Power Sector India Sample 090625065840 Phpapp02

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PowerSector-IndiaMarch2009Power

Sector-IndiaMarch2009

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  KeyTrends:Increaseinper

capitaconsumptionofelectricity,Increaseincorporateinvestments,IncreaseinFDI,increasing

interestshownbyPE/VCfirmsinpowersectorandsurgeincaptive

 Powertradingisstillatnascentstagewithmerelyy%ofthepowergeneratedtradedin2007-08 Distributionisprimarilycontrolledby

stateelectricityboards

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(SEBs) Governmentpoliciesareaimedat

encouraginginvestmentinthesectorandincreasingthecompetition Governmentallows

100%FDIundertheautomaticapprovalrouteinallsegmentsoftheindustry

(exceptatomicenergy) 5-yeartaxholidayisgivenforpowergeneratingprojects Importdutyattheconfessionalrateofx%hasbeen

setforimport

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ofequipment Powertradingisstill

atnascentstagewithmerelyy%ofthepowergeneratedtradedin

2007-08 Distributionisprimarilycontrolledbystateelectricityboards(SEBs) 

Governmentpoliciesareaimedatencouraginginvestmentinthesectorandincreasingthecompetition Governmentallows100%FDIundertheautomaticapprovalroutein

allsegmentsof

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theindustry(exceptatomicenergy) 5-

yeartaxholidayisgivenforpowergeneratingprojects Importduty

attheconfessionalrateofx%hasbeensetforimportofequipment

ExecutiveSummary

MarketOverview&ValueChainGovernmentPolicies&IncentivesKeyTrends&Challenges.PublicsectorundertakingslikeAALtd,

BBLtdhold

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themajorityofthetotalinstalledcapacity

.PrivateplayersincludingABC,XYZhavepresenceacrossvaluechainand

makingsignificantCompetition

investmentsinpowersector

.Foreignplayerslike

XY,ZY,AYhaveentered/planningtoenterIndianpowermarket.Indiahas5thlargestelectricitygenerationcapacityintheworld.Theinstalledcapacity

ofIndiaas

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ofJuly2008wasXMW.

Indiaisfacingacutepowerdeficitwithpeakpowerdeficitofabout

x%production

.Challenges:Shortageofcoal,powerlossintransmissionand

distribution,ageingandimproperlymaintainedinfrastructurePOWERSECTOR-INDIA.PPT

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 Introduction PowerSector 

Overview ValueChainAnalysis GovernmentPoliciesandInitiatives Key

Trends&Challenges CompetitiveLandscape KeyDevelopments AppendixPOWERSECTOR

-INDIA.PPT

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Installedcapacityhasbeenincreasingcontinuously

tomeettheneedofgrowingeconomy..

SupplySidePlan-wise

InstalledCapacity

 Indiahas5thlargestelectricitygenerationcapacityinMW

theworld140,000Z

 InstalledcapacityofXMWasofJuly2008Y

Nuclear

Renewable

Gas-based

X

120,00060,000

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100,00080,000W Demandforpower

isgrowingatx%perannumYZPlannedDemandXw%Thermal

y% z% v%Plan

Hydelpowerx%

VIIVIIIIXX

DemandSideCurrentandprojecteddemand

MWbnunits

EnergyRequired

 Demandhasfivekeycomponents:250,0001,500

.Industry,

commercial,residential,agriculture,

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andothers200,000

 Keydrivers

ofincreasingdemandaregrowthin:1,000

150,000

.Household

consumption.Electrificationofruralareas100,000

500

.Manufacturinggrowing

faster50,000

.Realizationofsuppresseddemandduetoload-shedding0

 Requiredinvestmentof~USDXbnby20170X

XIXII

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Source:

POWERSECTOR-INDIA.PPT

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GeneratorsTradersTransmissionDistributionEnduser

Rawmaterials ------ ---------

--------------- ------ -

----- ------GeneratorsTradersTransmissionDistributionEnduserRawmaterials ------ ------------

------

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------ ------

 ------ ------Publicsectorcompaniesor

StateElectricityBoards(SEB)havepresenceacrossthevaluechain

Source:

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Roadv%w%Portsx%z%

UrbanDevelopmentEnergyy%u%partnershipsininfrastructure Thepowersector

inIndiahasnotwitnessmuchPPPactivityascomparedtoothersectors

 PowersectorwitnessedinvestmentsworthUSDXXbn GovernmentisencouragingPPPmodeltomeetthecapacityadditiontargetofXYMWin

XIthPlan 

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GovernmentplanstopromotePPPmodelin

ashutilization,augmentationoftransmissionlinesanddistributionDistributionFranchiseeUltraMega

PowerProjects(UMPP)TypesofpublicprivatepartnershipsinIndiaRoadv%w%

Portsx%z%UrbanDevelopmentEnergyy%u%partnershipsininfrastructure ThepowersectorinIndiahasnotwitnessmuchPPPactivityascompared

toothersectors

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 PowersectorwitnessedinvestmentsworthUSD

XXbn GovernmentisencouragingPPPmodeltomeetthecapacity

additiontargetofXYMWinXIthPlan Governmentplanstopromote

PPPmodelinashutilization,augmentationoftransmissionlinesanddistributionDistributionFranchiseeUltraMegaPowerProjects(UMPP)TypesofpublicprivatepartnershipsinIndia

PublicPrivatePartnership

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(PPP)modelisnotwitnessingmuchactivity

comparedtoothersectorininfrastructure

PPPModel-Overview

 IndiahasaroundxprojectsunderthepublicprivateAirportsRailways

Source:

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KeyTrends

TrendsPE

firmsshowinginterestinpowersectorIncreaseincaptivepowerproductionIncrease

inFDIIncreaseindomesticinvestmentsIncreaseinpercapitaconsumptionPOWERSECTOR

-INDIA.PPT

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Challenges

Hugepowerloss

intransmissionanddistributionAgeingandimproperly-maintainedinfrastructureShortageofcoal

InabilitytomeetthecapacityadditiontargetsChallengesPOWERSECTOR-INDIA.PPT

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Majorityoftheinstalledpowercapacity

inIndiawithpublicsectorundertakings

PublicSectorPlayers

EBITDA(FY20078)Revenues(FY20078)GenerationTransmissionDistributionTotalCapacityCompanyName

AALtd

USD bn

 USD bn

--MW

BBLtd

USD mn

USD mn

--MW

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CCLtd

USD bn

USD mn

--MW

DDLtd

USD

 bn

USD mn

EELtd

USD mn

USD mn

 AALtdisthesixthlargestthermalpowerproducerintheworldandIndiaslargestpowerproducer.Itaccounts

forx%of

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thecountrysinstalledcapacity.Itplansto

investuptoUSDXXbnby2012totransformitselfinto

anintegratedregionalenergyplayerandhaveaninstalledcapacityofoverX

MW BBLtdplanstoincreasethepowergenerationcapacitytooverXMWby201112 CCLtdhas5plantsunderconstruction

addingXMW

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by2012 DDLtdisresponsible

forinter-statetransmissionofelectricity.ThecompanyreportedrevenueofUSD

XbninFY2007 EELtdistheGovernmentofIndiainitiatedpublic

privatepartnership,formedforthepurposeoftradingofpowerSource:

POWERSECTOR-INDIA.PPT

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