Investor Presentaiton
Adani Group - At a Glance
4,560 MW
10,440 MW
13,464 Ckt Km
Pit to Plug Integration in Energy Value Chain
~5% of India's Renewable Generation Capacity
~5% of India's Thermal Generation Capacity
3% of India's Transmission Network
Promoter Group
Promoter Group
Presence across Transport & Logistics Space
200 MMT
200 Km
-15% of India's EXIM trade
- India's only private rail network owner & operator
Australia
Promoter Group
Promoter Group
Promoter Group
Promoter Group
Promoter Group
75.0%
74.9%
86.5%
Adani Transmission
Adani Green Energy
Adani Power
74.8%
Adani Gas
74.9%
Adani Enterprises
62.3%
Adani Ports and SEZ
100%
Abbot Point, Australia
- Installed capacity of
10,440MW; under
construction 1,600 MW
Low Merchant Risk - 95%
PPA (25 yr)
- Low Fuel Risk
• FSA 93% of domestic
coal based capacity
• Coal price pass-through
97% of import based
capacity
- Installed Capacity
9,132ckt km; under
construction 3,792 ckt km
-IG rated by Moody's, S&P,
Fitch
100%
AEML
Acquired Mumbai GTD in
Aug 2018 for *130 Bn
Serving 3 mn consumers in
suburban Mumbai (500MW
of captive generation)
Installed capacity of
1,970 MW; under
construction 2,590 MW
Renewables Capacity:
4.5 GW (Solar: 57%;
Wind: 34% & Hybrid: 9%)
Geographically
diversified portfolio
Focused Pure Play Gas
Marketing and Distribution
company
Operational 4 GAs + 15
new
Total authorization for 38
GAS (AGL+JV)
Coal Mining: 9 coal MDO
- Coal Logistics: ~50%
market share (66 MTPA)
Carmichael Mine,
Australia: 11 mtpa phase 1
COD Mar 2021
Airports announced L1
bidder for 6 airports
Roads
Water
-10 Ports across Indian
coast with market share of
21% in India's EXIM
- Multi-modal logistics
- Mundra SEZ (8481 ha)
-IG rated by Moody's, S&P,
Fitch
Strategically positioned
coal terminal with 50 mtpa
operational capacity
Proximity to World's
largest metallurgical &
thermal coal basins
Limited competition with
high barriers to entry
Long term take-or-pay
contracts with
Socialization of costs
IG rated by S&P, Fitch
Market Cap: 18,590 Cr
Market Cap: 23,910 Cr
Market Cap: 5,795 Cr
Market Cap: 14,155 Cr
Market Cap: 16,140 Cr
Market Cap: 78,313 Cr
adani
Note 1: Market cap is as of 29th March 2019
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