ADANI PORTS : , TUNA,July 2013 DAHEJ AND PORT

The Pulses Conclave 2014 Presented by Amit Gautam We are ’s Largest Private Port Largest Notified and Largest Private Thermal Power Operational Producer SEZ Thinking big, Doing better. Largest Mine Largest Developer & Edible Oil Operator Brand Largest Integrated Coal Trader Leading presence across infrastructure sectors…

Key Highlights Listed Core Business 2013 & 2020 Companies Verticals

Businesses 2013 2020 (Targets)

$8.7 billion in year 2013 Adani Enterprises Ltd. Resources Coal Mining 4.3 MMT 200 MMT

Presence in Adani Ports & Special 50 countries, Logistics Ports & Logistics 90 MMT 200 MMT Economic Zone Ltd. 70 locations

Power Generation Human Capital 10,400 Ltd. Energy 9,240 MW 20,000 MW & Transmission

MMT: Million Metric Tons 3 …passionately driven by…

Vision Values Culture

To be the globally admired leader in Courage: We shall believe in our employees P - Passion integrated infrastructure businesses with a and other stakeholders deep commitment to nation building R - Results Trust: We shall embrace new ideas and We shall be known for the scale of our businesses I - Integration ambition, speed of execution and quality

of operation Commitment: We shall stand by our Dedication promises and adhere to high standards of D - business E – Entrepreneurship

4 …to become global leaders in providing Integrated Infrastructure

Adani’s Integrated yet Independent Business Model

Resources Logistics Energy

*MDO : Mining, Development & Operations; SPM : Single Point Mooring; SEZ : Special Economic Zone 5 Unmatched growth in ports sector…

Cargo Handled (All figures in Million Metric Tons) Top Indian Ports

Major Ports (Operated by Govt. of India) Adani Ports Ports Cargo (Domestic operations only) CAGR: 0.5 % 93.62 570 752 Mundra 82.13 561 560 531 545 JNPT 64.50

Vizag 58.96

24% 6% 58.03 245 90 Paradip 56.55 66 36 40 52 CAGR over the period 2013 to 2017 2009 2010 2011 2012 2013 … 2017 2009 2010 2011 2012 2013 … 2017

In the last 5 years Adani Ports achieved CAGR 40 times that of Major Ports of India

Targeting to beat our own Vision of achieving 200 MMT in 2020 by 2017

CAGR: Compounded Annual Growth Rate 6 …with rapidly growing pan India presence…

Current Capacity Proposed Capacity

2 caters to regions contributing more than 50% of India’s All Units in Million Metric Tons Per Annum GDP

Mundra

165 240 Tuna and the second largest in terms of cargo - 20 handled Dahej

1 APSEZ is India’s Largest Private Port 20 20 Developer & Operator Vizag

Hazira - 7

215 382 30 75 Mormugao - 20

Multipurpose Port Dry Cargo Coal Hinterland Coverage Further, we aim to build Asia’s Premier Manufacturing Hub completely integrated with end to end infrastructure facilities… If you are thinking of setting up a new business facility…

…we are the one-stop shop for your requirements 1 2 Availability of largest contiguous land parcels for Uninterrupted supply of utilities, facilitated industrial development by Adani owned entities

Adani Ports & 3 4 Special Economic Zone Favourably located to international trade routes Economic incentives (APSEZ) served by multi-modal domestic connectivity from Government under its Fiscal Policy Spread across more than 150 sq km at Mundra, 5 6 Financial Support/ Partnership from a strong parent company (Adani Enterprises Ltd) Environment of a Business Hub at Mundra …at Adani Ports & Special Economic Zone, Mundra…

Land Availability Economic Benefits • Spread over an area of 15,000 hectares • Various Government incentives for industrial development • Designated as Special Economic Zone* , a Free Trade # Warehousing Zone and Domestic Industrial Area • Integrated facilities from power to port.….from land to labour, reducing overall cost to customers

Excellent Investment Opportunities for Social Infrastructure Diversified Businesses Core Infrastructure • • Well planned Townships with excellent social Plots inter-connected by roads, corridor for telecom & amenities for pipelines • Living, • • Learning, Infrastructure laid for water & power, supply made • Healthcare and available through Adani entities • Recreation • Common Effluent Treatment plant, Desalination Plant facilities

*A Special Economic Zone is an area notified by the Government of India to host businesses which are granted special incentives such as tax exemptions to encourage investments to setup industries. # A Free Trade Warehousing Zone allows units to hold goods on account of foreign suppliers, dispatch them as per owner’s instructions, permitting trade with or without labeling, packing/re-packing without any processing 10 An overview of the one stop shop – APSEZ, Mundra

Adani Power Plant Plant

Coal Import Terminal

Multi Purpose Port Terminals

About 15,000 hectares of land, all-weather port with one of the deepest drafts available in India, 24 currently operational Berths, with future plan for 55 berths to handle wide array of cargo 11 Port Capacity & Operational Excellence

Handling all types of cargo and vessel types…

7.6 1.0 90 .7 82.1 Type of Vessels 3% Handled 3% 2% 2%

Container Dry Bulk The deep draft at Mundra allows for Cargo Handled handling of Cape Size vessels and Ultra FY 2012-13 MMT Large Crude Carriers, thereby providing 18% 43% Liquid Tankers Mini Bulk Carriers better economics to customers Car Carriers VLCC

Others Mundra Dahej Hazira Total 29%

Cargo Mix

Coal 22% Fertilizer 38% Facilities available to handle all types of Steel commodities (incl Project Cargo) Other Dry Cargo

MSC Valeria, the largest container vessel (14,000 TEUs) to call 28% Containers on any Indian Port – At Mundra in June 2013 5% 4% Liquid 3% (Incl SPMs) 13 …with operational efficieny better than competing major ports…

200 Capacity & Cargo Handled (million MT) Liquid

150 Container

82 Dry • 100 94 Capacity utilization at competing ports is very high leading to 58 65 Cargo Handled 50 congestion in operations

0 • Mundra Kandla Mumbai JNPT Capacity expansion at competing ports is bound to take time and will be capital intensive Berth Occupancy 100% • 80% Mundra We continue investments at our Ports to ensure readily available 60% Kandla capacity to handle additional cargo without any congestion 40% Mumbai 20% JNPT

0% Dry Liquid Containers • Turn Around Time (in days) Adani Ports provides the best vessel turn around time in the region 11.4 ensuring advantage to customers

Mundra 6.5 5.8 5.8 Kandla 4.5 Mumbai 2.8 2.0 1.6 1.6 1.3 1.4 1.3 JNPT

Dry Liquid Containers Cargo Handling Facilities Services aimed at customer’s success…

Warehousing & Storage Yards Fertilizer Cargo Complex Steel Handling Yard Warehousing facilities of 0.23 million sq.m. within port Mechanized bagging & rake loading facilities for faster Only Indian port with State-of-the-art vacuum lifts to premises and open yards of 3.15 million sq.m. in Mundra evacuation of cargo handle pipes – fast and damage-free handling Port

Dedicated Commodity Managers in the Marketing & Operations team address Customers requirements Other Dry Cargo Handling Facilities

Dry Cargo Handling Trend • Variety of commodities handled at Mundra Port 5 . Agro commodities – wheat, yellow peas . Timber 4 . Project cargo – power plant components, metro rail carriages 3 • Dedicated Ro-Ro terminal for car exports 2 • 1 Providing dedicated handling services and storage facilities to customers

0 FY09 FY10 FY11 FY12 FY13

FY13 % of Total Cargo

21% 38%

28% 4% Key Customers • 3% Private Traders - Cargill, Louis Dreyfus, • Govt. Traders - State Trading Corp, Food Corp of India 5%

*All units in Million Metric Tons – The next Mundra!

• Being developed as a multi-purpose port, it lies 270 km north of Mumbai and 35 km from the city of – Location provides access to industrial zones in South Gujarat, & MP • Under Phase I development, the port already has two Container berths and one multi-purpose berth operational – The fully developed port will have 13 berths, including three for handling liquid cargo Udaipur Kota • The port will attract cargo that is currently facing severe congestion at the Mumbai ports

Ahmedabad Ratlam Mundra

Indore Dahej Jalgaon Hazira Nagpur

Nhava Sheva Nashik /Mumbai Port Layout : Final Phase

Container Berths

Coal Berth

Type of Berth No of Berth

Container Berth 4 Coal Berth 2 Multipurpose Berths Fertilizer & Food Grain 2

DOC & Steel 1

Liquid (Approval under process) 3 Liquid Terminal

RO-RO Berth 1 19 PORT FACILITIES  Marine Infrastructure : Phase I : 5 Berths (2 container & 3 Multipurpose) Phase II : 13 Berths  Deep Draft of 13.5 m, capable of handling Panamax vessels.  Mechanized Cargo Handling Systems with two shore cranes per berth for faster turnaround of Cargo.  Large backup areas of Covered Godowns, Liquid Tank Farms, Open Hard Standings with specialized equipments.  Excellent Road to the hinterland and, Rail Connectivity geared up faster connectivity.

20 CURRENT STATUS : CONTAINER TERMINAL

21 CURRENT STATUS : GODOWN / CFS

22 CARGO HANDLING AT ADANI PORTS

23 23 CARGO HANDLING AT ADANI PORTS

24 CARGO HANDLING AT ADANI PORTS

26 27 Location Advantage LOCATION ADVANTAGE

Cities Hazira Port Kandla Port Mumbai Port

Ahmedabad 258 km 289 km 544 km

Baroda 190 km 393 km 428 km

Ankleshwar 84 km 482 km 337 km

Vapi 139 km 665 km 179 km Nasik 247 km 764 km 183 km Jalgaon 347 km 857 km 426 km Our vision is to be the globally admired Akola 523 km 855 km 607 km leader in integrated infrastructure businesses Indore 505 km 685 km 595 km with a deep commitment to nation building Ratlam 449 km 651 km 668 km

Kota 718 km 790 km 905 km

Udaipur 490 km 511 km 771 km

Delhi 1171km 1092km 1415km 29 Mundra port enjoys distance advantage over Mumbai ports

• Resulting in savings on both cost and time compared to competing Mumbai ports – 322 km lesser to the Delhi National Capital Region – 392 km lesser to the industrial zone of Bhatinda • In addition to being less congested than JNPT (Mumbai) the route from Mundra to India’s hinderlands by-passes the congested Mumbai – Delhi Railways line

New Delhi Gurgaon Mathura Alwar Jaipur Agra Ajmer

Marwar Kota

Adipur Bhildi Palanpur Samakhiali Ratlam Mundra Port Vadodara Godhara

Surat Pipavav Vasai Road Adani 64 km private rail network connecting Mundra Port to Central JN Port Trust Railways 30 …and will also benefit from the Dedicated Freight Corridor…

Feature Existing Proposed On DFC DFC Container stack Single Double

Train length 700m 1,500m

Train load 4,000 tons 15,000 tons 22 tons 32 tons Axle load New Delhi Gurgaon 75 km/ hr 100 km/ hr Mathura Maximum speed Alwar Jaipur Agra Ajmer

Marwar Kota

Adipur Bhildi Palanpur • Bound to improve freight economics for customers Samakhiali Ratlam – Improve accessibility to Mundra & Tuna Ports multi-fold Mundra Port Vadodara Godhara – Faster trains, improving transit time by 50% – Surat Higher capacity trains, increased capacity of infrastructure Pipavav Vasai Road JN Port Trust 31 Source: Dedicated Freight Corridor Corporation of India Ltd (http://dfccil.org), May 29, 2013 Multi-modal network connectivity

• Private rail network of 210 km in Mundra, connecting to the network at Adipur • Adani Logistics operates its own trains connecting Mundra with Delhi National Capital Region • Extensive road network within port and SEZ for efficient connectivity; linkage with National Highway network

• Operational airstrip at Mundra currently licensed in “Private Use Category” • 1,000 hectares earmarked for developing a Logistics Hub, MRO and Terminal Buildings

APSEZ

2 3a Materials sent to Other material from hinterland manufacturing plants in 1 hinterland by rail/ road Import of materials

3b

Mundra Industrial/ Port Manufacturing unit 4 Dispatch of finished goods 4 to hinterlands Export of finished goods Seaway Roadway Railway Pipeline 32 Towards becoming India’s Low Cost Export-Import Hub

Strategically located in proximity of international maritime trade routes and India’s major Production and Consumption Centers, Adani Ports become a preferred choice…

33 ..has been Recognized Globally…

• Mundra Port is the only Asian Port selected as a Member Of the C-40 World Port for its efforts “Towards better climate & Actions leading to substantial reduction of CO2 emission, Globally & Locally”

34 The back-story to our success is the growth of India’s middle class. Their demand for goods and services places an ever-growing demand on the nation’s infrastructure, in terms of ports, power, water and transportation. We are building infrastructure to handle nation’s future needs.

Gautam Adani Chairman,

35 www.adani.com We are 10,000+ young, dynamic doers working across the globe for a common purpose

Thinking big Doing better

One vision, One team www.adani.com

THANKS [email protected] +91 90 9900 2565