Adani Total Gas Ltd. · NSE:ATGL
Adani Total Gas — Adani Group — Investor Presentation (April 2019)
15 slides from Adani Total Gas's investor presentation, April 2019
Slide 1: Adani Group Overview Presentation
Adani Group Overview Presentation April 2019
Slide 2: Confidentiality and Disclaimer
Confidentiality and 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”) and its subsidiaries , associa
Slide 3: Adani: Making of India's Leading Energy & Infrastructure Group (1988 – 2019)
Adani: Making of India’s Leading Energy & Infrastructure Group (1988 – 2019) Infrastructure, Utility and Power • India largest commercial port (~200 mtpa) • Largest generation IPP (~16 GW – 25% renewables) • Largest gas, electricity distribution portfolio • Poised in Airports and Roads Strong cash f
Slide 4: Leading owner, developer & operator of Infrastructure and real assets
ADANI – Leading owner, developer & operator of Infrastructure and real assets Adani Mkt Cap ~USD 22 bn 75.00% 56.68% 67.32% 86.58% 86.58% 75.00% * AEL APSEZ APL ATL AGEL AGL Incubator Port & Logistics Thermal Power T&D Renewables Gas DisCom ▪ Pan India presence with leadership position in each verti
Slide 5: Leading infrastructure platform leveraging core strengths
Adani : Leading infrastructure platform leveraging core strengths Leveraging Core Strengths Delivering World Class Assets Massive scale ✓ Largest in class Largest Single Location India’s Largest Longest Private HVDC 648 MW Ultra Mega Private Thermal Power Commercial Port Line in Asia Solar Power Pla
Slide 6: Consistent, robust model to underpin execution excellence
ADANI : consistent, robust model to underpin execution excellence Origination Development Construction Operations Post Operations Phase Phases O&M • Opportunity • Pipeline • EPC & Funding • Operation • Capital Mgmt • Analysis & • Site acquisition • Engineering & • Life cycle O&M market • Concessions
Slide 7: Unparalleled story of value creation in infrastructure & real assets
ADANI – Unparallel story of value creation in infrastructure & real assets After the 2015 Group As on Date In 10 years from IPO In 20 years from IPO Restructuring IPO in Nov 1994 Adani Enterprises Adani Enterprises Adani Enterprises Adani Enterprises – 80 shares – 1 share worth – 40 shares Adani Ent
Slide 8: Value underpinned by secular growth across verticals (2003 – 2018)
ADANI : Value underpinned by secular growth across verticals (2003 – 2018) Revenue (Rs Crs) EBIDTA (Rs Crs) Pan India Presence 21,043 FY2018 75,729 6,898 FY2013 47,352 1,318 166 Ports FY2008 20,494 Coal Thermal Power Transmission Solar Power FY2003 4,563 Wind Power FY2003 FY2008 FY2013 FY2018 Others
Slide 9: AEL 2.0: Tested incubation model poised for growth beyond 2020
ADANI 2.0 : Tested AEL incubation model poised for growth beyond 2020 AEL Business Portfolio Resources Transport & Logistics Utility Others Int. Coal Rail / Data Various Strategic Coal MDO Airports Road Water Mgmt. Metro Centre Initiatives in - India’s largest coal trader Embarked on 2nd phase of In
Slide 10: Compelling investment opportunity in core infrastructure sector
ADANI : compelling investment opportunity in core infrastructure sector • Poised for growth 1 Fully integrated developer, owner & operator • Focus on prudent leverage • Generating free cashflow 2 Strongly focussed on cost of capital & ROE • RoI above WACC to drive RoE • ESG the new driver 3 Focussed
Slide 11: Appendix
Appendix 11
Slide 12: Power & Utility Vertical, Transport & Logistics Space
ADANI : compelling investment opportunity in core infrastructure sector Power & Utility Vertical Transport & Logistics Space 4,560 MW ~ 5% of India’s Renewable Generation Capacity 200 MMT ~ 21%* of India’s EXIM trade 10,440 MW ~ 5% of India’s Thermal Generation Capacity 200 Km - India’s only private
Slide 13: Power & Utility Business - Profile of USD 1.3 Billion Annual EBITDA
ADANI : Power & Utility Business- Profile of USD 1.3 Billion Annual EBITDA Business-wise EBITDA Nature of EBITDA Business-wise Nature of Business EBITDA (in USD Mn) Nature of Business EBITDA (in USD Mn) Transmission 647 Regulated Utilities (Rate of Return Assets) 734 Thermal Power Generation 863 Reg
Slide 14: Transport & Logistics Business - Profile of USD 1.3 Billion Annual EBITDA
ADANI : Transport & Logistics Business- Profile of USD 1.3 Billion Annual EBITDA Business-wise EBITDA Nature of EBITDA Business-wise Nature of Business EBITDA (in USD Mn) Nature of Business EBITDA (in USD Mn) Adani Ports 1,151 Take or Pay Contracts 983 Abbot Point Port Terminal 134 Non-contractual B
Slide 15: Market data
ADANI : market data Market Cap Market Cap Company Name Price Total no. of shares (Rs.cr) (USD Bn) Adani Ports & SEZ Ltd 379.50 2,070,951,761 78,593 11.31 Adani Transmission Ltd 214.00 1,099,810,083 23,536 3.39 Adani Enterprises Ltd 125.45 1,099,810,083 13,797 1.99 Adani Gas Ltd 130.50 1,099,810,083