Adani Energy Solutions Ltd · NSE:ADANIENSOL
Adani Energy Solutions — Adani Transmission — Adani Corporate Day – Singapore NDR organized by BofA Securities, August 2021
26 slides from Adani Energy Solutions's conference presentation, Aug 24, 2021
Slide 1: Intimation letter to exchanges on investor interaction
24th August, 2021 BSE Limited National Stock Exchange of India Limited P J Towers, Exchange plaza, Dalal Street, Bandra-Kurla Complex, Mumbai – 400001 Bandra (E), Mumbai – 400051. Scrip Code: 539254 Scrip Code: ADANITRANS Dear Sir, Sub: Intimation for interaction with the Investors’ / external parti
Slide 2: Adani Transmission Limited Equity Presentation
Adani Transmission Limited Equity Presentation Adani Corporate Day – August 2021
Slide 3: Contents
CONTENTS 04-07 Adani Group 04 Company Profile, Strategy 09-20 and Growth & Value Creation 09 22-23 Annexure 22
Slide 4: Adani Group
adani Transmission
Slide 5: Adani: A world class infrastructure & utility portfolio
Adani: A world class infrastructure & utility portfolio Transport & Logistics Portfolio Adani Energy & Utility Portfolio Adani 100% 75% • Marked shift from B2B to 63.8% 58.2% B2C businesses – APSEZ ATL AGEL NQXT2 • ATGL – Gas distribution Port & Logistics T&D Renewables network to serve key 100% 75%
Slide 6: Decades long track record of industry best growth rates across sectors
Adani: Decades long track record of industry best growth rates across sectors Transmission Network (ckm) Port Cargo Throughput (MMT) Renewable Capacity (GW) CGD7 (GAs8 covered) 45% 20% 132% 12% 1.5x 3x 30% 3x 5x 7% 4% 25% Industry ATL Industry APSEZ Industry Adani AGEL Industry AGL 2016 320,000 ckm
Slide 7: Repeatable, robust & proven transformative model of investment
Adani: 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 intelligence planning str
Slide 8: A platform well-positioned to leverage growth opportunities in T&D business
ATL: A platform well-positioned to leverage growth opportunities in T&D business Execution Prowess Strategic Presence Balanced pool mix Transmission Network of Transmission - Presence in 12 states Development with 27 transmission lines Transmission (FY21): 18,801 ckt km1; Distribution - Integrated u
Slide 9: Company Profile, Strategy and Value Creation
Company Profile, Strategy and Value Creation
Slide 10: Manifesting Adani's Infrastructure Excellence in T&D business
ATL: Manifesting Adani’s Infrastructure Excellence in T&D business Execution Strength and Pan Pan-India network & only private AEML - One of the best-run 3 million+ India Presence sector co. to operate 500 KV 94-year old integrated utility Retail Electricity Households HVDC in S-E Asia catering to g
Slide 11: ATL at a Glance
ATL at a Glance Contracted Assets ROA Assets 25.1% 100% 100% 74.9% 100%1 Transmission HVDC Consumer-facing Assets Transmission line Integrated Utility TBCB(2) Assets 4 Operating AEML catering to HVDC Line in 3 mn+ connections Transmission assets Mumbai with length with network of and distribution ar
Slide 12: Transmission business at a Glance
Transmission business at a Glance TBCB – Contracted Transmission Assets ROA - Transmission Assets TBCB Fixed Return on Assets Tariff Counterparty Network Pool (Section 63) (ROA -Section 62) 35 yrs + 30 yrs of Function of line Asset Life remaining life of Payment Network 35 yrs + 30 yrs availability
Slide 13: Distribution business at a Glance
Distribution business at a Glance Consumer-facing Integrated Utility (AEML) Key Characteristics HVDC Transmission Asset (Mumbai) Consumer Counterparty Consumers 3.04 million base Return on Assets Fixed Type of Regulated Perpetual (ROA -Section 62) Return Asset Life Asset Asset (Sec. 62) business Ass
Slide 14: Transformation nature and journey thus far
ATL: Transformation nature and journey thus far Key Benchmarks Milestones achieved • Scale and Wider Presence (largest private sector • ATL has grown ~3.5x in a span of 5 years on Transmission network and has presence Operations Transmission and Distribution player in India) in 12 states of India •
Slide 15: Robust ESG Framework
ATL: Robust ESG Framework Our Commitment: • Increase renewable power procurement to 30% by FY23 and 60% by FY27 (SDG 7) • Reduce GHG Emission Intensity(1) to 40% by FY25, 50% by FY27 and 60% by FY29 (SDG 13) • Achieve Zero Waste to Landfill(2) by 2024-25 Guiding • Replace Single Use Plastic Waste(2)
Slide 16: Environmental Philosophy
ATL: Environmental Philosophy Minimizing wastage & Waste Management Offsetting Carbon Emission Conservation of Resources • Supporting low carbon economy • T&D Loss reduction • Efficient operations management Climate • Improving Carbon Efficiency • Energy Management & Optimizing • Scientific Disposal
Slide 17: Social Philosophy
ATL: Social Philosophy Key Social Initiatives mapped to UNSDG 2030 Access to Education • Offered physical infrastructure and e-learning platform in rural areas. Social Initiatives through Adani Foundation1 : 1. No Poverty • Distributed Educational Kits (2830 students benefited) & School Core Areas 4
Slide 18: Governance Philosophy
ATL: Governance Philosophy Well formulated policies ensure interests of all stakeholders Current Policies Comprising of 100% Independent Directors >> Overseeing Financial Due Diligence, Compliance and Nomination and Remuneration Policy Related Party Transaction Policy Audit Committee approval of Rel
Slide 19: Core Strategic Objectives
ATL: Core Strategic Objectives Regulated growth opportunities Opportunity Set in Transmission Opportunity Set in Distribution ▪ AEML: ▪ Achieve 20,000 Ckt kms by ATL geared to fully leverage FY2022 – Leveraging on 12mn+ consumer opportunities for disciplined growth base ▪ Strong pipeline of TBCB tra
Slide 20: Growth and Long-term value creation
ATL: Growth and Long-term value creation Track-record of delivering solid EBITDA growth Efficient and Optimal Capital Allocation Locked-in growth for next 3-5 years Operational EBITDA (Rs. Crs) Transmission Distribution 4,233 Transmission growth 4,055 FY16 FY21 • 12 Under-construction TBCB projects
Slide 21: Compelling Investment Case
ATL: Compelling Investment Case Infrastructure • Pedigree of Adani Group: leader in infrastructure –transport, logistics, energy and utility space lineage • Proven track record of excellence in development & construction World-class • Robust operational metrics - line availability, supply reliabilit
Slide 22: Annexure
Adani Transmission Limited Debt Presentation | February 2 0 2 0 Transmission Annexure 14
Slide 23: ATL's Evolution and Operational Asset Portfolio as of Q1FY22
ATL’s Evolution and Operational Asset Portfolio as of Q1FY22 ATL’s Transmission Network (ckt km) has grown 3.4x Adani Transmission Limited and added Distribution business in FY19 ATL’s “Grid-to-Switch” Integrated Platform 100% 100% 75% 100% 100% 100% 100% 100% 100% 100% 100% 100% ATSCL & WTGL, PPP A
Slide 24: ATL's Under-construction Asset Portfolio as of Q1FY22
ATL‘s Under-construction Asset Portfolio as of Q1FY22 Adani Transmission Limited 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% Obra-C WRSS – Bikaner - Lakadia Kharghar MP MP NKTL Jam Kham- FBTL GTL Banas- HVDC# WKTL Package I Package II Badaun XXI (A) Khetri baliya - Vikhroli kant
Slide 25: Thank You
adani Transmission adani Transmission Thank You
Slide 26: Legal Disclaimer
Legal Disclaimer The information contained in this presentation is provided by Adani Transmission Limited (together with its subsidiaries, the “Company” or “ATL”) to you solely for your reference and for information purposes only. This presentation is highly confidential and is being given solely fo