Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — 9M FY22 Earnings Presentation
25 slides from Adani Enterprises's earnings presentation, February 2022
Slide 1: Adani Listed Portfolio Results Compendium 9M FY22
Adani Listed Portfolio Results – Compendium 9M FY22
Slide 2: Adani Group: A world class infrastructure & utility portfolio
Adani Group: A world class infrastructure & utility portfolio ~USD 150 bn1 Combined Market Cap Infrastructure Portfolio Incubator Energy & Utility Transport & Logistics Direct to consumer Other businesses (74.9%) (61.3%) (74.9%) (63.8%) (100%) (44%) AGEL ATL APSEZ AWL AEL NQXT2 Renewables T&D Ports
Slide 3: 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) 132% 12% 45% 21% 3x 5x 3x 30% 1.5x 4% 7% 25% Industry Adani APSEZ Industry AGEL Adani Industry ATL Industry AGL 2014
Slide 4: 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 • Analysis & market • Site acquisition • Engineering & design • Life cycle O&M • Redesigning capital stru
Slide 5: Adani Listed Portfolio: Highlights of 9M FY22 Results
Adani Listed Portfolio : Highlights of 9M FY22 Results (YoY) Operations Strategy Finance • APSEZ maintains its dominant position • APSEZ - As part of east coast west • Adani portfolio Non-APL EBITDA3 in with market share increasing to 28% of coast parity Krishnapatnam acquisition 9M grew by 26% all
Slide 6: Adani Listed Portfolio: Significant EBITDA growth in 9M FY22
Adani Listed Portfolio : Significant EBITDA* growth in 9M FY22 (Rs. In cr.) AEL APSEZ AWL 3187 9010 1420 7282 24% 2191 45% 1050 35% 9M FY21 9M FY22 9M FY21 9M FY22 9M FY21 9M FY22 ATL AGEL ATGL APL 2767 4111 673 3890 8454 6% 1917 44% 525 28% 5847 9M FY21 9M FY22 9M FY21 9M FY22 9M FY21 9M FY22 9M FY
Slide 7: Adani Portfolio Business wise performance – 9M FY22
Adani Portfolio Business wise performance – 9M FY22
Slide 8: Adani Enterprises Ltd: 9M FY22 Result Highlights
Adani Enterprises Ltd : 9M FY22 Result Highlights (YoY) Operations Strategy Finance • Developed businesses – • To be the largest airport operator in • Consolidated revenue up 70% to due to • Solar module manufacturing up 2% to India with 300 mn+ consumer base increase in volume in IRM segment by 801
Slide 9: Adani Ports and SEZ Ltd: 9M FY22 Result Highlights
Adani Ports and SEZ Ltd : 9M FY22 Result Highlights (YoY) Operations Strategy Finance • Continues its dominant position with • SRCPL acquisition is completed and • Operating revenue grew by 35% to market share increasing to 28.1% of all consolidated into APSEZ in 9M FY22 Rs.12,089 cr. India cargo vo
Slide 10: Adani Transmission Ltd: 9M FY22 Result Highlights
Adani Transmission Ltd : 9M FY22 Result Highlights (YoY) Operations Strategy Finance Transmission Business: • To capitalize on locked-in growth with • Received Asia Pacific Indian Deal Of • Added 3,080 ckm to operational project pipeline of Rs. 185 bn in The Year Award from Project Finance network,
Slide 11: Adani Green Energy Ltd: 9M FY22 Result Highlights
Adani Green Energy Ltd : 9M FY22 Result Highlights (YoY) Operations Strategy Finance • Operational Capacity increases by 83% • Continued focus on capacity • Revenue from Power Supply up by 54% to 5,410 MW1 expansion. To reach 25 GW capacity by at Rs.2,655 cr backed by robust • 575 MW Green field 202
Slide 12: Adani Total Gas Ltd: 9M FY22 Result Highlights
Adani Total Gas Ltd : 9M FY22 Result Highlights (YoY) Operations Strategy Finance • Added 70 new CNG stations, currently • To Roll out CNG faster for early • Revenue from Operations stood at operating 287 stations across India. monetization Rs.2,141 Cr, up 83% on account of • Over ~ 2122 Inch Km of
Slide 13: Adani Wilmar Ltd: 9M FY22 Result Highlights
Adani Wilmar Ltd : 9M FY22 Result Highlights (YoY) Operations Strategy Finance • Market share gain in key segments : up • Two pronged strategy in Edible oil • Operating Revenue grew 49% to 60 bps in Edible oil, 100 bps in Wheat business - Rs.39,253 Cr. On the back of growth flour and 50 bps in rice
Slide 14: Quick Links to 9M FY22 results of Adani listed portfolio
Quick Links to 9M FY22 results of Adani listed portfolio
Slide 15: 9M FY22 Result Quick Links – AGEL and ATL
Adani Portfolio : 9M FY22 Result Quick Links – AGEL and ATL Adani Green Energy Limited Adani Transmission Limited • Financials as per SEBI format – • Financials as per SEBI format and Results • https://www.adanigreenenergy.com/-/media/Project/GreenEnergy/Investor- Presentation – Downloads/Financial-
Slide 16: 9M FY22 Result Quick Links – ATGL and APSEZ
Adani Portfolio : 9M FY22 Result Quick Links – ATGL and APSEZ Adani Total Gas Limited Adani Ports and SEZ Limited • Financials as per SEBI format and Results • Financials as per SEBI format – Presentation – • https://www.adaniports.com/-/media/Project/Ports/Investor/Investor- Downloads/Quarterly-Res
Slide 17: 9M FY22 Result Quick Links – AEL and AWL
Adani Portfolio : 9M FY22 Result Quick Links – AEL and AWL Adani Enterprises Limited Adani WIlmar Limited • Financials as per SEBI format – • Financials as per SEBI format – • https://www.adanienterprises.com/- • https://www.adaniwilmar.com/- /media/Project/Enterprises/Investors/Investor-Downloads/F
Slide 18: Annexure – Snapshot of Adani Listed Portfolio
Annexure – Snapshot of Adani Listed Portfolio
Slide 19: Adani Enterprises Ltd: A Successful Incubator
Adani Enterprises Ltd : A Successful Incubator Successful Incubator Value to Shareholders Capital Management • Created five infrastructure unicorn • Delivered returns at 36% CAGR since • Consistent with the group philosophy, Value Creation since inception listing in 1994 to raise capital for all inc
Slide 20: Adani Ports and SEZ Ltd: Transformational journey
Adani Ports and SEZ Ltd : Transformational journey Industry Business • 3x growth compared to market achieved without dilution • From a single port single commodity to an integrated in equity. logistics platform. • Driving efficiency through mechanization at large scale. • Strategic partnerships to u
Slide 21: Adani Transmission Ltd: A platform well-positioned to leverage growth opportunities
Adani Transmission Ltd: A platform well-positioned to leverage growth opportunities in T&D business Execution Prowess Strategic Presence Balanced pool mix Transmission - Presence in 13 Development Transmission Network of states with 31 transmission Transmission (FY21): projects 51% of EBITDA - Centr
Slide 22: Adani Green Energy Ltd: Transformational Growth Profile
Adani Green Energy Ltd : Transformational Growth Profile Secure Sites & Connectivity Resource Assessment Construction Readiness Development 200,000 acres ~31 GW potential Geotechnical studies Resource rich Sites in strategic 85+ Wind data locations and detailed design planning, locations Solar resou
Slide 23: Adani Total Gas Ltd: Multipronged presence across Natural Gas Value Chain
Adani Total Gas Ltd: Multipronged presence across Natural Gas Value Chain in India ATGL - JV of India’s Largest Infrastructure Player – Adani Group and Oil and Gas Major - TotalEnergies 37.4% 37.4% 74,8% Gas Suppliers NG Transportation Pipeline Entities (GAIL, GSPC.etc) 50% 50% IOAGPL - JV with Indi
Slide 24: Thank you
Thank you
Slide 25: 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 Enterprises Limited (“AEL”),the future outlook and growth prospects, and futur