rise, fall and RISE of adani and Future of adani.pptx

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A Journey Through Adani Group: Transformations, Challenges, and Future Prospects

The Adani Group, a conglomerate with diverse interests, has undergone significant transformations over the years. Let’s delve into the key aspects of their journey:

A Journey of Transformation:
Explore how the Adani Group evolved from its humble beginnings to a global player.
Trace the milestones, strategic decisions, and leadership changes that shaped its trajectory.
Adani’s Rapid Growth:
Analyze the sectors where Adani made significant strides: energy, infrastructure, logistics, and more.
Highlight their expansion into international markets and partnerships.
Hindenburg Report: Adani Fallout:
Investigate the fallout from the Hindenburg Research report, which raised concerns about Adani’s financial practices.
Discuss the impact on investor confidence, stock prices, and corporate governance.
Adani Back in Action:
Examine how Adani responded to the crisis.
Did they address the allegations effectively? What steps did they take to regain trust?
Adani - What NEXT?:
Peer into the future: What lies ahead for the Adani Group?
Consider their diversification plans, sustainability initiatives, and potential challenges.

1. Presentation on GROUP By Team

2. =$1,000,000 approximately ₹8.28 crores

3. =$10 Million approximately ₹83 crores

4. =$100 Million approximately ₹830 crores

5. =$1 Billion approximately ₹8300 crores X 103 = Gautam Adani , Chairman of Adani Group

6. Contents : A Journey of Transformation Adani’s Rapid Growth Hindenburg Report: Adani Fallout Adani Back in Action Adani – What NEXT?

7. A Journey of Transformation

8. From Humble Beginnings to a Global Business Powerhouse 1988 : Founded by Gautam Adani as a commodity trading company in Ahmedabad, India, with a mere ₹5 lakh capital. Self-made Millionaire by 20 : Gautam Adani's exceptional negotiation skills secured a crucial deal, making him a millionaire at a young age. Port Pioneer : The acquisition of Mundra Port in 2006 marked a turning point, propelling Adani into the port sector and laying the foundation for further diversification . From Ports to Powerhouse : Strategic diversification beyond ports saw Adani venturing into sectors like energy, infrastructure, and FMCG, creating a diverse business empire. Sustainability Champion : Adani Group prioritizes sustainability initiatives, aiming to become the world's largest renewable energy player and implementing green practices across its operations. Global Ambitions : Adani's footprint extends beyond India, with operations and investments in various countries, solidifying its position as a global player. Economic Engine : Adani Group employs over 29,000 individuals and contributes significantly to India's GDP, fostering economic growth and development.

9. 1988 Adani Exports established, focusing on commodities trading 1995 Acquired a port license, marking the initial foray into the port sector 2006 A cquisition and development of Mundra Port, becoming India's largest private port 2010 Entry into the power sector with the acquisition of Mundra Thermal Power Plant. 2014 Strategic acquisitions and partnerships propel TIMELINE

10. 2018 Adani into diverse sectors like airports, renewables, and FMCG 2020 Adani Green becomes the world's largest solar power developer 2022 B ecame Asia's richest person and 3rd richest person in the world 2023 Adani Group becomes the third most valuable company in India

11. Adani’s Business Empire

12. Adani’s Rapid Growth

13. Market Share and Performance : Adani Ports and SCG accounted for 24% of India’s port capacity and had  a 95% market share in the private port market . Process of dredging : Adani’s ownership of dredging machines and ports allowed for quick and efficient operations, bypassing the slow and bureaucratic government processes . Integrated Transportation System : Adani’s integrated transportation system provided end-to-end logistics planning and execution, optimizing efficiency and reducing turnaround time . Profit Increase : Adani Ports’ profits had significantly increased from 1700 crores in 2014 to 5300 crores in 2022, making it a powerful player in the industry. King of Port Market

14. Acquisition of Ambuja Cements and ACC Backward Integration Strategy Demand Generation through Construction Projects Growing Infrastructure Projects Holcim's Exit and Focus on Green Production Risks in the Cement Industry Adani – The Cement MAFIA

15. Indonesia's Dominance in Palm Oil Versatility of Palm Oil in Various Industries Global Impact of Indonesia's Palm Oil Export Ban Market Reaction: FMCG Stocks in India Market Reaction: Adani Wilmar's Surge Beneficiaries of the Export Ban: Edible Oil Refinery Stocks Palm Oil Crisis

16. Hindenburg Report: Adani Fallout

17. Founded in 2017 b y Nathan Nate Anderson Chartered Financial Analyst (CFA) Chartered Alternative Investment Analyst (CAIA)

18. A llegations : Key Accounting Fraud : Hindenburg alleges that the Adani Group engaged in  accounting fraud , manipulating financial records and misrepresenting information. Stock Manipulation : The report claims that the Adani Group was involved in  decades of “brazen” stock manipulation . Substantial Debt : According to Hindenburg, the Adani Group’s companies carry  “substantial debt”, which puts the entire group on a  "precarious financial footing". Offshore Entities : Certain offshore entities holding Adani stock allegedly accounted for a significant portion of the yearly delivery volume in Adani stocks.

19. If you’re innocent, why don’t you answer our questions? Your allegations are baseless!!! We are going to sue you. BRING IT ON!!!

20. Giant Drop Adani Enterprises boomed in 2022— onIy to collapse in 2023 The

21. Adani Back in Action

22. "Judicial Response to Allegations" Hindenburg Report Impact: Allegations led to a significant financial setback for Adani. Hindenburg's report labelled Adani as India's biggest scam, causing a substantial drop in wealth. SEBI Investigation: SEBI took charge of investigating 24 irregularities within Adani's operations. As of February 2024, SEBI completed investigations into 22 irregularities, with ongoing assessments. Judicial Caution: Supreme Court's response cautioned against accepting Hindenburg's claims as entirely true. Emphasized trust in regulatory agencies like SEBI, highlighting their expertise in overseeing such investigations. Regulatory Trust: Supreme Court emphasized SEBI's role as a regulatory body, entrusted with the investigation. Intervention aimed at ensuring a thorough, unbiased examination by qualified regulatory experts. Protecting Shareholders: Judicial decision influenced by potential impacts on shareholders and the broader economy. Balancing act aimed at safeguarding the interests of investors while allowing regulatory bodies to conduct due diligence.

23. “3 Pillars of Resilience” Confidence: FPO success despite Hindenburg report, showcasing investor confidence. Stable credit ratings post-allegations reinforced trust in Adani Group. Mindset : Strategic diversification from B2B to B2C sectors. Key acquisitions and growth-focused initiatives demonstrated a proactive mindset . Correction: Financial health improvement emphasized through positive cash flow and record profits. Asset-centric approach assured investors of Adani's commitment to stability.

24. "Global Expansion and Strategic Investments" Sri Lanka Investment: Adani investing $700 million in Sri Lanka, establishing a terminal in the Colombo port. Largest investment by an international player in Sri Lanka's port sector. US Government Collaboration: In November, the US government invested $553 million in Adani's project. Strategic collaboration aimed at countering China's influence and strengthening geopolitical ties. Israel Ventures: Adani acquired Israel's Haifa port for $1.2 billion, strategically positioning in the Middle East. Projects in Israel contributing to improving India's business ties and geopolitical influence. Australian Business Expansion: Adani's presence in Australia with projects like Abbot Point Port and Rugby Run Solar Farm. Challenging China's strategy, Adani's global ventures align with Indian government objectives.

25. Up from 52w low: 106 % Up from 52w low: 349 % Up from 52w low: 39.5 % Up from 52w low: 202 % Up from 52w low: 66.0 % Up from 52w low: 68.0 % Up from 52w low: 87.7 % Up from 52w low: 331 % Up from 52w low: 142 % Bounce from the Bottom

26. Too BIG to FAIL The world, The Future, & Adani

27. Adani Portfolio: Decades long track record of industry best growth with national footprint

28. Focus and Building on Existing Strengths

29. Renewable Energy:  Adani aims to become the world's largest solar power company by 2025 and the largest renewable energy company by 2030. They have substantial investments in solar, wind, and hydrogen power generation. Adani aims to be the world's largest renewable energy company by 2030

30. Adani Green Energy ranked as #1 solar power generation owner in the world with 12.32 GW portfolio Adani Group fully integrated, manufacturing solar cells and modules Committed to decarbonizing energy landscapes, displacing 1.4 billion tons of CO2 Adani Green had 10.1 GW of projects under construction and awarded capacity Green Energy & Adani

31. Infrastructure:  Adani plans to expand its port operations, develop a logistics network, and invest in airports and data centers . Adani plans to increase port capacity by 500 million tonnes by 2030  Unmanned Aerial Systems Small Arms and Ammunition Counter Drone Systems Aircraft Services and MRO

32. FMCG:  Expect Adani to focus on strengthening its Wilmar joint venture and exploring growth opportunities within the FMCG sector. Adani Wilmar aims to achieve a 20% market share in the Indian edible oil segment by 2027

33. Exploring New Horizons: Potential Diversification

34. Defence and Aerospace:    Adani has expressed interest in entering the defence and aerospace sectors, potentially collaborating with existing players or exploring greenfield initiatives.

35. Green Hydrogen :  As part of its clean energy focus, Adani is investing in green hydrogen production and its related ecosystem. Adani aims to achieve 1 million tonnes of green hydrogen production capacity by 2030

36. Digital and Technology:  Adani might explore opportunities in digital infrastructure, data centers , and other technology-driven ventures.

37. Mar-20 Mar-21 Mar-22 Mar-23 TTM Sales   373 358 396 386 330 Net Profit  28 75 85 53 -14 Mar-20 Mar-21 Mar-22 Mar-23 TTM Sales   1,875 1,696 3,038 4,378 4,423 Net Profit  436 463 509 546 597 Mar-20 Mar-21 Mar-22 Mar-23 TTM Sales 11,873 12,550 17,119 20,852 25,611 Net Profit 3,785 5,049 4,953 5,393 7,230 Mar-20 Mar-21 Mar-22 Mar-23 TTM Sales 29,657 37,090 54,155 58,185 51,896 Net Profit 461 729 804 582 85 Dec-20 Dec-21 Mar-23 TTM Sales 13,786 16,152 22,210 19,341 Net Profit 1,430 1,863 885 1,627 Dec-19 Dec-20 Dec-21 Mar-23 TTM Sales 27,104 24,516 28,965 38,937 32,232 Net Profit 2,783 3,107 3,711 3,024 3,976 Mar-20 Mar-21 Mar-22 Mar-23 TTM Sales 43,403 39,537 69,420 1,36,978 1,07,638 Net Profit 1,040 1,046 788 2,422 3,764 Mar-20 Mar-21 Mar-22 Mar-23 TTM Sales 26,468 26,221 27,711 38,773 47,230 Net Profit -2,275 1,270 4,912 10,727 23,334 Adani Ports & Special Economic Zone Ltd Adani Total Gas Ltd New Delhi Television Ltd Adani Wilmar Ltd ACC Ltd Ambuja Cements Ltd Adani Power Ltd Adani Enterprises Ltd

38. Conclusion: Adani Group's transformation from a commodities trader to a diversified powerhouse is marked by strategic decisions, resilience, and sustainability commitment. Overcoming challenges in palm oil, dominating Indian ports, and entering cement, Adani showcases business acumen. Adani Green Energy cements global leadership in solar power. Defence against allegations and a three-pronged strategy focus on investor confidence, growth, and financial stability. Future plans include becoming the world's largest renewable energy company, expanding port capacity, and exploring new sectors. Global ambitions in Sri Lanka, collaborations with the US, ventures in Israel, and projects in Australia highlight international influence. With a focus on sustainability, innovation, and global expansion, Adani shapes India's economic landscape and contributes to the global shift to a sustainable future. Investors should monitor Adani's moves for informed decisions in this evolving business landscape. Adani's journey isn’t just a success story; it's a blueprint for the ambitious, a beacon for dreamers, and a reminder that your journey can be as extraordinary as you envision it to be . “ ”

39. Thank you By Team Inspire the Future, Transform Today! Aleena Simon Bhakthi Hegde Ravishankar Bhat Shreya Rao Sneha