NLC India Limited

(Formerly Neyveli Lignite Corporation Limited) A “Navratna” – Government of India Enterprise

Corporate Presentation

August - 2018

NLC India Limited Corporate Presentation August-18

 Disclaimer

This presentation is for distribution only under such circumstances as may be permitted by applicable law. It is published solely for information purposes, it does not constitute an advertisement
and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments of NLC India Limited (the “Company” or “NLCIL“) in any jurisdiction. No
representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete
statement or summary of the future proposals , strategies and projections referred to in the report. This presentation does not constitute a prospectus, offering circular or offering memorandum
or an offer, or a solicitation of any offer, to purchase or sell, any shares and should not be considered as a recommendation that any investor should subscribe for or purchase any of the
Company’s equity shares. Securities of the Company may not be offered or sold in the United States absent registration under the U.S. Securities Act of 1933, as amended, or an exemption from
the registration requirements of that Act. Any public offering or sale of securities of the Company to be made in the United States will be made by means of a prospectus that may be obtained
from the Company or the selling security holder and that will contain detailed information about the Company and its management, as well as financial statements. NLCIL does not undertake
that investors will obtain profits, nor will it share with investors any investment profits nor accept any liability for any investment losses. Investments involve risks and investors should exercise
prudence in making their investment decisions.

The report should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not necessarily a guide to future performance. The value of any
investment or income may go down as well as up and investor may not get back the full amount invested. Any opinions expressed in this report are subject to change without notice and may
differ or be contrary to opinions expressed by other business groups of NLCIL as a result of using different assumptions and criteria. This presentation report may contain certain “forward-
looking statements”. These forward-looking statements generally can be identified by words or phrases such as “aim”, “anticipate”, “believe”, “expect”, “estimate”, “intend”, “objective”, “plan”,
“project”, “shall”, “will”, “will continue”, “will pursue” or other words or phrases of similar import, in each case, their negative or other variations or comparable terminology or discussions
statements that describe strategies, objectives, plans or goals.

All forward-looking statements are subject to risks, uncertainties and assumptions about us that could cause actual results to differ materially from those contemplated by the relevant statement.
These forward looking statements are based on our current plans and expectations. Actual results may differ materially from those suggested by the forward-looking statements due to risks or
uncertainties associated with our expectations with respect to, but not limited to, regulatory changes pertaining to the industries ability to respond to them, our ability to successfully implement
our strategy, our growth and expansion, technological changes, our exposure to market risks, general economic and political conditions which have an impact on our business activities or
investments, the monetary and fiscal policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign exchange rates, equity prices or other rates or prices, the performance
of the financial markets in India and globally, changes in Indian laws, regulations and taxes and changes in competition in our industry etc. These forward-looking statements include all matters
that are not historical facts. They appear in a number of places throughout this presentation and include statements regarding the Company’s intentions, beliefs or current expectations
concerning, amongst other things, its results or operations, financial condition, liquidity, prospects, growth, strategies and the industry in which the Company operates. No representation,
warranty or undertaking, express or implied, is made or assurance given that such statements, views, projections or forecasts, if any, are correct or that the objectives of the Company will be
achieved

NLCIL reserves the right to alter, modify or otherwise change the presentation without notifying any person of such changes or revision. Neither the author or NLCIL shall be liable for any direct
or indirect damages that may arise due to any act or omission on the part of the user due to any reliance placed or guidance taken from this presentation report. Further, NLCIL is under no
obligation to update or keep current the information contained herein. The disclosures contained in this presentation report produced by NLCIL shall be governed by and construed in
accordance with laws of India. NLCIL specifically prohibits the redistribution of this material in whole or in part without the written permission of NLCIL and NLCIL accepts no liability
whatsoever for the actions of third parties in this respect. Images may depict objects or elements which are protected by third party copyright, trademarks and other intellectual property rights.
All rights reserved. The Company, as such, makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness,
accuracy, completeness or correctness of any information or opinions contained herein. The information contained in this presentation, unless otherwise specified is only current as of the date of
this presentation. The Company assumes no responsibility to publicly amend, modify or revise any forward looking statements, on the basis of any subsequent development, information or
events, or otherwise. This presentation has been prepared based on the information available in the public domain and internal management information and estimates. The information
contained herein is subject to change without notice. Past performance is not indicative of future results. This document has not been and will not be reviewed or approved by a regulatory
authority in India or by any stock exchange in India.

NLC India Limited Corporate Presentation August-18 2

 Contents

1 Company Overview & Performance Highlights

2 Financial & Operational Performance

3 Market Opportunity

4 Growth Plans

5 Corporate Social Responsibility

NLC India Limited Corporate Presentation August-18 3

 1
Company Overview & Performance Highlights

NLC India Limited Corporate Presentation August-18 4

 NLC India Ltd | Introduction

 A ‘Navratna’ CPSE incorporated in 1956. Under the administrative control of Ministry of

Coal

 Paid up Equity Share Capital - Rs. 1,528.57 Crore (GoI holding – 83.94%)

 Mining , Power Generation

Trading License – Category I

 Regional Presence to National Level Presence

 Advanced Technology

 Robust Financial Performance in terms of Revenue, Profit and Net worth. Highest domestic
credit rating . Consistent track record of Dividend.

 Skilled Manpower

 Present Composition of Board – Total 10 Directors (4 Functional Directors, 1 Government

Nominees and 5 Independent Directors including 1 Women Directors)

We are currently not in compliance with the requirements of Regulations 17(1)(b) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements)
Regulations, 2015, and depending on the timing of such appointments, it is possible that we may not be compliant with the requirement of such provisions of the SEBI Listing Regulations
until such appointments are completed. Ministry of Coal, the Administrative Ministry, is in the process of appointing Independent Directors on the Board of Directors.

NLC India Limited Corporate Presentation August-18 5

 Vision & Mission

Vision:
To emerge as a leading Mining and Power Company, with social responsiveness accelerating Nation’s growth

Continue
Continue toto develop
develop and
and sustain
sustain expertise
expertise in
in Power
Power and
and Mining
Mining with
with focus
focus on
on growth
growth and
and
financial
financial strength
strength

Be
Be socially
socially responsive,
responsive, achieve
achieve sustainable
sustainable development
development and
and be
be sensitive
sensitive to
to emerging
emerging
environmental issues
environmental issues
Mission
Mission
Strive
Strive to
to achieve
achieve excellence
excellence in
in processes
processes and
and practices
practices

To
To nurture
nurture talent,
talent, encourage
encourage innovation
innovation and
and foster
foster collaborative
collaborative culture
culture

N-
N- National
National Orientation
Orientation
LL –– Learning
Learning and
and Development
Development
Values
Values
C-
C- Commitment
Commitment and
and Excellence
Excellence
II –– Innovation
Innovation and
and Speed
Speed

NLC India Limited Corporate Presentation August-18 6

 Evolution & Key Milestones

## TPS
TPS IIII
Expn
Expn :: ## Wind
Wind 51
51
## Mine
Mine IIII :: Formation
Formation of
of Received
Received 500MW
500MW MW
MW
Mine
Mine II :: 10.5
10.5 MTPA
MTPA Listed
Listed on
on NLC
NLC Tamil
Tamil Navratna
Navratna ## Solar
Solar :: 10
10
6.5
6.5 MTPA
MTPA ## TPS
TPS IIII :: NSE
NSE Nadu
Nadu Power
Power Status
Status MW
MW ## Solar
Solar 130
130
1470
1470 MW
MW Limited
Limited ## NTPL
NTPL :: MW
MW
1000MW
1000MW

1956 1970 1994 2003 2010 2012 2016 2018

1962 1993 2000 2005 2011 2015 2017

## Barsingsar
Barsingsar Allocation
## Mine
Mine II AA :: 33 Allocationof of
## Mine
Mine IIII TPS
TPS :: 250
250 Coal
CoalBlocks
Blocks
MTPA
MTPA Expn
Expn :: 4.5
4.5 MW
MW ## Pachwara
Pachwara
Listed ## Mine
Mine II Solar
Solar300
TPS
TPS 11 Listed on
on MTPA
MTPA ## Formation
Formation South
South(11.0
(11.0 300
Incorporation
Incorporation BSE Expn
Expn :: 44 MTPA) MW*
MW*
600
600 MW
MW BSE ## Barsingsar
Barsingsar of
of Neyveli
Neyveli MTPA)
MTPA
MTPA ##Talabira Tamil
Tamil Nadu
Nadu
Mine
Mine :: 2.1
2.1 Uttar
Uttar Talabira IIII
## TPS
TPS II Expn
Expn :: &&III
III(21.0
(21.0
MTPA
MTPA Pradesh
Pradesh
420MW
420MW MTPA)
MTPA)
Power
Power LtdLtd

Note:- * 100 MW Solar Commissioned in March 2018 further 200MW commissioned in May 2018.

NLC India Limited Corporate Presentation August-18 7

 Pan India Presence

Barsingsar, Rajasthan Ghatampur, Uttar Pradesh Neyveli, Tamil Nadu

 Mines  Neyveli Uttar Pradesh  Corporate Office
Power Limited (JV with
 TPS Uttar Pradesh Rajya
 Lignite Mines
Vidyut Utpadan  Mine I
Nigam)#  Mine IA
 Mine II
New Delhi

Barsingsar
 Power
Lucknow
 TPS I
 TPS I Expn
Kolkata  TPS II
Bhubaneshwar  TPS II Expn
Mumbai  NNTPS #
Tirunelveli, Tamil Nadu
* Hyderabad
 Wind  Renewable Energy
Talabira, Odisha
 Solar*
 Mines
Chennai
Neyveli
Tuticorin, Tamil Nadu Tirunelveli
Virudhunagar, Tamil Nadu
 NTPL (JV with Tamil Nadu Tuticorin
Generation and Distribution  Solar 300 MW
Corporation Limited)

Registered Office Liaison Offices Project Liaison Offices

Note:- Map not to scale; TPS = Thermal Power Station. *Solar 140 MW in Neyveli & balance 300 MW in different parts of Tamil Nadu # Under Construction

NLC India Limited Corporate Presentation August-18 8

 NLCIL’s Core Business

Mining Power Generation

Total Mining Capacity – 30.60 MTPA* Thermal Power Station – Capacity 3,240MW*

1470
15.00

600
500
420
250
10.50

TPS I TPS I Exp TPS II TPS II Exp BTPS

Power
Mining
Generation
Renewable Energy Capacity 491 MW*

440

3.00
2.10

51

Mine I Mine IA Mine II Barsingsar ... Wind Solar

Note : Source from NLCIL Annual Reports and figures representing NLCIL Standalone financial statements
*Existing Capacity as on August 2018

NLC India Limited Corporate Presentation August-18 9

 Details of Investments in Various Assets

Net Fixed Assets (Rs. in Crore)

5,428
5,154

3,538 3,631

1,474

339 319 309

2016-17 2017-18

Mines Thermal Renewable Others

Note : Source from NLCIL Financial Results & Annual Reports and figures representing NLCIL Standalone;

NLC India Limited Corporate Presentation August-18 10

 Strong In-House Capabilities

Expertise in Open Cast Mining & Power Lignite Resources for Nodal Agency for
Generation Captive Consumption Lignite Mining

Mining  Captive fuel source with power plants  Nodal Agency for Lignite database
located at the pit heads of Lignite appointed by Ministry of Coal
 Long experience in operation, maintenance and project mines
management in open- cast mining  Market share * of 53.92 % in Lignite
 Greater flexibility in terms of adjusting mining in India during FY 2017-18 as
 Asset bank of specialised mining equipments for open the lignite production to adjust for compared to 60.90% in FY 2016-17
cast mining: variations in power demands and
 German excavation technology power generation at thermal power
 35 Bucket Wheel Excavators plants
 Conveyor length – 118.27 KMs  Out of total measured lignite reserves
of 6,540.71 MT in India as on
Power Generation 01.04.2018, Neyveli lignite field,
Barsingsar, Bithnok and Hadla of
 Experience in running lignite based thermal power
NLCIL accounts for 3,915.64 MT.*
station.
 All thermal stations (including TPS I being more than
50 years old) are running at higher PLF than All India
average PLF.

*Source : In-house survey report (provisional) as on 01.04.2018.

NLC India Limited Corporate Presentation August-18 11

 Experienced Management and Board of Directors

Shri Rakesh Kumar,

CMD (Addl.Charge) & Director (Finance)

Part-time Shri. Suresh Kumar,

Official Additional Secretary,
Director Ministry of Coal, Govt. of India

Shri R. Vikraman, Shri V.Thangapandian,

Director (Human Resource) Director (Power)
Functional
Directors Shri. N. N. M. Rao,
Director (Planning & Projects )

Shri Chandra Prakash Singh, Ms. Nalini Padmanabhan,

Independent Director Independent Director

Independent Shri Azad Singh Toor, Shri K Madhavan Nair,

Directors Independent Director Independent Director

Shri Indrajit Pal,

Independent Director

We are currently not in compliance with the requirements of Regulations 17(1)(b) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements)
Regulations, 2015, and depending on the timing of such appointments, it is possible that we may not be compliant with the requirement of such provisions of the SEBI Listing
Regulations until such appointments are completed. Ministry of Coal, the Administrative Ministry, is in the process of appointing Independent Directors on the Board of Directors.
Director Mines – Post is vacant

NLC India Limited Corporate Presentation August-18 12

 2
Financial & Operational Performance

NLC India Limited Corporate Presentation August-18 13

 Financial Performance

Total Income (Rs in Crore) EBITDA* & EBIT* (Rs in Crore)

9,327 3,647
9,083
709 651 3,186
372 2,981
373 2,786
7,177 2,634
6,992 2,464 2,503
6,797
554 2,194
1,046 740 401
1,808
586 484 8,246 8,059
6,222 1,166
5,360 5,573

2013-14 2014-15 2015-16^ 2016-17 2017-18 2013-14 2014-15 2015-16 ^ 2016-17 2017-18

Other Mine Power Column2 EBITDA EBIT

PBT & PAT (Rs in Crore) Key Financial Ratios

3,028
2013-14 2014-15 2015-16^ 2016-17 2017-18
2,690
OPM (%) 32.78 31.62 32.91 39.12 36.60
2,383 2,369
2,209
1,856 1,849 NPM (%) 21.48 23.24 3.18 25.40 20.35
1,502 1,580
ROCE (%) 12.11 12.81 1.69 18.95 12.16

RONW (%) 10.82 10.69 1.79 19.66 14.07

228
Current Ratio 3.44 3.55 1.70 1.41 1.39
2013-14 2014-15 2015-16^ 2016-17 2017-18
Quick Ratio 3.16 3.16 1.47 1.15 1.20
PBT PAT
Note : Source from NLCIL Financial Results & Annual Reports and figures representing NLCIL Standalone; ^ Restated as per Ind AS * EBITDA & EBIT computed considering Net Movement in
Regulatory Expenses/Income and without considering Exceptional
Item.

NLC India Limited Corporate Presentation August-18 14

 Financial Performance

Networth & Loans Outstanding (Rs in Crore) Credit Ratings

Net Worth Loans Outstanding Agency Rating Status

CRISIL AAA/Stable Highest

ICRA AAA/Stable Highest

CARE AAA/Stable Highest

Brickwork AAA/Stable Highest

8,720
3,164
3,150 6,959
3,540
Quarterly Income statement

Rs in Crore Sep-17 Dec-17 Mar-18 June-18

Total Income 2,123.09 1,807.50 2826.76 1841.11

EBITDA * 764.51 506.37 1673.40 732.88

14,772
13,881 13,136
12,721 EBITDA Margin (%) 36.01% 28.01% 59.20% 39.81%

PAT 326.88 313.80 892.01 319.63

PAT Margin (%) 15.40% 17.36% 31.56% 17.36%

2013-14 2014-15 2015-16 ^ 2016-17 2017-18

Note : Source from NLCIL Financial Results & Annual Reports and figures representing NLCIL Standalone * EBITDA computed considering Net Movement in Regulatory
^ Restated as per Ind AS Expenses/Income and without considering Exceptional Item.

NLC India Limited Corporate Presentation August-18 15

 Financial Performance

Earnings Per Share (Rs.) Capital Employed (Rs in Crore)

15,198
14.14
13,505
12.09 12,399 12,334 12,501

8.95 9.42

1.36

2013-14 2014-15 2015-16^ 2016-17 2017-18 2013-14 2014-15 2015-16^ 2016-17 2017-18

Debt-Equity ratio Dividend Trend (Rs in Crore)

0.66 Dividend Dividend % 73.4%

0.58

45.0%

0.28 28.0% 28.0% 30.0%

0.23 0.21 1,122

647
470 470 503

2013-14 2014-15 2015-16^ 2016-17 2017-18 2013-14 2014-15 2015-16 2016-17 2017-18*

Note : Source from NLCIL Financial Results & Annual Reports and figures representing NLCIL Standalone; ^ Restated as per Ind AS *Includes Final Dividend of 2.7%

NLC India Limited Corporate Presentation August-18 16

 Operational Performance – Power

Power Generation (MU) PLF (%) Comparison

NLCIL NLCIL Group NLCIL All India

83 81
27,286 26,154 76 *
73 72 **
22,838 66 65 63.12
21,033 20,741 62 60.67
19,989 19,729 19,182

2013-14 2014-15 2015-16 2016-17 2017-18 2013-14 2014-15 2015-16 2016-17 2017-18

Revenue from Operations (Rs in Crore) EBIT (Rs. in Crore)

8844.3 8652.7
1379
1237
6767.8
5692.3 5929.5

609 578
516

2013-14 2014-15 2015-16^ 2016-17 2017-18 2013-14 2014-15 2015-16^ 2016-17 2017-18

Source: Annual Report, Central Electricity Authority– Executive Summary Mar -18 Report
* Does not include TS II E, Wind and Solar as these were commissioned during the year ** does not include Wind and Solar ^ Restated as per Ind AS

NLC India Limited Corporate Presentation August-18 17

 Operational Performance – Mining

Lignite Production (LT) Capacity Utilization (%)

276
90%
266 265 87% 87%
83% 82%
255
252

2013-14 2014-15 2015-16 2016-17 2017-18 2013-14 2014-15 2015-16 2016-17 2017-18

Revenue (Rs in Crore) EBIT (Rs in Crore)

6,574
1670
5,603
5,349 1423
4,675
4,377 1241

987 1012

2013-14 2014-15 2015-16^ 2016-17 2017-18

2013-14 2014-15 2015-16^ 2016-17 2017-18

Note : Source from NLCIL Financial Results & Annual Reports and figures representing NLCIL Standalone financial statements ^ Restated as per INDAS

NLC India Limited Corporate Presentation August-18 18

 Quarterly Performance - Segment (2018-19 vs 2017-18)

Mining Power
Lignite Production (LT) Power Generation (MU)
36 38
5,276
4,884

Q1 Q1

2018-19 2017-18 2018-19 2017-18

Revenue (Rs. in Crore) Revenue (Rs. in Crore)

1,657
2,309
1,260
1,677

Q1 Q1

2018-19 2017-18 2018-19 2017-18

Source: Quarterly financial results

NLC India Limited Corporate Presentation August-18 19

 Efficiency Parameters

Value Added Per Employee (Rs. Lakhs)* Output per Man Shift – Lignite (in Tonne)*
50
13.67

44

13.14
13.08

12.88

12.64

33

30
28

2013-14 2014-15 2015-16^ 2016-17 2017-18 2013-14 2014-15 2015-16 2016-17 2017-18

* Source from NLCIL Financial Results & Annual Reports and figures representing NLCIL Standalone ^ Restated as per Ind AS

NLC India Limited Corporate Presentation August-18 20

 Shareholding Pattern

Shareholding Pattern No. of Shareholders

(A) Promoter & Promoter Group

1%3%
8% Govt. of India 1

4%
(B) Public

State Govt. - Sponsored Institutions 5

Mutual Funds, Financial Institutions & Banks 43

Insurance 3

Others 98,238

84%
Total 98,290

Total No. of Shares – 152,85,68,427

Govt. of India Market Cap – Rs. 12,052.76 Crore*
State Govt.Sponsored Institutions
Mutual Funds , Financial Institutions & Banks
Insurance Companies
Others

Shareholding Pattern as on 17.08.2018

*Market Cap as on 21.08.2018 (Closing Price of SE)

NLC India Limited Corporate Presentation August-18 21

 3
Market Opportunity

NLC India Limited Corporate Presentation August-18 22

 Power Demand & Renewable Potential

All India Electricity Requirement (in BU) Untapped Solar Power Potential
Electrical Energy Requirement

2,336
2,212
2,092
1,975
1,860
1,748
1,640
1,534
1,430

2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 2026-27

Targeted Renewable Energy by 2022 (175 GW)

Solar (57%) Wind (34%) Biomass (6%) Small Hydro (3%)

Source :National Electricity Plan 2016; Map not to scale

NLC India Limited Corporate Presentation August-18 23

 Lignite Reserves in India

Barsingsar Lignite
 Kupwara lignite

Field field Depth wise resources in MT as on 01.04.2018*
 Bikaner lignite field
 Barmer lignite field STATE Measured Indicated Inferred Total %
 Jaisalmer lignite field
 Rakshitpur lignite field Puducherry 0.00 405.61 11.00 416.61 0.92
 Jalore lignite field
 Nagaur & Pali lignite Tamil Nadu 4093.53 22648.33 9147.87 35889.74 79.02
field Rajasthan 1168.53 3029.78 2150.76 6349.08 13.98
Jammu &
Kashmir Gujarat 1278.65 283.70 1159.70 2722.05 5.99
J&K 0.00 20.25 7.30 27.55 0.06
Kerala 0.00 0.00 9.65 9.65 0.02
West Bengal 0.00 1.13 2.80 3.93 0.01
Total 6540.71 26388.80 12489.08 45418.60 100.00
Rajasthan

West
Gujarat Bengal
Lignite Reserves (MT)* Market Share of Lignite Production
457.74
2,722.05
 Surat lignite 6,349.07 NLCIL Others
 Mannargudi lignite
field field
 Bharuch  Ramanathapuram
lignite field lignite field 60.90%
 Bhavnagar
58.10%
 Jayamkondam 53.92%
lignite field
Tamil lignite field 46.07%
 Kachchh Kerala Nadu  Neyveli lignite 41.90%
lignite field Puducherry
field 31.90%
35,889.74

 Kannanur lignite field

 Kayyur lignite field  Bahur lignite field
Tamil Nadu Rajasthan Gujarat Others
2015-16 2016-17 2017-18
Map not scale
Source : In house survey report (provisional) as on 01.04.2018

NLC India Limited Corporate Presentation August-18 24

 Power Sector in India

All India Energy Requirement & Supply (MU)

Installed Capacity as on 30.06.2018 Per Capita Consumption (kWhr) : Apr-18 to June-18 (Provisional) - MU
343898 MW

213,012
211,829
13,325

1,122

1,149
21,651

1,075
1,010
957
914
884
819
779
734
34,046

2008-09

2009-10

2010-11

2011-12

2012-13

2013-14

2014-15

2015-16

2016-17

2017-18
Requirement Supplied
45,403
196,958
All India Plant Load Factor %
6,780 2018 2017
25,735

65.6 65.5
64.6 64.9
63.1 63.6
62.9 62.9
61.5
60.1
59.2
Coal Gas & Diesel 56.7
Nuclear Hydro
Wind Solar
Other Resources
Jan Feb Mar Apr May June

Source :Central Electricity Authority – Executive Summary March -18 Report

NLC India Limited Corporate Presentation August-18 25

 4
Growth Plans

NLC India Limited Corporate Presentation August-18 26

 NLCIL Growth Plan – Vision 2025

Sl. No Project Existing Capacity1 Addition Proposed Total

1 Lignite (MTPA) 30.60 31.55 62.15

2 Coal (MTPA) 0 31.00 31.00

Total Mining (MTPA) 30.60 62.55 93.15

3 Power - Lignite Based (MW) 3,240 3,540 6,780

4 Power - Coal Based (MW) 1,000 5,980 6,980

5 Power - Renewable (MW) 491 3,760 4,251

6 Acquisition of Power Assets (MW) 0 3,000 3,000

Total Power (MW) 4,731 16,280 21,011

TOTAL CAPEX : Rs.1.29 lakh crore with a debt-equity ratio of 70:30

1 Note: Existing Capacity as on 30.06.2018; 2 Source : NLCIL Corporate Plan 2025

The Corporate plan includes investments through subsidiaries and Joint Ventures

NLC India Limited Corporate Presentation August-18 27

 Growth Plan over 3 Years

Sl. No Project Existing Capacity1 Addition Proposed Total2

1 Lignite (MTPA) 30.60 8.55 39.15

2 Coal (MTPA) 0 31.00 31.00

Total Mining (MTPA) 30.60 39.55 70.15

3 Power - Lignite Based (MW) 3,240 900 ^ 4,140

4 Power - Coal Based (MW) 1,000 0 1,000

5 Power - Renewable (MW) 491 2,760 3,251

6 Acquisition of Power Assets (MW) 0 3,000 3,000

Total Power (MW) 4,731 6,660 11,391

Note: 1 Existing Capacity as on 30.06.2018 2. Source : NLCIL Corporate Plan 2025 ^Considering retirement of TPS-I (600 MW) Power Plant

NLC India Limited Corporate Presentation August-18 28

 On going / Upcoming Mining Projects
Rs. in Cr Rs. in Cr
On Going Projects Upcoming Projects
Estimated Expected
Lignite Projects MT Estimated Expected
Cost COD Lignite Projects MT
Cost COD
Expansion of Mine-IA from 3 MTPA
4.00 709.06 Sept-19
to 7 MTPA Palayamkottai & Vellar 11.5 - Mar-22
* Bithnok Lignite Mine, Rajasthan 2.25 513.63 Mar-19
Mine III Neyveli 11.5 10,872 Mar-21
* Hadla Lignite Mines, Rajasthan 1.90 522.45 Mar-19

* Barsingsar Expansion, Rajasthan ^ 0.40 - Mar-19 Total 23.00 10872

Total 8.55 1745.14

Total Lignite: 31.55 MT

Rs. in Cr
Upcoming Coal Projects

Estimated Expecte
Coal Projects MT
Cost d COD

Talabira II & III Coal Blocks 20.00 2401.07 Mar-19

South Pachwara Coal Block ** 11.00 1795 Mar-20

Total 31.00 4196.07

Total Coal: 31.00 MT

Source : NLCIL Corporate Plan 2025, ^ Under approval, ** Allotted for NUPPL
* These projects are under review.

NLC India Limited Corporate Presentation August-18 29

 On going / Upcoming Power Projects
On Going Projects Rs. in Cr Upcoming Projects
Estimated Expected Rs. in Cr
Lignite based TPS: MW
cost COD
Estimate
Neyveli New Thermal Power
400* 7080.41 Dec-18 Lignite based TPS MW d cost Expected COD
Project
Bithnok TPS^ 250 2196.30 Mar-20 Phase I:Mar-22
TPS-II 2nd Expn 2,640 16,983
Barsingsar TPS Expn^ 250 2112.59 Mar-20 Phase II:Mar-24

Total 900* 11,389.30 Total Lignite Power Project: 3540 MW

Rs. in Cr Rs. in Cr
Estimate
Coal based TPS: Estimated Coal based TPS MW d cost Expected COD
Expected
MW cost
COD
Phase I : Mar-23
Odisha / P I & II 4800 34,934
Unit I - Phase II: Mar-25
June 20
Unit II – Total Coal Power Project: 5980 MW Rs. in Cr
NUPPL - UP 1,980 17,237.80
Dec 20
Unit III – Estimate
Jun 21 Renewable MW d cost Expected COD
Rs. in Cr
Solar – in various States 2651 10,604 Sep-20
Wind Power – TN 200 1240 Jan-19
Renewable: Estimated Total 2851 11,844
Expected
MW cost
COD
Total Renewable Power Project: 3560 MW
Solar – TN ( 300 MW out of 500
MW commissioned upto May 200 895 Sept-18 Power Assets Acquisition MW
2018)
Power Assets Acquisition 3000
Solar – TN 709 3356.59 Apr-19
Total
* Note: NNTPS of 1000 MW to replace existing TPS I909 4251.59 net of 400 MW has been considered.
of 600 MW accordingly Total Power Assets Acquisition: 3000 MW
^ These projects are under review.
Source : NLCIL Corporate Plan 2025

NLC India Limited Corporate Presentation August-18 30

 5
Corporate Social Responsibility

NLC India Limited Corporate Presentation August-18 31

 CSR Initiatives

Details of CSR expenditure (Rs. Cr) % of amount spent on CSR Activities in 2017-18

Year Norm Actual

2015-16 44.27 81.93

13.19% 14.93%
2016-17 43.46 37.19
4.22%
2017-18 37.32 43.59#
3.12%

Green belt development

Neyveli Township 13.90%
Overview 28.93%
Green Cover with
191 lakh trees.
0.94%

20.76%

Health & Sanitation Water & Irrigation

Education Promotion of Sports
Infrastructure Environmental Sustainability
Paddy field on
Reclaimed Mined
Old Age Home Others
land at Neyveli

#Includes unspent carry forward of 2016-17 amounting to Rs.6.27 Crore

NLC India Limited Corporate Presentation August-18 32

 New Initiatives – Sustainable Development

 Formed 14 industrial service units for adoption of energy conservation measures

 Installation of energy efficient equipments
 Energy Audit for Thermal Power Stations
Energy Conservation  Intensive installation of LED bulbs in township area
 Minimisation of idle running hours in crushers in TPSs
 Adding of capacitor banks through induction motors
 25.09 MU of energy conserved through energy efficiency measures

 Preparation of Zeolites tablet from Lignite Fly Ash for water treatment
 Development of organic coating paints for use in specialized Mining equipment/De-watering pipes to
Technology Absorption
enhance its life
 Reclamation of Slag Dump areas in Mine-II suitable for development of Green Cover

 Coldry and Matmor process

 NLC India Limited (NLCIL) and NMDC Limited signed a Memorandum of Understanding (MoU) with
Environmental Clean Technologies Limited (ASX: ESI) (ECT or Company) for the largest-ever joint R&D
collaboration between Australia and India. The Signing of MoU and execution of the Project Agreement
were carried out on 30th May, 2018 (Wednesday) in Canberra, Australia.
 Other R&D Initiatives
R & D Initiatives
 Underground Coal Gasification, Silica sand Beneficiation Plant, Development of fly ash based pesticide,
Dynamic Loading of Conveyors
 2 projects completed – Conservation of energy through implementation of Programmable Logic Control
(PLC) based Dynamic Loading System in Conveyors & Delineation of buried sub-surface objects in Opencast
mines.

NLC India Limited Corporate Presentation August-18 33

 Key risks

 Risk in Land acquisition

 Adverse OB Ratios in Mining
 Fuel Supply risks
 Project Completion risks
 Realisation of Dues from DISCOMs
 Surrender of Power may increase
 Competition due to Renewable
 Risk due to stringent Environmental norms
 Funding risks
 Risk relating to non-appointment of required number of independent directors - NLCIL may be
subject to penal actions by regulatory and statutory authorities in India, if NLCIL is unable to comply
with any applicable law, including terms of the Securities and Exchange Board of India (Listing
Obligations and Disclosure Requirements) Regulations, 2015, as amended.

NLC India Limited Corporate Presentation August-18 34

 Thank You

NLC India Limited Corporate Presentation August-18 35