Adani Enterprises Limited · NSE:ADANIENT
Adani Enterprises — Investor Presentation (February 2017)
15 slides from Adani Enterprises's investor presentation, February 2017
Slide 1: Thinking big, Doing better – Adani Enterprises Limited
Thinking big Adani Enterprises Limited Doing better
Slide 2: Legal Disclaimer
Legal Disclaimer Certain statements made in this presentation may not be based on AEL assumes no responsibility to publicly amend, modify or revise historical information or facts and may be “forward-looking any forward looking statements, on the basis of any subsequent statements,” including those
Slide 3: Making of India's Leading Infrastructure Developer
Making of India’s Leading Infrastructure Developer 1988 1995 2002 2009 2016 Started a Mundra Port Commodity commenced (1995) M. Cap Gautam Adani Trading Chairman, Adani Group Business Adani Ports $ 13 Bn (APSEZL) Listed on NSE Adani Enterprises (2007) Acquired (AEL) Listed on Abbot Point Revenues NS
Slide 4: The Adani Group – Brief Description and Core Strengths
The Adani Group – Brief Description and Core Strengths – Renewables: The world’s largest single location solar power Adani Enterprises plant commenced in record 9 months. M. Cap : $ 1,417 Mn Revenues : $ 6,814 Mn – Coal trading, mining development operations largest in world EBITDA : $ 470 Mn (handl
Slide 5: The Adani Group: 10 Year Financial Snapshot
The Adani Group : 10 Year Financial Snapshot $ in Bn Revenue EBITDA Total Assets 30 25 14 12 4 25 2.9 12 3 20 10 3 8 2 15 12 6 6 2 1.0 10 4 3 1 2 5 1 0.1 0.1 - - - 100% Stock Price Movement : April 2016 – Jan 2017 Adani Transmission 80% 81% 60% 40% Adani Ports & SEZ 21% 20% Adani Enterprises 15% NIF
Slide 6: Adani Enterprises
Adani Enterprises Renewables / Agro / City Gas Distribution / Mine Developer & Operator /Coal Trading
Slide 7: Indian Renewable Energy: Macro Overview - Growth Opportunity
Indian Renewable Energy: Macro Overview - Growth Opportunity 100 Projected Solar Capacity 100 FY 2016 renewable installed capacity: 39 GW MW in Thousands Leading Roof-top analysis 90 Cumulative (MW) indicates that solar 80 40 FY 2022 Renewable capacity target : ~ 175 GW Ground Mounted will achieve
Slide 8: Adani Enterprises: Renewables
Adani Enterprises: Renewables Current Renewable Portfolio State MW AC Solar Wind MISSION 2022 : 10 GW 100 100 Karnataka 790 790 - Punjab Tamil Nadu 648 648 - 20 50 Telangana 100 100 - Rajasthan Uttar Pradesh Chhattisgarh 100 100 - Uttar Pradesh 100 100 - Punjab 100 100 - Jharkhan DIVESIFIED COUNTERP
Slide 9: Adani Enterprises: Edible Oil & Agri Storage
Adani Enterprises: Edible Oil & Agri Storage Edible Oil & Agro commodities Agri Infrastructure: Food Grains and Fruits 50-50 JV with Wilmar, Singapore Operates storage capacities of 8.5 Storage Capacity of 23,000 MT of “FORTUNE” - The leading edible oil brand MMT at 13 locations across India
Slide 10: Adani Enterprises: City Gas Distribution
Adani Enterprises: City Gas Distribution 4 Cities (Ahmedabad, Vadodara, Faridabad Financial Snapshot 2016 Areas and Khurja) Volume Revenue EBITDA PAT ~353 km of steel pipelines 381 MMSCM $ 172 Mn $ 40 Mn $ 9 Mn Infrastructure ~5,000 km of polyethylene pipelines Adani Gas > 950 industrial cli
Slide 11: Mine Developer & Operator – A High Growth Opportunity
Adani Enterprises: Mine Developer & Operator – A High Growth Opportunity State Chhattisgarh Allocation / Auction in phase I Reserves: 8.1 Bn MT Parsa - Parsa Kente Production FY15: 54 MMT Mine Kente Extension Peak Production: 217 MMTPA (RRVUNL) (RRVUNL) (RRVUNL) Block Area (Sq Km) 27.67 12.52
Slide 12: Adani Enterprises: Coal Trading
Adani Enterprises: Coal Trading ~ 50% of Market Share in India Financial Snapshot 2016 Amongst leading Global Coal Revenue EBITDA PAT Traders $ 4,158 Mn $ 160 Mn $ 89 Mn ~ 78 MMT in FY16 Yamunagar Own Mines in Suratgarh Panipat Harduaganj Hissar Indonesia and Australia Tanda Dadri Vindyachal Kota Un
Slide 13: Coal Mining in Indonesia & Australia
Adani Enterprises: Coal Mining in Indonesia & Australia Bunyu Island Location Bunyu Island, Indonesia Resource 269 MMT (JORC) Current Capacity 7 MMPTA Indonesia Production FY15: 5 MMT Location Galilee Basin - Queensland, Australia Thermal Coal – 11.04 Bn Tonnes Resource Base (JORC) Production
Slide 14: CSR Initiatives
Adani Enterprises: CSR Initiatives Education Underprivileged Children Girl Child Education Training volunteers for teaching Adani Vidyamandir Health Mobile dispensary Teaching sanitation in rural area Immunization for kids HIV /AIDS awareness campaign Livelihood Development Vocatio
Slide 15: Thinking big, Doing better
We are 10,000+ young, dynamic doers working across the globe for a common purpose Thinking big Doing better One vision, One team 15
Adani Enterprises — Investor Presentation (February 2017) on 6ix