Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Shareholder Meeting (June 2025)
22 slides from Adani Enterprises's shareholder meeting presentation, Jun 24, 2025
Slide 1: Adani Enterprises Limited 33rd Annual General Meeting
Adani Enterprises Limited 33rd Annual General Meeting 24 June 2025
Slide 2: Contents
Contents 01 Adani Portfolio Overview 02 AEL - A Respnsible Incubator 03 Business & Operational Updates 04 Financial & ESG Highlights 05 Future Outlook Home outline Hamburger Menu Icon with solid fill
Slide 3: Adani Portfolio Overview
01 Adani Portfolio Overview STRICTLY CONFIDENTIAL
Slide 4: Adani Portfolio: A World class Infrastructure & Utility portfolio
Adani Portfolio: A World class Infrastructure & Utility portfolio Flagship Infrastructure & Utility Core Portfolio Primary Industry Emerging B2C Materials, Metal Direct to Incubator Energy & Utility Transport & Logistics & Mining consumer (100%) (100%) (73.97%) (100%) (50.00%) (100%) (100%) ANIL Ada
Slide 5: Adani Portfolio: Best-in class growth with national footprint
Adani Portfolio: Best-in class growth with national footprint All figures in INR cr Predictable, high and rising free cash flow National footprint with deep coverage Tax paid EBITDA Finance cost paid 89,806 CAT (FFO) 66,527 (74%) EBITDA 24,870 AEL 12,784 APSEZ (51%) Adani’s Core Infra. AGEL 18,711 P
Slide 6: Adani Portfolio: Repeatable, robust & proven transformative model of investment
Adani Portfolio: Repeatable, robust & proven transformative model of investment DEVELOPMENT1 OPERATIONS CONSUMERS 2 New C.E.O. Adani Infra (India) Limited (AIIL) | ITD Cementation Ltd. | PSP Projects Ltd. Operations (AIMSL) Consumer I Employees I Other Stakeholders Origination Site Development Const
Slide 7: AEL - A Responsible Incubator
02 AEL - A Responsible Incubator STRICTLY CONFIDENTIAL
Slide 8: AEL: Unprecedented Value Creation with robust cashflow
Adani Enterprises Limited (“AEL”): Unprecedented Value Creation with robust cashflow AEL has a tremendous value creation track record Past Incubation Success Stories: Creating Cashflow Unicorns Performance since listing in 1994 Market Overview FY25 EBITDA Cap1 Largest transport utility in India $29.
Slide 9: AEL 2.0: Current incubation portfolio with long term growth potential
AEL 2.0: Current incubation portfolio with long term growth potential AEL Business Portfolio Infrastructure & Utility Core Portfolio Emerging B2C Primary Industry Direct to Metals Energy & Utility Transport & Logistics Services consumer New Industries (End to end Green H2 Airports Food FMCG1 Mining
Slide 10: Business & Operational Updates
03 Business & Operational Updates STRICTLY CONFIDENTIAL
Slide 11: AEL: Business Updates
AEL: Business Updates 4 GW 2 GW 1.9 GW 4.2 GW Solar Manufacturing Monocrystalline Export Order Module Module sales Manufacturing ingot and wafer Book in hand FY25 plant Mar-25 Adani New Industries 2.25 GW 4 Nos 70 MW 164 sets Wind Turbine Generators WTG Models First External WTG supply Manufacturing
Slide 12: AEL: Business Updates Airports Roads
AEL: Business Updates Greenfield ~23% 100% Airport 94.4 Mn Connecting India through a India’s total Green Electricity Successful Test Serviced Airports consumer passenger traffic at Mumbai landing of IAF Passenger across 7 Airport aircraft at Navi Movements in focussed offering Mumbai Airport FY25 o
Slide 13: Financial & ESG Highlights
04 Financial & ESG Highlights STRICTLY CONFIDENTIAL
Slide 14: AEL: Capital Management Highlights
AEL : Capital Management Highlights Equity ❑ AEL raised Rs. 4,200 cr (~USD 500 mn) through QIP with participation from international & domestic investors Debt Primary Market ❑ AEL raised Rs. 800 cr (~USD 100 mn) through maiden public issuance of NCDs which is first public issue by any private corpor
Slide 15: AEL: Strong financial performance in FY25
AEL: Strong financial performance in FY25 Financial performance and value delivery to shareholders PAT attributable Income EBITDA Cash Accruals PBT# Net Worth to Owners ₹1,00,365 cr ₹16,722 cr ₹7,968 cr ₹10,479 cr ₹7,112 Cr ₹56,470 cr 2% 26% 13% 113% 120% 28% Robust financial performance resulting i
Slide 16: AEL: Contribution from Incubating Infra Platform
AEL: Contribution from Incubating Infra Platform % Growth FY 2024-25 FY 2023-24 EBITDA (INR Cr) 26% 16,722 13,237 From (INR Cr) (9%) 6,697 7,273 Established Businesses From (INR Cr) 68% 10,025 5,964 Incubating Businesses AAHL Airports (INR Cr) 43% 3,480 2,437 ANIL Green Hydrogen (INR Cr) 108% 4,776
Slide 17: AEL: ESG – Ratings & Recognitions
AEL : ESG – Ratings & Recognitions Ratings Key Recognitions Ranked among the top 5 companies in its sector DJSI CSA globally and placed in the 97th percentile. ANIL WTG Business Won 60 Achieved Top Score in Social dimension in the (2024) 100th percentile “ICC Green Urja Award” in the 5th edition of
Slide 18: AEL: CSR – Building strong ties with the communities
AEL : CSR – Building strong ties with the communities ❑ 9,189 CSR beneficiaries across 6 states with 61.2% women beneficiaries ❑ Adani Saksham programme blends technologies initiatives to bring 1500 rural women in workforce ❑ 72 kWh solar installation at BM Institute of Mental Health ❑ 1,465 student
Slide 19: Future Outlook
05 Future Outlook STRICTLY CONFIDENTIAL
Slide 20: AEL: Growth profile of Incubating Businesses
AEL : Growth profile of Incubating Businesses Business Current Scale Growth Overview 4.0 GW Solar Manufacturing − On course to achieve 10 GW cell and module line capacity in next 2years Green Hydrogen 1 MMTPA Cell and Module line − Decarbonization of industrial and mobility through green hydrogen Ec
Slide 21: AEL: Growth profile of Established Businesses
AEL : Growth profile of Established Businesses Business Overview − Pioneer in mine development and operation space for more than a decade now − A portfolio of 13 Mining Services contracts Mining − 6 operational mines, signifying available growth runway in these mines Services − Delivery being made t
Slide 22: Thank You
Thank You V20- credit metrices threshold change after Robbie sir’s comment