Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — 2nd Jefferies India ESG Summit 2021
31 slides from Adani Green Energy's conference presentation, Nov 30, 2021
Slide 1: Intimation of Analysts / Institutional Investor Conference
Date: November 30, 2021 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 Invest
Slide 2: Adani Green Energy Limited – 2nd Jefferies India ESG Summit
Adani Green Energy Limited 2nd Jefferies India ESG Summit Dec 2021
Slide 3: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile 3 AGEL: ESG 4 Climate Alignment of Adani Energy Portfolio 5 AGEL: Value Creation & Investment Rationale
Slide 4: Adani Group
Adani Group Renewables
Slide 5: 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 6: 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 7: 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 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 200,000 acres ~ 31 GW potential Geotechnical studies 85+ Wind data locations and detailed design planning, Resource rich Sites in strategic locatio
Slide 9: 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 10: Adani Green Energy Limited: Company Profile & Business Philosophy
Adani Green Energy Limited Company Profile & Business Philosophy Renewables 9
Slide 11: Leading Renewable Energy player in India
AGEL: Leading Renewable Energy player in India Pan India Presence 4x Locked-in Growth 1 Renewable Capacity (in MW) 20,284 Operational Under exec../ Near Const. Wind Solar 5,410 MW – Operational Solar-Wind Hybrid 6,924 MW – Under execution 130 7,950 MW – Near Construction 2 5,410 395 20,284 MW - Lock
Slide 12: 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 Low counterparty risk Operating ca
Slide 13: ESG: Decarbonizing the Nation's Growth
AGEL: ESG Decarbonizing the Nation’s Growth Renewables 12
Slide 14: AGEL: 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 15: 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 16: AGEL – Social Philosophy aligned with UN SDGs
AGEL– Social Philosophy aligned with UN SDGs United Nations Sustainable Our Key Social Initiatives mapped to UNSDG Development Goals 2030 Education Gujarat – Enhancing quality of education through adoption of government primary 4. Quality Education Rajasthan schools. Renovation of public library in
Slide 17: 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 18: Revised Board charter implemented
AGEL: Revised Board charter implemented Increased percentage of Independence Directors in Existing Board Committees ✓ Increased from 75% to 100% for Audit Committee and Nomination and Remuneration Committee ✓ Increased from 33% to at least 75% for Corporate Social Responsibility Committee ✓ Increase
Slide 19: 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) 25.00 Target capacity (MW AC) 5.41 2.55 3.47 0.81 1.96 1.97 0.37 FY16 FY17 FY18 FY19 FY20 FY21 H1 FY22 FY25E CO2 Emissions avoided (mn to
Slide 20: Key Initiatives towards Climate Action & Resource Conservation
AGEL – Key Initiatives towards Climate Action & Resource Conservation Water consumption reduction initiatives Efficiency in land usage Water Consumption / module / cycle Conventional Land use in Acres/MW Module Cleaning 1.3 L System (Manual) 5.0 3.2 Semi-automatic Module Cleaning 0.7 L System FY15 F
Slide 21: Case Study - Kamuthi solar plant 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 22: 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 23: Update on Adherence to the ESG Guiding Principles and Disclosure Standards
AGEL: Update on Adherence to the ESG Guiding Principles and Disclosure Standards Guiding Principles ✓ Signatory to United Nations Global Compact (UNGC): Submitted first Communication on Progress (COP) for FY21 ✓ UN Sustainable Development Goals: ✓ Signatory to UN Energy Compact in line with SDG 7 (A
Slide 24: Update on Implementation of ESG Program
AGEL: Update on Implementation of ESG Program 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 Single use plastic free operatin
Slide 25: Climate Alignment of Adani Energy & Utility Portfolio
Renewables Climate Alignment of Adani Energy & Utility Portfolio 24
Slide 26: AGEL's deep green strategy to lead the group's sustainability ambitions
Adani Group: AGEL’s deep green strategy to lead the group’s sustainability ambitions (INR in bn) Utility EBITDA % Green EBITDA* 85% 200 90% 78% 180 % Green Capex 75% 80% 190 75% 160 64% 70% • Evolving into a sustainable infra asset owner. 140 143 60% 120 100 127 48% 50% • Utility EBITDA from green b
Slide 27: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Renewables
Slide 28: 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 29: 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 30: 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 31: Thank You
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