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    512599   INE423A01024

ADANI ENTERPRISES LIMITED

(512599)
  Report
End-of-day quote Bombay Stock Exchange  -  2023-01-30
2975.00 INR   +3.35%
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12:01aMarkets 'overpricing' Indian banks' risk from Adani exposure - Societe Generale
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Adani Enterprises : Airport Investor Presentation 07-10-2022

10/13/2022 | 03:32am EST

Adani Airports

Investors Presentation

13 October 2022

Table of Content

1 Adani Portfolio Overview

  1. AAHL - India's Largest Private Airport Platform
  2. AAHL - Business Strategy & Key Differentiators
  1. AAHL - Transforming Travel Experience
  2. ESG - Embedded into Business Philosophy
  3. AAHL - Futuristic Airport Platform

01

Adani Portfolio overview

Adani: A World Class Infrastructure & Utility Portfolio

~USD 240 bn1 Combined Market Cap

Flagship

Infrastructure & Utility Core Portfolio

Primary Industry

Emerging B2C

Incubator

(72.3%)

AEL

Energy & Utility

(60.5%)(73.9%)

AGEL

ATL

Renewables

T&D

(37.4%)

(75.0%)

ATGL

APL

Gas Discom

IPP

(100%)

(50%)

ANIL

AdaniConneX4

New Industries

Data Centre

Transport & Logistics

(66.0%)(100%)

APSEZNQXT2

Ports & Logistics

(100%)(100%)

AAHLARTL

AirportsRoads

Materials, Metal &

Mining

(63.2%)

Cement 5

(100%)

PVC

(100%)

Copper, Aluminum

(100%)

Mining Services & Commercial Mining

Direct to consumer

(44.0%)

AWL

Food FMCG

(100%)

ADL

Digital

(%): Promoter equity stake in Adani Portfolio companies (%): AEL equity stake in its subsidiaries

A multi-decade story of high growth centered around infrastructure & utility core

1 . Combined market cap of all listed entities as on Sep 30, 2022, USD/INR - 81.55 | 2. NQXT: North Queensland Export Terminal | 3. ATGL: Adani Total Gas Ltd, JV with Total Energies | 4. Data center, JV with EdgeConnex, AEL:

Adani Enterprises Limited; APSEZ: Adani Ports and Special Economic Zone Limited; ATL: Adani Transmission Limited; T&D: Transmission & Distribution; APL: Adani Power Limited; AGEL: Adani Green Energy Limited;

AAHL: Adani Airport Holdings Limited; ARTL: Adani Roads Transport Limited; ANIL: Adani New Industries Limited; AWL: Adani Wilmar Limited; ADL: Adani Digital Limited; IPP: Independent Power Producer

5. Cement business includes 63.15% stake in Ambuja Cement which in turn owns 50.05% in ACC Limited. Adani directly owns 6.64% stake in ACC Limited. Ambuja and ACC together have a capacity of 66 MTPA,

4

which makes it the second largest cement manufacturer in India.

Adani Portfolio: Decades long track record of industry best growth rates across sectors

Port Cargo Throughput (MMT)

12%

3x

4%

Industry

2014

972 MMT

113 MMT

2022

1,320 MMT

312 MMT

Renewable Capacity (GW)

132%

5x

25%

Industry

2016

46 GW

0.3 GW

2022

150 GW9

20.4 GW6

Transmission Network (ckm)

18%

3x

6%

Industry

2016

320,000 ckm

6,950 ckm

2022

456,716 ckm

18,795 ckm

CGD7 (GAs8 covered)

36%

25%

1.4x

Industry

2015

62 GAs

6 GAs

2022

293 GAs

52 GAs

APSEZ

AGEL

ATL

ATGL

Highest Margin among

Worlds largest

Highest availability

India's Largest private CGD

Peers globally

developer

among Peers

business

EBITDA margin: 70%1,2

EBITDA margin: 92%1,4

EBITDA margin: 92%1,3,5

EBITDA margin: 41%10

Next best peer margin: 55%

Among the best in Industry

Next best peer margin: 89%

Among the best in industry

Transformative model driving scale, growth and free cashflow

Note: 1. Data for FY22; 2. Margin for ports business only, Excludes forex gains/losses; 3. EBITDA = PBT + Depreciation + Net Finance Costs - Other Income; 4. EBITDA Margin represents EBITDA earned from power supply

5. Operating EBITDA margin of transmission business only, does not include distribution business. 6. Contracted & awarded cap acity 7. CGD: City Gas distribution 8. GAs - Geographical Areas - Including JV | Industry data is

5 5

from market intelligence 9. This includes 17GW of renewable capacity where PPA has been signed and the capacity is under various stages of implementation and 29GW of capacity where PPA is yet to be signed' 10. Data for

FY21

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Adani Enterprises Ltd. published this content on 13 October 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 13 October 2022 07:31:02 UTC.


ę Publicnow 2022
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Financials
Sales 2023 717 B 8 774 M 8 774 M
Net income 2023 23 734 M 290 M 290 M
Net Debt 2023 - - -
P/E ratio 2023 143x
Yield 2023 -
Capitalization 3 446 B 42 166 M 42 166 M
Capi. / Sales 2023 4,81x
Capi. / Sales 2024 4,45x
Nbr of Employees 5 051
Free-Float 19,8%
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Technical analysis trends ADANI ENTERPRISES LIMITED
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TrendsBearishNeutralBullish
Income Statement Evolution
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Mean consensus HOLD
Number of Analysts 1
Last Close Price 2 975,00 INR
Average target price 3 512,00 INR
Spread / Average Target 18,1%
EPS Revisions
Managers and Directors
Rajesh Shantilal Adani Managing Director & Executive Director
Jugeshinder Singh Chief Financial Officer
Gautambhai Shantilal Adani Executive Chairman
Jatin R. Jalundhwala Secretary & Joint President-Legal
Hemant Madhusudan Nerurkar Independent Non-Executive Director
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