No Poverty needy. 2. Zero Hunger − Project Sup
Slide 25: Governance Philosophy
Governance Philosophy Policies Committees Assurance − Environment Policy covered in BR − Corporate Responsibility Committee Policy − Risk Management Committee Corporate Responsibility Committee − Corporate Social Responsibility Policy Established “CRC” of − Corporate Social Responsibility the board
Slide 26: Thank You
Thank You 26