Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — CLSA Equity Conference 2021
26 slides from Adani Green Energy's conference presentation, Nov 12, 2021
Slide 1: Intimation of Analysts / Institutional Investors Meeting
Date: November 12, 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 Invest
Slide 2: Equity Presentation Nov 2021
Adani Green Energy Limited Equity Presentation Nov 2021
Slide 3: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile & Business Philosophy 3 AGEL: ESG 4 AGEL: Value Creation through Transformative Investment Philosophy
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% 60.3% • 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
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% 132% 45% 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 with – One of the largest energy players in the world with presence deep expertise and experience in developing large scale across 130 countries & a leading liquefied natural gas player infrastructur
Slide 10: Company Profile & Business Philosophy
Adani Green Energy Limited Company Profile & Business Philosophy Renewables 9
Slide 11: AGEL: Leading Renewable Energy player in India
AGEL: Leading Renewable Energy player in India 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 -
Slide 12: 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: Development and de-risking philosophy
AGEL: Development and de-risking philosophy Resource Assessment Land Identification Design Optimisation Relentless focus on Origination 85+ Wind locations 2,00,000+ acres land design optimization to drive assessed identified across India Cost Efficiency Land Acquisition Statutory Approvals Transmiss
Slide 14: Technology Enabled Operational Excellence
AGEL: Technology Enabled Operational Excellence – AGEL operating assets currently spread across 11 states. 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 across Central offic
Slide 15: Capital Management leading to Value Creation
AGEL: Capital Management leading to Value Creation Fully Funded Construction Program ▪ Revolving Construction Framework Agreement 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 c
Slide 16: ESG: Decarbonizing the Nation's Growth
AGEL: ESG Decarbonizing the Nation’s Growth Renewables 15
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 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 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: Revised Board charter implemented
AGEL: Revised Board charter implemented Increased percentage of Independence Directors in Existing Board Committees ✓ Increased from 75% to 100% for Audit Committee and Nomination and Remuneration Committee ✓ Increased from 33% to at least 75% for Corporate Social Responsibility Committee ✓ Increase
Slide 22: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Renewables
Slide 23: 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 24: 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 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 Green Energy Limited (“AGEL”),the future outlook and growth prospects, and fut
Slide 26: Thank You
adani ” Renewables | Thank You