Jaiprakash Power Ventures Limited · NSE:JPPOWER
Jaiprakash Power Ventures — Debt Investor Presentation (February 2015)
13 slides from Jaiprakash Power Ventures's debt investor presentation, February 2015
Slide 1: Presentation to Bondholders
Presentation to Bondholders February 2015 1
Slide 2: Disclaimer
Disclaimer This presentation contains statements that constitute “forward looking statements” including, without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to the Company’s future business developments and economic performance. All s
Slide 3: Pre & Post Demerger Corporate Structure
CONFIDENTIAL Pre & Post Demerger Corporate Structure Listed company Jaiprakash Power Ventures Ltd (JPVL) Jaiprakash Power Ventures Ltd (JPVL) 300 MW Baspa – II HEP # 400 MW Vishnuprayag HEP # 400 MW Vishnuprayag HEP # 500 MW Bina TPP # 1,000 MW Karcham Wangtoo HEP # 500 MW Bina TPP # 1,320 MW Nigrie
Slide 4: JPVL: Key Milestones since issue of FCCB
JPVL: Key Milestones since issue of FCCB FY’ 09-10 Feb’10: Raised FCCB for US$ 200 Mn FY’ 10-11 Mar’11: Bina Power Supply Company Limited & Jaypee Karcham Hydro Company Limited merged with JPVL. FY’ 11-12 1000 MW Karcham Wangtoo HEP Commissioned (2 months ahead of schedule) May’11: Unit I, Jun
Slide 5: JPVL: Key Milestones since issue of FCCB
JPVL: Key Milestones since issue of FCCB FY’ 13-14 Apr’13: Bina TPP (250 MW) Unit II commissioned June’13: Power generation in 400 MW Jaypee Vishnuprayag HEP affected w.e.f. 16th June’13, due to natural calamity. FY’ 14-15 Apr’14: Generation of power from Vishnuprayag HEP has resumed on 12th Apr
Slide 6: Snapshot of Key Financials since issue of FCCB
Snapshot of Key Financials since issue of FCCB Rs. in Crs (US$ Mn) Installed Actual Share Price Corporate Project Capacity Generation Revenue PAT Debt Debt HIGH LOW (in MW) (in Mus) 2,653 2,722 718 252 FY ’10 700 2,856 96.6 29.7 (428) (439) (116) (41) 3,877 8,192 841 165 FY ’11 700 3,049 75.5 36.9 (
Slide 7: Blocked Investment in various Assets
Blocked Investment in various Assets Total Blocked Arunanchal Coal Block Karchana Investment Hydro Investments TPP in Power Projects by JAL Assets Rs 552 Cr Rs 228 Cr Rs 778Cr Rs 1558 Cr 7
Slide 8: IEX Prices: Pre & Post commissioning of Karcham Wangtoo HEP
IEX Prices: Pre & Post commissioning of Karcham Wangtoo HEP 6 Month Price Sep-11 3.08 Oct-11 4.89 Nov-11 3.96 Dec-11 3.78 Jan-12 5 3.00 Feb-12 2.95 Mar-12 2.77 Apr-12 2.72 May-12 3.2 Jun-12 3.95 Jul-12 4.14 4 Aug-12 3.32 Sep-12 2.18 Oct-12 3.47 Nov-12 2.93 Dec-12 3.31 KW COD Jan-13 3.24 3 Feb-13 2.3
Slide 9: Scheme of Arrangement with JSW: Timeline
Scheme of Arrangement with JSW: Timeline S.No. Particulars Date Status 1. Board meeting to get approval of Draft Scheme 15th Nov’ 14 Meeting Held 2. Filing of draft scheme and other documents with Stock Exchanges / SEBI 21st Nov’ 14 Filed 3. Approval by Stock Exchanges / SEBI 2nd Jan’ 15 Received 4.
Slide 10: JPVL: Post Disinvestment Generation Profile
JPVL: Post Disinvestment Generation Profile Installed Generation Capacity (in Mus) (in MW) (E)* (E) FY ’16 4,200 20,094 FY ’17 4,200 26,582 FY ’18 4,200 26,582 * Includes generation from Bara TPP 10
Slide 11: Reforms in Power Sector
Reforms in Power Sector It was observed by the Govt appointed Committee headed by Sh S B Nayyar that power plants are facing challenges like coal & gas shortage, delay in obtaining regulatory approvals, low offtake by distribution companies, transmission bottlenecks, high interest rate and rupee d
Slide 12: Coal Block Cancellation
CONFIDENTIAL Coal Block Cancellation The Supreme Court in a decision given on September 2014 has cancelled the allocation of 204 out of the 218 blocks that various governments since 1993 had allocated to companies for captive consumption. 6 months breathing time was granted to the mining compani
Slide 13: Thank You
THANK YOU 13
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