Essar Shipping Limited. · NSE:ESSARSHPNG
Essar Shipping — Essar Global Fund — Investor Presentation (March 2022)
22 slides from Essar Shipping's investor presentation, March 2022
Slide 1: Transforming for Tomorrow
transforming for tomorrow March 2022
Slide 2: Introduction
Introduction ▲ Essar Global Fund Limited (EGFL), set up ▲ EGFL’s investee companies have : in 2005, invests ▲ robust governance and strong risk ▲ in building and nurturing assets to and regulatory systems create value ▲ ESG framework to deliver superior ▲ long term capital in the core sectors of ret
Slide 3: Vision & Values
Vision & Values “ To foster the regenerative economy through investments which build social capital and create value for all stakeholders “ CARING: HUMILITY: PRACTICAL: One with our people, Gratitude and respect Face reality, with partners, community, for all stakeholders determination and environme
Slide 4: DNA
DNA To invest with spirit of an entrepreneur, build assets with the passion of an owner, and manage businesses with the discipline of a professional. Expertise Entrepreneurship Experience Creating Value Building Assets Realising Value Essar has invested in a portfolio of world-class Strategic invest
Slide 5: Investment Objectives
Investment Objectives EGFL has identified three themes : - Decarbonisation - Decentralisation - Digitisation To transition existing assets to green assets for a post carbon economy To invest on ESG metrics in projects that transform these four sectors INFRASTRUCTURE & LOGISTICS ENERGY Create logisti
Slide 6: Track Record
Track Record Equity Invested US$ 14 Bn + Total Value Realized US$ 40 Bn + Current Portfolio US$ 8.2 Bn + US$ 16 Bn + AUM FY’20-21 AUM by FY26E Landmark Transactions Portfolio Monetized Acquiring Entity Enterprise Value (US$) 18.8 bn 12.9 bn 0.9 bn Year 2011 2017 2014-17 Value Multiplier (x) 10 x 4x
Slide 7: Investment Portfolio
Investment Portfolio MESABI METALLICS BLACK BOX North America (Formerly AGC Networks Ltd.) 7 MTPA iron ore mine & pellet Digital Integrator IT Service project in US; 1.7 Bn MT resources Provider (Formerly, AGC Networks Ltd) PT MBL ESSAR SHIPPING ESSAR OIL UK Indonesia Global United Kingdom 72 millio
Slide 8: Assets Under Management
Assets Under Management Assets Under Management of US$ 8.2 billion, as on 31 March 2021; to nearly double in next 5 years to US$ 16.3 billion.* US$ 1,700 mn US$ US$ VALUE 7,500 5,000 US$ 16.3 bn mn mn US$ 2,100 mn Source: Duff & Phelps, 2021 *Excluding value from new investments and subject to any m
Slide 9: Fund Performance
Fund Performance Net Worth FY'21 increased by 54%from March’20 to March’21 US$ bn Mar’20 Mar’21 Energy 3.2 2.9 Infrastucture 2.8 3.2 Metals & Mining 0.6 0.7 Technology & Services 0.9 1.2 Portfolio Investment 7.5 8.2 Receivables/Others 0.1 0.1 Total Assets 7.6 8.3 Debt 3.1 3.7 Guarantee Provisions 1.
Slide 10: Governance & Management
Governance & Management Knowledge Leadership Board of Investment & Advisory Directors Committee Management Board as a strategic as a thought as a decision as the asset which leader’s forum making forum operational has ultimate comprising of which is team with supervisory recognized independent in ex
Slide 11: Organisation Structure
Organisation Structure Board of Directors GOVERNANCE Knowledge Advisory Group Investment Committee Chief Executive Chief Executive Chief Executive Chief Executive Officer Officer Officer Officer Infrastructure & Energy Vertical Metals & Mining Technology & Logistics LEADERSHIP Vertical Retail Vertic
Slide 12: Investment Committee Charter
Investment Committee Charter Establish and review the 1 investment strategy, Recommend to the 4 policy and Board investment guidelines based on final Oversee and investment review the quality assessments 2 performance and risk characteristics of the investment portfolio Set out the returns parameter
Slide 13: Founding Family Entrepreneurs
Founding Family Entrepreneurs Shashi Ruia Ravi Ruia Founder Founder Prashant Ruia Anshuman Ruia Smiti Kanodia Rewant Ruia
Slide 14: Fund Leadership Experts
Fund Leadership Experts Dhanpat Nahata Vikash Saraf Haseeb Drabu General Partner Non Executive Advisor Strategy and Risk Director Kailash Daultani Nikhilesh Nagar Adithya Bhatt Pushkar Popat Managing Director Managing Director Managing Director Managing Director Finance & Treasury Accounts & Complia
Slide 15: Portfolio Leadership Empowered
Portfolio Leadership Empowered Jatinder Mehra B. C. Tripathi Anil Chaudhary Sunil Jain Rajiv Agarwal Madhu Vuppuluri Vice Chairman Vice Chairman Group CEO Operating Partner Operating Partner Operating Partner Metals & Mining Exploration & Metals & Mining Energy Transitions Infrastructure Metals & Mi
Slide 16: Essar Foundation
Together in the Nation’s Essar Foundation fight against Covid-19 Pulwama Srinagar Essar Foundation has a rich heritage of 50 years of service Anantnag across Pan-India; in health, education, livelihood, women empowerment, sports, environment and infrastructure. The Foundation has always stood by Delh
Slide 17: Appendix – Portfolio Assets
APPENDIX —- PORTFOLIO ASSETS
Slide 18: Energy Portfolio
Energy Portfolio Essar Oil UK EOGEPL Essar Transition
Slide 19: Metals & Mining Portfolio
Metals & Mining Portfolio Mesabi Metallics PT MBL Essar Minmet KSA- Green Flat Steel Complex
Slide 20: Infrastructure & Logistics Portfolio
Infrastructure & Logistics Portfolio Essar Ports Stanlow Terminal Essar Projects Ultra Gas & Energy
Slide 21: Technology & Retail Portfolio
Technology & Retail Portfolio Black Box Litmus World Pluckk
Slide 22: Thank You
# transformingfortomorrow Thank You Disclaimer: Strictly confidential and Privileged This presentation is for information purposes only. Although we have endeavored to accurately provide all information in this presentation, we make no representation or warranty, express or implied, in any manner wha
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