Investor Presentaiton
APSEZ: Transformational Business Model
adani
Ports and
Logistics
Development
Operations
•
Ports
National footprint with 14 ports
across country's coastline, & 2 ports
outside India
One stop solution to customers
through a single window service
Best in Class Efficiency
Entire gamut of services, from
dredging to evacuation enables
cost efficient solutions with
70%+ Port Margin globally
Digitizing through technology
solutions (ITUP)
SEZ
Large scale 'ready to setup' industrial
land (SEZ)
Land Bank of 16,500 ha. at Mundra,
Dhamra and Krishnapatnam
Diversification & Integration
Removed multiple agency friction to
enable single source to entire supply
chain requirement.
Diversification of Bulk and liquid
with new age cargo like LNG / LPG
.
Logistics
Largest integrated logistics player in
India
Rail, MMLPs, Warehousing
connecting ports to customer gate
Acquisition & Turnaround
Acquisition and turnaround strategy
has ensured EBITDA margin step up
post acquisition to APSEZ levels
Acquired 9 assets in last 3 years
Value Creation
Strategy
4x growth compared to market
without dilution in equity.
Strategic partnerships in container
segment with MSC and CMA CGM,
TotalEnergies, IOCL accelerates
market share gain
•
Capital Management
IG rated since FY16
Net Debt/ EBITDA at -2.8x
as on Sep'23
Average maturity of long-term
debt at-5 years
ESG
Carbon neutral by 2025, Net zero
thereafter
Governance program assured by board
committees
Reporting per CDP, TCFD & SBTI ESG
ratings
Growth in non Mundra Ports, traffic parity in coasts and reaching customer gate builds the largest Transport Utility
MMLP: Multimodal logistics Park | SEZ: Special Economic Zone | LNG: Liquified natural Gas | LPG: Liquified petroleum Gas | CDP: Carbon disclosure project | TCFD: Task Force on climate related financial disclosure | SBTI : Science
Based Targets initiative | RONC: Remote Operating Nerve Center | IG: Investment Grade | ESG: Environmental, Social, and Governance
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