Team 393

Industry Overview :
Competitive Positioning of Adani port:

 Leading the industry with market share of 21.2%

and 10 in operation and 1 under development.
 Focused on next generation technology adoption
and Innovation
 Maintaining a diverse mix of cargo
 Delivers end to end solutions to marquee clients
 Robust financial performance and investment
grade track record
 Less voyage time because of high storage
capacity and the ability to receive large size
vessel
Continued...

Leading Developer of • India’s benchmark to global ports in terms of strengths, capacities

Ports & Related and operations
Infrastructure • 10 ports in operation, 1 under development and 3 ICDs
Market Share
21.2%1

• Diversifying and enhancing cargo across assets

Delivering on • Pan-Indian integrated logistics service provider
Strategic Priorities • Long standing customer relationships and strong business partnerships
• Successful track record of integrating acquisitions Revenue
10925 crores

Leverage to India’s 7.1%

macroeconomics
EBITDA
7067 crore

• Delivered double digit revenue growth over the last three years: 11.5% over
Financial FY17
– FY19 with consistently high EBITDA margins
Strengths Net Debt / ETBIDA
• Established track record of investment grade ratings 4.50
• Successful in de-levering the company

India’s Largest Private Developer and Operator of Ports and Related Infrastructure
Stakeholder analysis :

Supportive
Mixed blessing
Shareholders
Board members, Port authorities,
Shipping agencies, Industrial
companies, Terminal operators, Employees
Forwarding agenciesStakeholde

r map

Non-supportive Marginal
The press and Media Civil society, Community group
APSEZ: Compelling Investment Thesis

1 • India’s GDP is expected to grow at 7.7% between 2018 and 2023, with overall EXIM trade expected to grow
Strong Macro Fundamentals at 8.2% over next two years
• APSEZ is well positioned to leverage the economic tailwinds and capture incremental market share

2 • APSEZ’s ports are strategically located across east, west and south coasts of India; Mundra is the number
one port in India in terms of cargo handled among commercial ports
Pan India Presence
• The Company benefits significantly from the ports’ proximity to freight corridors, access to maritime trade
routes
and advantageous natural characteristics

3 • Experienced management with successful track record of developing and executing variety of
Demonstrated Track Record infrastructure, across greenfield, brownfield and terminal locations
in Execution • Developed and operating 18 terminals with 47 berths and 2 single point mooring facilities across ports

4
• Strong client retention by providing integrated services for a diverse range of cargo
• Allows the Company to capture revenue from additional services and charge premium for a superior
bundled service
Integrated Business Model • Only company in India to develop and operate more than 326 kms of private railway line
• Long standing relationships with clients strengthened by ability to provide integrated solutions
• Successfully diversified cargo mix through the client relationships and strategic partnerships

5 • Consistently delivering strong revenue growth with steady profitability profile

Robust Financial Profile • Demonstrated record of consistently high EBITDA margins and consistent track record of investment
grade ratings

14