Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Shareholder Meeting (June 2026)
22 slides from Adani Enterprises's shareholder meeting presentation, Jun 24, 2026
Slide 1: Adani Enterprises Limited 34th Annual General Meeting
Adani Enterprises Limited 34th Annual General Meeting 24 June 2026
Slide 2: Contents
Contents 01 Adani Portfolio Overview 02 AEL - A Responsible Incubator 03 Business & Operational Updates 04 Financial Highlights 05 ESG & CSR Highlights 06 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 Other Incubator Materials, Metal Energy & Utility Transport & Logistics Specialty & Mining (74.67%) (62.43%) (74.96%) (68.02%) (67.64%)2 AEL AGEL APL APSEZ Ports & Logi
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 EBITDA Tax paid 94,834 Finance cost paid CAT (FFO) 67,995 (72%) EBITDA 24,870 AEL 12,784 APSEZ (51%) 22,259 Adani’s Core Infra. AGEL (
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 | Cemindia Projects Ltd. | PSP Projects Ltd. Operations (AIMSL) Consumer I Employees I Other Stakeholders Origination Site Development Constructi
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 FY26 Overview Cap1 EBITDA Largest transport utility in India $32.
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 Primary Industry Others Energy & Utility Transport & Logistics Services Metals Specialty New Industries (End to end Green H2 Airports Mining Services Copper, Aluminium
Slide 10: Business & Operational Updates
03 Business & Operational Updates STRICTLY CONFIDENTIAL
Slide 11: AEL: Business & Operational Updates
AEL: Business & Operational Updates 4 GW 2 GW 100% 4.9 GW Solar Manufacturing Sales volume Cell & Module Monocrystalline achieved in Module sales Manufacturing ingot and wafer previous two FY26 plant years Adani New Industries 2.25 GW 4 Nos 750 MW 231 sets Wind Turbine Generators WTG Models External
Slide 12: AEL: Business & Operational Updates
AEL: Business & Operational Updates ~23% 100% 20 Mn 95.3 Mn Connecting India Capacity through a India’s total Serviced Airports consumer passenger traffic Green Electricity addition at Navi Mumbai Passenger at Mumbai Movements across 8 focussed offering Airport International in FY26 operational Airp
Slide 13: Financial Highlights
04 Financial Highlights STRICTLY CONFIDENTIAL
Slide 14: AEL: FY 2025-26 – a quick overview of milestones created
AEL : FY 2025-26 – a quick overview of milestones created… Airports Roads Data Centers • Navi Mumbai International Airport • Three HAM Road Projects • 1.6x Orderbook Growth Business Commenced operations at the largest Operationalized in the state of Madhya ACX signs up new hyperscale order for miles
Slide 15: AEL: Strong financial performance in FY26
AEL: Strong financial performance in FY26 Financial performance and value delivery to shareholders PAT attributable Income EBITDA PBT Net Worth to Shareholders ₹1,02,943 cr ₹16,464 cr ₹13,525# cr ₹9,339 Cr ₹89,178 cr 3% (2)% 29% 31% 58% Robust financial performance resulting into strong financial di
Slide 16: AEL: How does AEL make its EBITDA?
AEL: How does AEL make its EBITDA ? ₹ crore 68% 12% 20% AEL FY26 Core Infra Platform Contracted Services Mining, Metal & Others EBITDA Transport & Logistics Primary Industry Primary Industry • Airports • Mining Services • Commercial Mining • Roads [Long term, contracted, predictable • Copper busines
Slide 17: ESG & CSR Highlights
05 ESG & CSR Highlights STRICTLY CONFIDENTIAL
Slide 18: AEL: ESG Rating & Performance Highlights
AEL: ESG Rating & Performance Highlights Ratings Performance Highlights DJSI CSA (2025) 63 Ranked among the top 4 companies in its sector globally and placed in the 98th percentile ANIL 21% 100% renewable energy water withdrawal Ecosystem in electricity mix from non-competing Denotes “Leadership Cat
Slide 19: AEL: CSR – Building strong ties with the communities
AEL : CSR – Building strong ties with the communities ❑ 89,988 CSR beneficiaries across 22 states & UTs/ 7247 villages ❑ 4,29,622 trees planted during FY26 under climate action initiatives ❑ 5,537 students being transformed through Udaan: Nurturing Young Minds programme (with 2700+ girl students) ❑
Slide 20: Future Outlook
06 Future Outlook STRICTLY CONFIDENTIAL
Slide 21: AEL: poised in multi trillion dollar growth opportunity
AEL: poised in multi trillion dollar growth opportunity Business Current Scale Growth Pathway Theme Airports 300m+ consumers(1) 550m+ consumers1 − Portfolio of 8 Airports controlling over 50% of top 10 domestic routes (Adani Airport Holdings Ltd.) 95m pax > 150m pax − Serving PAN India: 23% of Passe
Slide 22: Thank You
Thank You V20- credit metrices threshold change after Robbie sir’s comment