Adani Energy Solutions Ltd · NSE:ADANIENSOL
Adani Energy Solutions — Adani Transmission — Barclays ESG EM Corporate Day June 2023
37 slides from Adani Energy Solutions's conference presentation, June 2023
Slide 1: Adani Transmission Limited ESG Presentation
Adani Transmission Limited ESG Presentation Barclays ESG EM Corporate Day June 2023
Slide 2: Contents
CONTENTS 04-07 Adani Group 04 09-10 ATL - Profile 09 12-14 ATL – ESG Framework 12 ATL – ESG Philosophy and 16-27 Glidepath, Achievements 16 Annexure – Employee and Supplier’s Framework and 29-35 29 Outreach through AF
Slide 3: Adani Portfolio Overview
Adani Portfolio Overview
Slide 4: Adani: A World Class Infrastructure & Utility Portfolio
Adani: A World Class Infrastructure & Utility Portfolio Infrastructure and Utility Primary Industry Emerging B2C Flagship Core Portfolio Materials, Metal & Incubator Energy & Utility Transport & Logistics Direct to Consumer Mining (57.3%) (63.2%) (69.2%) (71.6%) (65.1%) (100%) AGEL ATL APSEZ Cement5
Slide 5: Adani Portfolio: Decades long track record of industry best growth with national footprint
Adani Portfolio: Decades long track record of industry best growth with national footprint Secular growth with world leading efficiency National footprint with deep coverage Growth 3x Growth 5x Core Portfolio EBITDA 70% 1,2 EBITDA 92% 1,4 Utility 92% Transport 85% Consumers ~400 mn Served AEL Growth
Slide 6: 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 Analysis & market Site acquisition Engineering & design Life cycle O&M Redesigning the capital intelligence planning str
Slide 7: A platform well-positioned to leverage growth opportunities in T&D business
ATL: A platform well-positioned to leverage growth opportunities in T&D business Execution Prowess Strategic Presence Balanced pool mix Transmission Network of Transmission - Presence in 14 states Development with 33 transmission projects Transmission(3): 19,779 ckm(1) Distribution - Integrated util
Slide 8: About ATL
About ATL
Slide 9: ATL: Business Snapshot
ATL: Business Snapshot IHC 1.41%(3) Adani Family GQG 2.55%(4) 71.65% Public Shareholding 24.39% Contracted Assets in ROA Assets in Transmission and Distribution Business Transmission Business QIA is a strategic partner 100% in AEML with 25.1% stake 100% 100% 100% 74.9% Smart Transmission HVDC 28 TBC
Slide 10: AEML: Century old utility serving the Gateway city of India
AEML: Century old utility serving the “Gateway” city of India Largest Integrated utility in India’s Commercial Capital - Mumbai AEML – Key Milestones Since Acquisition in 2018 About Mumbai Annual Capex (Rs. Crs.) RAB (Rs. Crs.) ~11.0% Real GDP CAGR (FY12 – 18) ~6.0% of India’s real GDP 4,619 7,972 4
Slide 11: Adani Transmission Limited Debt Presentation divider
Adani Transmission Limited Debt Presentation | February 2 0 2 0 Transmission 08
Slide 12: ESG Framework
ATL: ESG Framework United Nations GHG Protocol SBTi Global Compact Guiding IR framework Policies Guiding Principles and TCFD CDP disclosure principle reporting Disclosure Standards UN Sustainable GRI Standards Development Goals Policy Structure Focus Areas ESG • Environment Policy UNSDG aligned: E •
Slide 13: Robust Vision and Strategic Alignment
ATL: Robust Vision and Strategic Alignment Vision To be a world class leader in businesses that enrich lives, create sustainable value and contribute to nation building ATL ESG Goal ESG is the way of doing our business, to be in Top-10 companies in world for ESG benchmarking of Electric Utility Sect
Slide 14: ESG Stewardship through Three Key Pillars
ATL: ESG Stewardship through Three Key Pillars Commitment towards Global Climate Action Corporate Citizenship and Enabling Social Transformation Responsible Business Practices • Climate change mitigation and • Human Capital Development and Human Rights • Business Ethics and Values adaptation Protect
Slide 15: ESG
Adani Transmission Limited Debt Presentation | February 2 0 2 0 Transmission ESG 08
Slide 16: Environmental Philosophy and Focus Areas
ATL: Environmental Philosophy and Focus Areas Environment Related Factors Optimizing Carbon Intensity Resource and Bio-diversity Waste Management • Carbon foot-printing and disclosure • Energy Management • Waste Reduction (5R* ) Climate • Improving Carbon Efficiency • Optimizing Input Consumption •
Slide 17: Key Environmental Indicators and Milestones
ATL: Key Environmental Indicators and Milestones Key Performance Indicators Current Status Baseline Medium to Long-term Targets Energy Mix & Emission Intensity AEML has achieved 30% renewable in power mix in March 30% by 2023 - RE share in power procurement 3% 60% by FY27 2023 (achieved) The target
Slide 18: Social Philosophy and Focus Areas
ATL: Social Philosophy and Focus Areas Our social Initiatives are mapped to UNSDG 2030 • Physical infrastructure and e-learning platform in rural areas Access to Education • Educational Kits (2830 students benefited) & School Uniforms Tiroda, Dahanu and to Anganwadi children (5780 students benefited
Slide 19: Key Social Indicators and Milestones
ATL: Key Social Indicators and Milestones Target Material Categories Material Themes Key Performance Indicators Baseline (FY23-24) Zero Rate of fatalities per million hours worked Zero (FY 20-21) Work related injury Rate of recordable work-related injuries per million man-hours 0.33 Zero worked (FY
Slide 20: Governance Philosophy and Focus Areas
ATL: Governance Philosophy and Focus Areas Policies Committees Assurance • Corporate Responsibility Committee • Environment Policy covered in BR Policy • Risk Management Committee Corporate Responsibility Committee • Corporate Social Responsibility Policy • Corporate Social Responsibility Committee
Slide 21: Governance: Materiality Assessment for Prioritizing Issues that Impacts Value Creation
Governance: Materiality Assessment for Prioritizing Issues that Impacts Value Creation ATL as a part of robust business and reporting framework performs materiality assessment to identify key levers of value creation which can have reasonable financial impact Factors Affecting Materiality Key Materi
Slide 22: Key Governance Indicators and Milestones
ATL: Key Governance Indicators and Milestones Material Categories Material Themes Key Performance Indicators Baseline Actions Taken and Goals 16.6% - women Board Gender Balance the board composition in terms of men • % of women directors in board improved to Board Gender Diversity directors in board
Slide 23: Safety governance
ATL: Safety governance Safety Task Force for 5 Key Areas Safety Apex Council Safety Standards, Rules and Procedures Group Safety Steering Council Contractor Safety Management Business Safety Council Training and Capability Building Project/ Geographic Area Safety Council Logistics Safety (Road, Rail
Slide 24: Enhanced Safety Culture
ATL: Enhanced Safety Culture Safety Initiatives During FY23 Safety Performance in FY23 • Safety training: 51,525 man-hours of safety training and awareness during Q4FY23 Transmission Distribution (AEML) • Positive Safety Culture: Safety Parameters FY23 FY22 FY23 FY22 o Enhanced safety awareness thro
Slide 25: Key ESG Priorities for FY24
ATL: Key ESG Priorities for FY24 Priority ESG Target Initiative Taken Measurement Criteria Disclosure on internal targets for GHG Enhance communication on • Absolute GHG emission and reduction targets by 2030 reduction as per SBTI 1.5 Degree C ATL’s Climate Change Mitigation Scenario in FY22 Annual
Slide 26: Recent Awards & Achievements
ATL: Recent Awards & Achievements AEML secured Rank 1 out of 71 discoms ATL received the 'Emerging Company evaluated and scored 99.6% out of 100 in the ATL’s 37 operational sites are now of the Year Award - 2022' at the ET Integrated Discom Ranking released by the certified as ‘Single-use Plastic Fr
Slide 27: Board and Management Team
ATL: Board and Management Team Managing Strong Sponsorship Independent Directors Director Mr. Gautam S. Adani Mr. Rajesh S. Adani Mr. Anil Sardana Mr. K. Jairaj Dr. Ravindra H. Mrs. Meera Shankar Ms. Lisa MacCallum (Chairman) (MD, ATL) Dholakia Skilled and Experienced Management Team Mr. Anil Sardan
Slide 28: Annexure
Adani Transmission Limited Debt Presentation | February 2 0 2 0 Transmission Annexure 14
Slide 29: Employee philosophy
ATL: Employee philosophy HR policy framework being continuously enhanced based on stakeholders' engagement Policies • Code of Conduct Initiatives • Employee Engagement Survey • Prevention of Sexual Harassment • Employee Development Program • Human Rights Policy • Employee and Family Wellbeing • Leav
Slide 30: Suppliers' framework
ATL: Suppliers' framework Techno-commercial practices being continuously enhanced factoring stakeholders’ feedback • SAP Ariba implemented to streamline transaction with suppliers • The platform enables transparency and information availability to all key stakeholders across various transactions sta
Slide 31: Social Outreach and CSR through Adani Foundation
Adani Transmission Limited Debt Presentation | February 2 0 2 0 Transmission Social Outreach and CSR through Adani Foundation 08
Slide 32: Social Outreach through Adani Foundation
Social Outreach through Adani Foundation Adani Foundation: Core Areas of Service Eight Pillars of Adani Foundation Foundation’s efforts completely aligned Alignment with UNDP Sustainable with UNDP Sustainable Development Development Goals Goals Education Bottoms-up approach Touchpoints at 5000+ vill
Slide 33: Adani Foundation: Growing Footprint
Adani Foundation: Growing Footprint Increasing Reach of Adani Foundation Presence across 19 States, 5.7k villages 90 80 States Households (in '000) 5753 82 70 Locations Villages 60 1738 50 1470 40 30 20 22 19 500 10 12 0 FY17 FY22 FY17 FY22 Beneficiaries1 FY17 FY22 Beneficiaries by thematic area Edu
Slide 34: Adani Foundation: Activity-based Community Engagement & Participation
Adani Foundation: Activity-based Community Engagement & Participation Anthropometric Measurements Focused Group Discussions Family Counselling's Referral to CMTC/NRC Sneh-Shivir for SAM children Community Mass Events 34 Notes: Child Malnutrition Treatment Centre (CMTC); Nutrition Rehabilitation Cent
Slide 35: Adani Foundation: Celebration of Special Days
Adani Foundation: Celebration of Special Days World Menstrual Hygiene day Poshan Maah Global Handwashing Day New born care week World Breastfeeding week World Toilet Day 35
Slide 36: Legal Disclaimer
Legal Disclaimer The information contained in this presentation is provided by Adani Transmission Limited (together with its subsidiaries, the “Company” or “ATL”) to you solely for your reference and for information purposes only. This presentation is highly confidential and is being given solely fo
Slide 37: Thank You
37 adan Thank You
Adani Transmission — Barclays ESG EM Corporate Day June 2023 on 6ix