Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Investor Presentation (December 2021)
25 slides from Adani Green Energy's investor presentation, December 2021
Slide 1: Adani Green Energy Limited Equity Presentation
Adani Green Energy Limited Equity Presentation Dec 2021
Slide 2: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile & Business Philosophy 3 AGEL: ESG 4 AGEL: Value Creation through Transformative Investment Philosophy
Slide 3: Adani Group
Adani Group Renewables
Slide 4: 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% 61.3% • ATGL – Gas distribution network to serve key APSEZ ATL AGEL geographies across India NQXT2 Renewables Port
Slide 5: 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 6: 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 7: 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 8: 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 9: Adani Green Energy Limited: Company Profile & Business Philosophy
Adani Green Energy Limited Company Profile & Business Philosophy Renewables 9
Slide 10: 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 11,591 MW – Under execution 130 3,283 MW – Near Construction 2 5,410 395 20,284 MW -
Slide 11: 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 1 Low counterparty risk Operating
Slide 12: 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 13: India Renewables Growth Story
India Renewables Growth Story Significant gap in per capita Electricity consumption Untapped renewable resources - Significant potential for growth 1 India vs. other Major Economies Solar Capacity (GW) Wind Capacity (GW) Other Capacity1 (GW) 749 347 45 3x 19x 9x potential potential potential 17 40 3
Slide 14: India committed to make an Unprecedented Contribution to Climate Action
India committed to make an Unprecedented Contribution to Climate Action 14
Slide 15: Future Growth Ambition & Strategy
AGEL: Future Growth Ambition & Strategy Market Leading Consistent Robust Growth in Capacity (GW) Historical Targeted Projected CAGR: ~ 28% 45.0 Historic 25.0 CAGR: 67% 5.4 8.2 0.3 3.5 FY16 FY21 H1 FY22 FY22 FY25 FY30 Future Growth to be driven by New Technologies, GW Scale Development, Improved Anal
Slide 16: ESG: Decarbonizing the Nation's Growth
AGEL: ESG Decarbonizing the Nation’s Growth Renewables 16
Slide 17: 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: Environment & Social Commitment - Progress and Glide Path
AGEL: Environment & Social Commitment - Progress and Glide Path Progress on Key Commitments Indicator FY25 Target FY22 Target Status: H1 FY22 Water neutral operating capacity (MW) 100% 40% 30% Zero waste to landfill operating capacity (MW) 100% 50% Implementation underway, certification to follow Si
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: Case Study: AGEL Holdco bond of USD 750 mn - Green Financing Framework
Case Study: AGEL Holdco bond of USD 750 mn - Green Financing Framework Proceeds from Green Financing Instruments to be used for financing and / or refinancing / Second Party Opinion has acquisitions of Eligible Green Projects been provided by Vigeo Eiris Green Financing Framework is aligned with the
Slide 21: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Renewables
Slide 22: 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 23: 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 24: 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 25: Thank You
adani ” Renewables | Thank You
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