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Investor Presentaiton

Strong Growth Drivers for Power Sector in India India's GDP is expected to grow at ~8% over next 5 years. Demand Growing population coupled with increasing urbanization to boost growth of consumption. Per Capita Consumption still one of the lowest Benefits of UDAY to yield results by improving financial capability of Discoms leading to increase in offtake. Facilitation of open access by States India has Low Per Capita Consumption (kWh/Year) Electricity Demand in India is expected to grow at CAGR of ~7%. Supply Increased coal production by coal companies in India to improve feedstock supply. एनटीपीसी NTPC A Maharatna Company Financial reforms undertaken by Gol such as 5/25 refinancing scheme to boost project viability. Falling prices of Solar energy. Investment in new inter-state transmission systems Energy requirement to rise at a healthy pace 12,987 (Bn units) 2000 CAGR 6.5%-6.7% 10,067 1565 1500 1142 5,409 1000 3,026 3,766 2,583 500 1,075 0 US Australia UK World China Brazil India FY17 FY18P FY19P FY20P FY21P FY22P Power Sector under Transformation 22
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