Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Barclays ESG Conference 2023
28 slides from Adani Green Energy's conference presentation, June 2023
Slide 1: Barclays ESG Conference June 2023
Barclays ESG Conference June 2023 1
Slide 2: Contents
CONTENTS 1 Adani Portfolio 2 AGEL: Company Profile & Business Philosophy 3 AGEL: ESG 4 AGEL: Investment Rationale
Slide 3: Adani Portfolio Overview
Adani Portfolio Overview Renewables
Slide 4: Adani: A World Class Infrastructure & Utility Portfolio
Adani: A World Class Infrastructure & Utility Portfolio Flagship Infrastructure & Utility Core Portfolio Primary Industry Emerging B2C Materials, Metal & Incubator Energy & Utility Transport & Logistics Direct to consumer Mining (69.2%) (57.8%) (71.6%) (61.0%) (100%) (63.2%) AGEL ATL APSEZ AEL NQXT1
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 4x EBITDA 70% 1,2 EBITDA 92% 1,4 Growth 3x Growth 1.4x AEL APSEZ EBITDA 91% 1,3,5 EBITDA 19% 1,3 AGEL ATGL AT
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 • Engineering & design • Redesigning the capital structure of Activity • Analysis & market • Site acquisition • Life cyc
Slide 7: 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 8: Adani Green Energy Limited
Adani Green Energy Limited Company Profile & Business Philosophy Renewables 8
Slide 9: Largest Renewable Energy power producer in India
AGEL: Largest Renewable Energy power producer in India Pan India Presence 1 2.5x Locked-in Growth Renewable Capacity (in MW) 45,000 10% of India’s RE Operational Under exec../ Near Const. Target Wind Solar 8,216 MW – Operational 5.5x Solar-Wind Hybrid 10,319 MW – Under execution 20,434 1,899 MW – Ne
Slide 10: Holding Structure & Key Portfolio Highlights
AGEL: Holding Structure & Key Portfolio Highlights Adani Family 57.8% 3.7% 4 1.4% 1.3% 19.7% Other Public 16.1% Shareholders Locked-in portfolio: 20,434 MW 50% 50% 100 % 100 % 100 % AGE23L 1 Other Operating Under Execution Near construction 2,353 MW 5,863 MW 10,319 MW 1,899 MW 86% Resource and 12 re
Slide 11: Business Philosophy focusing on De-risking at every stage of project lifecycle
AGEL: Business Philosophy focusing on De-risking at every stage of project lifecycle SUSTAINING GROWTH MOMENTUM Project Execution Site and Evacuation − PMAG - Central team with deep experience − ~40GW of strategic sites with geotechnical, − Execution of large scale sites – 2.1 GW World’s resource an
Slide 12: Adani Green Energy Limited: ESG
Adani Green Energy Limited ESG Renewables
Slide 13: Robust ESG Framework
AGEL: Robust ESG Framework Guiding principles IFC E&S United Nations UN Sustainable India Business & Biodiversity Green Bond Performance Global Compact Development Goals Initiative (IBBI) Principles Standards Disclosure Standards Guiding Policies TCFD TNFD GRI Standards CDP disclosure BRSR SASB prin
Slide 14: Key ESG Targets v/s Current Status
AGEL: Key ESG Targets v/s Current Status Indicator FY25 Target FY23 Target Status: FY23 Ranking in ESG benchmarking of electric utility sector in In Top 10 in RE sector – Top 10 NA the world Sustainalytics/ ISS ESG Water neutral operating capacity (MW) for plants > 200 100% 60% 100% MW 1 Zero waste
Slide 15: New ESG targets adopted in FY24
AGEL: New ESG targets adopted in FY24 New ESG targets Timeline Conduct Climate Change Risk Assessments for all operational locations in alignment with TCFD framework FY24 Establish Internal Carbon Pricing at AGEL level FY24 Conduct nature related assessments for all operational locations in alignmen
Slide 16: Environment – Key Focus Areas
AGEL – Environment – Key Focus Areas Carbon Emission Reduction Natural Resource Biodiversity Management & Conservation & Green landscaping Decarbonization of the grid through renewable energy generation Waste Management Biodiversity Management Plan Supporting newer and more efficient Reducti
Slide 17: Decarbonizing the Grid
AGEL: Decarbonizing the Grid Cumulative CO2 Emission avoided 36.70 (Mn ton) Year wise CO2 Emission avoided (Mn ton) 23.20 14.60 13.50 9.40 8.60 5.38 5.20 3.58 4.02 1.80 1.22 0.14 0.14 0.580.44 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 Cumulative CO2 emission avoided by AGEL is equivalent to emissions
Slide 18: Case Study: AGEL becomes Water Positive
Case Study: AGEL becomes Water Positive Aligning to UN Sustainable Development Goal 6 Committed to water neutrality through reducing water consumption & conservation of water Potential rainwater Total freshwater intake harvested and recharge Water saved is for consumption created Certified Water +
Slide 19: Case Study: AGEL becomes Single-Use-Plastic Free
Case Study: AGEL becomes Single-Use-Plastic Free Aligning to UN Sustainable Goal 12 – Committed to responsible consumption by way of reducing single-use-plastic usage to ‘zero’ – SUP free certification to minimize waste generation under ISO 14001 ‘Ditch The Disposable’ Certified Single-Use-Plastic F
Slide 20: Case Study: AGEL becomes Zero Waste to Landfill Certified
Case Study: AGEL becomes Zero Waste to Landfill Certified Aligning to UN Sustainable Goal 12 – Committed to responsible consumption by reducing waste disposal to landfill to Zero and creating a circular economy Training and Capacity Building Gap assessment & Waste diversion Audited & Certified ‘Zero
Slide 21: Strategy towards Social contribution
AGEL : Strategy towards Social contribution Strategy Key Indicators Implementation • Learning & Development • Employee Capacity building through trainings and webinars (Skill upgradation, Human Rights and ESG / EHS) • Employee Satisfaction • Grievance redressal system, V connect, Maadhyam, Gallup, G
Slide 22: Adopted UN Sustainable Development Goals
AGEL : Adopted UN Sustainable Development Goals United Nations Sustainable Our Key Initiatives mapped to UNSDG Development Goals 2030 Rajasthan, o Provided Hospital beds in Karnataka; provided chairs and water coolers in Rajasthan Health 3. Good Health & Well-being Karnataka & other o Conducted cert
Slide 23: Strong Governance Framework
AGEL: Strong Governance Framework Key Governance Areas Key Highlights ESG Governance Structure 37% Independent Directors (to be reinstated to 50%) Corporate Responsibility Board Independence & Diversity Committee at Board level 12% Women Directors (to be reinstated to 20% in near term and furthe
Slide 24: ESG – Ratings, Awards and Recognition
AGEL: ESG – Ratings, Awards and Recognition ESG Ratings AGEL’s Rating CSRHub (Consensus ESG Rating) Ranking of 97 percentile, with consistent ranking above Alternative Energy industry average ESG Risk Rating of ‘Low Risk’ with a score of 15.3, significantly better than global Utilities sector av
Slide 25: Investment Rationale
AGEL: Investment Rationale Renewables
Slide 26: 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 27: 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 28: Thank You
adani Ze Renewa bles Thank You