Investor Presentaiton slide image

Investor Presentaiton

GEL millions Private investment stage portfolio companies INTERNALY VALUED Generation (GWh) RENEWABLE ENERGY BUSINESS OVERVIEW (CONT'D) PERFORMANCE HIGHLIGHTS RENEWABLE ENERGY PROJECTS OVERVIEW | 30 June 2021 GEORGIA CAPITAL 24.8 40.1 17.2 33.8 23.2 23.5 25.7 41.4 26.4 44.4 46.6 43.2 Commissioned projects Installed capacity (MWs) Actual/ Target commissioning Gross capacity factor (P50) PPA expiration PPA tariff, Us¢/KWh NMF +5.6% Mestiachala HPPS 50.0 1H19 +52.7% +100.3% 9.3 9.3 5.0 +69.7% Hydrolea HPPS 20.4 2H19 4.8 4.4 4.5 +52.4% Qartli Wind Farm 20.7 2H19 40.2% 65-70% 47.3% 1H34 5.5 1H22-2H28 5.5-5.6 2H29 6.5 6.5 2.9 2.2 4.6 3.8 3.0 Pipeline projects Zoti HPP 46.0 TBD 43.0% TDB 5.1 Darchi HPP 17.5 1H23 55%-60% 1H33 5.5 Tbilisi Wind Farm 54.0 TBD 37%-40% TBD TBD Mestiachala HPPS Hydrolea HPPS Qartli WPP Qartli WPP Kaspi Wind Farm Total Mestiachala HPPS Hydrolea HPPS 2Q20 revenue 2Q21 revenue 1H20 revenue 1H21 revenue Note 1: 2020 revenue of Mestiachala HPPs excludes business interruption (BI) accrual (GEL 2.6m in 1H20 and GEL 2.3m in 2Q20) Note 2: Mestiachala HPPS - Mestiachala HPPs were flooded and taken offline in late July 2019. Following the rehabilitation, 30 MW generation unit was recommissioned in December 2019, while the restoration process is on-going on the 20MW HPP. FINANCIAL HIGHLIGHTS Note 1: In case of Qartli Wind Farm and Hydrolea HPPs, commissioning date shows the acquisition date of the power plants by Georgia Capital. Note 2: PPA terms for Tbilisi and Kaspi WPPs are under the discussion with the Government of Georgia. 54.0 TBD 37%-40% TBD TBD 262.6 2Q21 1H21 2Q21 1H21 EBITDA (GEL million) Change (y-o-y) 11.2 +17.1% 14.9 +5.5% Cash flow from operations (GEL million) Change (y-o-y) 8.3 10.0 +33.8% +23.9% EBITDA margin Change (y-o-y) 80.4% 72.7% Average market sales price (Us¢/kWh) +2.4ppts -1.9ppts Change (y-o-y) 3.1 -14.3% 3.1 -14.3% Note 1: y-o-y change of cash flow from operations does not include one-off BI reimbursement received in 2020 (GEL 4.7m in 2Q20 and GEL 9.7m in 1H20) Dividend payment (GEL million) 4.7 9.5 68 Change (y-o-y) NMF +92.2%
View entire presentation