Adani Green Energy Limited — PPTs, 11-02-2025: Investor Presentation

AGEL’s investor presentation emphasizes a robust growth trajectory in the renewables sector, showcasing significant operational and strategic advancements.

1. **Financial Highlights**: Operational capacity surged to 11,609 MW with a consistent CAGR of 41% over the last five years. AGEL reported EBITDA from power supply of ₹7,222 Cr and maintained an impressive EBITDA margin of 92% in FY24, underscoring its operational efficiency.

2. **Strategic Initiatives and Growth Drivers**: The company is on track to achieve its target of 50 GW by 2030, supported by strategic site acquisitions and a well-structured capital management plan. Key projects include the world’s largest Renewable Energy Project in Khavda and a growing pipeline of Hydro Pumped Storage Projects, targeting 5 GW capacity by 2030.

3. **Business Developments**: AGEL recently formed a joint venture with TotalEnergies for a 1,150 MW solar portfolio, reinforcing its commitment to expand through partnerships.

4. **Market Position and Competitive Advantage**: AGEL ranks first in the renewable energy sector in Asia, offering a diversified portfolio and back-integrated supply chain.

5. **Investor Implications**: The combination of strong financial performance, strategic growth initiatives, and a leading position in ESG practices presents a compelling opportunity for investors. AGEL is strategically positioned to capitalize on the expanding renewable energy market in India, reflecting a positive outlook for sustained growth.