Professional Documents
Culture Documents
2010 08 12 Presentation
2010 08 12 Presentation
E
Essar Global
Gl b l − one off IIndia’s
di ’ largest
l t industrial
i d t i l houses
h
Essar Global
Upstream Increasing current India Ports Essar Projects India Vodafone Essar Aegis - BPO
Total reserves and capacity from Hazira Steel Complex Operational 109mn subscribers One of the leading
resources (incl. 1,220MW to z Engineering
10MMTPA integrated Dry Bulk : 30 MTPA Global player in BPO
unrisked): 11,470MW by 2014 Essar Telecom East
2,132mmboe steel plant (b) Wet Bulk : 46 MTPA z Fabrication and Service sector
Africa
Current operating
p g Essar Hypermart Under Construction Caters to:
Significant z Construction GSM services in
plants Steel distribution chain Dry Bulk : 70 MTPA z Telecom
development and Kenya, Uganda,
exploration upside in Total capacity: North America Wet Bulk : 12 MTPA Congo (Brazzaville)
1,220MW Fully geared to
India and abroad Algoma Steel, z Healthcare
execute turnkey EPC
Canada Shipping & Oilfields projects in India and Indus Towers
Refining By 2012 Services z Financial services
4MMTPA integrated overseas (Essar owns 14%)
14MMTPA capacity Total capacity: Owns and operates 25
todayy with p
plans to steel plant One of the world’s z Travel & hospitality
p y
6 100 MW
6,100 ships
ships. Global
Gl b l Supplies
S li FZE
expand to 18MMTPA Minnesota Steel l
largest
t tower
t company
Iron ore mine with One semi-submersible (UAE) 102,000 towers z Consumer products
By 2014 (Essar owns 25%)
Securing international resources of 1.4BT & rig and 12 land rigs.
Total capacity: The Mobile Store
distribution/access to 11,470 MW 4.0mtpa Pellet Plant 12 new ships and 2 Global procurement Employee strength
maximise margins Trinity Coal Blocks new Jack Up rigs on company Chain of 1,225 39,000+ employees
188.6MT coal reserves order retail outlets globally
Marketing Coal Blocks Project Management
450 MT coall reserves across 6 mines in
c.1,300 retail outlets & Consultancy 31,000+ seats in
across mines in India, eastern Kentucky and The Electronic Store
Indonesia & southern West Virginia 42 global locations
Large format stores for
Mozambique Indonesia Consumer Durables &
P T Essar Indonesia IT products
0.4MMTPA cold rolling
complex
The Board of Directors of Essar Shipping Ports & Logistics Ltd (ESPLL) have
approved, in principle, the demerger of the following businesses into a single separate
entity:
The Board has formed a committee of Directors that will work along with the
appointed advisors viz. Ernst & Young and Amarchand Mangaldas to finalize the
scheme and file the same with regulatory authorities.
2
Rationale for Demerger
• The
Th PPorts
t business
b i h
has now b
become a mature
t b
business,
i iis off substantial
b t ti l size
i and
d
is gearing to embark on its own growth trajectory
3
ESPLL Demerger
Promoters
P
Promoters
t P bli
Public
83.7% 16.3%
83.7% Public 83.7%
16.3%
4
Ports Business
5
Ports Business – Overview
Steady annuity based business backed by long term take or pay contracts
6
Ports Business – Portfolio of Assets
Vadinar Paradip I (Iron ore)
Capacity Draft
Port (MTPA) (Mtr) Cargo Customer COD Capacity Draft
Port (MTPA) (Mtr.) Cargo Customer COD
Vadinar-I 46 17* Crude Oil, Essar Oil Operating
POL Paradip-II 16 14 Iron Ore / Essar Steel March
Pellets 2011
Vadinar-II 7 17 Crude Oil, Essar Oil April 2011
POL
Vadinar-III 5 17 Crude Oil, Merchant January
POL 2013
Salaya
Capacity Draft
Port (MTPA) (Mtr) Cargo Customer COD
Salaya 20 12 Coal, Pet Essar December
Coke Power, 2011
Merchant
INDIA
Hazira Paradip
p II ((Coal))
BAY of Capacity Draft
Capacity Draft
BENGAL Port (MTPA) (Mtr.) Cargo Customer COD
Port (MTPA) (Mtr) Cargo Customer COD
Paradip-I 14 17.1 Coal Merchant October
Hazira-I 30 13 Iron Ore, Coal Essar Steel Operating (Coal) 2012
Limestone, Merchant
Coils, Slabs
Notes:
Capacities stated represent gross capacity
* Draft alongside product berth, draft at SBM
40mtrs
India’s 2nd largest private port owner and operator with 76 MTPA operational capacity, being increased to
1
158 MTPA by FY 2013
8
Shipping, Logistics & Oilfields Services
B i
Business
9
Shipping Logistics & Oilfields Services – Overview
Shipping,
4 Essar Wildcat has now completed 600 days of LTI free operations
5 Ne b ildings on order
New-buildings order: ttwelve
el e ships and ttwo
o Jack Up rigs
11
Annexures
12
Hazira Port: Simultaneous Panamax Berthing
13
Hazira Port: Simultaneous Supramax Berthing
14
Hazira Port: Berthing Operations
15
Hazira Port: L&T Project Cargo being discharged
16
Hazira Port : L&T Project Cargo being discharged
17
Hazira Port: Specialized Project Cargo Ship Berthed
18
Hazira Port: MV Malvika Berthed
19
Vadinar Port: SPM Discharge Operations
20
Vadinar Port: Simultaneous berthing
21
Vadinar Port: Tankages
22
Vadinar Port: Road Gantry
23
Vadinar Port: Railway Gantry
24
Shipping: MT Ashna - VLCC
25
Shi i
Shipping: MV Kiran
Ki – Capesize
C i bulker
b lk
26
Shi i
Shipping: Essar
E Wildcat
Wild t – Semi
S i Submersible
S b ibl Rig
Ri
27
Legal Disclaimer
“This presentation is for information purposes only and does not constitute an offer, solicitation or advertisement
with respect to the purchase or sale of any security of Essar Shipping Ports & Logistics Limited (the “Company” or
“ESPLL” or “Essar Shipping Ports & Logistics Limited”) and no part of it shall form the basis of or be relied upon in
connection with any contract or commitment whatsoever.
This presentation is not a complete description of the Company. Certain statements in this presentation contain
words or phrases that are forward looking statements. All forward-looking statements are subject to risks,
uncertainties and assumptions that could cause actual results to differ materially from those contemplated by the
relevant forward looking statement. Any opinion, estimate or projection herein constitutes a judgment as of the date
of this presentation, and there can be no assurance that future results or events will be consistent with any such
opinion, estimate or projection. The information in this presentation is subject to change without notice, its accuracy
is not guaranteed, it may be incomplete or condensed and it may not contain all material information concerning the
Company. We do not have any obligation to, and do not intend to, update or otherwise revise any statements
reflecting circumstances arising after the date of this presentation or to reflect the occurrence of underlying events,
even if the underlying assumptions do not come to fruition.
All information contained in this presentation has been prepared solely by the Company. No information contained
herein has been independently verified by anyone else. No representation or warranty (express or implied) of any
nature is made nor is any responsibility or liability of any kind accepted with respect to the truthfulness,
completeness or accuracy of any information,
information projection,
projection representation or warranty (expressed or implied) or
omissions in this presentation. Neither the Company nor anyone else accepts any liability whatsoever for any loss,
howsoever, arising from any use or reliance on this presentation or its contents or otherwise arising in connection
therewith. This presentation may not be used, reproduced, copied, distributed, shared or disseminated in any other
manner.
The distribution of this document in certain jurisdictions may be restricted by law and persons into whose possession
this presentation comes should inform them about, and observe, any such restrictions.”
28