Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — ESG Presentation (December 2020)
28 slides from Adani Green Energy's sustainability presentation, December 2020
Slide 1: Investor Presentation - ESG Focus
Renewables Adani Green Energy Limited Investor Presentation - ESG Focus December 2020 1
Slide 2: Contents
CONTENTS 1 Adani Group 2 AGEL: Company Profile 3 AGEL: Transformational Advantage 4 Adani Group: ESG Strategy 5 AGEL: ESG 6 Climate Alignment of Adani Energy Portfolio Annexures
Slide 3: Adani Group
Renewables Adani Group Amongst the Largest Infrastructure & Utility Portfolio of the World 3
Slide 4: Adani Group: A world class infrastructure & utility portfolio
Adani Group: A world class infrastructure & utility portfolio Transport & Logistics Portfolio Adani Energy & Utility Portfolio Adani 63.5% 100% 75% 75% Marked shift from B2B to B2C businesses - APSEZ SRCPL ATL AGEL Port & Logistics Rail T&D Renewables AGL - Gas distribution network to serve key 100%
Slide 5: 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 Capacity (ckm) CGD8 (GAs9 covered) 12% 161% 45% 21% 2.5x 6x 3x 1.5x 30% 5% 7% 25% Industry APSEZ Industry AGEL Industry ATL Industry AGL 2014 972 MT 113
Slide 6: 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 7: AGEL: Replicating Group's Transformational Growth Profile
AGEL : Replicating Group’s Transformational Growth Profile Total Portfolio Diversified Portfolio ESG 14,195 MW 1 11 states Development 74% solar; 12% wind; 14% wind-solar hybrid Pure-play Solar & Wind Assets 6,195 MW in Operation & ramp-up 8,000 MW Contracted Pipeline 100% Contracted Capacity Counte
Slide 8: Adani Green Energy Limited: Company Profile
Renewables Adani Green Energy Limited Company Profile 8
Slide 9: AGEL: Transformational Renewable Company
AGEL: Transformational Renewable Company Largest Listed 2,850 MW – Operational 15,000 MW identified in Gujarat Renewable + 3,345 MW – ramp up in 5–12 Site Plan & Company in India months 15,000 MW at other sites Development Pipeline under 8,000 MW Upcoming Over 23,000 MW in pipeline Solar Tenders exe
Slide 10: AGEL: Large, Geographically Diversified Portfolio
AGEL: Large, Geographically Diversified Portfolio 14,195 MW # Portfolio | 2,850 MW operational Average AGEL tariff below APPC** APPC @ 3.60/kWh Operational Under Implementation Wind Solar Solar-Wind Hybrid 3.2 2.5 2.4 2.7 2.3 3.26 130 Apr'17 Dec'17 Jan'18 Aug'18 Jun'20 AGEL 175 200 Portfolio Avg. Lo
Slide 11: AGEL: Transformational Advantage
AGEL: Transformational Advantage 11
Slide 12: AGEL: De-risking the pipeline and Operational Excellence
AGEL: De-risking the pipeline and Operational Excellence De-risking activity underway for Potential pipeline Operational Excellence driving Value Traditional Approach Our approach Plant level O&M Centralized Operations via. ENOC Origination Development Construction • Predictive O&M processes leading
Slide 13: AGEL: Value Creation through Transformative Investment Philosophy
AGEL: Value Creation through Transformative Investment Philosophy FY 17 FY 20 Cash Flow from Operations Capacity (MW) 748 MW CAGR of 47% 2,545 MW 1 1965 1625 INR Crore 301 Investment Grade 28 Credit Rating Not Rated BBB- 2 Rating FY17 FY18 FY19 FY20 Capital Employed3 INR 50 bn CAGR of 42% INR 145 bn
Slide 14: Adani Group: ESG Strategy
Renewables Adani Group: ESG Strategy 14
Slide 15: Adani Group: ESG Strategy - Key Focus Areas
Adani Group: ESG Strategy - Key Focus Areas • Extreme Weather • Biodiversity Environment • Food Security • Local & Rural Livelihood • Water Security • Diversity & Inclusion • Local Community development Social • Local & Rural Vendor development • Occupational Health & Safety • Employee Development •
Slide 16: AGEL: ESG
Renewables AGEL: ESG Decarbonizing the Nation’s Growth
Slide 17: AGEL: ESG Strategy Framework
AGEL : ESG Strategy Framework Purpose Decarbonizing the Nation’s Growth Strategic Pillars Enabling Social Responsible Business Role in Global Climate Action Transformation Practices Focus Areas ✓ Ethics and integrity ✓ Decarbonization of value chain ✓ Human capital management ✓ ESG-focused risk asse
Slide 18: AGEL: Leadership Message at AGM 2021
AGEL : Leadership Message at AGM 2021 Adani Green Energy Limited Decarbonizing the Nation’s Growth “We firmly believe that our vision of a carbon neutral future is key to the sustainable progress of our society and AGEL will be a key contributor in turning Gautam Adani it to reality” Chairman, Adani
Slide 19: AGEL: Role in Global Climate Action
AGEL: Role in Global Climate Action Environment related Factors Offsetting Carbon Emission Conservation of Resource/ Waste Management Biodiversity • Maintaining 3R (Reduce, Recycle Climate • Supporting low carbon Economy • Caring and protecting biodiversity and Reuse) for Waste management Awareness
Slide 20: AGEL – Key Initiatives to Reduce Environmental Damage
AGEL – Key Initiatives to Reduce Environmental Damage Water consumption reduction initiatives Fast-paced Renewable Capacity addition leading to a greener future Operational capacity (MW AC) 25,000 Target capacity (MW AC) 1,958 1,970 2,545 2,850 313 808 FY16 FY17 FY18 FY19 FY20 H1 FY21 FY25E Efficien
Slide 21: AGEL: Enabling Social Transformation
AGEL: Enabling Social Transformation Social Initiatives through Adani Foundation 1 : Core Areas Adani Foundation’s presence across India Education Community Health Sustainable Livelihood Community Infrastructure Inclusive Growth, Safety & Other Initiatives at AGEL • Hiring a diversified pool of tale
Slide 22: AGEL: Adopting Responsible Business Practices
AGEL: Adopting Responsible Business Practices • Independent Board – implemented at AGEL & under implementation for ESG Governance Structure subsidiaries: • 50% of the Board comprises of Independent Directors ESG Apex Comittee • 4 out of 5 Board Committees comprise of Majority Independent Directors E
Slide 23: Climate Alignment of Adani Energy Portfolio
Renewables Climate Alignment of Adani Energy Portfolio 23
Slide 24: Adani Energy Portfolio: COP21 compliant by 2024
Adani Energy Portfolio: COP21 compliant by 2024 Climate Awareness and Climate Readiness Climate Alignment 2015 2020 2025E Renewable 1% 17% Thermal • Fuel Mix based on Installed 37% 63% Power Production Capacity 83% 99% 8,000 Green EBITDA as % of Total Utility EBITDA 48% 60% 77% Green Investment of i
Slide 25: Thank You
adani aan | Renewables
Slide 26: Annexures
Annexures
Slide 27: Adani Foundation: Activity based picture gallery
Adani Foundation: Activity based picture gallery Anthropometric Family Counselling's Measurements Focused Group Discussions Referral to CMTC/NRC Sneh-Shivir for SAM children Community Mass Events CMTC: Child Malnutrition Treatment Center; NRC: Nutrition Rehabilitation Center 27
Slide 28: Adani Foundation: Celebration of Special days
Adani Foundation: Celebration of Special days World Menstrual Global Handwashing Day Hygiene day Poshan Maah New born care week World Breastfeeding week World Toilet Day 28
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