Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Fireside Chat with Bernstein, May 2021
26 slides from Adani Green Energy's conference presentation, May 27, 2021
Slide 1: Intimation of Analysts / Institutional Investors Meeting
Date: May 27, 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 Investors M
Slide 2: Adani Green Energy Limited Fireside Chat with Bernstein
Renewables Adani Green Energy Limited Fireside Chat with Bernstein May 2021 1
Slide 3: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile 3 AGEL: Transformational Advantage 4 AGEL: ESG 5 Value Creation through Transformative Investment Philosophy
Slide 4: Adani Group
Adani Group Renewables 3
Slide 5: Adani Group: A world class infrastructure & utility portfolio
Adani Group: A world class infrastructure & utility portfolio Transport & Logistics Portfolio Adani Energy & Utility Portfolio Adani 63.7% 100% 75% 56% Marked shift from B2B to B2C businesses - APSEZ SRCPL ATL AGEL Port & Logistics Rail T&D Renewables ATGL - Gas distribution network to serve key 100
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 (MT) Renewable Capacity (GW) Transmission Network (ckm) CGD7 (GAs8 covered) 12% 45% 118% 20% 3x 5x 3x 1.5x 30% 4% 7% 25% Adani Industry AGEL Adani Industry ATL Industry APSEZ Industry AGL 2014 9
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 • Analysis & market • Life cycle O&M capital
Slide 8: AGEL: Replicating Group's Transformational Growth Profile
AGEL : Replicating Group’s Transformational Growth Profile Secure Sites & Connectivity Resource Assessment Construction Readiness Development 200,000 acres 85+ Wind Geotechnical studies Resource rich Sites in strategic locations with data locations and detailed design planning, ~31 GW potential Sola
Slide 9: Adani Green Energy Limited Company Profile
Adani Green Energy Limited Company Profile Renewables 8
Slide 10: AGEL: Transformational Renewable Company
AGEL: Transformational Renewable Company Locked-in growth up to 24,294 25000 MW 24, 294 MW 20000 4,920 MW – Operational 1&2 Hybrid 2740 1701 5,124 MW – Under execution 2 15000 Wind Largest Listed Solar Renewable 9,750 MW – Confirmed Pipeline 2 (LOA received) 10000 Company in 4,920 MW 15353 4,500 MW
Slide 11: Large, Geographically Diversified 100% Contracted Portfolio
AGEL: Large, Geographically Diversified 100% Contracted Portfolio 24,294 MW Portfolio 1&2 | 4,920 MW operational Average AGEL tariff below APPC 3 APPC @ 3.85/kWh Operational Awarded & Under Implementation 5 Wind Solar 3.13 2.0 2.4 2.5 2.3 3.2 2.2 2.7 Solar-Wind Hybrid 130 Apr'17 Dec'17 Jan'18 Aug'18
Slide 12: AGEL: Transformational Advantage
AGEL: Transformational Advantage 11
Slide 13: Development and de-risking philosophy
AGEL: Development and de-risking philosophy Resource Assessment Land Identification Design Optimisation Relentless focus on Origination 85+ Wind locations 2,00,000+ acres land design optimization to drive assessed identified across India Cost Efficiency Land Acquisition Statutory Approvals Transmiss
Slide 14: Advance Identification of Strategic Sites for next phase of Growth
AGEL: Advance Identification of Strategic Sites for next phase of Growth Strategy to acquire Focus States Average CUF Barren Maharashtra Solar CUF ~31%+ Non-agricultural Karnataka Wind CUF ~40%+ Waste land Tamil Nadu ✓ Wind & Solar resource rich areas identified ✓ Engaged with stakeholders ✓ Project
Slide 15: Operational Excellence driving Value
AGEL: Operational Excellence driving Value Predictive Analytics leading to cost efficient O&M and high performance World-class Energy Network Operations Centre connected to Solar & Wind plants across 11 States • Renewable plants feed millions of datapoint which are processed, enabling informed decis
Slide 16: Capital Management leading to Value Creation
AGEL: Capital Management leading to Value Creation USD 1.35 bn revolving construction facility ▪ Revolving construction facility raised from 12 international ✓ Mitigating risk of capital availability during banks to fully fund under construction pipeline construction ▪ Tranche 2 & 3 of construction
Slide 17: AGEL: ESG
AGEL: ESG Renewables 16
Slide 18: AGEL: ESG Strategy Framework
AGEL : ESG Strategy Framework Purpose Decarbonizing the Nation’s Growth Goal To be in Top-10 Companies of the World, in ESG Benchmarking of Electric Utilities, by 2022 Strategic Pillars Role in Global Climate Corporate Citizenship & Responsible Business Action Enabling Social Transformation Practice
Slide 19: ESG – Role in Global Climate Action, Social Transformation & Responsible Business Practices
AGEL: ESG – Role in Global Climate Action, Social Transformation & Responsible Business Practices • Providing low carbon energy and decarbonizing the grid • Maintaining 3R (Reduce, Recycle and Reuse) for Waste management Environment • 648 MW solar plant at Kamuthi, TN has become first Water Positive
Slide 20: Case Study: ESG Implementation in 1,690 MW Hybrid Cluster
AGEL -Case Study: ESG Implementation in 1,690 MW Hybrid Cluster Key Studies conducted Study Agency Description Environment & Social Impact Assessment (ESIA) • Standardized ESG practices and Critical Habitat Assessment (CHA) consistently implementing them Human Rights Risk Assessment (HRRA) across al
Slide 21: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Renewables 20
Slide 22: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy Locked-in FY 17 FY 21 Growth Capacity (MW) 748 MW CAGR of 47% 3,470 MW 1 7x growth 24,294 MW INR 50 bn INR 178 bn INR 1,178 bn Capital Employed3 CAGR of 37% USD 2,438 mn 6x growth USD 16,143 mn USD 685 mn INR 8 bn INR 31 bn 6x growth
Slide 23: Appendix
Appendix Case Study: AGEL - Construction Facility in Context
Slide 24: Case Study: AGEL - Construction Facility in Context
Case Study: AGEL - Construction Facility in Context Largest International Project Finance Transaction in India Committe Activity Agency Banks Region Sanction Key Highlights d EYA UK 480 325 Largest PF transaction by ESIA, CHA, Bird & 1 international banks in Bat Monitoring UK 50 50 India – USD 1.35b
Slide 25: 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 26: Thank You
adani ” Renewables | Thank You
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