Investor Presentaiton
adani
Ports and
Logistics
Adani: Decades long track record of industry best growth rates across sectors
Port Cargo Throughput (MMT)
Renewable Capacity (GW)
Transmission Network (ckm)
CGD7 (GAs covered)
4%
3.4x
12%
25%
5x
132%
6%
18%
3x
1.5x
30%
45%
Industry
adani
Industry
adani
Industry
adani
Industry
adani
2014
2022
972 MMT
1,320 MMT
113 MMT
312 MMT
2016
2021
46 GW
150 GW⁹
0.3 GW
20.3 GW6
2016
2022
320,000 ckm
456,716 ckm
6,950 ckm
18,795 ckm
2015
2021
62 GAs
293 GAS
6 GAs
52 GAS
APSEZ
Highest Margin among
Peers globally
EBITDA margin: 70%1,2
Next best peer margin: 55%
AGEL
Worlds largest
developer
EBITDA margin: 91% 1,4
Among the best in Industry
ATL
Highest availability
among Peers
EBITDA margin: 92% 1,3,5
Next best peer margin: 89%
Transformative model driving scale, growth and free cashflow
ATGL
India's Largest private CGD
business
EBITDA margin: 41%1
Among the best in industry
Note: 1. Data for FY21; 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 supply 5.
Operating EBITDA margin of transmission business only, does not include distribution business. 6. Contracted & awarded capacity 7. CGD: City Gas distribution 8. GAS - Geographical Areas - Including JV | Industry data is from
market intelligence 9. This includes 17GW of renewable capacity where PPA has been signed and the capacity is under various stages of implementation and 29GW of capacity where PPA is yet to be signed'
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