Enel Green Power overview. Ruggero Arico Head of Institutional Affairs for Europe, North Africa, Sub-Saharan Africa, Asia and Australia

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1 Enel Green Power overview Ruggero Arico Head of Institutional Affairs for Europe, North Africa, Sub-Saharan Africa, Asia and Australia

2 Enel today 1 Global and diversified operator 40 bn Regulated Asset Base 62 mn distribution end users #1 in Italy, Spain, Chile, Peru #2 in Argentina, Colombia 38 GW renewable capacity 2 Global leadership in renewables 18.3 mn free retail customers #1 in Italy and Spain 47 GW thermal capacity Highly flexible and efficient generation fleet 1. As of Consolidated (35.9 GW) and managed (1.9 GW) capacity including 24.9 GW of large hydro. 3. Presence with operating assets Countries of presence 3 1

3 Enel Green Power Positioning and key figures Production 92.4 TWh Capacity 36 GW operating capacity capacity under execution/construction 6.6 GW WIND 1.2 GW SOLAR 0.8 GW GEO 0.02 GW BIOMASS 27.4 GW HYDRO Leadership position supported by very strong track record 2

4 Enel Green Power Technologies GEOTHERMAL ENERGY SOLAR PHOTOVOLTAIC HYDROELETRIC WIND ONSHORE Mature Technologies BIOMASS STORAGE Innovative Solutions SOLAR HOME SYSTEM OFFGRID SYSTEMS HYDRID SOLUTIONS

5 Casablanca Sub-Saharan Africa Where we are Country of presence Country under development Addis Ababa 100 MW Solar PV Offices: ~ 160 employees Nairobi 34 MW Solar PV COUNTRY OF PRESENCE South Africa Namibia Kenya Zambia Ethiopia Cape Town Lusaka Johannesburg 523 MW operation solar PV and wind MW wind awarded COUNTRY UNDER DEVELOPMENT Senegal Ghana Ivory Coast Tanzania Mozambique Botswana Uganda Rwanda Madagascar

6 Asia & Pacific Where we are COUNTRY OF PRESENCE 172 MW operation Wind India Singapore Indonesia Australia COUNTRY UNDER DEVELOPMENT Gurgaon (New Delhi) Bangalore Country of presence Country under development Offices: ~ 70 employees South Korea Myanmar Vietnam Thailand Singapore 55 MW Geo 275 MW Solar PV Sidney 5

7 Renewables Market RES Capacity Escalation Renewable Installed Capacity by Technology, (expected) 2016 Key facts Record year in terms of PV additional capacity (~76GW) Hydro cumulative capacity represents ~59% of total global RES capacity Increasing n. of Countries with RES installed capacity higher >100MW The evolution of renewable energy over the past decade has surpassed all expectations Note: 2016 and 2030 figures, EGP Analysis Source: REN 21, IRENA; BNEF; Enerdata; GlobalData; TSOs 6

8 Wind and PV Auctions Awarding Bids Average awarding bids - $/MWh Mexico '16 Wind On $46 PV $38 Perù '16 Wind On $38 PV $48 Chile '16 Wind On $42* PV $29* UK '15 '16 '17 2Q Wind Off $165 $64 Spain '17 2Q Wind On/PV $47 Morocco '16 Wind On $30 PV $45 Brazil '14 '15 Wind On $46 $56 PV $72 $89 Argentina '16 Wind On $56 PV $57 Germany '15 '16 '17 2Q Wind On $62 PV $94 $79 $61 India '14 '15 '16 '17 2Q UAE '15 '16 Wind On $53 PV $59 $30 PV $104 $87 $71 $44 Saudi Arabia 17 PV $18 Zambia '16 PV $67 South Africa '15 Wind On $46 PV $58 Source: BNEF 2Q 2017 Global Auction and Tender Results (July 2017) *Updated with BNEF Global Auction Monitoring Sep

9 Renewable Growth Drivers Resource Availability Cost of Technology Regulatory Framework Macro Drivers Cost of Technology 8

10 Renewable Regulatory Evolution in Africa Yesterday Today S Over 20 countries adopted dedicated regulation for RES Development mainly through tenders and the recent IFC s Scaling Solar program S S S RES Target and support mechanisms RES development thanks to support mechanisms RES Target but NO support mechanisms Scaling Solar Auctions 9

11 Key successful factors for competitive tender National renewable energy expansion program Transparent and clear processes Stringent technical and financial criteria Bankability Appropriate Local Content targets and rewards 10

12 Key enablers for further growth Enabler Expected Impact Planning & Execution Technology cost Grid & Infrastructures Distributed Generation Improving time to market Follow up with the Megacities trend More mature and efficient technologies Cheaper & Cleaner energy in rural areas Nairobi, Kenya 11

13 billion people in the planet 7.4 billion people in the planet All of them had no access to electricity Still 1.2 billion have no access to electricity

14 Mini-Utilities and Rural Electrification Energy Access Solutions Low population density Average income from 2 to 6 USD/day Low energy demand There is not a single solution to achieve Universal Access Economy based predominantly on farming

15 Sustainability embedded in the strategic plan Context Sustainability Plan - ESG 1 Pillars Enel commitments to the Sustainable Development Goals ESG pillars Digitalization Engaging the local communities Engaging the people we work with Aiming at operating efficiency and innovation Decarbonizing the energy mix Quality Education Renewable Energy Good Jobs and Economic Growth 400,000 people by million of people, mainly in Africa, Asia and Latin America by million people by Customer focus Climate Action <350 gco 2 eq / kwh by 2020 (-25% base year 2007) 1. Environment, Social and Corporate Governance 2. Target upgraded from the original 0.5 million people commitment that was already achieved during

16 Thank you for your attention