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Opportunities for

INFRA Companies
in New
Evolving Markets
INDEX

1. Focused verticals
2. Brief @ Adroit
3. Key Countries # Focused
4. Brief analysis of key Geographies ( Ongoing Funnel )
5. The Present Business Opportunity
Covered / Target Geographies

1. INDIA
2. Sri Lanka
3. Maldives
4. Bangladesh

5. Dubai - UAE

6. Kuwait / Qatar
7. Nigeria / Ghana / Uganda

8. Iran

SOUTH ASIA - GCC - WEST AFRICA – IRAN


Covered Geographies

1. iAdroit Techwin Pvt. Ltd. Delhi & Mumbai


2. Adroit Star Oil Fields LLC , Abu Dhabi
3. Adroit Engineering Services WLL, Doha
4. Adroit Star General Trading LLC, Dubai

5. Adroit Star General Trading LLC, Muscat

6. Adroit Techwin ( Asia ) Pte Ltd, Singapore


7. Adroit Tech. Lanka ( Private ) Ltd., Colombo

8. Adroit Techwin Africa (Pvt.) Ltd. , Abuja *

* Under formation
ADROIT

Adroit Engineering services :


Operating from Dubai, Abu Dhabi, Muscat, Doha and Kuwait.

Adroit services ( Business Advisory ) :


Delivered More than 40 B $ successfully.

Adroit Ceylon :
Primarily focused on Enterprise Clouding Business, Turnkey Delivery of
MEP, ELV, Lighting projects. IPP @ Power projects, Large Infra , Skill Dev.

Adroit India :
Focused on ERP and customized Specific CRM based IT Solutions.
The Target Geographies – Next to be mapped

1. Indonesia
2. Vietnam
3. Myanmar
4. Cambodia

5. Laos
Key Focus Areas
@ INFRA
INFRA Business – Key Focus Vertices
1. Civil Infra
A. Marine / Ports / Harbors / Dredging
B. Railways / Metro / Rolling Stocks / Coaches / Locomotives ++
C. Highways / Tunnels / Bridges / Sea Links ( EPC / PPP / BOT )
D. Airports ( EPC / PPP / BOT )
2. Construction
A. Re- Development / Large Dev. / Social Housing / Low Cost Mass housing
3. Social Infra
A. Waste to Energy
B. Desalination
C. Waste Water Management / Sanitation
D. Social Housing / Mass housing / Affordable Housing
4. Energy
A. Thermal – Carbon, CCPP, LNG, Coal
B. Solar - Plants , Onshore, Floating , Roof Top
C. Tidal / Geo Thermal / Hydro / Nuclear / Power Barge
5. Others
A. Oil & Gas / Industry Plants / Mines /
B. Smart Cities / Technology / Education / Health Care / Aviation / Tie ups
A sample list of delivered projects ( 1 of 2 )
Sr. No. Partner / Principal Project Name Value ( approx. Milion USD ) comments ( If any )

Hyundai Medical City 913 Million


1
Hyundai Musheireb Phase 1 736 Million
2 Delivered together more than 9
Billion with Hyundai
Hyundai Economic Zone 722 Million
3
Hyundai Museum 503 Million
4
Multiplex Brookfield Musheireb 670 Million
5
Multiplex Brookfield central Library 335 Million
6 Together excuted more than 7
Projects
Multiplex Brookfield Asirport Warehouse 180 Million
7
Multiplex Brookfield N/D 823 Million
8
Archirodon - JV Metro 638 Million
9
Archirodon Port 318 Million
10
Together, more than 11 projects
Archirodon Gas Port 280 Million
11
Archirodon Menthanol Plant 22 Million
12
A sample list of delivered projects ( 1 of 2 )
Sr. No. Partner / Principal Project Name Value ( approx. Milion USD ) comments ( If any )

L&T Offshore platform 350 Million


13
L&T Pipeline 188 Miliion
14
Shapoorji Commercial terminal 228 Million
15
Shapoorji Car Park 210 Million
16
Obayashi New City 653 Million
17
Arabtec Musherieb 647 Million
18
Punj Lyods Pipelines 238 Million
19
Daewoo Energy Port 610 Million
20
NCC Housing Complex 120 Million
21
REC Construction 127 Million
22
N/D DUBAL 450 Million +
23
N/D Misc Dubai 870 Million +
24
Note : the above is only a very small sample list. Most of the contracts can not be shared due to NDA .
• BRIDGING THE G P
How It works
Diff. Geographies - Diff. MODES – Diff. Models
A - Pure EPC
B - Pure PPP / BOT / BOO
C - Mix of A and B
D - IPP Models ( Only for Power )
E - Funding against Govt. guarantees ( SG / TG / IBG )
( As lending to the national Govt. and Govt Release the tender on EPC basis )
F - Funding + Contracting by Same company or group or consortium
G - Back to Back Contracts
H - Sub-Contracts
I - And Exceptional One time Opportunities

# The Mode of combination get defined by , Multiple factors , but primarily :


1. Business vertical 2. Geography 3. Size of business
INFRA Business – Key Focus Vertices
1. Civil Infra
A. Marine / Ports / Harbors / Dredging
B. Railways / Metro / Rolling Stocks / Coaches / Locomotives ++
C. Highways / Tunnels / Bridges / Sea Links
D. Airports
2. Construction
A. Re- Development / Large Dev. / Social Housing / Low Cost Mass housing
3. Social Infra
A. Waste to Energy
B. Desalination
C. Waste Water Management / Sanitation
D. Social Housing / Mass housing / Affordable Housing
4. Energy
A. Thermal – Carbon, CCPP, LNG, Coal
B. Solar - Plants , Onshore, Floating , Roof Top
C. Tidal / Geo Thermal / Hydro / Nuclear / Power Barge
5. Others
A. Oil & Gas / Industry Plants / Mines /
B. Smart Cities / Technology / Education / Health Care / Aviation / Tie ups
THE GAP

Multiple Vertices
VS
Multiple models
Vs
Multiple Geographies
VS
Multiple Delivery Ecosystems
How It works
Diff. Geographies - Diff. MODES – Diff. Models
A - Pure EPC
B - Pure PPP / BOT / BOO
C - Mix of A and B
D - IPP Models ( Only for Power )
E - Funding against Govt. guarantees ( SG / TG / IBG )
( As lending to the national Govt. and Govt Release the tender on EPC basis )
F - Funding + Contracting by Same company or group or consortium
G - Back to Back Contracts
H - Sub-Contracts
I - And Exceptional One time Opportunities

# The Mode of combination get defined by , Multiple factors , but primarily :


1. Business vertical 2. Geography 3. Size of business
D’s Example : Present Solar Funnel – EVOLVING 1/2
Sr. No. Country Capacity ( PPA Rates Nos. of Plants / Any other comments
MW ) projects
01 Nigeria 1500 13 Cents $ More than 5. - Land by Govt.
100 MW – 500 MW - Equity Participation by Govt
02 Iran 1600 ++ 11.5 Cents Multiple of 100 MW - Land by Govt.
Euros - PPA linked with Euros index
03 Kenya 160 ++ 12 Cents $ 2 - Land by Govt.
- Others can be discussed
04 Zambia 100 ++ 11.5 Cents 1 - A/A –
$
05 Rwanda 100 ++ 12.5 Cents 1 - A/A –
$
06 Uganda + 140 ++ 11 Cents $ 2 - A/A -
Ghana
07 Zimbabwe / 1000 +++ Multiple More than 20 Multiple IPP as well as EPC . But
Others competition is tough
D’s Example : Present Solar Funnel – EVOLVING USPs 2/2
- Nascent markets → Compe on is very low
- Well Mapped
- PPA Rates : Highest in the world ; will be linked with USD / Euro Index
- Land by Govt.: Can manage Evacuation also to some extent
- Modular Approach → Start with even 50 MW and scale up to 1000 MW.
- No tendering → Across the table agreements
- National Govt as Partner → Can bring National Govt. as junior Stake holder
- Other Benefits → Like -- TAX exemptions , Duty Exemptions
How It works
Diff. Geographies - Diff. MODES – Funding / + Contracting Model
A - Pure EPC
B - Pure PPP / BOT / BOO
C - Mix of A and B
D - IPP Models ( Only for Power )
E - Funding against Govt. guarantees ( SG / TG / IBG )
( As lending to the national Govt. and Govt Release the tender on EPC basis )
F - Funding + Contracting by Same company or group or consortium
G - Back to Back Contracts
H - Sub-Contracts
I - And Exceptional One time Opportunities

# The Mode of combination get defined by , Multiple factors , but primarily :


1. Business vertical 2. Geography 3. Size of business
(E & F’s Example ) Funding Based Contracts – Evolving Funnel - 1/3
Sr. Country Project Ref / Brief Guarantee Tool Value ( Closure time (
No. Million $ ) Weeks )
1A MALDIVES Only Funding needed - 2000 Houses awarded to Sovereign 99 4-6
Company XYZ Guarantee ( SG )
1B MALDIVES Only Funding needed - 5000 Houses awarded to SG 250 8-10
Company ABC
1C MALDIVES Funding + Construction ( EPC of Social Housing ) SG 300 8-10

1D MALDIVES Funding + Construction ( EPC of Regional Airports ) SG 95 10-14

1E MALDIVES Funding + Construction ( EPC of Misc. Infra Projects SG 300 12-18


– Hospitals, University ++ )
2A SRI LANKA Funding + Construction ( EPC of 2nd Runway at Treasury 600 8-12
International Airport @ Colombo ) Guarantee ( TG )
2B SRI LANKA Funding + Construction ( EPC of Mid Level Social TG 2000 16+
Housing )
2C SRI LANKA Funding + Construction ( EPC of Misc. Projects ) TG 600 8-12
(E & F’s Example ) Funding Based Contracts – Evolving Funnel - 2/3
Sr. Country Project Ref / Brief Guarantee Tool Value ( Closure time (
No. Million $ ) Weeks )
3A GHANA Only Funding OR Funding + Construction for Social International Bank
Housing Guarantee (IBG ) 1200 ++ 10 +

3B GHANA Only Funding OR Funding + Construction for Sea IBG


Wall ( Water Break ) 1000 ++ 14+

3C GHANA Only Funding OR Funding + Construction for Diff. IBG


Infra and Industry Projects ( Refnery , Highways ++ ) 1000 + 16 +

3D GHANA IPP - Solar ( PPA @ 11 Censt $ ) in USD PPA


IPP 6 ++
4A IRAN Only Funding OR Funding + Construction for
Railways N/W SG 1300++ 8 ++
4B IRAN Only Funding OR Funding + Construction for
Irrignation Projects SG 800++ 12++
4C IRAN Only Funding OR Funding + Construction for Diff.
Infra and Industry Projects SG 1000 ++ 16 ++
4D IRAN IPP - Solar ( PPA @ 11.5 Euros Cents ) in Euros USD #
100 to 2000 MW NA IPP 10 ++
(E & F’s Example ) Funding Based Contracts – Evolving Funnel - 3/3
Sr. Country Project Ref / Brief Guarantee Tool Value ( Closure time (
No. Million $ ) Weeks )

LIBERIA Only Funding for Highway Project


SG 120 8 ++
5
6A Only Funding for refinery
UGANDA IBG 50 6+
6B Only Funding OR Funding + Construction for Social
UGANDA Housing SG 100-200 14 ++

Upcoming Opportunities ( Only Funding or Funding


7 + Construction )
KENYA SG
7A
7B IRAQ SG
THAILAND SG
7C
KAZAKHSTAN SG
7D
Indonasia SG
7E
How It works
Diff. Geographies - Diff. MODES – KEY LONG TERMS
A - Pure EPC
B - Pure PPP / BOT / BOO
C - Mix of A and B
D - IPP Models ( Only for Power )
E - Funding against Govt. guarantees ( SG / TG / IBG )
( As lending to the national Govt. and Govt Release the tender on EPC basis )
F - Funding + Contracting by Same company or group or consortium
G - Back to Back Contracts
H - Sub-Contracts
I - And Exceptional One time Opportunities

# The Mode of combination get defined by , Multiple factors , but primarily :


1. Business vertical 2. Geography 3. Size of business
I’s Example : ONE TIME KEY Opportunities – EVOLVING

1. JV ( 50:50) For Indian Govt, Refinery # 13 MMT PA


2. RAIL COACH PRODUCTION UNIT – Confirm Rate Contract – 3 $ / year for 30 years
3. MOPU ( 10 + Nos. ) – Deployment for 18 Years on Full Lease model
4. SOLAR - IPP – More than 7 GW @ 12 Cents $
And adding more
THANK YOU

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