Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Investor Presentation (July 2022)
17 slides from Adani Enterprises's investor presentation, Jul 25, 2022
Slide 1: Submission of presentation for interaction at the investors' meeting
25th July, 2022 BSE Limited National Stock Exchange of India Limited P J Towers, Exchange plaza, Dalal Street, Bandra-Kurla Complex, Mumbai – 400001. Bandra (E), Mumbai – 400051. Scrip Code: 512599 Scrip Code: ADANIENT Dear Sir / Madam, Sub: Submission of presentation for interaction at the investor
Slide 2: Adani New Industries Limited (ANIL)
Adani New Industries Limited (ANIL) Sunidhi Investor Meet – Green Hydrogen Ecosystem 25 July 2022 0
Slide 3: Contents
CONTENTS 1 Adani Portfolio Overview 2 ANIL: Green Hydrogen Ecosystem
Slide 4: Adani Portfolio Overview
01 Adani Portfolio Overview STRICTLY CONFIDENTIAL
Slide 5: Adani: A World Class Infrastructure & Utility Portfolio
Adani: A World Class Infrastructure & Utility Portfolio ~USD 170 bn1 Combined Market Cap Infrastructure Portfolio Incubator Energy & Utility Transport & Logistics Direct to consumer Other businesses (72.3%) (60.5%) (73.9%) (65.5%) (100%) (44%) AGEL ATL APSEZ AWL AEL NQXT2 Renewables T&D Ports & Logi
Slide 6: Adani: 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% 18% 12% 3x 5x 3x 25% 1.4x 4% 6% 25% Industry APSEZ Industry AGEL Industry ATL Industry AGL 2014 972 MMT 113 MMT 20
Slide 7: Adani: 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 • Site acquisition • Engineering & design • Redesigning the capital structure Activity • Analysis & market • Life cycle
Slide 8: ANIL: Emulating Adani's Business Philosophy
ANIL: Emulating Adani’s Business Philosophy Large Integrated Platform De-risking Capex Strategic Location Platform uniquely positioned to offer Next generation technologies to stay Mundra SEZ: Integrated Green H2 Hub scale and high efficiencies ahead of the curve Land availability, supporting Develo
Slide 9: ANIL: Green Hydrogen Ecosystem
02 ANIL: Green Hydrogen Ecosystem STRICTLY CONFIDENTIAL
Slide 10: About Adani New Industries Limited (ANIL): The Vision
About Adani New Industries Limited (ANIL): The Vision 1 Significant Green Hydrogen demand − Green H2 market of ~6 MMTPA by 2030 and 20- 30 MMTPA by 2050 5 Decarbonization of Industrial Energy & Mobility 2 Transform India’s Energy Ecosystem − Decarbonisation covering − Transitioning from imported fos
Slide 11: ANIL Business Segments
ANIL Business Segments Adani New Industries − Manufacturing, H2 generation and Limited downstream products will result in a fully integrated green hydrogen ecosystem − Develop Mundra SEZ as Hydrogen Supply Chain Products consumption hub and Khavda as Green Hydrogen Generation Downstream Products Hyd
Slide 12: Green Hydrogen – Massive potential to decarbonize industries
Green Hydrogen – Massive potential to decarbonize industries End Use Sectors Green Hydrogen Market (MMT) Remarks 1.85 − Green H2 consumption by existing refining capacity in line with Refinery Demand 0.78 expected policy from GoI (National Hydrogen Energy mission) 0.13 − New Refinery projects will f
Slide 13: ANIL Business Philosophy: End to end value chain integration
ANIL Business Philosophy: End to end value chain integration Solar − Full backward integration starting from silicon till modules Key Considerations Modules − Focus on high efficiency future technologies – TOPCon and HJT − ANIL & AGEL will be the largest consumer of RE manufacturing − Manufacturing
Slide 14: Khavda: An ideal hub for Renewable + Green Hydrogen Generation
Khavda: An ideal hub for Renewable + Green Hydrogen Generation Green Hydrogen Generation at Khavda − 80% of the total cost to produce hydrogen is power cost − Low cost renewable power key ingredient for green hydrogen generation − Khavda site (~71,000 acres) in Gujarat with large scale renewable dep
Slide 15: ANIL: Green Hydrogen Ecosystem for First phase of 1.0 MMTPA
ANIL: Green Hydrogen Ecosystem for First phase of 1.0 MMTPA Key components of the project which is to be executed for 1.0 MMTPA Green H2 ecosystem include: Hybrid RE Electrolyzer for Green Green H2 Generation H2 Pipeline Green H2 Green Ammonia Ammonia Compression production Offtake ▪ ~20 GW+ ▪ ~210
Slide 16: Mundra SEZ: The largest integrated Green Hydrogen Hub in the world
Mundra SEZ: The largest integrated Green Hydrogen Hub in the world Full suite of Hydrogen … For multiple end uses including substantial captive … And backed by credible offerings … use in Adani Portfolio businesses … action on ground 1 5 RE capacity directly 48 GW Green Fertilizers Steel, Petrochemi
Slide 17: Thank You
Thank You
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