Investor Presentaiton
Nation Building - Responding strategically to some of India's profound challenges
World's fastest growing
economy 6th largest in the
-
world today & estimated to
be 3rd largest by 2030
Inadequate investments
in the past resulted in
insufficient infrastructure
Rising middle class
aspirations requires
massive investments in
Infrastructure and Energy
Encouraging policy
initiatives augur well for
growing Private Sector
participation
•
ENERGY
India's per capita electricity consumption of 1010 kwh
among the lowest in the world
Thermal generation moderating but will remain mainstay for
energy requirements (45% of energy basket)
Renewables capacity growing rapidly at -25%; expected to be
-24% of energy basket by 2027
Historical under-investment in Transmission & Distribution;
$100 bn opportunity over next 5 yrs
Natural Gas contributes 6% in India's energy basket, expected
to be 20% by 2025; $ 16+ bn investment in next 10 years
INFRASTRUCTURE (Transport & Logistics)
90% of volume and 72% of value of India's international trade
is by sea
Proxy to India's growth (>7% GDP) & economic development
Logistics costs in India are among the highest in the world - 13-
14% of GDP vs 8% global average
~6% Indian travels by Air (among the lowest globally); - India to
be 5th largest aviation market by 2025
India has low road density of 4.6 km / 1000 person (~60%
unpaved roads) resulting in low road speed
Adani Group is a market leader among private sector participants across both Energy & Infrastructure Sector and
is well placed to participate in these key nation building efforts
adani
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