Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Debt Investor Presentation (September 2021)
24 slides from Adani Green Energy's debt investor presentation, September 2021
Slide 1: Adani Green Energy Limited Credit Investor Presentation
Adani Green Energy Limited Credit Investor Presentation Sep 2021
Slide 2: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile 3 AGEL: Transformational Advantage 4 AGEL: ESG 5 Investment Rationale Annexures
Slide 3: Adani Group
Adani Group Renewables
Slide 4: 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– • ATGL – Gas distribution 63.8% 100% 75% 59.3% network to serve key APSEZ ATL AGEL geographies across India NQXT2 Renewables Port
Slide 5: Adani Group: Decades long track record of industry best growth rates
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% Industry Adani APSEZ Industry AGEL Adani Industry ATL Industry AGL 2014
Slide 6: 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 7: 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 8: Adani TotalEnergies Renewable Partnership
Adani TotalEnergies Renewable Partnership Adani Group and TotalEnergies have a long-term partnership and commitment to expanding the renewable footprint through AGEL – Amongst Largest infrastructure and real asset platform in India – One of the largest energy players in the world & a leading liquefi
Slide 9: Adani Green Energy Limited Company Profile & Business Philosophy
Adani Green Energy Limited Company Profile & Business Philosophy Renewables 9
Slide 10: AGEL: Transformational Renewable Company
AGEL: Transformational Renewable Company Pan India Presence 1 4x Locked-in Growth 1 Renewable Capacity (in MW) Operational Under exec../ Near Const. Existing 19,794 Wind Solar 5,370 MW – Operational 5,104 Under acquisition Solar-Wind Hybrid 5,424 MW – Under execution 130 9,000 MW – Near Construction
Slide 11: AGEL: Majority Operating Portfolio by 2022 reducing Development Risk
AGEL: Majority Operating Portfolio by 2022 reducing Development Risk Assets contracted under 25 year PPA, 87% of capacity contracted to sovereign / sovereign equivalent counterparties Development risk to reduce with increasing proportion of Operating Capacity Low counterparty risk Operating capacity
Slide 12: AGEL: Business Philosophy focussing on de-risking at every stage
AGEL: Business Philosophy focussing on de-risking at every stage of project lifecycle DE-RISKING AT EVERY STAGE Site and Evacuation Project Execution − ~31GW potential, ~200,000 acres of land − PMAG - Central team with deep experience − Clear visibility on evacuation infrastructure − Eg: Execution o
Slide 13: AGEL: Technology Enabled Operational Excellence
AGEL: Technology Enabled Operational Excellence – AGEL operating assets currently spread across 11 states and 59 locations. Portfolio managed by O&M team of 630 personnel – Cluster based operating model enabling smooth governance and efficient utilization of manpower and spares: Personnel spread acr
Slide 14: AGEL: Capital Management leading to Value Creation
AGEL: Capital Management leading to Value Creation Fully Funded Construction Program ▪ Revolving Project Financing Framework for USD 1.35 bn with participation from 12 international banks to enable fully funded construction pipeline ✓ Mitigating risk of capital availability ▪ Tranche 2 & 3 of constr
Slide 15: Fully Funded Growth through Construction Framework Agreement
Fully Funded Growth through Construction Framework Agreement – AGEL has signed up Construction Framework Agreement for under construction projects for US$1.35 bn with 12 international banks – Revolving capex facility: 1,690 MW hybrid projects funded as first set of projects, takeout within COD + 1 y
Slide 16: AGEL: ESG
AGEL: ESG Renewables 16
Slide 17: 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 18: 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 19: AGEL – Social Philosophy
AGEL– Social philosophy United Nations Sustainable Our Key Social Initiatives mapped to UNSDG Development Goals 2030 Education Gujarat – Enhancing quality of education through adoption of government 4. Quality Education primary schools Health Rajasthan & other – Winterwear distribution to underprivi
Slide 20: 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 21: AGEL: Investment Rationale
AGEL: Investment Rationale Renewables
Slide 22: AGEL: A Compelling Investment Case
AGEL: A Compelling Investment Case – World class project execution with equipment sourced from tier 1 suppliers through strategic alliances Excellent execution – Central monitoring of all project execution by Project Management & Assurance Group track record – Track record of executing projects ahea
Slide 23: 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 24: Thank You
adani ” Renewables | Thank You
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