Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Adani New Industries — Investor Presentation (February 2025)
22 slides from Adani Enterprises's investor presentation, February 2025
Slide 1: Adani New Industries Limited Green Hydrogen Ecosystem
Adani New Industries Limited Green Hydrogen Ecosystem Feb 2025
Slide 2: Adani Portfolio
adani Renewables — ; f
Slide 3: 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 4: Adani Portfolio: Decades long track record of industry best growth with national footprint
Adani Portfolio: Decades long track record of industry best growth with national footprint Secular growth with world leading efficiency National footprint with deep coverage Growth 3x 6 Growth 4x 6 EBITDA 71% 1,2,3 EBITDA 92% 1,3,4 AEL APSEZ Growth 3x 6 Growth 1.4x 6 AGEL Adani’s Core Infra. Platfor
Slide 5: Adani Portfolio: Repeatable, robust & proven transformative model of investment
Adani Portfolio: Repeatable, robust & proven transformative model of investment DEVELOPMENT OPERATIONS CONSUMERS 1 New C.E.O. Adani Infra (India) Limited (AIIL) Operations (AIMSL) Consumer I Employees I Other Stakeholders Origination Site Development Construction Operation Inspired Purpose & Value C
Slide 6: ANIL: Emulating Adani's business philosophy
ANIL: Emulating Adani’s business philosophy Large Integrated Platform Technology Development Strategic Location Platform uniquely positioned to offer In House R&D with Tech Experts Mundra: Integrated Green H2 Hub scale and high efficiencies Development Integrated platform -> Lowest cost of CRT and H
Slide 7: Global hydrogen landscape
02 Global hydrogen landscape
Slide 8: Global Hydrogen Demand
Global Hydrogen Demand Global demand for Hydrogen 2023 (MMTPA) Global demand for Hydrogen 2023 (MMTPA) by Region by Sectors Buildings, 0.0 Transport, 0.1 8 23 Ammonia 28 production , 97 60% 9 Refining, 43 Industry, 54 Methanol, 30% 16 14 Europe China Middle East DRI in Iron & Steel, 10% North Americ
Slide 9: Global Hydrogen Demand – Future Potential
Global Hydrogen Demand – Future Potential World energy consumption by Sources - Low-emissions H2 demand (MMTPA) Global H2 demand (MMTPA) 2023 by 2030 across scenarios by 2030 - APS 3% 8% 8 20% APS 4 7 3 9 25 30 0.0% 12% Scenario based on full and timely implementation of national energy and climate
Slide 10: India's green hydrogen market
03 India’s green hydrogen market
Slide 11: India consumes 6.55 MMTPA hydrogen (grey)
India consumes 6.55 MMTPA hydrogen (grey) 6.55 India’s Energy Consumption-FY23 (MTOE) MMTPA • Imported natural gas to produce H2 through SMR process 28 Refining • H2 is used to process crude oil to obtain refined fuels e.g. gasoline, (48%) diesel. Sulphur impurities are removed via Hydro-desulfuriza
Slide 12: India's green hydrogen (GH2) target & demand by 2030
India’s green hydrogen (GH2) target & demand by 2030 National Green Hydrogen Mission Sectoral Demand End Use Sectors Green H2 Market (MMTPA) Remarks 1.85 At least 0.78 − Green H2 consumption by existing refining Refinery Demand 0.13 capacity 5 MMT GH2 Annual production 0.52 0.78 − Substitution of Am
Slide 13: ANIL Strategy
adani Renewables 04 ANIL Strategy
Slide 14: Green hydrogen: India story
Green hydrogen: India story Decarbonization: “Panchamrit” strategy (COP26) Supportive policy environment National Green Hydrogen Mission Phase-1 launched 1 500 GW non-fossil energy capacity by 2030 1 on 17th Feb 2022 50% of India’s energy requirements from RE by Phase 1 included supply side incentiv
Slide 15: ANIL: One of the world's largest fully integrated GH2 platform
ANIL: One of the world’s largest* fully integrated GH2 platform What it takes to win How we are delivering it 1 Competitive cost Green Electron Large scale with high quality resources − Input power cost accounts for ~60% of cost of − Investment of USD 50 bn in GH2 ecosystem Green Hydrogen − Secured
Slide 16: ANIL: Segments
ANIL: Segments Adani New Industries Limited Supply Chain : Green Electron Generation Green Hydrogen Production Downstream Manufacturing − Manufacture key components − Integrated renewable (solar and − Integrated GH2 projects − Integrating GH2 with for RE & GH2 projects wind) power plants downstream
Slide 17: Overall manufacturing footprint
Overall manufacturing footprint Manufacturing Target Capacities in 1st Phase Key Highlights Businesses Polysilicon: 30 KTPA − Existing 4 GW of cell and module manufacturing facility; Ingot/Wafer: 10 GW − More than 7+ years of experience in cell and module manufacturing Cells: 10 GW Modules: 10 GW −
Slide 18: Electrolyzer development status
Electrolyzer development status Technology development Multiple tie-ups with Electrolyzer technology providers namely Cavendish Renewable Technology (Australia) and Hydep ( Italy ) Alkaline 5 MW size Electrolyzer Pilot in progress AEM Prototype stage in progress Stack C-Cell Prototype stage in progr
Slide 19: Green Hydrogen Project: Great Rann of Kutch (GRK), Gujarat
Green Hydrogen Project: Great Rann of Kutch (GRK), Gujarat ~85,000 hectares land allotted RE Site Studies Completed On-going Studies Corrosion Study Site Survey- Land profile and Topography RE resource Soil and Seismic condition assessment Mundra Feasibility study Process study Pipeline & Storage Po
Slide 20: ANIL: Green Hydrogen Generation
05 ANIL: Green Hydrogen Generation
Slide 21: ANIL: Green Hydrogen Ecosystem for First phase of 1.0 MMTPA GH2 by 2030
ANIL: Green Hydrogen Ecosystem for First phase of 1.0 MMTPA GH2 by 2030 Key components: Hybrid RE Electrolyser for Green H2 H2 Pipeline Green Ammonia Offtake of Generation Green H2 Compression Derivatives1 production ▪ Up to ~17.5 ▪ 1 MMTPA ▪ ~21 GW+ ▪ ~215 Km GW Green Renewable pipeline ▪ ~5.6 MMTP
Slide 22: Thank You
Growth adar Goodness Thank You
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