Adani power

Thinking big Doing better

Presented By….

Ashay Kothawale

Diptee Karatkar

Kavita D’souza

Neel Kumar

Prashob Menon

Rakesh Mishra

Roshan Joshi

Thinking Big, Doing Better


Adani Enterprises is Indian conglomerate based in

Ahmedabad, Gujarat, India

It was founded by Mr. Gautam Adani, in the year

1988.

The core businesses of the group is Power, Global

Trading, Logistics, Energy, Port & SEZ and Mining.

Apart from the core businesses, the Group has

expanded into Oil & Gas, Agri Business, FMCG

products and Real Estate Development.


Courage: We shall

embrace new ideas

and businesses

Trust:We shall believe

in our employees and

other stakeholders

Commitment: We shall

stand by our promises

and adhere to high

standards of business

P - Passion

R - Results

I - Integration

D - Dedication

E - Entrepreneurship

To be the admired

leader in integrated

infrastructure

businesses with a

deep commitment to

nation building.

To be known for the

scale of our ambition,

speed of execution

and quality of our

operation

Vision Values Culture


Resources:

Owning and importing

coal from mines

(including trading in

coal), oil and gas

production.

Logist ics:

A large network of ports,

Special Economic Zone

(SEZ) and mult i- model

logistics – railways

End-to-End integrated solution which will contribute to accelerate the economic

growth of India

Energy:

Power generation &

transmission and gas

distribution.


MINING PORT POWER

Largest international

coal linkage in India

with over 33% of

market share in

India

Largest port in India

with a growth rate of

4 times faster than

the Industry average

One of the largest

world's largest single

location thermal

power plant



• Your company was originally incorporated in 22 August 1996and

started of as a Power trading company.

• After rising 3016 cores through IPO in August 2009, it started

generation in July 2009 by implementation of its first 330MW of

4620 MW at Mundra.

• Mundra power plant being a super mega project is the largest

coal based power project of India and fifth largest in the world.

• Earlier this year your company emerged as the largest private

power producer in India with an overall installed capacity of 8,620

MW after commissioning of the fourth unit of 660 megawatts

(MW) at its power plant at Tiroda in Maharashtra.


• Though your company is mostly in Thermal power generation, we

are in advanced stage of implementation of 100MW of solar

power station at Surendranagar in Gujarat out of which 40MW is

already commissioned.

• Recently, your company has acquired Lanco Infratech's Udipi

thermal power plant for Rs 6000 crore deal. This would add

another 1200MW installed capacity to the existing capacity .


Gautam AdaniChairman -Adani Group

Rajesh AdaniManaging Director

Vneet S JaainExecutive

Director & CEO


National Award for “Meritorious Performance in Power Sector” in

recognition of outstanding performance during 2011-12 for early completion

of the 5th unit of Mundra Thermal Power Plant by Ministry of Power,

Government of India

The National Energy Conservation Award 2012 in Thermal Power

Station Sector” by Ministry of Power (Bureau of Energy Efficiency)

“Quality Excellence Award for Fastest Product Development” by

National Quality Excellence Award, 2012


“Quality Excellence Award for Fastest Growing Company” by National

Quality Excellence Award, 2012

“Infrastructure Excellence Award 2011” by CNBC TV18 &Essar Steel

Award for “Spearheading the Infra Power sector”

“National Energy Conservation Award 2011: First Prize in Thermal

Power Station Sector” by Ministry of Power (Bureau of Energy Efficiency)

"The Most Admired Developer in Power Sector“: Two consecutive

years (2010 & 2011) by KPMG & Infrastructure Today

Clean Development Certification from the United Nations Framework

Convention on Climate Change (UNFCCC) for being the first power

company in India to use ‘supercritical’ technology to reduce CO2

emissions


One of world’s largest

single locat ion thermal

power plant at Mundra

Largest Single

Locat ionSolar plant at Bitta

2640

1320

Bhadreshwar

3300

Kawai

Dahej

Chhindware

4620

40

(All f igures in MW)

1320

1320 1980

Commissioned

Tiroda

Transmission TransmissionAdani Power

plant

Under

ImplementationLinePoint

Transmission

Lines

Length

(Km)

Mundra - Dehgam

1000 MW, 400 KV

433

Tiroda - Warora

2000 MW, 400 KV

200

Mundra -

Mohindergarh

2500 MW, 500 KV

HVDC

1,000

Tiroda -

Aurangabad

4500 MW, 765 KV

1,290

Total 2,923


During the year, your Company (along

with subsidiaries) emerged has largest

private power producer with

installed capacity of 8580 MW.

Your Company has also set a record in

power generation by achieving full load

of 4620 MW at Mundra power plant.

Recently, your company has acquired

Lanco Infratech's 1200 MW Udipi

thermal power plant. After completion of

the acquisition your company would

have an installed capacity of 10480MW

8580

5940

0

1000

2000

3000

4000

5000

6000

7000

8000

9000

10000

FY13-14 FY12-13

INSTALLED CAPACITY ( MW)


• The consolidated total revenue of

your Company for FY 2013-14

stood at ₹ 15,954.40 Crores as

against ₹ 6,970.01 Crores for FY

2012-13 showing an increase of

129%.

• The consolidated Net Loss for

the year has reduced from (₹

2,295.01) Crores in FY 2012-13

to (₹ 290.55) Crores in FY 2013-

14.

15768.08

6779.39

4129

1332

-290.55 -2295.01

-2500

-500

1500

3500

5500

7500

9500

11500

13500

15500

FY13-14 FY12-13 FY13-14 FY12-13 FY13-14 FY12-13

Revenue EBIDTA PAT

in C

rore

s


0

10

20

30

40

50

60

70

0

50000000

100000000

150000000

200000000

250000000

Total Turnover High (Inr) Low (Inr)

• During the year the

company share did the low

of ₹ 31.60 and high of ₹

62.45.

• During the year, the

Company made preferential

issue of 47,86,50,000 equity

shares to the Promoter group

at a premium of ₹ 43.11/- per

share.


We transport coal from our mine pits via our rails & ships – from and to our

ports – to our power plants – to generate power –which reaches our

customer ’s plug point through our t ransmission lines

Assured Revenue

Power

TradingLong Term Power Purchase

Agreements(PPA)

In-house

Consumption

1 2 3

Mines Port Railways Power Plant Transmission

STRENGTHS


STRENGTHS

• The diversified nature of the group helps in the growth of Adani Power

• Since the largest supplier of coal is Adani Enterprises, this reduces the

cost of coal to Adani Power

• Efficient workforce of apx. 2000 employees.

• Operating Profit to sales ratio for Adani Power is higher than National

average, indicating higher operational effiency.


STRENGTHS

• Adani Power Plant is located very close to coal jetty which lowers the

transportation cost of the raw material.

• Close proximity to the sea ensures water for steam generation and

cooling.

• The integrated supply-chain model of the group, provides much required

leverage and cost effectiveness to the company

• Excellent execution track record and good relations with the existing state

bureaucracy.


• We are present only in very few states namely Gujarat,

Maharashtra, Haryana and Karnataka.

• Our power plants use Chinese Equipment.

• Non-payment of dues by the state distribution arm, leads to delay

in receipt of money impacting cash flow.

• Litigation with state distribution arm over PPA and Tariffs.

WEAKNESSES


315

275

208

India’s Installed Thermal

Capacity (in GW)

2020

2017

2012

India currently faces a deficit of 7556 MW

India - Energy Mix (2012)

Renewable – Solar, Wind

------------ Total Energy Need -----------

67% 19% 12% 2%

32

Thermal

Renewable – Hydro

Nuclear

OPPORTUNITIES


• India has substantial non-conventional energy resource base and

technologies to meet growing power requirements by tapping this

energy.

• 100% FDI in all sectors allowed

• Opportunity to sell generation to Trading company

• 50,000 MW Hydro initiative launched

• Ultra Mega Power Project .

OPPORTUNITIES


• Hydro-electric power generation.

• Expand its operations and compete with other contenders

• Opportunity to establish presence in other parts of the country

• Opportunity in distribution .

• Conducive Policy & Regulatory frame work for renewable energy

domestically .

• Technology break-through .

OPPORTUNITIES


• The rising Maoist insurgency (with its greatest influence in states

having the largest coal resources) could result coal shortage

leading to higher costs.

• Changes in International prices of coal and International policies

on import of coal.

• Any tariff hike delay or reduction by the CERC or state regulatory

body, will impact the revenues and profitability

• Increase in private sector power generation could lead to

compressed rates of merchant power.

• Continuation of high subsidies for diesel & kerosene.

THREATS


• The improving trend in T&D losses due to rising investment in T&D

could result in the fading of India’s power deficit at a quicker pace

than expected.

• Ability to maintain cost competitiveness vis-à-vis international

markets .

• Political support at the state government level/institutions vary

widely .

• Presence of more players supplying power selling power at

cheaper rates than Adani .

THREATS


Tata Power has a presence

in all Segments - Thermal,

Hydro, Solar, Wind,

Transmission & Distribution.

They moving towards

national presence in the

power sector as well as

communication.

They are implementing cost

reduction strategies to

emerge as a low cost power

producer.


Reliance power is the only power generation company in India to have bagged three Ultra Mega Power Projects (UMPP) awarded by the Government of India.

It has presence in most region and is also poised to have more than 10,000 mw of installed capacity.

Recently, they acquired Hydro power projects from JaypeeAssociates.


It is the Largest PSU power

company with presence in

the entire value chain of the

power generation business,

backed by the Government

of India, which has a

shareholding of 84.5%.

They have diversified power

projects comprising 56%

coal, 16% Gas, 11% Nuclear

and 17% Renewable Energy

Sources.

With success comes responsibility


Our inclusive & progressive way of life

Adani Foundation


Our responsibility lies in making

sure that India flourishes and

prospers.

We aim to touch and transform

lives of people living in

underprivileged and neglected

regions.

We seek to achieve this through

accessible healthcare, good

education, rural infrastructure

development and facilitating a

means to a sustainable

livelihood in communit ies that

need it the most.


Education

Empower a generation, and

then the next with quality

education

-------------------------------------------

Ignit ing spark in over

100,000 young minds


Community Healthcare

Every life is precious

-------------------------------------------

Facilitating a healthier life to

150,000 people every year


Sustainable Livelihood

DevelopmentA livelihood is not just a pay

check, it gives you dignity, a

sense of purpose and true

freedom-------------------------------------------

Transformed more than

25,000 lives by providing

better opportunities to create

self reliant life


Rural Infrastructure

DevelopmentIt is a misconception that

infrastructure is urban led.

Rural regions need it just the

same.

-------------------------------------------

Improving life of over

300,000 people in 90 cities

& village by developing

quality infrastructure


• Enter in distribution business, which would be long term

revenue accretive

• Acquire or install projects in renewable energy (solar and wind).

• To enter or bid for Hydro power generation.

• Enter in Carbon Credit trading.

• Bid for Nuclear power projects, as when the government policy

is conducive

• Bid for International power projects.

• To De-risk the current model, your company intends to have

long-term coal linkages or acquire new mines internationally.

• To expand bid for projects in various states for having a pan

India presence.

Powering India's Progress.

We are


Date post:	19-Jul-2015
Category:	Presentations & Public Speaking
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Adani power

Presentations & Public Speaking