Opportunities for Foreign
Investment in Indian Energy Market
Tapping in the Multi Billion Solar
Energy Market in India
24/10/2015
100 GW by 2022
• India’s solar potential estimated at 748GW
• JNNSM target increased from 20GW to
100GW
• 60 to 70 GW will be from utility scale power
projects
• 30 to 40 GW will be from Rooftop Solar
plants
• Very low and competitive tariffs for PPA !
State Wise Solar Potential in India
Solar Pipeline 2015 > 10,000MW
Solar Market Transformation in India
• The Tipping Points were
– Appointment of Mr Piyush
Goyal as Minister of State
for Power, Coal, New and
Renewable Energy;
bringing an alignment of
RE with Power Ministry
– Bold and Audacious Target
of 100GW by 2022; NTPC
takes on 25GW Target
Positive Macroeconomics beckon
Investors to India
Along with the 100GW Solar Target
29/09/2015
H1 2015 Data from
fDi Markets, an
Financial Times,
London, Data Service
29/09/2015
RBI cuts repository
rate by 0.5%.
RBI has previously
cut rates three
times this year,
each time by 0.25%
Interest rates are at
their lowest in
4.5years !
30/09/2015
WEF’s
Global
Competitiveness
Report places
India 16 notches
higher at No. 55
More Good News on Investment Front
29/09/2015
• Mr Piyush Goyal
announces $50bn
investment in
Transmission sector in
the next 5 years
• Competitive tariff based
bidding for $15bn
contracts in 6 months
04/10/2015
• Government Capital
Expenditure up by 38%
in first five months of
2015 compared to same
period last year
• 2.45 times multiplier
effect estimated on
economic output
25/09/2015
02/10/2015 - The Inspiration for
India’s Climate Action Announcement
India’s
Commitments
• Reduce energy
intensity by 35% by
2030
• 40% from
renewables by 2030
• RECs, SPEED, ECBC,
PAT, GreenCo ratings,
Smart Cities
• Afforestation
The NY Times on
Climate Change
In 2014, for the first
time since the dawn
of Industrial
Revolution, World
GDP grew without any
increase in GHG
emissions
40% by 2030 – How much will be Solar?
• India projects 800GW capacity by 2030 and
40% would be 320GW of Renewables
• 63GW of Nuclear by 2030 is difficult to
achieve. Hydro is currently 47GW and the
additions aren’t coming so easily.
• If India can do 100GW by 2022, then Solar
can be more than 200GW by 2030.
Solar’s growth needs to be part of
India’s Power Sector Reforms
• Financial health of DISCOMs a big concern
• Solar for agricultural pumping. Distributed
Solar/ Rooftop systems. Reduce T&D losses.
• Smart Grids and Smart Metering (AMR)
solutions.
• Innovation to drive the industry in India. Solar
Charging for Electric Vehicles
Investment Opportunities in Solar
Opportunities in Rooftop Solar, Solar Pumping, O&M,
Solar for Electric Vehicles etc
How can we help?
• Strategic consulting for market entry as IPP, Manufacturer,
EPC, Marketing and Distribution, O&M Service provider
• Advisory services for acquisition of projects or enter into JVs
• Project development consulting for Utility Scale projects,
Solar Parks, Rooftop Solar, Solar Pumping etc
• Consultancy for Regulatory Affairs, Company Formation,
Bidding to secure PPAs, Financial Closure
• O&M Services, Performance Monitoring and Asset
Management for Solar Power Projects
Incubated under PVMTI Program by IFC, Washington, Circa 2000.
Focus – Clean Energy Projects & Consulting . Executed Projects for World
Bank, UNIDO, GVEP, kfW, IREDA & UNICEF
Consultant to RERC for determination of tariff for Solar PV power
projects
Promoter of Raj SPZ, the first private solar park in India with 100MW
capacity
Partnerships with Idom (Engineering), STA and GERMI (R&D), Brooks
Engineering (Training), Shift (Master Planning), Alectris (O&M)
About SSAEL
Thank You
D V Satya Kumar
Email:
dvsk@ssael.co.in

Foreign Investment in Solar in India

  • 1.
    Opportunities for Foreign Investmentin Indian Energy Market Tapping in the Multi Billion Solar Energy Market in India 24/10/2015
  • 2.
    100 GW by2022 • India’s solar potential estimated at 748GW • JNNSM target increased from 20GW to 100GW • 60 to 70 GW will be from utility scale power projects • 30 to 40 GW will be from Rooftop Solar plants • Very low and competitive tariffs for PPA !
  • 3.
    State Wise SolarPotential in India
  • 4.
  • 5.
    Solar Market Transformationin India • The Tipping Points were – Appointment of Mr Piyush Goyal as Minister of State for Power, Coal, New and Renewable Energy; bringing an alignment of RE with Power Ministry – Bold and Audacious Target of 100GW by 2022; NTPC takes on 25GW Target
  • 6.
    Positive Macroeconomics beckon Investorsto India Along with the 100GW Solar Target
  • 7.
    29/09/2015 H1 2015 Datafrom fDi Markets, an Financial Times, London, Data Service
  • 8.
    29/09/2015 RBI cuts repository rateby 0.5%. RBI has previously cut rates three times this year, each time by 0.25% Interest rates are at their lowest in 4.5years !
  • 9.
  • 10.
    More Good Newson Investment Front 29/09/2015 • Mr Piyush Goyal announces $50bn investment in Transmission sector in the next 5 years • Competitive tariff based bidding for $15bn contracts in 6 months 04/10/2015 • Government Capital Expenditure up by 38% in first five months of 2015 compared to same period last year • 2.45 times multiplier effect estimated on economic output
  • 11.
  • 12.
    02/10/2015 - TheInspiration for India’s Climate Action Announcement
  • 13.
    India’s Commitments • Reduce energy intensityby 35% by 2030 • 40% from renewables by 2030 • RECs, SPEED, ECBC, PAT, GreenCo ratings, Smart Cities • Afforestation
  • 14.
    The NY Timeson Climate Change In 2014, for the first time since the dawn of Industrial Revolution, World GDP grew without any increase in GHG emissions
  • 15.
    40% by 2030– How much will be Solar? • India projects 800GW capacity by 2030 and 40% would be 320GW of Renewables • 63GW of Nuclear by 2030 is difficult to achieve. Hydro is currently 47GW and the additions aren’t coming so easily. • If India can do 100GW by 2022, then Solar can be more than 200GW by 2030.
  • 16.
    Solar’s growth needsto be part of India’s Power Sector Reforms • Financial health of DISCOMs a big concern • Solar for agricultural pumping. Distributed Solar/ Rooftop systems. Reduce T&D losses. • Smart Grids and Smart Metering (AMR) solutions. • Innovation to drive the industry in India. Solar Charging for Electric Vehicles
  • 17.
    Investment Opportunities inSolar Opportunities in Rooftop Solar, Solar Pumping, O&M, Solar for Electric Vehicles etc
  • 18.
    How can wehelp? • Strategic consulting for market entry as IPP, Manufacturer, EPC, Marketing and Distribution, O&M Service provider • Advisory services for acquisition of projects or enter into JVs • Project development consulting for Utility Scale projects, Solar Parks, Rooftop Solar, Solar Pumping etc • Consultancy for Regulatory Affairs, Company Formation, Bidding to secure PPAs, Financial Closure • O&M Services, Performance Monitoring and Asset Management for Solar Power Projects
  • 19.
    Incubated under PVMTIProgram by IFC, Washington, Circa 2000. Focus – Clean Energy Projects & Consulting . Executed Projects for World Bank, UNIDO, GVEP, kfW, IREDA & UNICEF Consultant to RERC for determination of tariff for Solar PV power projects Promoter of Raj SPZ, the first private solar park in India with 100MW capacity Partnerships with Idom (Engineering), STA and GERMI (R&D), Brooks Engineering (Training), Shift (Master Planning), Alectris (O&M) About SSAEL
  • 20.
    Thank You D VSatya Kumar Email: dvsk@ssael.co.in