Adani Green Energy (ADANIGREEN) Investor Presentation summary

Adani portfolio overview

• Features a diversified infrastructure and utility platform with strong national presence and high growth across renewables, ports, logistics, energy, and consumer sectors.

• Operational capacity in renewables expanded from 0.3 GW in 2016 to 10.9 GW in 2024, outpacing industry growth.

• Core infrastructure platform serves a user base of 350 million, leveraging robust capital management and digital transformation.

AGEL business model and strategy

• Secured over 250,000 acres for renewable projects, with 50+ GW potential assessed and 5+ GW of pumped storage sites secured.

• Emphasizes technology-driven operations, including AI-based O&M and digital twins for predictive maintenance and high EBITDA margins.

• Maintains diversified funding sources, elongated debt maturities, and IG-rated green issuances to support fully funded growth.

Growth and operational performance

• Operational capacity rose 30% YoY to 14.2 GW in FY25, with an additional 1 GW nearing completion.

• Sale of energy increased 28% YoY to 27,969 million units, driven by significant greenfield capacity additions in Gujarat, Rajasthan, and Andhra Pradesh.

• Generation has grown at a 45% CAGR over five years, consistently exceeding PPA commitments by 5-11%.

• Solar, wind, and hybrid portfolios achieved CUFs of 24.8%, 27.2%, and 39.5% respectively, with plant availability above 95%.