Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — BNP Paribas Sustainable Future Forum 2021
30 slides from Adani Green Energy's conference presentation, Oct 28, 2021
Slide 1: Intimation of Analysts / Institutional Investors Meeting
Date: October 28, 2021 To BSE Limited The National Stock Exchange of India Limited P J Towers, “Exchange Plaza”, Dalal Street, Bandra – Kurla Complex, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 541450 Scrip Code: ADANIGREEN Dear Sir, Sub: Intimation of Analysts / Institutional Investo
Slide 2: BNP Paribas Sustainable Future Forum
Adani Green Energy Limited BNP Paribas Sustainable Future Forum Oct 2021
Slide 3: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile 3 AGEL: ESG 4 Climate Alignment of Adani Energy Portfolio 5 AGEL: Value Creation & Investment Rationale
Slide 4: Adani Group
Adani Group Renewables
Slide 5: 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 B2C Portfolio Portfolio businesses– 63.8% 100% 75% 60.2% • ATGL – Gas distribution network to serve key APSEZ ATL AGEL geographies across India NQXT2 Renewables Port
Slide 6: 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) 12% 45% 132% 20% 3x 5x 3x 30% 1.5x 4% 7% 25% Adani Industry AGEL Adani Industry ATL Industry AGL Industry APSEZ 2014
Slide 7: 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 • Site acquisition • Engineering & design • Redesigning the capital • Analysis & market • Life cycle O&M
Slide 8: AGEL: Replicating Group's Simple yet Transformational Business Model
AGEL : Replicating Group's Simple yet Transformational Business Model Secure Sites & Connectivity Resource Assessment Construction Readiness Development 200,000 acres ~ 31 GW potential Geotechnical studies 85+ Wind data locations and detailed design planning, Resource rich Sites in strategic locatio
Slide 9: Adani TotalEnergies Renewable Partnership
Adani TotalEnergies Renewable Partnership – Amongst Largest infrastructure and real asset platform in India – One of the largest energy players in the world & a leading liquefied natural gas player globally – Deep expertise and experience in developing large scale infrastructure projects in India –
Slide 10: Adani Green Energy Limited: Company Profile & Business Philosophy
Adani Green Energy Limited Company Profile & Business Philosophy Renewables 9
Slide 11: AGEL: Transformational Renewable Company
AGEL: Transformational Renewable Company Pan India Presence 4x Locked-in Growth 1, 3 Renewable Capacity (in MW) 20,284 Operational Under exec../ Near Const. Wind Solar 5,410 MW – Operational Solar-Wind Hybrid 6,591 MW – Under execution 2 130 8,283 MW – Near Construction 3 5,410 395 20,284 MW - Locke
Slide 12: AGEL: Majority Operating Portfolio by 2022 reducing Development Risk
AGEL: Majority Operating Portfolio by 2022 reducing Development Risk Assets contracted under 25 year PPA, 88% of capacity contracted to sovereign / sovereign equivalent rated counterparties Development risk to reduce with increasing proportion of Operating Capacity Low counterparty risk Operating ca
Slide 13: AGEL: ESG
AGEL: ESG Decarbonizing the Nation’s Growth Renewables 12
Slide 14: AGEL: Robust ESG Assurance Framework
AGEL : Robust ESG Assurance Framework Guiding principles United Nations Global Sustainable Development SBTi Guiding Compact Goals Policies principle Disclosure Standards TCFD GRI Standards CDP disclosure Policy Structure Focus Area - UNSDG – Biodiversity Policy ESG E – Energy & Emissions as part of
Slide 15: AGEL – Environmental Philosophy
AGEL – Environmental Philosophy Carbon Emission Reduction Natural Resource Conservation Biodiversity Management – Supporting low carbon Economy – Reduce freshwater withdrawal and – Biodiversity Management Plan – Improving Carbon Efficiency water conservation initiatives – Green landscaping at operat
Slide 16: AGEL – Social Philosophy aligned with UN SDGs
AGEL– Social Philosophy aligned with UN SDGs United Nations Sustainable Our Key Social Initiatives mapped to UNSDG Development Goals 2030 Education Gujarat – Enhancing quality of education through adoption of government primary 4. Quality Education Rajasthan schools. Renovation of public library in
Slide 17: AGEL – Governance Philosophy
AGEL – Governance Philosophy Policies / Commitment Committees Assurance ESG Governance Structure – Environment Management ESG Apex Committee – Corporate Responsibility – Energy & Emission Commitment Committee – Water Stewardship Commitment – Risk Management Committee ESG Mentors – Biodiversity Polic
Slide 18: AGEL: Revised Board charter implemented
AGEL: Revised Board charter implemented Board Independence Board Committee Existing Approved Audit Committee 75% 100% Nomination and Remuneration Committee 75% 100% Corporate Social Responsibility Committee 33% At least 75% Stakeholders Relationship Committee 67% At least 50% Risk Management Committ
Slide 19: AGEL – Key Initiatives towards Climate Action & Resource Conservation
AGEL – Key Initiatives towards Climate Action & Resource Conservation Water consumption reduction initiatives Fast-paced Renewable Capacity addition leading to a greener future Water Operational capacity (MW AC) 25.00 Target capacity (MW AC) Consumption / module / cycle Conventional Module Cleaning
Slide 20: Case Study - 648 MW solar plant at Kamuthi becomes Water Positive
AGEL: Case Study - 648 MW solar plant at Kamuthi, Tamil Nadu becomes Water Positive Aligning to UN Sustainable Development Goal 12 ✓ Committed to water neutrality through reducing water consumption & conservation of water Certified Water +ve by DNV Estimated water New ground water consumption for Wa
Slide 21: Case Study - Kamuthi solar plant certified Single-Use-Plastic Free
AGEL: Case Study - 648 MW solar plant at Kamuthi certified as Single-Use-Plastic (SUP) Free Aligning to UN Sustainable Goals 12 & 14 ✓ Committed to responsible consumption by way of reducing single-use-plastic usage to ‘zero’ and thereby help reduce its impact on life below water ✓ SUP free certific
Slide 22: Update on Adherence to the ESG Guiding Principles and Disclosure Standards
AGEL: Update on Adherence to the ESG Guiding Principles and Disclosure Standards Guiding Principles ✓ Signatory to United Nations Global Compact (UNGC): Submitted first Communication on Progress (COP) for FY21 ✓ UN Sustainable Development Goals: ✓ Signatory to UN Energy Compact in line with SDG 7 (A
Slide 23: Update on Implementation of ESG Program
AGEL: Update on Implementation of ESG Program Key Commitments Indicator FY25 Target FY22 Target Status: H1 FY22 Water neutral operating capacity (MW) 100% 40% 30% Zero waste to landfill operating capacity (MW) 100% 50% Implementation underway, certification to follow Single use plastic free operatin
Slide 24: Climate Alignment of Adani Energy & Utility Portfolio
Renewables Climate Alignment of Adani Energy & Utility Portfolio 23
Slide 25: AGEL's deep green strategy to lead the group's sustainability ambitions
Adani Group: AGEL’s deep green strategy to lead the group’s sustainability ambitions (INR in bn) Utility EBITDA % Green EBITDA* 85% 200 90% 78% 180 % Green Capex 75% 80% 190 75% 160 64% 70% • Evolving into a sustainable infra asset owner. 140 143 60% 120 100 127 48% 50% • Utility EBITDA from green b
Slide 26: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Renewables
Slide 27: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Targeted FY 17 FY 21 Growth 2025 Capacity (MW) 748 MW CAGR of 47% 3,470 MW 1 7x growth 25,000 MW INR 50 bn INR 178 bn ~ INR 1,200 bn Capital Employed3 CAGR of 37% USD 2,438 mn 7x growth USD 16,438 mn USD 685 mn INR 8 bn INR 31 bn 6x g
Slide 28: AGEL: A Compelling Investment Case
AGEL: A Compelling Investment Case ▪ Pedigree of Adani Group: leadership in infrastructure energy & utility and transport & logistics sectors Strong Sponsorship ▪ Robust, reliable supply chain backed by strategic investments ▪ Strategic partnership with French Energy major TotalEnergies SE ▪ India t
Slide 29: Disclaimer
Disclaimer Certain statements made in this presentation may not be based on historical information or facts and may be “forward-looking statements,” including those relating to general business plans and strategy of Adani Green Energy Limited (“AGEL”),the future outlook and growth prospects, and fut
Slide 30: Thank You
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