Investor Presentaiton
APSEZ: Transformational Business Model
Development
Operations
Ports
National footprint with 12 ports
across the coastline, de-risks the
portfolio of concentration risk.
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 (RONC)
Strategy
.
adani
Ports and
Logistics
.
Logistics
Largest integrated logistics player in
India
Rail, MMLPs, Warehousing
connecting ports to customer gate
SEZ
Large scale 'ready to setup' industrial
land (SEZ)
Land Bank of 12,000 ha. at Mundra,
Dhamra and Kattupalli
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
Acquisition & Turnaround
Acquisition and turnaround strategy
has ensured EBITDA margin step up
post acquisition to APSEZ levels
Value Creation
3x growth compared to market
without dilution in equity.
Strategic partnerships in container
segment with MSC and CMA CGM,
Total Energies, IOCL accelerates
market share gain
Capital Management
IG rated since FY16
Net Debt/ EBITDA at 3.4x in
FY22
•
Average maturity of long-term
debt increased to 7 years
ESG
Carbon neutral by 2025, Net zero
thereafter
Governance program assured by
board committees
Reporting per CDP, TCFD and SBTi.
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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