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Investor Presentaiton

THE BUSINESS CASE Evaluation of specific sites shows a strong minigrid business case for typical locations in Nigeria and indicates there are thousands of high potential sites Unlike many regions in Africa, Nigeria's economy and strong entrepreneurialism mean that millions of commercially-viable businesses are powered with expensive and/or unreliable power. Consequently, there are high densities of power use, large latent demand, and a strong willingness to switch to more effective alternatives. Recent efforts by REA have identified hundreds of high potential sites for investment and demonstrated potential for commercial viability. ㅁ ☐ Deep dive analyses in Ogun and Cross River states show numerous sites that are ready for large-, medium-, and small-scale minigrids, and a significant opportunity to meet more remedial needs with solar home systems. For example, a medium-scale system (e.g., 200 kW) can make commercial returns while covering its cost of capital, creating a return on investment of 3 years—this is a situation not currently found elsewhere in Sub-Saharan Africa. Many rural households spend more than $6/month (#2,100/month) on kerosene or battery powered torches, making a compelling case for solar home systems. The Nigerian minigrid investment brief is available on the REA website www.rea.gov.ng RURAL ELECTRIFICATION AGENCY 3
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