Essar Shipping Limited. · NSE:ESSARSHPNG
Essar Shipping — Essar Global Fund — Investor Presentation (May 2023)
23 slides from Essar Shipping's investor presentation, May 2023
Slide 1: Transforming for Tomorrow
transforming for tomorrow May 2023
Slide 2: Introduction
Introduction ▲ Essar Global Fund Limited (EGFL), set up ▲ EGFL’s investee companies have : in 2005, invests ▲ robust governance and strong risk ▲ in building and nurturing assets to and regulatory systems create value ▲ ESG framework to deliver superior ▲ long term capital in the core sectors of ret
Slide 3: Vision & Values
Vision & Values “ To foster the regenerative economy through investments which build social capital and create value for all stakeholders “ CARING: HUMILITY: PRACTICAL: One with our people, Gratitude and respect Face reality, with partners, community, for all stakeholders determination and environme
Slide 4: DNA
DNA To invest with spirit of an entrepreneur,build assets with the passion of an owner, and manage businesses with the discipline of a professional. Expertise Entrepreneurship Experience Creating Value Building Assets Realising Value Essar has invested in a portfolio of world-class Strategic investm
Slide 5: Investment Objectives
Investment Objectives EGFL has identified three themes : - Decarbonisation - Decentralisation - Digitisation To transition existing assets to green assets for a post carbon economy To invest on ESG metrics in projects that transform these four sectors INFRASTRUCTURE & LOGISTICS ENERGY Create logisti
Slide 6: Track Record
Track Record Equity Invested US$ 14 Bn + Total Value Realized US$ 42 Bn + Current Portfolio US$ 8 Bn + US$ 16 Bn + AUM as on Dec’22 AUM by FY26E Landmark Transactions Portfolio Monetized Acquiring Entity Enterprise Value (US$) 18.8 bn 12.9 bn 0.9 bn 2.4 bn Year 2011 2017 2014-17 2022 Value Multiplie
Slide 7: Investment Portfolio
Investment Portfolio MESABI METALLICS BLACK BOX North America (Formerly, AGC Networks Ltd) 7 MTPA iron ore mine & pellet Global project in US; 1.7 Bn MT resources IT Solution Integrator , Technology Product solution PT MBL Provider ESSAR OIL UK Indonesia ESSAR SHIPPING United Kingdom 72 million tonn
Slide 8: Assets Under Management
Assets Under Management Assets Under Management of US$ 8 billion, as on 31 December 2022; to nearly double in next 5 years to US$ 16 billion.* Source: Post Ports deal- *Excluding value from new investments and subject to any monetisation Internal estimates
Slide 9: Fund Performance
Fund Performance Net Worth FY'22 increased by 39% from March’21 to March’22 US$ bn Mar’21 Mar’22 Energy 2.9 4.5 35% Infrastucture 3.2 3.5 CAGR US$ 6,174 mn Metals & Mining 0.7 0.9 Technology & Services 1.2 1.0 US$ Portfolio Investment 8.2 9.9 4,434 mn Receivables/Others 0.1 0.0 US$ 2,875 mn Total As
Slide 10: Governance & Management
Governance & Management Knowledge Leadership & Board of Advisory Investment Committee Management Directors Board as a strategic as a thought as a decision as the asset which leader’s forum making forum operational has ultimate comprising of which is team with supervisory recognized independent in ex
Slide 11: Organisation Structure
Organisation Structure Board of Directors GOVERNANCE Knowledge Advisory Group Investment Committee Chief Executive Chief Executive Chief Executive Chief Executive Officer Officer Officer Officer Infrastructure & Metals & Mining Technology & Energy Vertical Logistics Vertical Retail Vertical LEADERSH
Slide 12: Investment Committee Charter
Investment Committee Charter Establish and review the 1 investment strategy, Recommend to the Board investment 4 policy and guidelines based on final Oversee and investment review the quality assessments 2 performance and risk characteristics of the investment portfolio Set out the returns parameter
Slide 13: Founding Family Entrepreneurs
Founding Family Entrepreneurs Shashi Ruia Ravi Ruia Founder Founder Prashant Ruia Anshuman Ruia Smiti Kanodia Rewant Ruia
Slide 14: Fund Leadership Experts
Fund Leadership Experts Dhanpat Nahata Vikash Saraf Haseeb Drabu General P a rtne r Non Executive Advisor Strategy and Risk Director Kailash Daultani Nikhilesh Nagar Adithya Bhat Pushkar Popat Managing Director Managing Director Managing Director Managing Director Finance & Treasury Accounts & Compl
Slide 15: Portfolio Leadership Empowered
Portfolio Leadership Empowered Jatinder Mehra B. C. Tripathi Anil Chaudhary Sunil Jain Rajiv Agarwal Madhu Vuppuluri Vice Chairman Vice Chairman Group CEO Operating Partner Operating Partner Operating Partner Metals & Mining Exploration & Metals & Mining Energy Transitions Infrastructure Metals & Mi
Slide 16: Essar Foundation
Togetherin the Na tion’s Essar Foundation fight a ga ins t Covid-19 Pulwama Srinagar Essar Foundation has a rich heritage of 50 years of service Anantnag across Pan-India; in health, education, livelihood, women empowerment, sports, environment and infrastructure. The Foundation has always stood by D
Slide 17: Avid Learning: India's Pioneering Cultural Programming Platform
Avid Learning India’s Pioneering Cultural Programming Platform Essar’s cultural philanthropy arm, with firmly entrenched in India’s cultural ecosystem; Founded in 2009, Avid Learning is one of Mumbai’s leading public programming platform. Avid Learning has gained a reputation for curating thought-pr
Slide 18: Appendix – Portfolio Assets
APPENDIX – PORTFOLIO ASSETS
Slide 19: Energy Portfolio
Energy Portfolio Essar Oil UK EOGEPL Essar Transition Stanlow Terminal Helping fuel the UK economy Diversified resources; Foraying into renewable energy Largest mid-stream storage exploring greener fuels company in UK Decarbonisation of portfolio 3 Mn m3 (CBM) bulk liquid storage 10 MTPA Capacity; 7
Slide 20: Metals & Mining Portfolio
Metals & Mining Portfolio Mesabi Metallics PT MBL Essar Minmet KSA- Green Flat Steel Complex 1.7 Bn tonnes resource; High Grade Thermal Environmentally compliant Steel Plant in Ras Al-Khair, minimal environmental Coal Mine way of making pellets Kingdom of Saudi Arabia impact 7 MTPA DR grade Iron Ore
Slide 21: Infrastructure & Logistics Portfolio
Infrastructure & Logistics Portfolio Essar Ports Essar Projects Ultra Gas & Energy One of the largest private sector Leading EPC company delivering Green-Tech Company disrupting port & terminal developer & innovative, end-to-end EPC Clean Energy Marketing and operator in solutions from concept to Di
Slide 22: Technology & Retail Portfolio
Technology & Retail Portfolio Black Box Litmus World Pluckk Fast Growing Global Technology India’s Best Customer Experience Digitally integrated platform selling Solution Integrator Platform fresh fruits & vegetables (FnV) Fastest growing growing Global IT Solution Driving CX Transformation Digital
Slide 23: Thank You
# t ransform ingfortomorrow Thank You Disclaimer: Strictly confidential and Privileged This presentation is for information purposes only. Although we have endeavored to accurately provide all information in this presentation, we make no representation or warranty, express or implied, in any manner w