market research report : power sector in india 2014 - sample

Power Sector – India

November 2014

2 POWER SECTOR IN INDIA 2014.PPT

Executive Summary

Drivers:

Market Overview

Drivers & Challenges

Competitive Landscape

Installed generating capacity in India became a1 MW in the first year of the 12th Five year Plan growing at a CAGR of x1%

India still faces a demand supply gap which is more acute in the North Eastern part of India

Value chain model in of the power sector has incorporated the concept of smart grids and power storage

Challenges:

Key Players

Player 1 Player 2 Player 3

Player 4 Player 5 Player 6

Inability to Meet the Capacity Addition Target

Shortage of Coal

Huge Power Loss in Transmission and Distribution

Aging and Improperly Maintained Infrastructure

Growth of India’s Manufacturing Sector

Growth in Residential Consumption

Rural Electrification Programs

Realization of Emerging Needs

Trends Increase in Captive Power Production Increase in FDI Increase in Domestic Investments PE Firms Showing Interest in Power Sector


• Macroeconomic Indicators

• Introduction

• Market Overview

• Value Chain Analysis

• Government Initiatives

• Drivers and Challenges

• Key Trends

• Competitive Landscape

• Market Opportunities

• Strategic Recommendations

• Appendix


Economic Indicators (1/3)

11

12

13

14

15

INR tn

Q4

c4

b4

a4

Q3

c3 b3

a3

Q2

d2 c2

b2

a2

Q1

d1 c1

b1

a1

d1-d2 c1-c2 b1-b2 a1-a2

GDP at Factor Cost: Quarterly

Inflation Rate: Monthly

-2

-1

0

1

2

q

Aug 2013 - Sep 2013

r

Sep 2013 - Oct 2013 Jul 2013 - Aug 2013

p

Nov 2013 - Dec 2013

t

Oct 2013 - Nov 2013

%

s


India is among the top energy consumers in the world

Introduction

• Text

As on 30-06-2014

North

Western

South

East

x1

x3

x4

North-East 2,909.91 MW

x2

Region – Wise Installed Capacity


Energy consumption in India will increase mainly due to the extended summer

Market Overview – India (1/2)

• Text

c1

c2

c3

c4

0

GWh

a5 X%

201--

a6

20-- 20--

a4

20--

a3

20--

a2

20--

a1

Power Sector – Consumption of Electricity


SAMPLE Government has been taking positive steps by introducing new policies and regulations…

APDRP • Text

Electricity Act 2003

• Text

National Electricity Policy 2005

• Text

Government Policies – (1/2)


Drivers

Growth of India’s Manufacturing Sector

Growth in Residential Consumption

Rural Electrification Programs

Realization of Emerging Needs

Challenges

Inability to Meet the Capacity Addition Targets

Shortage of Coal

Huge Power Loss in Transmission and Distribution

Ageing and Improperly Maintained Infrastructure

Drivers & Challenges – Summary


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SAMPLE Key Ratios of Top 4 Companies – Operational Basis (FY 2013) (1/3)

Competitive Benchmarking (-/-)

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Net Margin Operating Margin

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• Thermax however recorded the highest net margin of -% higher than that of Ion Exchange, SPML and Va Tech Wabag which recorded net margins of -%, -% and -% respectively


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Key People

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Financial Summary

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• The company earned an operating margin of -% in FY 2013, a decrease of - percentage points over FY 2012

• The company reported debt to equity ratio of - in FY 2013, an increase of -% over FY 2012

Key Financial Performance Indicators

Indicators Value (17/01/2014) Market Capitalization (INR mn)

Total Enterprise Value (INR mn)

EPS (INR)

PE Ratio (Absolute)

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(2013-12) 2013 2012 2011 2010

Profitability Ratios Operating Margin

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Improved Decline

Net Profit/Loss Total Income

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Description News

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Extensive Product Portfolio


0%

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2013

Construction and Engineering

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2013

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Overseas India

Public: Domestic Company – Company 1 (3/4)


SAMPLE Public: Domestic Company – Company 1 (4/4)

T O

W S


SAMPLE Market Opportunities – Power Sector (1/2)

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Diversification of Fuel Sources Strategically Located Power Plants

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Strategic Recommendations (1/2)


Thank you for the attention

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market research report : power sector in india 2014 - sample

Documents

text government policies

world introduction text

text c1 c2 c3 c4

power sector india

power storage challenges

india value chain model

market overview drivers

key players player