Adani Group: A world class infrastructure & utility portfolio
~USD 206 bn1
Combined Market Cap
Infrastructure Portfolio
Incubator
Energy & Utility
Transport & Logistics
Direct to consumer
Other businesses
(74.9%)
(61.3%)
(74.9%)
(65%)
(100%)
(44%)
AEL
AGEL
ATL
APSEZ
NQXT2
AWL
Renewables
T&D
Ports & Logistics
Food FMCG
(37.4%)
(75.0%)
ATGL3
APL
Gas Discom
IPP
(100%)
(50%)
(100%)
(100%)
(100%)
(100%)
.
Other specialty businesses
ANIL
AdaniConneX4
AAHL
ARTL
ADL
(Defence, Mining services, Copper,
New Industries
Data Centre
Airports
Roads
Digital
Petrochemicals)
(%): Promoter equity stake in Adani Portfolio companies
(%): AEL equity stake in its subsidiaries
- Represents public traded listed verticals
A multi-decade story of high growth and de-risked cash flow generation
1 . As on Apr 29, 2022, USD/INR - 76.5 | Note - Light blue color represent public traded listed verticals 2. NQXT: North Queensland Export Terminal | 3. ATGL: Adani Total Gas Ltd, JV with Total Energies |
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4. Data center, JV with EdgeConnex, | 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
Adani Group: Decades long track record of industry best growth rates across sectors
Port Cargo Throughput (MMT)
12%
3x
4%
Industry
2014
972 MMT
113 MMT
2021
1,246 MMT
247 MMT
Renewable Capacity (GW)
132%
5x
25%
Industry
2016
46 GW
0.3 GW
2021
140 GW9
19.3 GW6
Transmission Network (ckm)
21%
3x
7%
Industry
2016
320,000 ckm
6,950 ckm
2021
441,821 ckm
18,336 ckm
CGD7 (GAs8 covered)
45%
30%
1.5x
Industry
2015
62 GAs
6 GAs
2021
228 GAs
38 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: 91%1,4
EBITDA margin: 92%1,3,5
EBITDA margin: 41%1
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 FY21; 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 capacity 7. CGD - City Gas distribution 8. GAs - Geographical Areas
Including JV | Industry data is 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'
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Disclaimer
Adani Enterprises Ltd. published this content on 27 May 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 03 June 2022 07:21:07 UTC.
Adani Enterprises Limited is a diversified group organized around 5 areas of activity:
- logistics and supply services (66.9% of net sales);
- mining extraction services (3.8%);
- manufacturing of photovoltaic panels (3.5%);
- airport management (3.4%): ownership, at the end of March 2022, of 6 airports in India;
- other (22.4%): manufacturing of food products, production of palm oil, production of sugar, storage, handling and transportation of fruit, manufacturing of aeronautical and defense systems, construction of roads, highways and rail infrastructure, construction of data centers, development and rehabilitation of wastewater treatment plants and related infrastructure, etc.
Net sales break down by source of revenue mainly between sales of products (85.7%) and services (14.2%).
India accounts for 60.3% of net sales.
ADANI ENTERPRISES LIMITED 
