Essar Shipping Limited. · NSE:ESSARSHPNG
Essar Shipping — Essar Shipping Ports & Logistics — Merger or Acquisition (August 2010)
29 slides from Essar Shipping's merger presentation, Aug 12, 2010
Slide 1: ESPLL Demerger
ESSAR’ SHIPPING, PORTS & LOGISTICS ESPLL Demerger
Slide 2: Essar Global – one of India's largest industrial houses
E Essar Global Gl b l − one off IIndia’s di ’ largest l t industrial i d t i l houses h Essar Global Essar Energy plc* Essar Shipping & Aegis Essar Steel Essar Projects Essar Telecom Logistics BPO Business Essar Oil Essar Power(a) Upstream Increasing current India Ports Essar Projects India Vodafone
Slide 3: ESPLL Demerger
ESPLL Demerger The Board of Directors of Essar Shipping Ports & Logistics Ltd (ESPLL) have approved, in principle, the demerger of the following businesses into a single separate entity: • Sea Transportation Division • Oilfields Services • Logistics The Ports business will be retained within ESPLL.
Slide 4: Rationale for Demerger
Rationale for Demerger • ESPLL was setup in 1970s as a shipping company, company the company has incubated the Ports, Oilfields Services and the Logistics business over the last five years • The Th PPorts t business b i h has now b become a mature t b business, i iis off substantial b t ti l size i
Slide 5: ESPLL Demerger
ESPLL Demerger Pre Demerger Post Demerger Promoters P Promoters t P bli Public 83.7% 16.3% 83.7% Public 83.7% 16.3% Essar Shipping Ports & Logistics Limited Shipping, Logistics Ports & Oilfields Services 4
Slide 6: Ports Business
Ports Business SHIPPING, PORTS
Slide 7: Ports Business – Overview
Ports Business – Overview 46 MTPA liquid terminal at Vadinar Operational 30 MTPA dry bulk terminal at Hazira….. 20 MTPA Dry bulk terminal at Salaya Under 20 MTPA Dry bulk terminal at Hazira construction 14 MTPA Coal terminal at Paradip / development 16 MTPA Iron Ore berth at Paradip 7+
Slide 8: Ports Business – Portfolio of Assets
Ports Business – Portfolio of Assets Vadinar Paradip I (Iron ore) Capacity Draft Port (MTPA) (Mtr) Cargo Customer COD Capacity Draft Port (MTPA) (Mtr.) Cargo Customer COD Vadinar-I 46 17* Crude Oil, Essar Oil Operating POL Paradip-II 16 14 Iron Ore / Essar Steel March Pellets 2011 Vadinar-II 7 17 Cr
Slide 9: Ports Business – Key Highlights
Ports Business – Key Highlights India’s 2nd largest private port owner and operator with 76 MTPA operational capacity, being increased to 1 158 MTPA by FY 2013 2 Capacity backed by long term Take or Pay contracts 3 Strong near term earnings visibility 4 Actively bidding for upcoming PPP port project
Slide 10: Shipping, Logistics & Oilfields Services Business
Shipping, Logistics & Oilfields Services B i Business 9
Slide 11: Shipping, Logistics & Oilfields Services – Overview
Shipping Logistics & Oilfields Services – Overview Shipping, Fleet of 25 vessels, DWT of 1.31 mn 2 modern d D Double bl HHullll VLCC VLCCs 4 Capesize ships Operational 2 Supramax bulk carriers 2 x 13,000 dwt dry bulk carriers One Semi-submersible Semi submersible and 12 Land rigs . . F
Slide 12: Shipping, Logistics & Oilfields Services – Key Highlights
Shipping Logistics & Oilfields Services – Key Highlights Shipping, 1 Over three decades of experience in the shipping industry 2 Majority of fleet on long term contracts – minimal exposure to spot markets 3 Significant investments made in oilfields services 4 Essar Wildcat has now completed 600 days
Slide 13: Annexures
Annexures SHIPPING, PORTS
Slide 14: Hazira Port: Simultaneous Panamax Berthing
Hazira Port: Simultaneous Panamax Berthing 13
Slide 15: Hazira Port: Simultaneous Supramax Berthing
Hazira Port: Simultaneous Supramax Berthing 14
Slide 16: Hazira Port: Berthing Operations
Hazira Port: Berthing Operations 15
Slide 17: Hazira Port: L&T Project Cargo being discharged
Hazira Port: L&T Project Cargo being discharged 16
Slide 18: Hazira Port: L&T Project Cargo being discharged
Hazira Port : L&T Project Cargo being discharged 17
Slide 19: Hazira Port: Specialized Project Cargo Ship Berthed
Hazira Port: Specialized Project Cargo Ship Berthed 18
Slide 20: Hazira Port: MV Malvika Berthed
Hazira Port: MV Malvika Berthed 19
Slide 21: Vadinar Port: SPM Discharge Operations
Vadinar Port: SPM Discharge Operations 20
Slide 22: Vadinar Port: Simultaneous berthing
Vadinar Port: Simultaneous berthing 21
Slide 23: Vadinar Port: Tankages
d ESSAR’ SHIPPING, PORTS Vadinar Port: Tankages « toaiénies ea = SS SS SS a === ——— = a — ee
Slide 24: Vadinar Port: Road Gantry
Vadinar Port: Road Gantry d ESSAR’ SHIPPING, PORTS & LOGISTICS 23
Slide 25: Vadinar Port: Railway Gantry
Vadinar Port: Railway Gantry 24
Slide 26: Shipping: MT Ashna - VLCC
Shipping: MT Ashna - VLCC d ESSAR’ SHIPPING, PORTS & LOGISTICS 25
Slide 27: Shipping: MV Kiran – Capesize bulker
Shi i Shipping: MV Kiran Ki – Capesize C i bulker b lk 26
Slide 28: Shipping: Essar Wildcat – Semi Submersible Rig
Shi i Shipping: Essar E Wildcat Wild t – Semi S i Submersible S b ibl Rig Ri 27
Slide 29: Legal Disclaimer
Legal Disclaimer “This presentation is for information purposes only and does not constitute an offer, solicitation or advertisement with respect to the purchase or sale of any security of Essar Shipping Ports & Logistics Limited (the “Company” or “ESPLL” or “Essar Shipping Ports & Logistics Limited
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