Ports and SEZ Ltd

Intermodal Asia 2019

Adani Group Thinking Big for India

Adani’s coal operations* will account for ~20% of India’s projected coal requirements by 2021

Adani’s port infrastructure will handle ~20% of the total cargo handled at Indian Ports by 2021

Adani’s power generation capacity will be more than ~4% of India’s projected capacity by 2021-22

Adani will be developing real estate properties over 80 million sq ft by 2021

Adani will cater to 25% of India’s edible oil demand by 2021

Our Strategic Response to Nation’s Challenges

Largest Coal Importer in India Largest port operator in India growing faster than the industry average

Largest private power producer in India

Developing one of India’s largest integrated townships in Ahmedabad, fast growing across Mumbai and NCR

India’s largest edible oil brand-Fortune; largest player in Oleo, Castor, Speciality Fats and Wheat Storage (silos)

581

555

825

327304

530

144

112

350C

AG

R:

6.2

5%

Major Ports(Under the purview of Central GoI)

Non Major Ports(excluding Adani Ports)

Adani Ports- India

Ports in India: Overview

3

CA

GR

: 1

2.4

0%

CA

GR

: 2

0.1

4%

Cargo Handling

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

7x growth compared to other non-major ports

All figures in MMT

2014 2015 2016 2017 2018 …. 2021E 2014 2015 2016 2017 2018 …. 2021E 2014 2015 2016 2017 …. 2021E

151

606

330

647

332 168

679

314180

Adani Ports Presence

4

Mormugao

Vizag

Dahej

Hazira

Mundra

Tuna

All Units in MMTPA

20 20

20 25

7 7

388 596230 315

35 85

6 6

Current Capacity

Proposed Capacity

Ennore

12 20

Dhamra

40 100

Vizhinjam(Project Pipeline)

Kattupalli

18 18

Largest Port Operator in India

India Container Traffic Growth

-10%

0%

10%

20%

30%

40%

50%

FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18

India' Container Traffic Growth % Non-APSEZ Container Traffic Growth % APSEZ Container Traffic Growth %

12% growth in FY09 when other terminals were reeling

under recession

42% growth in FY14

19% growth in FY18

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,Haryana

Auto Units , White Goods , Auto Ancillary Units

1167 1300 1510

Rajasthan Stone , Handicrafts 789 935 1128

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

• 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.

ICD Ludhiana

Jodhpur

Khodiyar | SanandICD Viramgam

Mundra

NCR• Dadri | Tughlakabad• Rewari | Ghari | Patli• Loni | ACTL Faridabad | Sonepat• Panipat | Moradabad• Rudrapur | Kashipur

Mundra is Connected to 32

ICD’s in North West India

ICD’s32

Capable of Handling

Single and Double Stack

Rakes.

Rail Heads8

Rake Handling time of

Double Stack Trains at

Mundra. (Unloading +

Loading)

Hrs8

Only Port on West Coast to

Handle 40 Rakes in a Day

Rakes40

Provides connectivity to

the India railways network

through a privately

developed and maintained

76 KM rail line

Kms76

Mundra Rail Infrastructure

Capacity to Handle Rail

Volumes at Mundra

TEUs2Mn

Mundra Rail Performance

180,364 256,580

355,360

534,907

632,892

745,902 768,277

911,856

1,050,489

1,192,578

FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19

Rail Volumes (In TEU’s)

Commencement of Double Stack Rail Movements

15% Y-O-Y

Growth

Only Port in

India to register

high ICD

Volumes

Mundra Rail Performance

10% increase

In no. of rakes

Handled at

Mundra1212

1630

2170

3338

38504054

4342

5137 5224

5729

FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19

No. of Rakes Handled

Commencement of Double Stack Rail Movements

MundraThe Only Port in India to handle

maximum no. of Double Stack

Trains.