Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — ESG Presentation (June 2022)
29 slides from Adani Green Energy's sustainability presentation, Jun 23, 2022
Slide 1: Exchange filing cover letter: Intimation of Analysts / Institutional Investors Meeting
Date: June 23, 2022 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 Investors
Slide 2: Adani Green Energy Limited ESG Presentation June 2022
Adani Green Energy Limited ESG Presentation June 2022
Slide 3: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile 3 AGEL: ESG 4 AGEL: Investment Case
Slide 4: Adani Group
Adani Group Renewables
Slide 5: Adani: A World Class Infrastructure & Utility Portfolio
Adani: A World Class Infrastructure & Utility Portfolio ~USD 206 bn1 Combined Market Cap Infrastructure Portfolio Incubator Energy & Utility Transport & Logistics Direct to consumer Other businesses (72.3%) (60.5%) (73.9%) (65.6%) (100%) (44.0%) AGEL ATL APSEZ AWL AEL NQXT2 Renewables T&D Ports & Lo
Slide 6: Adani: Decades long track record of industry best growth rates across sectors
Adani: Decades long track record of industry best growth rates across sectors Port Cargo Throughput (MMT) Renewable Capacity (GW) Transmission Network (ckm) CGD7 (GAs8 covered) 45% 12% 132% 20% 3x 5x 3x 30% 1.5x 4% 7% 25% Industry Adani APSEZ Industry AGELAdani Industry ATL Industry AGL 2014 972 MMT
Slide 7: 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 • Site acquisition • Engineering & design • Redesigning the capital structure Activity • Analysis & market • Life cycle
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 ~2,00,000 acres ~40 GW potential Geotechnical studies Resource rich sites in strategic locations 85+ Wind data locations and detailed design plannin
Slide 9: Adani & TotalEnergies Renewable Partnership
Adani & TotalEnergies Renewable Partnership Adani and TotalEnergies have a long-term partnership and commitment to expanding the renewable footprint through AGEL – Amongst Largest infrastructure and real asset platform with deep – One of the largest energy players in the world with presence across e
Slide 10: Adani Green Energy Limited: 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 1 3.5x Locked-in Growth Renewable Capacity (in MW) 20,434 Operational Under exec../ Near Const. Wind Solar 5,800 MW – Operational 3.5x Solar-Wind Hybrid 11,401 MW – Under execution 3,233 MW – Near Construction 2 5,800 130 395 20,434 M
Slide 12: Growth and Cash Generation capability Derisked
Growth and Cash Generation capability Derisked Assets contracted under 25 year PPA, 89% of contracted capacity on fully built basis is contracted to sovereign / sovereign equivalent counterparties Development risk to reduce with increasing proportion of Operating Capacity (for locked-in portfolio of
Slide 13: AGEL: Key Pillars of the Business Model
AGEL: Key Pillars of the Business Model Project Development Excellence O&M Excellence ✓ De-risked project pipeline through Advance resource estimation, Analytics driven O&M through Energy Network Operation Center design & supply chain planning (ENOC) enables real time centralized monitoring of solar
Slide 14: ESG: Decarbonizing the Nation's Growth
AGEL: ESG Decarbonizing the Nation’s Growth Renewables 13
Slide 15: AGEL: Robust ESG Assurance Framework
AGEL : Robust ESG Assurance Framework Guiding principles UN Sustainable India Business & IFC E&S United Nations Green Bond Development Goals SBTi Biodiversity Performance Guiding Global Compact Principles Policies (UN SDGs) Initiative (IBBI) Standards principle Disclosure Standards TCFD GRI Standard
Slide 16: 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 17: AGEL – Adopted UN Sustainable Development Goals
AGEL– Adopted UN Sustainable Development Goals United Nations Sustainable Our Key Social Initiatives mapped to UNSDG Development Goals 2030 Education – Enhancing quality of education through adoption of government primary Gujarat 4. Quality Education Rajasthan schools. Renovation of public library i
Slide 18: 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 19: Governance – Revised Board charter implemented
AGEL: Governance – Revised Board charter implemented Newly formed Board Committees ✓ Corporate Responsibility Committee with 100% Independent Directors to assure implementation of ESG commitments ✓ New Sub-Committees of Risk Management Committee with at least 50% Independent Directors ✓ Mergers & Ac
Slide 20: Renewable Capacity build up & resultant CO2 Emission avoided
AGEL: Renewable Capacity build up & resultant CO2 Emission avoided Fast-paced Renewable Capacity addition leading to a greener future Operational capacity (MW AC) 45.00 Target capacity (MW AC) 3.47 5.41 0.81 1.96 1.97 2.55 0.37 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY30E CO2 Emissions avoided (mn ton)
Slide 21: Case Study – Reduction in water consumption through newer technologies
AGEL: Case Study – Reduction in water consumption through newer technologies Water Consumption / Conventional Module Cleaning module / cycle System (Manual) 1.3 L Semi-automatic Module Cleaning 0.7 L System Near Zero Robotic Cleaning Near Zero Early adoption of newer technologies leading water conse
Slide 22: Case Study - 648 MW solar plant at Kamuthi becomes Water Positive
AGEL: Case Study - 648 MW solar plant at Kamuthi, Tamil Nadu becomes Water Positive Aligning to UN Sustainable Development Goal 12 ✓ Committed to water neutrality through reducing water consumption & conservation of water Certified Water +ve by DNV Estimated water New ground water consumption for Wa
Slide 23: Case Study - Kamuthi solar plant certified Single-Use-Plastic Free
AGEL: Case Study - 648 MW solar plant at Kamuthi certified as Single-Use-Plastic (SUP) Free Aligning to UN Sustainable Goals 12 & 14 – Committed to responsible consumption by way of reducing single-use-plastic usage to ‘zero’ and thereby help reduce its impact on life below water – SUP free certific
Slide 24: Other Key ESG Updates – FY22
AGEL: Other Key ESG Updates – FY22 Key Commitments Indicator FY25 Target FY22 Target Status: FY22 Water neutral operating capacity (MW) 100% 40% 40% Zero waste to landfill operating capacity (MW) 100% 50% # Single use plastic free operating capacity (MW) 100% 50% 100% # Implementation underway, exte
Slide 25: Key ESG Milestones – FY22
AGEL: Key ESG Milestones – FY22 ✓ AGEL achieves CDP 2021 score of ‘B’ surpassing the Global average, Asia average and Renewable Energy sector average. The score reflects AGEL as “A Company taking coordinated action on climate issues”. ✓ Further, AGEL receives 2021 CDP Supplier Engagement Rating of ‘
Slide 26: Investment Case
AGEL: Investment Case Renewables 25
Slide 27: Key Investment Highlights
AGEL: Key Investment Highlights – 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 ahead o
Slide 28: 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 29: Thank You
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