Investor Presentaiton
adani
Ports and
Logistics
Adani Group: Decades long track record of industry best growth rates across sectors
Port Cargo Throughput (MT)
Renewable Capacity (GW)
Transmission Network (ckm)
CGD7 (GAs covered)
5%
2.5x
12%
25%
6x
161%
7%
21%
3x
1.5x
30%
45%
Industry
adani
Industry
adani
Industry
adani
Industry
adani
2014
2020
972 MT
1,339 MT
113 MT
223 MT
2016
2020
46 GW
114 GW
0.3 GW
14.2 GW6
2016
2020
320,000 ckm
423,000 ckm
6,950 ckm
14,837 ckm
2015
2020
62 GAs
228 GAS
6 GAS
38 GAS
APSEZ
Highest Margin among
Peers globally
EBITDA margin: 70%1,2
Next best peer margin: 55%
AGEL
developer
Worlds largest
EBITDA margin:89%1,4
Next best peer margin: 53%
ATL
Highest availability
among Peers
EBITDA margin: 92% 1,3,5
AGL
India's Largest private CGD
business
EBITDA margin: 31%1
Next best peer margin: 30%
Next best peer margin: 89%
Transformative model driving scale, growth and free cashflow
Note: 1 Data for FY20; 2 Margin for ports business only, Excludes forex gains/losses; 3 EBITDA = PBT + Depreciation + Net Finance Costs - Other Income; 4 EBITDA Margin represents EBITDA
earned from power sales and exclude other items; 5. EBITDA margin of transmission business only, does not include distribution business. 6. Contracted & awarded capacity 7. CGD - City Gas
distribution GAS 8. Geographical Areas - Including JV
4View entire presentation