Post on 06-Sep-2018
transcript
www.ebtc.eu
The Indian Cleantech Industry Investment trends 2014 Mr. Sanjoy Sanyal (Country Director, New Ventures India & Founder) Mr. Shrikar Dole (Regional Manager, EBTC) Wednesday 29th, January 2014
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 2
Wednesday Webinar Series 2014: The Indian Cleantech Industry Investment trends 2014
Speaker Profiles
Mr. Shrikar Dole | (Regional Manager, EBTC)
Mr. Shrikar Dole is an MBA in International Marketing, with further specialization in International Trade Relations from CBI Netherlands and Euro Academy, Belgium. He has worked in various capacities with private sector in International Marketing.
He was the Chief Operating Officer of India Engineering Centre in Chicago (USA) and later as Chief Executive Office (CEO) of Indian Trade Centre in Europe. He is credited with a number of successful Joint ventures and strategic partnerships.
He now heads western India operations for European Business and Technology Center to work towards generating new business opportunities in Clean Technology fields. He is an expert in International Technology Transfer.
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 3
Wednesday Webinar series 2014: The Indian Cleantech Industry Investment trends 2014
Speaker Profiles
Mr. Sanjoy Sanyal| (Country Director, New Ventures India & Founder)
Mr. Sanjoy Sanyal is currently the Country Director of New Ventures India. New Ventures is the World Resources Institute’s center for environmental entrepreneurship – providing business development services to environmentally-focused SME’s in emerging markets. New Ventures addresses the key barriers to ‘green’ entrepreneurial growth by building in-country support networks for environmental enterprises and increasing their access to finance.
Sanjoy is also consulting with adelphi, a German sustainability firm on the Technical Assistance for the KfW SIDBI Innovative Finance Programme
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 4
About EBTC
4 locations across India New Delhi (HQ), Mumbai, Bengaluru, and Kolkata
4 focus Sectors with Specialists Biotechnology, Energy, Environment and Transport
4 steps from Visibility to Incubation Promoting Europe in India &India in Europe Providing Information and Intelligence Supporting the market entry process from scratch Providing full service incubation support for businesses and R&D
High growth market, dynamic sectors
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 5
Agenda
Companies
Investors
Trends & outlook
The contents of this presentation from slide 5-22 are the sole responsibility of the guest speaker, and does not reflect the position of the European Business and Technology Centre.
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 6
Key Sectors
Grid connected renewable energy
Distributed renewable energy – industrial/commercial
Distributed renewable energy – rural
Energy Efficiency
Green Building
Waste water treatment
Sustainable agriculture
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 7
Sector 1: Renewable Energy Grid Connected
Northern, 4438
Western, 8147
Southern, 11769
Eastern, 411
N.Eastern, 228
Installed Renewable Energy capacity (MW) by region (2012)
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 8
Sector 1: Renewable Energy Grid Connected
Installed Renewable Energy capacity by type (2012)
Biomass/ Agro-waste
5%
Bagasse Cogen 8% Urban &
Industrial waste power
energy 0%
Small Hydro Power 15%
Solar 1%
Wind 71%
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 9
Sector 1: Renewable Energy Grid Connected
Grid connected Wind and solar installations
Wind
Solar
APSRTC, Wescare India
BSES, Tuppadahalli Energy India
Danida India
Suzlon, Essel Mining India
Aban Loyd, Newam Power Company, Kethanur Wind Farm, Subhash, Muppandal
Wind Farm, Gudimangalam Wind Farm
Solaris
Reliance, Aditya Birla, Rays Infra
Lanco Infra, NKG Infra, Aditya Birla, GMR Gujarat Solar, Adani, Tata Power RE, SEI Solar, Alex
Astral
Suzlon India
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 10
Sector 2: Distributed RE – Industrial/Commercial
Driver – Demand/Supply gap
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 11
Sector 2: Distributed RE – Industrial/Commercial
Driver – Increase in power tariffs
Maharashtra reported highest increase in non domestic power tariff rates – around 35%
Delhi reported 22% increase and Tamil Nadu reported 21% increase Haryana and Orissa reported close to 10% increase in tariff rates
Non
-Dom
esti
c Se
ctor
D
omes
tic
Sect
or Tamil Nadu registered growth of 42% in domestic power tariff rates
and Maharashtra registered 28% growth Tariff growth was more than 20% in Rajasthan and more than 15%
in Uttar Pradesh & Andhra Pradesh All other states excluding Bihar, Madhya Pradesh and Bihar reported
more than 5% tariff increase
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 12
Sector 2: Distributed RE – Industrial/Commercial
Driver – High cost of generating electricity from DG set
-
5
10
15
20
25
30
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Cost of electricity from DG (Rs/kWh)
Cost of electricity from Grid(Rs/kWh)
Chennai – Tamil Nadu Bangalore – Karnataka
0
5
10
15
20
25
30
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Cost of electricity from DG(Rs/kWh)Cost of electricity from Grid(Rs/kWh)
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 13
Sector 2: Distributed RE – Industrial/Commercial
Distributed Renewable Energy companies
Wind generation areas
Solar companies Head Quarters (HQ)
Chettinad Cement, Madras Cement, Mohan Breweries & Distilleries
Solar HQ – Bangalore Emmvee Solar Kotak Urja Tata Power Solar
Solar HQ – Delhi Minda NexGenTech Mosar Baer Solar Azure Power
Solar HQ – Hyderabad Solar Semiconductor
Solar HQ – Near Chennai Poseidon Solar
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 14
Sector 3: Distributed RE – Rural un-electrification
% Un-electrified rural households % rural households
0%10%20%30%40%50%60%70%80%90%
100%2011 2001
0%10%20%30%40%50%60%70%80%90%
100%
WestBengal
Orissa Jharkhand Assam UttarPradesh
Bihar
2011 2001
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 15
Sector 3: Distributed RE - Rural
Clean energy and water access social enterprises
Clean Energy
Clean Water Water Spring Health – Orissa Waterlife - West Bengal, UP, Karnataka, Bihar, Maharashtra Waternet World - Andhra Pradesh, Karnataka Health Point Services India – Punjab Sarvajal (Piramal Foundation) – 6 states
Biomass to energy Husk Power – Bihar Desi Power – Bihar SP Renewables - Gujarat Solar
Selco Solar – Karnataka Mera Gaon Power – Uttar Pradesh Solar Solar – UP, MP, Bihar, J&K Boond – Rajasthan, UP Greenlight Planet – (Supplier) – All India Duron Solar – UP, Karnataka ONergy – WB, Orissa, Jharkhand
Solar/ hybrid E-Hands Energy – (solar, wind hybrid) All India Claro Energy – (solar pumps) Bihar, Tamil Nadu Simpa Networks – (prepaid metering) – Karnataka, UP
Cookstoves Sustaintech – South India Envirofit – All India Greenway Grameen Infra – UP, MP, Maharashtra, Karnataka, TN, Kerala Nishant Bioenergy - Orissa, Chhattisgarh, Rajasthan, Punjab, Himachal Pradesh, J&K
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 16
Sector 4: Energy Efficiency (EE)
Information & Communication Technology in EE
Johnson Controls for building efficiency & Ashida Electronics for remote monitoring Mumbai
Schneider controls for building efficiency – Delhi
KLG Systel for remote monitoring – Delhi
Kalkitech, PRDC for remote monitoring – Bangalore
BS Transcomm for remote monitoring – Hyderabad
Omengate for remote monitoring – Chennai
Secure Meters for remote monitoring – Udaipur
Equilibrium Energy for remote monitoring – Ahmedabad
SEE Tech for remote monitoring – Nagpur
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 17
Sector 4: Waste water treatment
Water and Waste water companies
Aqua Designs, VA Tech Wabag – Chennai
Doshian – Ahmedabad
UEM Group – Noida
Rochem India – Mumbai
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 18
Sector 5: Sustainable Agriculture
Largest organic cotton exporter
Samruddhi Crop Science – Ahmedabad
bioRe India – Kasrawad
Pratibha – Indore Suminter India Organics - Mumbai
Arvind Organic - Ahmedabad
Agrocel Industries – Bhuj
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 19
Investors in India
Foundations & Donors
VC/PE Impact Investor
Development Banks
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 20
KfW SIDBI Innovation Finance Programme
Line of credit from KfW
Administered by SIDBI (Small Industries Bank of India)
Targeting supply side clean technology companies
Sectors covered: – Energy (renewable energy, energy efficiency) – Green building, – Water, waste, pollution control, – Sustainable agriculture, – Sustainable transport
Opportunity for European companies to bring in innovative technologies in partnership with European SMEs.
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 21
Trends
Possible increase in electricity prices – Expected price rise of power from gas based power plants with
increase in domestic gas price – Utilities already suffering from huge losses – price to be passed on
to customers – Already seen tariff hikes across domestic and non-domestic
sectors in 2013
Possible increase in fossil fuel prices – Domestic fossil fuel (coal and oil) resources are scarce – Highly dependent on import of crude oil and now coal – Average price of import of crude oil has gone up by 14% year on
year
Possible water risks – Creating health hazards – Negatively impact agricultural outputs – Can cause disruptions in power generation
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 22
Potential for partnership
•Role – Partnering India companies with international companies for technology, innovation, IP and deploying in India
•Examples – AcceleratorIndia (UK)
Cross Border Business Accelerators
•Role – Provide all the business support services to develop cleantech companies in a geography- develop connections across Asia for commercial growth
•Examples – Cambridge Cleantech (UK), Negev region of Israel
International Clean Tech Centres/ Clusters – Developed nations
•Role – Provide opportunities to SMEs to partner for technology, skills & enterprise development, marketing & distribution
•Examples – Bayer Material Science, ABB, Schneider Electric, Franklin Electric, Total
Large Corporations partnering with SMEs
in India
•Role – Benefit from experiences of agricultural, water and energy companies operating in Africa while Indian companies explore African markets and vice versa
•Examples – CAADP (The Comprehensive Africa Agricultural Development Programme)
India – Africa Linkages
Questions & Answers
Mr. Sanjoy Sanyal (Country Director, New Ventures India & Founder)
Mr. Shrikar Dole (Regional Manager, EBTC Mumbai)
Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 24
Conclusion
EBTC: a platform for EU-Indian collaboration Indian needs, demands, and partners
continuously being identified Interested in business opportunities? Looking for technology collaborations? Are you planning to develop project? Looking for business & academic partners? Interested in research consortium & projects? • Connect with EBTC: Website: www.ebtc.eu E-mail: info@ebtc.eu Follow us:
EBTC New Delhi (Head Office) DLTA Complex, South Block, 1st Floor 1, Africa Avenue, New Delhi 110 029, INDIA Tel: +91 11 3352 1500 Fax: +91 11 3352 1501 info@ebtc.eu www.ebtc.eu
New Delhi | Mumbai | Bengaluru | Kolkata | Brussels
Thank you!