APAC Key Markets PV

juwi Group Asia Pacific

06.2013

2

Content

- juwi at a glance

- Overview

- Global Highlights 2012 & Asia Pacific Operations

- APAC Key Markets PV

- Japan

- India

- Thailand

- APAC Future Key Markets PV

- Malaysia

- Indonesia

- Others

3

juwi at a glance

Company structure

Founded in 1996

juwi AG owner-managed

Employees

> 1,800 employees (worldwide)

Revenues

1.0 billion Euro in 2011

1.1 billion Euro in 2012

Total capacity

> 2,500 megawatt

Annual energy output

around 4.5 billion kilowatt-hours

Supplies power for ~ 1.5 million households

Investment volume (since 1996)

more than 5 billion Euro

4

International Offices, Project Locations

and New Markets

Western Europe

Germany, France, Great Britain,

Switzerland

Southern Europe

Italy, Spain, Greece

Eastern Europe

Czech Republic, Poland, Bulgaria

Americas

USA/Canada, Costa Rica, Chile

Asia

India, Singapore, Japan, Thailand, Malaysia

Africa

South Africa

5

juwi ASIA Pacific 2013

Regional Headquarter in Singapore

Manage and coordinate all juwi APAC activities

Primary focus on utility scale Solar projects

Secondary focus on Wind projects and Solar Hybrid

Off-grid projects

~90 Employees (Singapore, India, Japan, Thailand, Malaysia)

Major Markets

India: 72 MW completed since 2011

Japan: 2 MW completed

Thailand: 61 MW under construction

Malaysia: 10 MW Solar Carport under construction

Taiwan: Multiple rooftops since 2012

6

Our Services: All about the project

Consulting &

Acquisition Planning Development

Financing &

Sales Construction Management

Global Highlights 2012

& Asia Pacific Operations

8

Solar Power: 329 MWp completed in 2012

Location: Arizona (USA) 25 MWp, single axis tracker, Ronneburg (Germany) 20 MWp, Gujarat (India) 24 MWp

Tambo Real (Chile) 1.2 MWp

9

Wind Power 2012: > 350 MW Large Turbines & High Towers

Costa Rica, Germany, USA, Poland

6.5 MW turbines & up to 145 m juwi ATS hybrid towers

10

Asia Pacific, 145 MWp completed or under construction

Location: Rajasthan (India) 26.4 MWp, Rajasthan 24 MWp, Thailand 48 MWp, Japan 2x1MWp

11

APAC Key Markets

There is much talk about RE promotion. A quick reality check …………

12

PV Snapshot Japan

- Domestic challenge

- High price of local suppliers

- Preference for local suppliers and service providers

- Many new inexperience Int. Players

- FIT Since April 2012

- 42 ¥/kWh (2012) for 20yrs

- 37.8 ¥/kWh (2013) for 20yrs

Electricity Generation of Renewables

General FIT

- Historically a residential driven market

- Since April 2012 strong growth of commercial

and utility scale PV

Challenges

13

PV Market Japan

7,000 2,500

- 2,000 4,000 6,000 8,000 10,000

1992

1994

1996

1998

2000

2002

2004

2006

2008

2010

2012

Installed MWp PV

Expected

MW

Source: Agency for Natural Resources and Energy

14

juwi Japan- Review

Location of juwi projects: Koshi-city, Nishigosi, Kumamoto Prefecture, Kyushu/ Japan

Established JV In Japan with Shizen Energy, January

2013

Completed 2 x 1 MWp ground and rooftop mounted

Currently 1 MWp free field under construction

Project Pipeline >400 MWp

Several Projects 1 – 2 MWp ready to be built (12 MWp)

15

Japan Outlook

juwi

400 MWp projects under Development

- Majority accepted under the 42 YEN/kWh FIT

- Looking for Investors, IPP’s

Continuing Development of new projects and EPC

and O&M

- Continuous growth of the Solar Market

- More International Companies

- More Utility Scale projects >10 MWp to be

constructed

juwi roof top installation in Nishigosi

16

Snapshot India

- Newly installed 470 MWp in 2012

8 25

994

470

3 11 36

1030

1500

0

200

400

600

800

1000

1200

1400

1600

2008 2009 2010 2011 2012

Yearly capacity addition, MWp

Cumulative installed capacity, MWp

Source: http://www.iloveindia.com/maps/hyderabad-map.html

17

PV Market India

856.81

300

130

125

115.27

91.8

48

40

20.85

10

9.06

9

5

0 100 200 300 400 500 600 700 800 900

Gujarat Solar Policy

JNNSM -Phase I Batch II

JNNSM -Phase I Batch II

Maharashtra Solar Policy

REC Mechanism

JNNSM- Rooftop Projects

JNNSM - Migration Scheme

Rajasthan Solar Policy

MNRE - Demonstration Program

NTPC Bundling Scheme Project

Others

Karnataka Solar Policy

Andhra Paradesh Solar Policy

All India Solar PV Installations by Policy Type (MW)

Source: Mercom Capital Group, LLC

Source: Bridge to India

18

juwi India completed 72 MWp projects since 2011

juwi India - Review

Rajasthan 24 MWp, COD 31st Jan 2013

Rajasthan 26.4 MWp, COD 24th Dec 2012

Rajasthan – 5.2 MWp, COD 15th Oct 2012

Madhya Pradesh – 2MWp, COD 20th June 2012

Gujarat – 10MWp, COD 14th Nov 2011

Gujarat- 2.45 MWP, COD 11th Nov 2011

juwi India fully ISO 9001-2008 & ISO 14001- 2004) IMS certified since

2011

19

India Outlook

State Electricity Regulators to fix a

percentage of energy purchased from

Solar Power under RPO.

- 3% from Solar by 2022

- 30 GWp by 2022

juwi India

- Increase Market share and retain

market leader position with 75

MWp in the pipeline

- Enter first stage of own project

development

- Expand into roof-top segment

Solar Power required to meet Solar RPOs (MW)

2011-12 2012-13 2013-14 2014-15 2015-16 2016-17

1465 3018 4659 6387 8204 10109

20

Snapshot Thailand

Source: http://www.mynetbizz.com

42 102 112 193 377

1,960

-

500

1,000

1,500

2,000

MSW SmallHydroPower

Wind Biogas Solar Biomass

Inst. Capacity (MW)

Source: DAEDE 2012

- PPA with Adder

21

juwi Thailand- Review

juwi Renewable Energies Co. Ltd., registered and fully operational since

February 2013 in Thailand

7 Projects under construction with a total of 61 MWp

22

Thailand Outlook

juwi

PC of utility scale solar projects

Available O&M Service for Utility Scale Projects

Pilot Solar-Fuel Saver Project

Research on Wind Opportunities

- Target by 2021 of 25% Renewables within the AEDP Master Plan

- Feed-In Tariff (FIT)

- Promotion Rooftop policy (appr. 800 MWp)

- Potential in the Northeast, Central for Solar

- Community Energy Projects (Solar Hybrid) in remote Areas

23

APAC Future Key Markets

The next to come…………

24

Future Markets- Malaysia

- Western Peninsula Grid Connected,

East Malaysia Off-grid

- End of 2011, introduction of 1st FIT

- ~ 140 MWp PPA’s of the 2011 FIT

have been approved

- ~ 13 MWp have been installed

- ~ 22 MWp under construction

- 9 MWp newly opened under new FIT

Source: http://www.statistics.gov.my/

Well structured FIT but limited project

25

Malaysia Outlook

juwi Malaysia

- Since February 2013 incorporated in Malaysia

- 10 MWp Solar Carport under construction

- Market size of 50 to 60 MWp for 2013

- Chance for Off-grid projects in East Malaysia

- Until 2020 11% out of Renewable Energies

26

Future Key Markets – Indonesia

- 117 operating solar plants

- $103 million for the development of

additional 36 solar plans are set aside

- High demand for the off-set of Diesel

consumption through Solar

- FIT in Discussion (0.25USD/kWh)

- Feasibility study for the implementation

of solar power plants

- Pilot projects for solar utility scale

- Pilot projects for Fuel-Saver

- Development and EPC of the first solar

power plants in 2014

juwi Indonesia

Source: Hybrid project, juwi

27

RE Key Markets APAC Other Markets

- Philippines

- Announced FIT in place

- High Electricity Price

- Myanmar

- Increasing Shortfall of Electricity

- No access to electricity

- Ambitious plans

- Pakistan

- Increasing Shortfall of Electricity

The next Future Markets?

28 28

Kai Ilham Klingenhagen

Business Development Manager Asia Pacific

juwi Renewable Energies Private Limited

171 Chin Swee Road, # 12-05 San Centre,

Singapore 169877

Mob. +65 91990395

Mobile Thai: +66 8 79012963

kai.klingenhagen@juwi.com

www.juwi.com

Thank You Very Much

for Your Attention!