Adani Portfolio: Repeatable, robust & proven transformative model of investment 55% 31% 14% 6% 25% 6% 18% 8% 37% 6 Activity Performance Operations Development Post Operations • Analysis & market intelligence • Viability analysis • Strategic value • Site acquisition • Concessions & regulatory agreements • Investment case development • Engineering & design • Sourcing & quality levels • Equity & debt funding at project • Life cycle O&M planning • Asset Management plan • Redesigning capital structure of asset s • Operational phase funding consistent with asset life Site Development Construction Operation Capital Mgmt Origination India’s Largest Commercial Port (at Mundra) Longest Private HVDC Line in Asia ( Mundra - Mohindergarh) 6 4 8 MW Ultra Mega Solar Power Plant (at Kamuthi, Tamil Nadu) Highest Margin among Peers Highest line availability Constructed and Commissioned in nine months March 2016 March 20 22 Phase Energy Network Operation Center (ENOC) • First ever GMTN of USD 2 bn by an energy utility player in India - an SLB in line with COP 26 goals - at AEML • AGEL’s tied up “Diversified Growth Capital” with revolving facility of USD 1 . 35 bn - will fully fund its entire project pipeline • Issuance of 20 - & 10 - years dual tranche bond of USD 750 mn - APSEZ the only infrastructure company to do so • Green bond issuance of USD 750 mn establishes AGEL as India’s leading credit in the renewable sector Centralized continuous monitoring of plants across India on a single cloud based platform PSU P vt. Banks Bonds DII Global Int. Banks PSU – Capex LC O&M : Operations & Maintenance, HVDC : High voltage, direct current, PSU : Public Sector Undertaking (Public Banks in India), GMTN : Global Medium - Term Notes SLB : Sustainability Linked Bonds, AEML : Adani Electricity Mumbai Ltd. IG : Investment Grade, LC : Letter of Credit, DII : Domestic Institutional Investors, COP26 : 2021 United Nations Climate Change Conference; AGEL : Adani Green Energy Ltd.
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