Adani Green Energy Limited
7,457words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
73.97%
100%
50.00%
60.94%
74.96%
69.94%
37.40%
65.89%
67.53%
64.71%
30.42%
Guidance — 6 items
Executive Summary
opening
“Origination Site Development Construction • Analysis & market • Site acquisition • Engineering & design intelligence • Viability analysis • Concessions & regulatory agreements • Sourcing & quality • Project Management Consultancy (PMC) OPERATIONS Operations (AIMSL) 2 Operation • Life cycle O&M planning CONSUMERS New C.E.O.”
Executive Summary
opening
“(additional company is being proposed) | O&M: Operations & Maintenance l HVDC: High voltage direct current l PSU: Public Sector Undertaking (Public Banks in India) l GMTN: Global Medium-Term Notes l SLB: Sustainability Linked Bonds l AEML: Adani Electricity Mumbai Ltd.”
India can solve the supply-demand mismatch by
opening
“Development & Execution Excellence ▪ Project Management, Execution and Assurance through AIIL: Large team of skilled professionals having specialized knowledge & hands-on experience and 20,000+ vendor network ensuring effective and timely execution.”
India can solve the supply-demand mismatch by
opening
“▪ AGEL operational capacity addition has outpaced the industry, achieving a CAGR of 42% in last 5 years (Industry CAGR of 14%) and is on track to achieve its stated target of 50 GW by 2030.”
India can solve the supply-demand mismatch by
opening
“km, i.e., 5x of Paris Module Up to 580 Wp MMS Tracker (100%) WTG 5.2 MW machines Consistently setting new benchmarks for renewable energy industry with unmatched speed & scale of execution MMS: Module mounting structure | WTG: Wind turbine generator 17 Khavda: World’s largest single-location Renewable Energy Project Strategically located in Resource rich region of Gujarat A Renewable Energy Marvel in the Making Khavda Spread across 538 sq.”
India can solve the supply-demand mismatch by
opening
“• With an aim to reduce Scope 3 emissions, AGEL extensively engaged with the suppliers leading to 87% of manufacturing suppliers disclosing their GHG emissions through CDP supply chain program.”
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Risks & concerns — 1 flagged
4 sessions in a year for education of IDs Board of Directors Independent Directors Nominee Director Neera Saggi Raminder Singh Gujral Dinesh Kanabar Romesh Sobti Anup Shah Sangkaran Ratnam 40+ Yrs of Experience Skill & Expertise • Stakeholder partnership • Regulatory matters 40+ Yrs of Experience Skill & Expertise • Risk Mgt.
— India can solve the supply-demand mismatch by
Speaking time
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Opening remarks
Executive Summary
India - Renewable Opportunity & AGEL - Company Profile AGEL: Business Strategy 3a Project Development Excellence 3b Operational Excellence 3c Growth with Disciplined Capital Management 4 AGEL: ESG Framework & Commitments Annexures 2 01 Adani Portfolio Adani Portfolio: A World class infrastructure & utility portfolio Flagship Incubator (73.97%) AEL Infrastructure & Utility Core Portfolio Energy & Utility Transport & Logistics (100%) ANIL New Industries (50.00%) AdaniConneX3 Data Centre (100%) AAHL Airports (100%) ARTL Roads (60.94%) (74.96%) AGEL Renewables (69.94%) AESL T&D APL IPP (37.40%) ATGL2 Gas Discom (65.89%) APSEZ Ports & Logistics (100%) NQXT1 Primary Industry Materials, Metal & Mining (100%) Copper, Aluminum (100%) PVC (100%) Specialist Manufacturing5 (100%) Mining Services & Commercial Mining (67.53%) Cement4 Emerging B2C Direct to consumer (100%) ADL Digital (64.71%) NDTV (30.42%) AWL6 Food FMCG (%): Adani Family equity stake in Adani Portfolio companies (%): AEL equity sta
India can solve the supply-demand mismatch by
▪ Power demand management - shifting power load to daytime ▪ Flexing thermal and hydro ▪ Storage – Hydro PSP and Batteries As per CEA’s National Electricity Plan – Volume II (Transmission), the peak demand by FY32 to be ~388 GW. RE contribution in the power supply is expected to increase from current 35% to 59% by FY32. Given the intermittent nature of RE sources, the energy storage systems are planned to be integrated in the grid - 47 GW BESS and 36 GW PSP capacity by FY32. Significant unmet demand during non-solar hours creates a strong case for Energy Storage Source CEA optimal mix report, AGEL Internal analysis; Nati, CEA’s National Electricity Plan – Volume II (Transmission) PSP: Pumped storage project | BESS: Battery Energy Storage System | CEA: Central Electricity Authority 10 Select YearSelect MonthDemand ShiftingThermal Tech MinSourceGWBUsSolar292.661Wind99.924Other RE336Hydro59.317Gas252Nuclear158Thermal252107BESS/ PSP installed60.6Thermal - PLF 56.9%Total777225Fossil + Nucle
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