Ports and SEZ Ltd

Intermodal Asia 2019 Thinking Big for

Largest Coal Importer in India Largest port operator in India Largest private power producer inIndia’s largest edible oil brand- Developing one of India’s largest growing faster than the industry India Fortune; largest player in Oleo, integrated townships in average Castor, Speciality Fats and Ahmedabad, fast growing across Wheat Storage (silos) Mumbai and NCR

Our Strategic Response to Nation’s Challenges

Adani’s coal operations* will Adani’s port infrastructure will Adani’s power generation Adani will cater to 25% of India’s Adani will be developing real account for ~20% of India’s handle ~20% of the total cargo capacity will be more than ~4% of edible oil demand by 2021 estate properties over 80 million projected coal requirements by handled at Indian Ports by 2021 India’s projected capacity by sq ft by 2021 2021 2021-22 Ports in India: Overview

Cargo Handling

All figures in MMT 7x growth compared to other non-major ports 825

530 350

679

647 180 606 314 581 332 168 330 151 327

555 304 144

CAGR: 6.25% CAGR: CAGR: 20.14% CAGR: CAGR: 12.40% CAGR: 112

2014 2015 2016 2017 2018 …. 2021E 2014 2015 2016 2017 2018 …. 2021E 2014 2015 2016 2017 …. 2021E Major Ports Non Major Ports Adani Ports- India (Under the purview of Central GoI) (excluding Adani Ports)

Note: Major and Non Major Ports Estimates are based on industry analysis MMT: Million Metric Tons; CAGR: Compounded Annual Growth Rate: 3 Adani Ports Presence

Largest Port Operator in India

230 315 388 596

Tuna 20 20

Dahej

20 25 Dhamra Hazira 40 100 35 85 Vizag 6 6 Mormugao

7 7 Kattupalli 18 18 Vizhinjam All Units in MMTPA (Project Pipeline) Ennore Current Proposed 12 20 Capacity Capacity 4 India Container Traffic Growth

50% 42% growth in FY14

40% 12% growth in FY09 when other terminals were reeling under recession 19% growth in FY18 30%

20%

10%

0% FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18

-10%

India' Container Traffic Growth % Non-APSEZ Container Traffic Growth % APSEZ Container Traffic Growth % Source : Alphaliner Mundra – Natural Gateway Port for Key Industrial Clusters

Distance To Region Industrial Cluster Mundra Pipavav JNPT

Punjab Rice , Auto Parts, Machinary 1339 1555 1765

Delhi NCR, Auto Units , White Goods , Auto 1167 1300 1510 Ancillary Units

Rajasthan Stone , Handicrafts 789 935 1128

• Natural gateway port for North West Hinterland Regions of North Central , Delhi NCR, Haryana, Punjab, and .

• Only Port in India equipped to handle 40 rakes in a day.

• Dedicated OS for Containers Rake Operation ensures minimal delay in Container Train Operations with cargo visibility to concerned stakeholders

• Smart Epic Implementation and addition of E- forms at Mundra Port Ensures zero congestion at Terminal gates for Road Movements. Mundra Rail Infrastructure

ICD’s Rakes NCR • Dadri | Tughlakabad Mundra is Connected to 32 Only Port on West Coast to 32 40 ICD Ludhiana • Rewari | Ghari | Patli ICD’s in North West India Handle 40 Rakes in a Day • Loni | ACTL Faridabad | Sonepat • Panipat | Moradabad • Rudrapur | Kashipur

Kms Jodhpur Rail Heads 76 Provides connectivity to 8 Capable of Handling the India railways network Mundra Khodiyar | Sanand Single and Double Stack through a privately ICD Viramgam Rakes. developed and maintained 76 KM rail line Hrs 8 Rake Handling time of TEUs Double Stack Trains at 2Mn Mundra. (Unloading + Capacity to Handle Rail Loading) Volumes at Mundra Mundra Rail Performance

Rail Volumes (In TEU’s)

1,192,578

1,050,489 15% Y-O-Y

Commencement of 911,856 Double Stack Rail Movements Growth 745,902 768,277 632,892 534,907 Only Port in

355,360 India to register 256,580 180,364 high ICD Volumes FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 Mundra Rail Performance

No. of Rakes Handled

5729 10% increase Commencement of 5137 5224 Double Stack Rail Movements 4342 4054 In no. of rakes 3850 3338 Handled at 2170 Mundra 1630 1212

FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 Mundra The Only Port in India to handle maximum no. of Double Stack Trains.