Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — Investor Presentation (August 2021)
24 slides from Adani Green Energy's investor presentation, August 2021
Slide 1: Adani Green Energy Limited Investor Presentation August 2021
Renewables Adani Green Energy Limited Investor Presentation A ugust 2021 1
Slide 2: 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 3: Contents
CONTENTS 1 Adani Group Overview 2 Company Profile 3 Our Business Philosophy: De-risking at every stage 4 AGEL ESG Philosophy
Slide 4: 1. Adani Group Overview
adani 1. Adani Group Overview
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 – • ATGL – Gas distribution 63.8% 100% 75% 57.7% network to serve key APSEZ ATL AGEL geographies across India NQXT 2 Renewables Por
Slide 6: Adani Group: Decades long track record of industry best growth rates across sectors
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% Industry APSEZ Industry AGEL Industry ATL Industry AGL 2014 972 MMT 113
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 • Analysis & market • Site acquisition • Engineering & design • Life cycle O&M • Redesigning the capital structure
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 200,000 acres ~31 GW potential Geotechnical studies Development Resource rich Sites in strategic locations 85+ Wind data locations and detailed design planning,
Slide 9: Adani TotalEnergies Renewable Partnership
Adani TotalEnergies Renewable Partnership Adani Group and TotalEnergies have a long-term partnership and commitment to expanding the renewable footprint through AGEL – Amongst Largest infrastructure and real asset platform in India – One of the largest energy players in the world & a leading liquefi
Slide 10: 2. Company Profile
adani 2. Company Profile
Slide 11: AGEL: Transformational Renewable Company
AGEL: Transformational Renewable Company 57% Operational 20% 23% Under construction AGEL Public 50% 50% 100% 100% 100% Locked-in portfolio: 19,794 MW 1 AGE23L Operational Assets Under Execution2 Near Construction2 2,353 MW 3,017 MW3 5,424 MW 9,000 MW Includes RG1 and RG2 SPVs Key Highlights – Operat
Slide 12: Majority Operating Portfolio by 2022 reducing Development Risk
Majority Operating Portfolio by 2022 reducing Development Risk Assets contracted under 25 year PPA, 87% of capacity contracted to sovereign / sovereign equivalent counterparties Development risk to reduce with increasing proportion of Operating Capacity Low counterparty risk Operating capacity as %
Slide 13: Operating in a stable and evolved regulatory framework
Operating in a stable and evolved regulatory framework Ministry Ministry of of Power Power Empowered Empowered CEA Tariff Determination Methodology (MOP) (MOP) Committee Committee ✓ Renewable power is power of choice for discoms - ranks among cheapest Participants/Statutory bodies under Electricity
Slide 14: 3. Our Business Philosophy: De-risking at every stage
3. Our Business Philosophy: De-risking at every stage
Slide 15: Business Philosophy focussing on de-risking at every stage of project lifecycle
Business Philosophy focussing on de-risking at every stage of project lifecycle DE-RISKING AT EVERY STAGE Site and Evacuation Project Execution − ~31GW potential, ~200,000 acres of land − PMAG - Central team with deep experience − Clear visibility on evacuation infrastructure − Eg: Execution of 648
Slide 16: Resource tie-up during Development Stage to minimize execution risk
Resource tie-up during Development Stage to minimize execution risk Strategic sites secured for future projects; significant development work completed for construction readiness Khavda 15,000 MW site AGEL Development Advantage Site area: c. 71,000 acres (Wasteland allocated by government) Significa
Slide 17: Demonstrated Project Execution Capability
Demonstrated Project Execution Capability Project Management & Assurance Group (PMAG) for control over end-to-end project execution – Team of 90 professionals having hands-on experience of 2,000+ man-years of complete project management cycle – Capacity addition of 925 MW in FY21 during COVID19 pand
Slide 18: Fully Funded Growth through Construction Framework Agreement
Fully Funded Growth through Construction Framework Agreement – AGEL has signed up Construction Framework Agreement for under construction projects for US$1.35 bn with 12 international banks – Revolving capex facility: 1,690 MW hybrid projects funded as first set of projects, takeout within COD + 1 y
Slide 19: Technology Enabled Operational Excellence
Technology Enabled Operational Excellence – AGEL operating assets currently spread across 11 states and 59 locations. Portfolio managed by O&M team of 630 personnel – Cluster based operating model enabling smooth governance and efficient utilization of manpower and spares: Personnel spread across Ce
Slide 20: 4. AGEL ESG Philosophy
adani 4. AGEL ESG Philosophy
Slide 21: AGEL: Robust ESG Assurance Framework
AGEL: Robust ESG Assurance Framework Guiding principles United Nations Global Sustainable Development GRI Standards Compact Goals Disclosure Standards Guiding Policies TCFD SBTi CDP disclosure principle Policy Structure Focus Area - UNSDG – Biodiversity Policy E – Energy and Emission Policy – Role i
Slide 22: AGEL commitment to UN Sustainability Development Goals
AGEL commitment to UN Sustainability Development Goals Contribution to following sustainability development goals (SDGs) in line with the recommended SDGs for electric utilities as per WBSCD Ensure access to affordable, reliable, – 19.8 GW locked in capacity today – Average portfolio tariff @ INR 3.
Slide 23: AGEL: A Compelling Investment Case
AGEL: A Compelling Investment Case – 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 ahea
Slide 24: Thank You
Renewables 24 Thank You
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