Reliance Power Limited is a large integrated power and coal resources company in India. It has over 6,000 MW of operating power capacity and a 20 MTPA operating coal mine. It has a strong pipeline of over 10,000 MW of power projects and 50 MTPA of coal production capacity under development. Reliance Power has a proven track record of project execution, sound operational performance, and a well-capitalized balance sheet to support its growth pipeline. It is well positioned to capitalize on emerging opportunities in the power and coal sectors in India.

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Reliance Power Limited
An Overview

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This presentation and the discussion that follows may contain “forward looking statements” by
Reliance Power that are not historical in nature. These forward looking statements, which may
include statements relating to future results of operation, financial condition, business
prospects, plans and objectives, are based on the current beliefs, assumptions, expectations,
estimates, and projections of the directors and management of Reliance Power about the
business, industry and markets in which Reliance Power operates. These statements are not
guarantees of future performance, and are subject to known and unknown risks, uncertainties,
and other factors, some of which are beyond Reliance Power control and difficult to predict,
that could cause actual results, performance or achievements to differ materially from those in
the forward looking statements. Such statements are not, and should not be construed, as a
representation as to future performance or achievements of Reliance Power. In particular, such
statements should not be regarded as a projection of future performance of Reliance Power. It
should be noted that the actual performance or achievements of Reliance Power may vary
significantly from such statements.
Forward looking statements – Important Note
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3. Slide
Family
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YOUNG GROUP – A DECADE OLD
ASSETS CREATED ORGANICALLY IN INDIA
Million Shareholders; Amongst largest in the world
Assets worth ~` 3.5 lakh crore
Net Worth more than ` 70,000 crore
Revenues of over ` 67,000 crore
EBITDA of ~` 23,000 crore

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Power Sector and Coal resources in India – Emerging Opportunities
Power
24*7 uninterrupted power supply for all
India’s low Per capita power consumption set to increase
significantly
US$ 250 bn investments envisaged for the power sector to
achieve 88.5 GW capacity additions target in 12th plan
Coal
Comprehensive measures to augment domestic coal
production
Attracting and incentivizing private sector mining to be a
key focus
Renewable
Setting up of 175 GW of renewable power projects
Implementation of Green energy corridor project for
evacuation of renewable energy
 Well diversified operating
portfolio of ~6,000 MW with
unique strengths
 Strong Financial Performance
and well capitalized balance
sheet
 Pipeline of projects for
implementation
 One of the largest coal resource
portfolio in the private sector in
India
 Coal production capacity of 20
MTPA
 Operating largest coal mine in
terms of volume
 ~200 MW renewable portfolio
operational
 MoU signed for 6000 MW of
projects
Reliance Power well positioned to capitalize on emerging opportunities
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Reliance Power - Overview

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Largest integrated Power and Coal Resources Company in India – Set to
Capitalize on Opportunities in Power & Coal
Key Investment
Key Investment
Highlights
Highlights
First Phase Capex of ~ USD$ 8 billion completed
~ 6000 MW of Operating Power Capacity + 20 MTPA of Coal
Mine has become operational
Ready pipeline of Power projects of more than 10,000 MW
and production of ~ 50 MTPA from Coal Mines
Strong well capitalized Balance Sheet supported by Cash
flows from operating assets
Proven Track record of execution capabilities
Demonstrated Sound Operational Performance
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Butibori
(600 MW)
Chitrangi
(3,960 MW)
Sasan
(3,960 MW)
Solar CSP
(100 MW)
Solar PV
(40 MW)
Wind
(45 MW)
Operating Projects
Projects Under Development
Coal-based Power
Gas-based Power
Renewable
Coal Mines
Project No. Capacity (MW)
Coal based 3 5,760
Solar 2 140
Wind 1 45
Coal Blocks 1 20 MTPA
Project No. Capacity (MW)
Coal based 4 7,800
LNG/ Gas based
(B’desh)
1
750 to 3000
MW (In Phases)
Operational
Projects
Projects
Pipeline
 ~6,000 MW of operating capacity
 20 MTPA operating coal mine
 ~10,000 MW capacity under
development / implementation
Generation portfolio - well diversified by fuel type, off-take and location
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Rosa
(1,200 MW)
Rosa Exp
(1,200 MW)
Butibori Exp
(600 MW)
Sasan Exp
(2000 MW)
Reliance Integrated
Project in Bangladesh
[ 750 – 2250 MW
power plant (in
Phases) and LNG
Terminal ]

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Power Portfolio

9. Slide 9
 Assured returns with
performance
incentives
 Long term off-take
agreement for entire
1200 MW with Uttar
Pradesh – a high
power deficit state
 Robust payment
security mechanism
with standby Letter of
Credit (LC) and
Escrow cover
 Assured returns with
performance
incentives
 Long term off-take
with – Mumbai
Distribution Area for
entire 600 MW– a high
demand load centre
 No payment risk
 Long term off-take
agreement with for
entire 200 MW
capacity with -Mumbai
Distribution /NVVN
 No payment risk as
power is sold to –
Mumbai distribution
and subsidiary of
NTPC (NVVN)
Rosa-1200 MW Butibori-600 MW Renewable-~200 MW
 Operated at 92% PLF
in its third year of
operations. Currently
operating at above
100% PLF
 Long term off-take
agreement with 7
states (14 procurers)
for entire 3960 MW
 No payment risk –
large no of procurers,
standby LC & escrow
cover
Sasan - 3,960 MW
Operating Portfolio with unique strengths

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We have been setting benchmarks in project execution…
 Rosa 1200 MW
 Project commissioned 4 months ahead of schedule
 Meritorious award by MOP for “Early Completion of Thermal Power Project
 Solar PV 40 MW
 Constructed in record 129 days
 Butibori 600 MW
 First unit synchronized in just 21 months
 Sasan 3,960 MW + 20 MTPA Coal Mine
 Mine development in record time for any green-field mine in India
 Five units commissioned in about 12 months
 Project commissioned one year ahead of PPA schedule
Proven Track record of execution capabilities

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Robust performance of operating projects
3,960 MW Sasan UMPP: Operational Performance
1200 MW Rosa: Operational Performance
Demonstrated Sound Operational Performance

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Coal Resources

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575 mn tonnes coal reserves in India with target
production of ~20 million tonnes
per annum (MTPA)
Sasan coal mines
(Moher, Moher Amlori
Ext. )
Reserves: 575 MT
Production: 20 MTPA
Two billion tonnes coal resources in Indonesia with
target production of 30 million tonnes per annum
Sasan Coal mine produced
18 million tonnes in FY’18


o Sasan coal mines: 20 MTPA
o Indonesian mines: 30 MTPA
One of the Largest portfolio of coal resources in the private sector
Highest Coal production amongst private players - 18 million tonnes in FY’18

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20 MTPA Sasan Coal Mine Operational
Largest fleet of 240 T dumpers in India
Best and latest mining equipment
Coal Production commenced






► 240 tonne dumper
► 61 m3 bucket Dragline
► 42 m3 Rope Shovel
► 42 m3 Front End Loader
Largest Dragline to operate in India


Unmatched resource utilisation and productivity
Unmatched resource utilisation and productivity
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Strong Growth Pipeline of Projects

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Rosa Expansion
1,200 MW
Butibori Expansion
600 MW
Growth Opportunities
Next Phase of Growth – Diverse Opportunities; Healthy Pipeline of Projects
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Sasan Expansion
2,000 MW
Chitrangi
3,960 MW
Chitrangi
3,960 MW
Bangladesh Power
Project & LNG
Terminal
Solar PV

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Robust Financials

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Strong Financial Track Record
Total income has grown at CAGR of 27% Profit has grown at CAGR of 5%
EBIDTA has grown at CAGR of 54% EBIDTA Margins have remained consistent
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1918
2767
5284 5546
7202
10622 10892
10123
0
2000
4000
6000
8000
10000
12000
FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
Total Income - ` Cr
760
867
1011 1027 1028
895
1104
1035
0
200
400
600
800
1000
1200
FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
Net Profit - ` Cr
24%
31%
35%
37% 37%
45% 44%
47%
10%
20%
30%
40%
50%
FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
EBIDTA Margin
229
623
1713
1916
2586
4414 4506 4633
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
EBIDTA ` Crs

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Strong Balance Sheet
High Net worth to support future pipeline of projects
Gearing ratio of 1.40 - Conservatively financed Book value continually improving
Investments of ~ Rs 50,000 Cr. already made
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59
1.4 1.02
2.86
-1
1
3
5
7
9
11
13
15
17
19
Adani Power R Power JSW Energy TATA Power
Debt:Equity
14028
1683317569
18581
19468
2063220226
21367
22482
4000
6000
8000
10000
12000
14000
16000
18000
20000
22000
24000
FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
Net worth - ` Crs
50.0
60.0 62.6
66.2
69.4
73.6 72.1
76.2
80.1
20.0
40.0
60.0
80.0
100.0
FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
Book value - ` /share
9143
16260
28303
39273
46080
49150 51071 51027 50186
0
10000
20000
30000
40000
50000
60000
FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
Gross Fixed Assets- ` Crs

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Human Capital – Our Strength
Rev/Empl
Productivity
US$ 0.5 Mn
1,800+
Employees
Young
Workforce
Average Age 30
years
“People are our Real Assets”

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Committed towards sustainable development
Reliance CSR Policy
 Education & activities related to overall development of children
 Healthcare
Basic Public Infrastructure
Economic up-liftment/ Livelihood Creation
Awards & Recognition
Sasan Power won
GREENTECH CSR
Award in Silver
Category
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Thank You