Adani Enterprises Limited · NSE:ADANIENT

Adani Enterprises — Investor Presentation (September 2016)

17 slides from Adani Enterprises's investor presentation, September 2016

  1. Slide 1: Thinking big, Doing better

    Thinking big Doing better 0-0 0-0 0-0 0-0 Sweeeeeecocccccccccce seeee cece

  2. Slide 2: Adani Group: Form & Substance

    Adani Group: Form & Substance Structure Promoters 75.00% 57.34% 64.01% 75.00% Adani Adani Ports Adani Adani Power Enterprises and SEZ Transmission Public>> 25.00% 42.66% 35.99% 25.00% 2

  3. Slide 3: Adani Group - Business

    Adani Group - Business AEL APSEZ APL ATL  Coal Mining Largest Private Sector Largest Private Power 5000+ Ckt Kms  Coal Trading Port Company producer in India  Mundra-Dehgam  Solar/Renewables  Ports  Mundra (4620 MW)  Mundra-  Agro  Multi Modal Logistics  Tiroda (3300 MW) Mohindergarh  Cit

  4. Slide 4: Adani Enterprises

    Adani Enterprises MDO/Solar/Coal/Agro/CGD

  5. Slide 5: Mine Developer cum Operator: a Business with Stable Cash Flows

    Mine Developer cum Operator: a Business with Stable Cash Flows Typical MDO Agreement MDO Process Stages Awards mining contracts based on competitive bidding Land Acquisition Develop, Plan, Operate & Coal mine owned Manage Mining Operation by the State MDO Electricity Board (SEB) Establishment of Was

  6. Slide 6: AEL: Largest Mine Developer & Operator

    AEL: Largest Mine Developer & Operator State Chhattisgarh Parsa - Parsa Kente Mine Kente Extension (RRVUNL) (RRVUNL) (RRVUNL) Block Area (Sq Km) 27.67 12.52 17.00 MundraKandla Kente Ext Dahej Port Mineable Reserve 452 150 200 Hazira Port Dhamra (Mn MT) Vizag Parsa – Kente Capacity at peak 15 5 7 Mor

  7. Slide 7: Renewable Energy: Growth Opportunity

    Renewable Energy: Growth Opportunity  India's total renewable power installed capacity: 39 GW as at Mar 2016  Renewable energy capacity target - 175 GW by 2022  Solar – 100 GW Capacity Breakup  Wind – 60 GW  Biomass & others – 15 GW Biomass & others 12% Current Situation NAPCC Scale up Targets

  8. Slide 8: Renewable Generation – Ongoing Projects

    Renewable Generation – Ongoing Projects Location Tamil Nadu Punjab UP Capacity (MW) 648 105 50 360 MW Operational Commencement July/Aug-16 May-17 288 MW by Jun-16 PPA Counter Party TANGEDCO PSPCL UPSPCL PPA Tenure (Yrs) 25 25 25 Technology Polycrystalline Technology Suntech, Trina, CSI, GCL & Under

  9. Slide 9: Renewable Energy – New Projects: 1468 MW

    Renewable Energy – New Projects: 1468 MW Telangana + Maharasht Chhattisga Location UP AP Jharkhand Karnataka Rajasthan ra rh Capacity (MW) 50 50 50 100 + 20 740 20 100 KREDL/SECI PPA Counter NTPC NTPC JBVNL NTPC /NTPC/ SECI SECI Party GESCOM PPA Tenure (Yrs) 25 25 25 25 25 25 25 Technology Polycryst

  10. Slide 10: Coal Trading: Integrated Coal Management

    Coal Trading: Integrated Coal Management Customer Multi-Country Financing Multi modal Account Procurement Logistics Management Coal Business Consistent Market share in electricity Electricity Private Adani Third business ~50% Yamunagar Boards Business Power Ltd Country Suratgarh Panipat Hissar Hardu

  11. Slide 11: Coal Mining: Indonesia & Australia

    Coal Mining: Indonesia & Australia Bunyu Island Location Bunyu Island, Indonesia Resource 269 MMT (JORC) Current Capacity 7 MMPTA Production FY15: 5 MMT Coal Mining Indonesia  Galilee Basin - Queensland, Location Australia Resource  Thermal Coal – 11.04 Bn Tonnes Base (JORC) Coal Crushing Producti

  12. Slide 12: Agro

    Agro Edible Oil & Agro commodities  Joint venture with Wilmar, Singapore (50:50)  “FORTUNE” - India’s number 1 edible oil brand with approx. 20% market share  Volumes > 3.0 MMTPA  Expanding into more agro products such as Rice, Pulses. Soya nuggets, etc.  Manufacturing facilities spread across

  13. Slide 13: City Gas Distribution

    City Gas Distribution Areas  Ahmedabad, Vadodara, Faridabad and Khurja  ~353 km of steel pipelines Infrastructure  ~5,000 km of polyethylene pipelines Adani Gas  > 950 industrial clients Customer  > 2,00,000 households clients  > 1,800 commercial clients CNG  65 CNG stations across four citie

  14. Slide 14: Group Initiatives

    Group Initiatives

  15. Slide 15: Adani Group: Business Process Transformation (TEZZ)

    Adani Group: Business Process Transformation Tezz Transformation: Components and Key Processes Disha: Power Operations Ignite: Ports Operations  BPT of Power Operations Group with ATK:  BPT of Ports Operations Group with KPMG : – Strategic Planning – Marine Operations – Revenue Management – Termin

  16. Slide 16: Adani Group: CSR Initiatives

    Adani Group: CSR Initiatives Education  Underprivileged Children  Girl Child Education  Training volunteers for teaching  Adani Vidyamandir Health  Mobile dispensary  Teaching sanitation in rural area  Immunization for kids  HIV /AIDS awareness campaign Livelihood Development  Vocational tr

  17. Slide 17: Legal disclaimer

    Legal disclaimer Certain statements made in this presentation may not be based AEL assumes no responsibility to publicly amend, modify or revise on historical information or facts and may be “forward-looking any forward looking statements, on the basis of any subsequent statements,” including those

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