Resources Logistics Energy. Thinking big Doing better
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1 Resources Logistics Energy Thinking big Doing better
2 Adani Group: Integrated & synergistic business model Vision - To be globally admired leader in integrated infrastructure businesses with a deep commitment to nation building. We shall be known for the scale of our ambition, speed of execution and quality of operations Resources Sourcing Coal from around the world Coal Mining Coal Trading Integrated Coal Management Logistics Owning a large network of ports, rail lines, ships Ports Multi Modal Logistics Special Economic Zones Energy Leading Player in private power generation Power Generation Power Transmission City Gas Distribution India: Largest trader of Coal Largest contract mining developer & operator Contract order book of 97 mtpa Indonesia: Resource 269 mn tn Mine life: 15 yrs 11 mtpa (peak) Australia: JORC Resource: 11 bn ton Mine life:100 yrs 100 mtpa (peak) India: No. 1 Port of India Largest indigenous Ports Developer & Operator 6 Operational Ports / Terminals Developing 2 terminals on west and east India Largest Private Rail Developer Shipping: Own & operate 4 capesize vessels India: Generation: 9240 MW thermal capacity by MW Solar Power Plant Transmission: 5051 Ckt km of transmission network City Gas Distribution: Operate in 4 cities in India.(Ahmedabad, Baroda, Faridabad & Khurja) 2
3 Adani Group Thinking Big, Doing Better Net Asset (USD mn) No.1 :- 20,000 15,000 10,000 12,822 16,764* 18,133 17,358 Commercial Port in India Coal Import Terminal at Mundra 5,000 3,077 5,654 - FY09 FY10 FY11 FY12 FY13 FY14 EBIDTA (USD mn) 2,000 1,700 1,500 1,271 1,000 1,084 1, FY09 FY10 FY11 FY12 FY13 FY14 Private Power Producer in India Mine Developer and Operator in India Trader of coal in India with consistent share of about 50% Edible Oil Company in India in terms of market share * Figure is excluding Abbot asset 3
4 Resources Logistics Energy Coal Trading Coal Mining Sea Ports Railways Power Generation Transmission
5 P P P P P P P P P P P P Coal Business: Growth Potential Thermal Coal Import (MMT) Thermal Coal Demand Sector-wise (MMT) Coal Mining (MDO) Coal Mines Ordinance: The ordinance has carved out special provision for allotment of the cancelled coal blocks to the Government companies, having specific end use (only captive use) without going through public auction Power (Mt) Cement CPP (Captive) Sponge Iron Others Thermal coal import in India is estimated at 169 MT in FY2015 and expected to grow at 15% YoY In view of this, we expect our MDO coal blocks (Parsa Kente, Machhakata, Chendipada and Parsa) to be reallocated to the respective utilities being Government companies and having specific end use Our MDO contract for Kente Ext. is not affected by Honorable SC order since it was allocated to RRUVNL under new auction by competitive bidding of Coal Mines Rules 2012 This ordinance brings further opportunity for Adani Group to retain & strengthen its presence in the MDO business and also obtain coal resources for our power business Source: Research Reports 5
6 Coal Trading: Largest Integrated Coal Management Multi-Country Procurement Financing Multi modal Logistics Customer Account Management Electricity Boards Private Business Coal Business Adani Power Ltd Third Country Yamunagar Suratgarh Panipat Hissar Harduaganj Consistent Market share in electricity business ~50% Dadri Tanda Vindyachal Mundra Bedi Kota Unchahar Kahalgaon Parichha Chhabra Rihand Kandla Wanabori Gandhinagar Navlakhi Sipat Korba Dahej Koradi Tiroda Hazira Chanderpur Sagardighi Bakreshwar Mejia Bandel Panki Durgapur Kolaghat [Talcher] Haldia Paradip Badarpur Indonesia Tarakan Samarinda Tanjung Bara Bontang Parli Ramagundam Kondapalli Vishakhaptnam Simhadri Gangavaram Kakinada Muara Satui Tanjung Pemancingan Indonesia South Africa Ports Richard Bay Locations served Goa Mettur Tuticorin Ennore North Chennai Tuticorin Australia Queensland We are a team of People with operations spread across globe through our 25 satellite offices, 18 branch offices, 3 global offices and a head office based out of Gurgaon. 6
7 Coal Mining: Largest Mine Developer & Operator State Chhattisgarh Odisha Mine Parsa - Kente (RRUVNL) Parsa (CSPGC L) Kente Extension (RRUVNL) Machhakat a (MGCL) Chendipad a (UCMCCL) Block Area (Sq Km) Mundra Kandla Dahej Port Hazira Port Vizag Machhakata Chhendipada Mineable Reserve (Mn MT) Capacity at peak level (MMTPA) Mormugao Port Parsa Parsa Kente Overall Stripping Ratio Ports Mining Locations Commenceme nt of Production Started Feb Notes: 1. RRVUNL Rajasthan Rajya Vidyut Utpadan Nigam Limited ; 2. MGCL Mahaguj Collieries Ltd. ; 3. CSPGCL Chhattisgarh State Power Generation Company Limited 4. UCMCCL - UCM Coal Company Limited 7
8 Coal Mining: Indonesia Bunyu Island Coal Mining Indonesia Particulars Location Resource Current Capacity Production Capacity Bunyu Island, Indonesia 269 MMT (JORC) 7 MMPTA FY14: 3 MMT FY15: 4.5 MMT (budgeted) Coal Crushing Coal Loading 8
9 Australia Mine: Funding Plan and Timeline USD mn Particulars Open Cut Mining First Coal Open Cut Underground Mining First Coal Underground Mine 28 MMT Aug MMT Mar-18 Particulars Mine Total Capex 4,200 Debt 2,940 Project Finance 2,140 Equipment Financing 800 Equity 1,260 Of which already invested 800 Timeline Carmichael Coal Mine Q Q Q Q Q Q Off-Site & On-Site Infra Construction Commencement Financial closure Open Pit E - First Coal Open Pit D - First Coal Underground 1 System Cut First Coal Underground 2 System Cut First Coal 9
10 Agro Edible Oil & Agro commodities Joint venture with Wilmar, Singapore FORTUNE - India s number 1 edible oil brand with more than 20% market share (AC Nielson) Revenues in excess of $ 2.5 Bn Volumes more than 3.5 MMTPA Expanding into more agro products such as Rice, Pulses. Soya nuggets etc Major Exporter of Castor Oil/derivatives and Soya De-oiled cake Manufacturing facilities spread across 18 locations pan India with 10k refining & 7k crushing capacity Agri Infrastructure: Fruits Capacity of MT of storage of Apple State of Art Control Atmosphere Storage facility at 3 locations in Himachal Pradesh Distribution set up across India under brand Farm-Pik One of largest importer of fruits into India Agri Infrastructure: Food Food Grains Grains Operates storage capacities of 6,00,000 MT at 7 locations across India Another 3,50,000 MT in development across 7 locations in Madhya Pradesh State of Art mechanized storage facilities with private railway siding Operates storages facilities under Build Own Operate model for FCI for 20 years 10
11 Resources Logistics Energy Coal Trading Coal Mining Sea Ports Railways Power Generation Transmission
12 Ports & Logistics: Huge Growth Potential Ports Only pan India port company with 8 ports across Indian coastline 6 operational ports; 2 under implementation Multi Commodity Ports: >300 mtpa capacity % of India s international trade: 12% Largest beneficiary of recovery in GDP and trade Preferred Indian Partner of Global Liners Mundra Kandla Mormugao Dahej Hazira Vizag Dhamra Logistics Established connectivity infrastructure including rail, road and pipe line 120 km railway line on the west coast; 63 km railway line at Dhamra on the east Development of Inland Container Depots and container rail movements across country Ennore Major Ports where APSEZL has terminals Non major ports - APSEZL SEZ SEZ land leases complementing business models of Ports and Logistics at Mundra acres of contiguous land available with all necessary approvals and amenities Diverse clientele of storage for refineries, power generators, automobile industry and other industrial consumers 12
13 Ports & Logistics: Robust Evacuation Infrastructure Shorter Route Compared to other Ports in the region Origin Destination Distance (Kms) Advantage Mundra Mundra- Delhi 1,105 - Mundra- Bhatinda 1,128 - Mumbai-Bhatinda 1, Mumbai- Delhi 1, Pipavav- Delhi 1, Pipavav-Bhatinda 1, Ports\Mode Rail Road Pipe Mundra P P P Dahej P P - Hazira P P - Dhamra P P - 13
14 Ports & Logistics: DFC/DMIC a Cargo Booster DFC/ DMIC The development & construction of high speed, more efficient railway lines DFC is also expected to drive the establishment of industrial corridors & logistic parks along its alignment Total length: ~3300 kms Investment: Rs 900 bn Status Western corridor to be completed by 2018 Eastern corridor to be completed by 2019 Capacity Double stacking vs single stacking currently Axle load of 32 ton vs 22 ton currently 8-15 ton carrying capacity vs 4-5 ton currently Average speed 100 kmph almost 3 times current speed Benefit Mundra Port is connected with western corridor through Mundra Adipur Palanpur rail line (Kutchh Rail Corporation) Triple industrial output in five years (25% CAGR) Quadruple exports from the region in five years (32% CAGR) Source: DFCCIL/DMIC website 14
15 Ports & Logistics: Dhamra Strategic Importance Dhamra: Enabling APSEZ to be a PAN India Port Company To service landlocked Eastern and North Eastern hinterland enabling APSEZL ports service entire land locked Indian hinterland Master plan to go up to 100 mtpa of cargo; Established customer base- committed volume off-take; Rich NW 1 hinterland Gateway for costal coal exports from the east to western Mundra Kandla Dahej Hazira NW 5 Dhamra India; Access to steel industries and power plants Robust cargo evacuation infrastructure; Dedicated 63 km railway; Proximity to the golden quadrilateral Mormugao NW 4 Vizag Deepest port; Highly mechanized cargo-handling facilities; Likely to be the most cost-effective and efficient port on the eastern coast of India Ennore Near to Inland National Waterway projects: NW1: Ganga, NW4: Krishna & Godavari, NW5: Brahmani & Mahanadi rivers Coal Basins and Fields Opportunity to emerge as a container hub of the east with no large terminals between Chennai and Chittagong 15
16 Resources Logistics Energy Coal Trading Coal Mining Sea Ports Railways Power Generation Transmission
17 kwh Power: Sectorial Demand continue to rise Peak & Energy Deficit : Year-wise 17% 14% 12% 12% 12% 13% 13% 11% 10% 10% 11% 9% 9% 9% 8% 8% 9% 7% 5% 5% 4% 4% Units in GW Installed Capacity in India - Category Average Deficit in the Last Decade: Peak deficit: 12%; Energy deficit: 9% Lowest per capita electricity consumption Peak Deficit 6460 Energy Deficit USA Russia UK China Brazil India Thermal Hydro Nuclear Renewables India Installed Capacity: 253 GW* Thermal 176 GW Hydro 40 GW Other 32 GW Nuclear 5 GW Source: 11 th & 12 th FYP, Ministry of Power, CEA * As on 31 st Aug
18 Power: Generation & Transmission Adani Power projects are in high growth states of India. Also these states have financially strong SEBs Kawai Commissioned: 1,320MW SN Power Generation Location Capacity (MW) 1 Mundra (Gujarat) 4,620 2 Tiroda (Maharashtra) 3,300 Operation (MW) 4,620 3,300 Mohindergarh 3 Kawai (Rajasthan) 1,320 Total - Implementation 9,240 1,320 9,240 Dehgam Power Transmission Mundra Commissioned: 4,620MW Aurangabad Warora Tiroda Commissioned: 3.300MW 40 MW Operational Solar Power Project 1 in Gujarat *Transmission lines are part of inter-state transmission system SN Length Connecting Locations (Ckt Kms) *Mundra Dehgam MW, 400 KV Operational *Tiroda Warora 1000 MW, 400 KV DC 438 Operational *Mundra Mohindergarh 2, MW, 500 KV HVDC Operational Tiroda Aurangabad 1 1, MW, 765 KV SC Operational# Total 5,051 Notes: 1. Project under AEL Subsidiary # Line 1 operational 18
19 Power: Fuel Security & Off-take in Place Customer Total Capacity (MW) Capacity contracted (MW) Levelised tariff (INR/unit) PPA starts from GUVNL (330x4) 1,320 1, Feb-10 GUVNL (660x2) 1,320 1, Feb-12 UHBVNL & DHBVNL (660x3) MSEDCL (660x2) MSEDCL (660x3) 1, Aug-12 / Feb-13 Coal Availability Qty (MMT) Coal Required (MMT) Imported Coal 10.2 FSA signed for 6.4 MMT Mundra 4,620 3, FSA signed 1,320 1, Aug-12 for 4.91 MMT ** Aug-14 / Feb-17 1, Apr-14 FSA - Tapering linkage signed for 800 MW# MoU signed for 3.39 MMT Tiroda 3,300 3, Remark ~40% of coal requirement tied up through CIL domestic coal supply Balance coal cost pass through as per CCEA directive CERC issued final order granting compensatory tariff ~66% of coal requirement tied up through CIL domestic coal supply Balance coal cost pass through as per CCEA directive MERC issued final order granting compensatory tariff ~62% of coal requirement tied up through CIL domestic coal supply RRVPNL (660x2) 1,320 1, ** Aug-13 MoU signed for 3.39 MMT 5.5 Balance coal cost pass through as per CCEA directive Proceedings completed in RERC. Order awaited. Kawai 1,320 1, ~53% of coal requirement tied up Grand Total ^ through CIL domestic coal supply ^ PPA Capacity 92% of Net capacity **Fuel & Fuel Transportation are linked to CERC escalation index in PPA tariff # SLC (LT) has approved 1 year extension of tapering coal supplies, pending decision of competent authority 19
20 Adani Group: Business Process Transformation Tezz Transformation: Components and Key Processes Disha: Power Operations Ignite: Ports Operations BPT of Power Operations Group with ATK: Strategic Planning Revenue Management Operations and Maintenance Fuel Sourcing and Mgmt. BPT of Projects with Accenture: Sourcing and Procurement Project Management Engineering Construction and Commissioning TEZZ BPT of Ports Operations Group with KPMG : Marine Operations Terminal Operations Engineering Services Customer Service & Marketing BPT of Services with Strategy&*: Finance: B2P, O2C, Tax, R2R, Treasury, FP&A, ABEX IT: Planning, Delivery, Support HR: TM, TA, L&D, PMS, HR Ops Agile: Capital Projects Synergy: Services (Finance, IT, HR) * Formerly Booz & Company 20
21 Power: Growth Enablers Domestic coal availability can now be a reality based on ordinance Ensures a long-term fuel supply for the sector, with overall fuel production to rise Increased coal production and efficiencies result in lower fuel pricing Opportunity for private IPPs with operational / ready to use capacity New Projects sources of funding & opportunity for growth 5/25 scheme announced by RBI Existing long term debt are allowed to be refinanced till economic life of asset Average debt tenure for long term loan of Adani Power would be about 20 years 21
22 Adani Group: Our Leadership Position Leadership Position Leadership Position in Ports 8 Ports Our Leadership Position as Private Sector Generation Co MW Transmission Network 5051 circuit kms Coal Trading Mine Developer and Operator Favorable Macroeconomic Environment Sustainable Growth of Business Clear Policy Framework 22
23 Legal disclaimer Certain statements made in this presentation may not be based on historical information or facts and may be forward-looking statements, including those relating to general business plans and strategy of Adani Enterprises Limited ( AEL ) and Adani Ports and Special Economic Zone Limited ( APSEZ ) & Adani Power Limited ( APL ), their future outlook and growth prospects, and future developments in their businesses and their competitive and regulatory environment, and statements which contain words or phrases such as will, expected to, etc., or similar expressions or variations of such expressions. Actual results may differ materially from these forward-looking statements due to a number of factors, including future changes or developments in their business, their competitive environment, their ability to implement their strategies and initiatives and respond to technological changes and political, economic, regulatory and social conditions in India. This presentation does not constitute a prospectus, offering circular or offering memorandum or an offer, or a solicitation of any offer, to purchase or sell, any shares and should not be considered as a recommendation that any investor should subscribe for or purchase any of AEL s shares. Neither this presentation nor any other documentation or information (or any part thereof) delivered or supplied under or in relation to the shares shall be deemed to constitute an offer of or an invitation by or on behalf of AEL. AEL, as such, makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information or opinions contained herein. The information contained in this presentation, unless otherwise specified is only current as of the date of this presentation. AEL assumes no responsibility to publicly amend, modify or revise any forward looking statements, on the basis of any subsequent development, information or events, or otherwise. Unless otherwise stated in this document, the information contained herein is based on management information and estimates. The information contained herein is subject to change without notice and past performance is not indicative of future results. AEL may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes. No person is authorized to give any information or to make any representation not contained in and not consistent with this presentation and, if given or made, such information or representation must not be relied upon as having been authorized by or on behalf of AEL. This presentation is strictly confidential. This presentation does not constitute an offer or invitation to purchase or subscribe for any securities in any jurisdiction, including the United States. No part of its should form the basis of or be relied upon in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities. None of our securities may be offered or sold in the United States, without registration under the U.S. Securities Act of 1933, as amended, or pursuant to an exemption from registration therefrom. This presentation is confidential and may not be copied or disseminated, in whole or in part, and in any manner. This presentation contains translations of certain Rupees amounts into U.S. dollar amounts at specified rates solely for the convenience of the reader. 23
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