Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Adani New Industries — Investor Presentation (June 2024)
23 slides from Adani Enterprises's investor presentation, June 2024
Slide 1: Adani New Industries Limited Green Hydrogen Ecosystem
Adani New Industries Limited Green Hydrogen Ecosystem June 2024 0
Slide 2: Adani Portfolio Overview
01 Adani Portfolio Overview STRICTLY CONFIDENTIAL
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%) (72.61%) (100%) (50.00%) (100%) (100%) ANIL Ada
Slide 4: Adani Portfolio: Decades long track record of industry best growth
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 EBITDA 92% 1,4 AEL APSEZ Growth 3x 6 Growth 1.4x 6 AGEL Adani’s Core Infra. ATGL Platfo
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 De-risking Capex Strategic Location Platform uniquely positioned to offer Next generation technologies to stay Mundra SEZ: Integrated Green H2 Hub scale and high efficiencies ahead of the curve Land availability, supporting Develo
Slide 7: Global Hydrogen Landscape
02 Global Hydrogen Landscape STRICTLY CONFIDENTIAL
Slide 8: Global Hydrogen Demand
Global Hydrogen Demand Global demand for Hydrogen 2022 (MMTPA) Global demand for Hydrogen 2022 (MMTPA) by Region by Sectors Buildings, 0.0 8 Transport, 0.3 24 Ammonia 27 production , 95 60% Refining, 41 Industry, 53 8 Methanol, 30% 16 12 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) 2022 by 2030 across scenarios by 2030 - APS 3% 9% 10 20% APS 4 6 4 10 25 31 0.2% 12% Scenario based on full and timely implementation of national energy and 0.2% c
Slide 10: India Market
03 India Market STRICTLY CONFIDENTIAL
Slide 11: India consumes 6 MMTPA Hydrogen (Grey)
India consumes 6 MMTPA Hydrogen (Grey) India’s Energy Consumption – FY22 (MtOe) 6 MTPA • H2 is used to produce ammonia and ~90% of ammonia is used to Fertilizer manufacture fertilizers 111 (48%) • Natural gas (80% imported) is the main feedstock for the fertilizer production. 383 48% 247 • Imported
Slide 12: India Green Hydrogen target & demand by 2030
India 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 capacity 0.13 5 MMT GH2 Annual production 0.52 0.78 − Substitution of Ammo
Slide 13: ANIL Strategy
04 ANIL Strategy STRICTLY CONFIDENTIAL
Slide 14: Green Hydrogen – India Story
Green Hydrogen – India Story Decarbonization: “Panchamrit” strategy (COP26) Supportive policy environment National Green Hydrogen Mission Phase-1 1 500 GW non-fossil energy capacity by 2030 1 launched on 17th Feb 2022 50% of India’s energy requirements from RE Phase 1 included supply side incentives
Slide 15: ANIL: Designed to win in Green H2 market
Adani New Industries Limited (ANIL): Designed to win in Green H2 market GH2 Value What it takes to win How we are delivering it 1 Competitive cost Green Electron Large scale with high quality resources Pricing − Input power cost accounts for ~70% of cost of − Investment of USD 50 bn in Green H2 Gree
Slide 16: ANIL: Structure Business Segments
ANIL: Structure Business Segments Adani New Industries Limited Supply Chain Products Manufacturing Green Hydrogen Generation Downstream Products − Manufacture key components and Integrated RE and H2 Electrolyser Large scale downstream projects materials for RE projects Projects − Focus on Ammonia, u
Slide 17: Overall manufacturing footprint
Overall manufacturing footprint Manufacturing Capacities by 2026 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 − Full backwar
Slide 18: ANIL – Electrolyser Strategy
ANIL – Electrolyser Strategy Technology development Multiple tie-ups with Electrolyser technology providers namely Cavendish Renewable Technology (Australia) and Hydep ( Italy ) Alkaline 5 MW size Electrolyser Pilot in progress AEM Prototype stage in progress Stack C-Cell Prototype stage in progress
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 Current Studies Site survey Pipeline and storage Water level measurement Feasibility report Mundra Soil investigation Power evacuation system Campaign for RE resource assessment Basic
Slide 20: Derivatives and Off-take
Derivatives and Off-take Green Ammonia Co-firing Clean Energy Transition utilizing breakthrough technology from Japan Location Unit 1 – 330 MW, Mundra Thermal (Coal) Power Plant ▪ Feasibility study on modification in Mundra Power Plant to achieve 20% liquid ammonia co-firing Description ▪ Supported
Slide 21: ANIL: Green Hydrogen Generation
05 ANIL: Green Hydrogen Generation STRICTLY CONFIDENTIAL
Slide 22: 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 23: Thank You
Thank You STRICTLY CONFIDENTIAL
Adani New Industries — Investor Presentation (June 2024) on 6ix