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Investor Presentation

INVESTOR PRESENTATION

September, 2015

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Investor Presentation

DISCLAIMER
• This presentation is for information purpose only and does not constitute an offer, solicitation or
advertisement with respect to the purchase or sale of any security of Punj Lloyd (the “Company”) and no part
of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever.

• This presentation is not a complete description of the Company. Certain statements in the presentation and, if
applicable, the subsequent question and answer session and discussions concerning the Company’s future
growth prospects contain words or phrases that are forward looking statements. All forward looking
statements are subject to risks, uncertainties and assumptions that could cause actual results to differ
materially from those contemplated by the relevant forward looking statement. Any opinion, estimate or
projection herein constitutes a judgment as of the date of this presentation, and there can be no assurance
that future results or events will be consistent with any such opinion, estimate or projection. The information in
this presentation is subject to change without notice, its accuracy is not guaranteed, it may be incomplete or
condensed and it may not contain all material information concerning the Company. We do not have any
obligation to, and do not intend to, update or otherwise revise any statements reflecting circumstances arising
after the date of this presentation or to reflect the occurrence of underlying events, even if the underlying
assumptions do not come to fruition.

• All information contained in this presentation has been prepared solely by the Company. No information
contained herein has been independently verified by anyone else. No representation or warranty (express or
implied) of any nature is made nor is any responsibility or liability of any kind accepted with respect to the
truthfulness, completeness or accuracy of any information, projection, representation or warranty (expressed
or implied) or omissions in this presentation. Neither the Company nor anyone else accepts any liability
whatsoever for any loss, howsoever, arising from any use or reliance on this presentation or its contents or
otherwise arising in connection therewith. This presentation may not be used, reproduced, copied, distributed,
shared, or disseminated in any other manner.

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Investor Presentation

DISCLAIMER
• This presentation is for information purpose only and does not constitute an offer, solicitation or
advertisement with respect to the purchase or sale of any security of Punj Lloyd (the “Company”) and no part
of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever.

• This presentation is not a complete description of the Company. Certain statements in the presentation and, if
applicable, the subsequent question and answer session and discussions concerning the Company’s future
growth prospects contain words or phrases that are forward looking statements. All forward looking
statements are subject to risks, uncertainties and assumptions that could cause actual results to differ
materially from those contemplated by the relevant forward looking statement. Any opinion, estimate or
projection herein constitutes a judgment as of the date of this presentation, and there can be no assurance
that future results or events will be consistent with any such opinion, estimate or projection. The information in
this presentation is subject to change without notice, its accuracy is not guaranteed, it may be incomplete or
condensed and it may not contain all material information concerning the Company. We do not have any
obligation to, and do not intend to, update or otherwise revise any statements reflecting circumstances arising
after the date of this presentation or to reflect the occurrence of underlying events, even if the underlying
assumptions do not come to fruition.

• All information contained in this presentation has been prepared solely by the Company. No information
contained herein has been independently verified by anyone else. No representation or warranty (express or
implied) of any nature is made nor is any responsibility or liability of any kind accepted with respect to the
truthfulness, completeness or accuracy of any information, projection, representation or warranty (expressed
or implied) or omissions in this presentation. Neither the Company nor anyone else accepts any liability
whatsoever for any loss, howsoever, arising from any use or reliance on this presentation or its contents or
otherwise arising in connection therewith. This presentation may not be used, reproduced, copied, distributed,
shared, or disseminated in any other manner.

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Energy, Infrastructure & Defence solutions

Punj Lloyd
Group PL
ENGINEERING
Oil & Gas
PL Petrochemicals / Chemicals
Power – Nuclear / Thermal
Engineering
Automotive / Aerospace

Punj Lloyd
Group Sembawang
Engineers &
Constructors
Punj Lloyd

SEMBAWANG
E&C
PUNJ LLOYD
Energy / Infrastructure / Buildings
Defence Infrastructure
Utilities
Energy, Infrastructure & Defence solutions

Punj Lloyd Group


Providing EPC services for :

Energy Infrastructure Defence


Oil & Gas Utilities
• Land Systems
• Offshore • Water Treatment Facilities • Aviation
• Onshore Field Development • Sewage Treatment Facilities • Electronics
• Pipelines • Reservoirs
• Tanks & Terminals • Centralised Utilities

Buildings
Polymers & Petrochemicals
• Hospitality & Leisure
Process • Commercial, Industrial, Institutional
• Refineries & Residential Complexes
• Chemicals • Healthcare
• Townships & Industrial Parks
Power
Infrastructure
• Thermal
• Subway & Metro Systems
• Nuclear
• Airports
• Highways & Expressways
Renewables • Bridges, Flyovers & Interchanges
• Solar • Tunnels & Caverns
• Biofuels • Seaports & Terminals
• Water treatment
Telecom
Investor Presentation

PUNJ LLOYD LTD

Overview

• Providing services in Energy, Infrastructure, Defence and Petrochemicals Sectors


• Presence in 23 (Geographies) countries across South East Asia (Singapore, Hong Kong, Indonesia,
Thailand etc) South Asia, Middle East & Africa etc.
• Rich multicultural manpower from different nationalities
• International clients includes Government, Major Oil & Gas Companies, Power Developers & big Private
sector Companies
• Equipment Assets worth INR 1658 crores
• Declared ‘Infrastructure Company of the Year’ at Essar Steel Infrastructure Awards 2010 in association
with CNBC TV 18
• Dedicated Defence Manufacturing Facility at Malanpur, near Gwalior in Madhya Pradesh
• Floated “Infrastructure development” arm of the group by the name of “Punj Lloyd Infrastructure Ltd”,
as 100% subsidiary, with focus on Road Projects (PPP/ BOP) & Solar Power
• Strategic Equity Investments in Businesses – Security Services, Insulation, Health Care & Airline MRO
(Maintenance, Repair & Operations)
• Maintains high standards of Health, Safety, Environment, Quality & Security

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Energy, Infrastructure & Defence solutions

Value Drivers

Customer Integration Safety

Experience & Quality


Resources

Responsive to Multi-Cultural Teams


Market Challenges

Sustainable
Development Working Global, Thinking Local
Energy, Infrastructure & Defence solutions

Differentiators

No.1 in Polymers Worldwide Total Project Life Cycle Support

Exceeding Customer
Diversified Portfolio
Expectations

Equity Participation Enviable HSEQ records

Technology Integration In-house Engineering

Large Fleet of Construction Equipment


Investor Presentation

SEMBAWANG ENGINEERS AND CONSTRUCTORS PTE LTD


Overview
• Acquired by Punj Lloyd in June 2006 and headquartered in Singapore
• Over 30 years of professional excellence in Civil Infrastructure & Buildings, Utilities, Transportation,
Environmental & Power sectors.
• Fulcrum of activities centering around Project delivery and Project development underwriting.
• In Project delivery underwriting, one of the leading EPC company in Singapore
• Operations across Singapore, Hong Kong, Indonesia etc
• Undertaken diverse spectrum of complex projects in specialized area of mega infrastructure, high
rise building & utility work
• Expended into project development underwriting (Coal Mining & Commercial Real Estate etc) to enhance
competitiveness improve value-adds and to diversify revenue base.
• Revenues for Year ended March 31, 2015 : INR 1031 Crores
• Order Backlog (unexecuted as on March 31, 2015 : INR 727 Crores
and orders received after that)
• Employee strength : 512
• Only Construction Co. to have been awarded the main construction contract for both integrated resorts in
Singapore – The Resorts at Sentosa & the Marina Bay Sands (MBS).
• 1st Local contractor to win more than S$ 1 billion orders in a single year.
• Acquired certificates of ISO 9001, ISO 14001 and OHSAS 18001 for quality, environmental and safety,
respectively

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Investor Presentation

PL ENGINEERING LTD
Overview
PL Engineering, a subsidiary of Punj Lloyd and headquartered in Gurgaon, India, is a multi-disciplinary
Design and Engineering Company.

• Engineering services for Oil & Gas, Petrochemical/ Chemical, Power (Thermal & Nuclear), Infrastructure,
Polysilicon, Automotive & Aerospace industry
• Complete offering from Concept to Commissioning
• Pre–Bid Engineering
• FEED (Front End Engineering Design)
• Detailed Design & Engineering
• Engineering support during Procurement/ Construction
• Works as captive for Group companies as well as serves Global Clients
• Offices in India, Middle East, UK & South East Asia
• One of the few Engineering Companies qualified by Department of Atomic Energy, India for doing
engineering for Nuclear Power Plants
• More than 573 people
• ISO 9001 certified

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Investor Presentation

Professional and Experienced Management

BOARD OF DIRECTORS OTHER SR. MANAGEMENT PERSONNEL

ATUL PUNJ ATUL KUMAR JAIN ADITYA VIJ


Chairman CEO - Pipelines and Tankage President & Advisor to
Awarded the ‘E&Y Entrepreneur Chairman
of the Year 2007’ award RAVINDRA KANSAL
Group President - Strategic ASHOK WADHAWAN
J.P. CHALASANI Initiatives President - Defence
Managing Director and
Group CEO RAJENDRA KHANDALKAR
NIDHI KUMAR NARANG
President Central Procurement Group
Chief Financial Officer

P.N. KRISHNAN SHANTANU KARKUN DINESH THAIRANI


Director – Finance & Accounts CEO – Buildings & Infrastructure Group President
Legal & Company Secretary
CHANDRA KISHORE THAKUR
CEO – Power
INDEPENDENT DIRECTORS VIJAYSHANKAR KRISHNAN
V P SHARMA VP - Risk & Internal Audit
CEO - Offshore
PHIROZ VANDREVALA MS EKATERINA DEEPA KAPOOR
Executive Director, Group Head HR,Admin & CSR
SHARASHIDZE Amit Gupta
Tata Consultancy Services Ex. Minister of Economic CEO - Process
Development
Govt. of Georgia
LOUISE SHARMA VINAY KRISHAN SOOD
VP & Group Head – Corporate Chief Investor Relations Officer
Communication

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Investor Presentation

ORGANISATIONAL STRUCTURE
REGIONAL HEADQUARTERS SUBSIDIARIES JOINT VENTURE COMPANIES

SOUTH ASIA SEMBAWANG ENGINEERS &


KAEFER PUNJ LLOYD LTD
PUNJ LLOYD LTD CONSTRUCTORS PTE LTD
INDIA
GURGAON SINGAPORE

PL ENGINEERING LTD
ASIA PACIFIC INDIA THIRUVANANTHAPURAM ROAD
PUNJ LLOYD PTE LTD DEVELOPMENT COMPANY LTD,
SINGAPORE INDIA
PUNJ LLOYD UPSTREAM
LTD, INDIA
MIDDLE EAST
PUNJ LLOYD LTD
ABU DHABI PUNJ LLOYD INFRASTUCTURE
LTD , INDIA

CASPIAN PUNJ LLOYD DELTA


PUNJ LLOYD KAZAKHSTAN LLP RENEWABLES PVT. LTD
ATYRAU INDIA

EUROPE DAYIM PUNJ LLOYD


SIMON CARVES ENGINERING CONSTRUCTION
LTD CONTRACTING CO LTD
UK SAUDI ARABIA

PUNJ LLOYD OIL & GAS,


AFRICA MALAYSIA
PUNJ LLOYD LTD
LIBYA PUNJ LLOYD PTE LTD,
SINGAPORE

PT PUNJ LLOYD, INDONESIA

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Investor Presentation

GLOBAL PRESENCE

UK

UAE
India

Bahrain Libya
Bangladesh Malaysia Singapore

China Mexico
Colombia Myanmar
Hong Kong Oman
Indonesia Qatar
Kazakhstan Saudi Arabia
Kenya Thailand
Kuwait Turkmenistan
Yemen
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Investor Presentation

JOURNEY & MAJOR MILESTONES – THE GROUP


First offshore project
in Middle East

Engineering
and Moving up the construction
Design PL Engineering tied
value chain with a up with GECI, India
& Dassault
broadened geographic Systemes, France
footprint and service
Opens office in
Procurement
offering Kuwait

and World largest single


stream LDPE Plant
Fabrication in U.K.
Opens offices in
Hong Kong,
Turkmenistan and
Acquired
Thailand
Sembawang
1st Refinery Engineers &
Project Constructors Private
Construction 1st Overseas Limited
1st EPC (India) EPC Pipeline Forays into
and contract in Defence sector
Large Diameter pipeline contract
Management gas pipeline in offshore Offshore
contract by GAIL Entry into
1st LPG Bagged first drilling
Cryogenic Tank Caspian region contract in Libya
1st EPC contract Project
in oil & gas sector Punj Lloyd
1st highway
Upstream Ltd
construction
incorporated
Construction 1st project
Middle East 1st overseas
contract pipeline contract
in swamp & Group forays into
1st overseas
shallow water 1st Thermal Solar Utility space
contract – 5 Refinery power project
Indonesia Projects
1st (including two EPC Storage
pipeline EPC Refinery Terminal contract
project Projects) in Asia Pacific
1st LNG Terminal

1983 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

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Investor Presentation

MAJOR BREAKTHROUGHS – THE GROUP


South East Asia’s most
advanced Underground
Expressway including 9
Only Indian Co. km tunnel
to be awarded 3 LNG Terminals and LPG
Pipeline of the century – tank farms in India and
BTC pipeline over 300 tanks globally

All terrain pipeline


specialists,
With over 11,000 km, Singapore’s
larger dia pipelines LRT / MRT

Constructed Changi’s
Water Reclamation Plant & Changi Airport
Resorts World at Sentosa Terminal Extension

World’s largest
Wheat based Nuclear > 3 million
Bioethanol Plant engineering man hours

Executing Power Projects


for more than 2240 MW 132 years of
as EPC Contractor (BOP) experience in
polymers
& petrochemicals

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Investor Presentation

MARQUEE CLIENT BASE

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Investor Presentation

ONSHORE FIELD DEVELOPMENT & GAS PROCESSING

• EPC of Tie-ins for Abu Dhabi Company for Onshore Oil Operations, Abu Dhabi
• Shah Gas Gathering – Package 1 for Abu Dhabi Gas Development Co. Ltd, Abu Dhabi
• EPC of Spiking Compressor for Abu Dhabi Company for Onshore Oil Operations, Abu Dhabi
• Huwailah Field Development for Abu Dhabi Company for Onshore Oil Operations, Abu Dhabi
• Jarn Yaphour Field Development for Abu Dhabi National Oil Company, Abu Dhabi
• New Water Treatment Plant and Central Processing Facilities Upgrade for Occidental Mukhaizna LLC,
Oman
• Natural Gas Pipeline in Tuas and Jurong Area, Singapore
• Total E&P Tambora Field Development Project Phase 2, Indonesia
• Peciko Field Development Phase 4 for TotalFinaElf, Indonesia
• KODECO Onshore EPC Services for Poleng Process Platform
• Petro China EPC Service for Betara Complex Development, Sumatra
• Gas Field Development for Oil India Limited, India

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Investor Presentation

OFFSHORE PIPELINES
• Deen Dayal Field Development Project India GSPC
• B-127 Cluster Pipeline Project India ONGC
• Laying of new Hout Crude Transmission line Saudi Arabia Al‐Khafji Joint Operations (KJO)
• WO-16 Cluster & SB 14 Pipeline Project India ONGC

• EPC of offshore pipeline India GSPL


• Uran Trombay Jawahardeep Oil Pipeline India ONGC
• Uran Trombay Gas Pipeline Project India ONGC
• Tambora Field Development, Phase 2 Indonesia Total
• Tunu Field Development Phases 4 – 9 Indonesia Total
• Panaran Pemping Gas Pipeline Indonesia PGN

OFFSHORE PLATFORMS
• Platform Compression Facilities Project Indonesia Pertamina
• Removal of Well Head Platform Indonesia Pertamina
• Platform Compression Facilities Project Thailand PTT
• Heera Redevelopment Offshore Platform India ONGC
• Betara Complex Development Project Indonesia Petro China
• South Utility Platform (TP 11 S / EPSC 5) Indonesia Total
• Poleng Process Platform, Indonesia Indonesia Korea Development
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Investor Presentation

PIPELINES
• Acknowledged as one of the leading pipeline contractors in the world
• Successfully commissioned large dia pipelines
• Laid more than 11,000 km pipeline world over
• Known as ‘All terrain experts’ with experience of laying pipelines in mountains, deserts, swamps and shallow water
• Owns and maintains 20 spreads of pipeline equipment up to 56” dia
• Owns 18 automatic welding machines. Punj Lloyd introduction this technology in India
• Owns HDD equipment up to 400 mtr
• Owns a flotilla of pipe laying barges capable of laying in pipe in varying depths

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Investor Presentation

PIPELINE PROJECTS

Projects Overseas Projects In India

• Al-Khafji Offshore project, Saudi Arabia • Dahej – Hazira Piepline


• Falcon Jet fuel Pipeline & Bulk Terminal Facilities, Abu Dhabi • EPC of offshore pipeline
• Onshore Gas Pipeline Project, Thailand • Vijaipur – Kota Pipeline
• Strategic Gas Transmission Project, Qatar • Dabhol Bangalore Pipeline
• Sabah Sarawak EPC Gas Pipeline, Malaysia • East West Gas Pipeline
• OGC Pipelines, Oman
• Dabhol-Panvel Pipeline
• EPIC of Doha Urban Pipeline Relocation, Qatar
• Backwater and Onshore Pipeline, Kerala
• Ethylene and Butane Pipelines, Qatar
• Dahej-Uran Pipeline
• Melita-Tripoli & El Khoms -Tripoli Gas Pipeline, Libya
• Mundra-Delhi Pipeline
• EPC for Oil & Gas Export Pipelines, Kazakhstan
• South Sumatra to West Java Gas Pipeline Phase I, Indonesia • Uran Trombay Pipeline, Mumbai

• Huwailah Field Development, Abu Dhabi • Shore Approach Pipeline, Adani

• Flowlines and Well Heads Installation, Abu Dhabi • Dahej-Vijaipur Pipeline


• Gas Export Pipeline, Oman • Mangalore-Bangalore Multi-Product Pipeline
• BTC & SCP Pipeline, Georgia • Jamnagar-Loni LPG Pipeline
• SGP Flowlines, Kazakhstan • Gas Rehabilitation & Expansion Project
• Baku-Tbilisi-Ceyhan Crude Oil Pipeline Project, Turkey • Kandla-Bhatinda Multi-Product Pipeline
• KAM Pipeline Project, Kazakhstan • South Bassein Hazira Trunkline
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Investor Presentation

TERMINALS & DOCKS

• EPC Refrigeration storage tanks at Jiangsu, China

• Storage Terminal with 120,000 DWT berth, Singapore

• Oil Tanking Terminal for Oil Tanking(S) Pte Ltd, Singapore

• Construction of dry dock and wharves, Singapore

• Construction & Erection of Jetty at Pulau Seraya, Singapore

• Construction of Container Feeder Berth, Singapore

• Finger Pier extension at Sembawang Shipyard, Singapore

• Jetty Extension at Loyang Crescent, Singapore

• Karimun Shipyard Development, Indonesia

• Zouec / DPEC LPG Terminal Project in China

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Investor Presentation

TANKS & TERMINALS

Crude / Cryogenic LNG & LPG Tanks

• In-house design capability

• Involved in the construction of all 3 LNG terminals in India –


Dabhol, Hazira, Dahej

• Only Indian Contractor to have executed LPG/Cryogenic


tanks on EPC basis including mechanical, civil and insulation
work

• First Indian contractor to have constructed LNG


regasification terminal

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Investor Presentation

TANKS & TERMINALS


• LNG Tanks project at IOCL terminal, Ennore, India from Mitsubishi Heavy Industries, Japan
• Tank farm project for Petronas (RAPID), Malaysia
• Expansion and revamping of Ahmadi Depot, Kuwait National Petroleum Company, Kuwait
• Integrated Construction Contract for Asset Reference Plan Project, Brunei LNG Sdn Bhd, Brunei
• LPG Import Terminal Project, Oil Petronas Pvt. Ltd
• Bhogat Terminal Project, Cairn Energy India Limited
• Offsite & Storage Facilities for Panipat Refinery Indian Oil Corporation Ltd.
• Onshore Gas Development Phase III Abu Dhabi Gas Industries Ltd.
• Yemen LNG Project For Utilities & Offsites Yemen LNG Company Ltd., Yemen
• Fuel Systems New Doha International Airport, Qatar
• Bulk Liquid Storage & Blending Facility at Meranti Helios
Terminal Corporation Pte. Ltd., Singapore
• Tank Terminal Project at Pulau Busing Tankstore – Singapore
• LNG Storage (2X148,000M3) Tank Expansion Dahej for IHI
• Jurong Bulk Liquid Product Terminal Horizon Terminals Pte. Ltd. – Singapore
• Low Storage (2x160,000 M3) for Receiving Terminal Hazira for Shell
• LNG Storage (3X160,000M3) and Regasification Terminal Dabhol for Skanska
• Steel Storage Tanks for Water and Power Project Technip

Built in excess of 8 million m3 of storage capacity


Investor Presentation

PROCESS – REFINERIES
• As world leaders in process plants, we offer complete range of planning, design, engineering and construction
services in turnkey and composite construction projects

• Expertise to execute a diverse and complex range of projects ranging from Sour Water Stripper, Amine

• Treater, Amine Recovery, Sulphur Recovery, Visbreaker, Crude Distillation, Hydrocracker, Hydrogen and vacuum
Distillation

• Ability to work in live plants within restricted spaces and under tight schedules, while maintaining highest
standards of health, safety, quality and environment

• Completed 17 Refinery Modernisation projects

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Investor Presentation

REFINERIES / EPC
• EPCC Package from Indian Oil Corporation for Haldia Refinery, India
• EPC for Sulphur Block, Chennai Petroleum Corporation Ltd
• Lube Oil Blending and Grease Manufacturing plant, Shell Eastern Petroleum, Singapore
• Process Facilities and Utilities for crude oil storage Cavern, Mangalore for Indian Strategic Petroleum
Reserves Ltd
• Paradip Refinery Project, Indian Oil Corporation
• Cuddalore Refinery Project, Nagarjuna Oil Corporation Limited
• EPC Kerosene Distillation Unit Plant and Construction of Main Building & Amenities, Singapore
• Yemen LNG Project For Utilities & Offsites Yemen LNG Company Ltd., Yemen
• Fuel Systems New Doha International Airport, Qatar
• Peciko Field Development Phase 4, Indonesia TotalFinaelf
• Motor Spirit Quality Upgradation Project Indian Oil Corporation Ltd., India
• Delayed Coker Unit, Indian Oil Corporation Ltd., India
• Sulphur Block, Bharat Oman Refinery Ltd., India
• Hydrocracker Unit & Hydrogen Generation Unit
Indian Oil Corporation Ltd., India
• Sulphur Blocks Six Indian Refineries
• 37,000 TPA Grass Root MTBE Plant Indian Oil Corporation
• Hydrocracker Units, Mathura Refinery Indian Oil Corporation
• Constructed Critical Sections CDU/VDU/VBU Indian Refineries
• 10.5 MTPA Essar Refinery, Vadinar, Gujarat
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Investor Presentation

POLYMERS & PETROCHEMICALS

• World’s leading specialist engineering contractor for low density Polyethylene (LDPE)

• Wealth of experience in polymers with over 70 plants to its credit

• Involved in all categories ranging from LDPE, linear low density polyethylene (LLDPE) and high density polyethylene
(HDPE), polypropyline (PP), polyvinyl chloride (PVC), polyester (PET) and acrylics

• Designed and constructed vinyl chain, oxo alcohols and caprolactum projects

• EPC for 300 KTPA LDPE Plant, Thailand for PTT Polyethylene Co.

• Engineering and Project Management of 30,000 MTPY Specialty Chemical Plants, Indonesia

• FEED & EPC for 400 KTPA LDPE Plant, UK for Huntsman

• EPC for 300 KTPA LDPE Plant, Iran for Amir Kabir

• EPC for 250 KTPA Polystyrene Plant, Iran for Pars Petrochemical

• 400 KTPA LDPE Plant, China for BASF-YPC

• 226,000 TPA LDPE Project, Jubail, Saudi Arabia

• EPC of Polyurethane Plant, Seraya, Jurong Island, Singapore

• EPCM 90,000 TPA chemical plant, China

• EPC Quaternary Ammonium Product, Jurong Island, Singapore

• EPCM for 70,000 MTPY PA Plant, China

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Investor Presentation

RENEWABLES
• Punj Lloyd Delta Renewables is capable of developing, engineering and executing renewable energy based
projects.

• The company’s key focus is on Solar Photovoltaics (including Polysilicon and Solar Thermal)

• The Group is also focused on special projects to develop non conventional sources of energy - Bio-fuel and
Polysilicon

Project Experience
• Qatar’s first Polysilicon plant 4000 MPPY capacity from Qatar Technologies
• Commissioned World’s largest wheat based ethanol plant in the UK
• Solar PV Lighting, India Reliance Industries
• Five Turnkey Solar Power Projects Govt. of Punjab
• 5 MW Solar Power Plant - Jawaharlal Nehru National Mission, Rajasthan
• 435 KWp & 200 KWp Rooftop Solar PV project for Chandigarh Renewable
Energy, Science & Technology Promotion Society
• Development of 20 MW Solar PV Project - Punjab State Power Corporation

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Investor Presentation

POWER – THERMAL
• 3 x 18 MW Coal Fired Steam Power Plant, P. T. Citra Kusuma Perdana at Sangatta, East Kalimantan, Indonesia.

• 2 x 30 MW Coal Fired Power Project, Poyry Energy Ltd, Indonesia

• 2 x 300 MW Power Plant, Haldia Energy Ltd., West Bengal

• 2 x 300 MW Thermal Power Project, Dhariwal Infrastructure Pvt. Ltd., Chandrapur, Maharashtra

• 2 x 270 MW Thermal Power Station, GVK Power (Goindwal Sahib) Ltd, Tarn Taran, Punjab

• 2 x 250 MW Thermal Power Station, Rajasthan Rajya Vidhyut Utpadan Nigam Ltd., Chhabra, Rajasthan

• 4 x 250 MW Jindal Power Plant, Chhattisgarh

• 6X600 MW Thermal Power Plant, SEPCO, Champa, Chattishgarh

• EPC 3 x 700 MW Power Plant - BOP Components, erection of Turbine & Generator and Coal and Ash Handling
Plants, Malaysia

• EPC High Pressure piping system for 250 MW Power Plant, Singapore

• EPC 815 MW CCP - balance of plant including Civil & Structural work, Singapore

• EPC High Pressure piping system for 150 MW Paka Power Plant, Malaysia

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Investor Presentation

NUCLEAR

• Underground Civil Work for Nuclear Power Corp. of India

• EPC of nuclear equipment and piping for systems for Nuclear Power Corp. of India

• Upgrade of Britain’s Submarine Refit Complex at Devonport

• Nuclear Fuel Reprocessing for Sellafield Facility, UK for BNFL

• New Fuel Oxide Plant for BNFL, UK

• Vitrification Plant for BNFL, UK

• Rajasthan Atomic Power for Nuclear Power Corp. of India

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Investor Presentation

B&I – BUILDINGS, TRANSPORTATION & UTILITIES

BUILDINGS
• Executed a highly diverse range of projects ranging from
luxurious villas and hotels to high end healthcare

• Offering integrated design & construction services in :


– Hospitality & Leisure including hotels and resorts
– Commercial complexes
– Industrial complexes
– Healthcare
– Residential complexes

• Building fast-track projects with focus on value engineering

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Investor Presentation

BUILDINGS
Commercial Complexes
• Tinjan International Building, China
• The Exchange and Yangtze Plaza
• German Centre for Industry & Trade, Singapore
• Two commercial buildings at Hiranandani Palace Gardens in Panvel, SEZ, HIRCO Group
Hotels & Resorts
• Marina Bay Sands Integrated Resort’s, North Podium comprising the casino, theatres and Retail
arcade
• Hotels, beach villas, oceanarium and water theme park for Resorts World Sentosa, Singapore
Industrial Parks
• GE Industrial Park, Beijing Economic Development Zone
• Vietnam Singapore Industrial Park, Vietnam
Healthcare Facilities & Hospitals
• Institute Complex, Rai Bareli, India
• Medical College and Hostel Complex, AIIMS, Raipur, India
• Medanta, The Medicity, India
• Singapore National Eye Centre
• Changi General Hospital Substructure Package
Residential Complexes
• The Jumeirah Islands Villa Project, Dubai
• The Edge on Carnhill in Singapore
• Satellite Township in India.

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Investor Presentation

TRANSPORTATION

• Enhancing commuter’s travel experience by projects in :

– Subway and metro systems

– Airports

– Highways & Expressways

– Bridges, Flyovers & Interchanges

– Tunnels & Caverns

– Seaports & Terminals

• In India, our owned bituminous road and concrete paving equipment


has seen us deliver over 19 highway projects, some falling under
the prestigious Golden Quadrilateral

• In Singapore, we have built more than 75% of the city’s LRT


systems

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Investor Presentation

TRANSPORTATION
Subway & Metro Systems
• Expansion of the existing MRT network including New Circle Line and DownTown Line in Singapore
• Design and construction of elevated viaduct including structural work of four stations for Delhi Metro Rail
Corporation
• Construction of eight stations and viaduct, Bangalore Metro Rail Corporation
Airports
• Terminal extension, runways, hangars and control towers, to support facilities such as training centres, freights
and cargo terminals, in-flight catering centres and MRT system for Asia’s major aviation hub, the award winning
Changi Airport
• The greenfield airport project in Sikkim, India

Highways & Expressways


• Four laning of the Gorakhpur – Gopalganj section of NH-28 in Bihar, India
• Asian Highway contract, Ministry of Road Transport & Highways, India
• New carriageway Greenfield project, Ministry of Public Works & Highways, Republic of Yemen
• Loruk Barpelo road project, Kenya Highways Authority, Kenya
• Construction of National Highway No 9, GMR Hyderabad Vijayawada Expressways Private Limited
• Upgradation of the Belgaum-Maharashtra Border Highway Section of NH-4 in Karnataka
• Projects for the Golden Quadrilateral including East West and North South Corridor
• Singapore Kallang-Paya Lebar Expressway
• Tunnel Structure Linking East Coast Parkway with Nicoll Highway

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Investor Presentation

TRANSPORTATION
Bridges, Flyovers & Interchanges
• Construction of 330m causeway to Pulau Brani and a 280m long bridge to Sentosa
• Construction of interchange at junction of Seletar/Central Expressway/Yio Chu Kang Road
• Foundations and Piling, U.P. State Bridge Corp. Ltd

Tunnels & Caverns


• Paya Lebar Tunnel, design and construction of 5.1km long by 6.5m internal diameter by 30m deep tunnel and 6
shafts
• Kranji Tunnel, design and construction of 12.6km long by 3.6m internal diameter tunnel and 10 access Shafts

Seaports & Terminals


• Oil Tanking Terminal, construction of Phase II of infrastructure works comprised of tank farm terminal including
roads and drainage works, bundwalls and extensive ground improvement works
• Finger pier extension, design and construction of new 695m service pier using reverse circulation drilling
method, steel pipe and prefabricated steel jackets and precast decking systems

34
Investor Presentation

UTILITIES – MUNICIPAL

• EPC project of Utilities in Tripoli, Libya


• Water-Sewerage-Storm Water mains & branch lines, Roads & other facilities

• Changi Water Reclamation Plant contracts for Digesters, Civil and M&E Work, Sludge Drying System, Liquid
Module 2, Civil Work and Scrapers

• Ulu Pandan Sewage Treatment Work - covering of existing treatment units contract for the servicing &
maintenance of the Odour Treatment Facilities & associated ductwork, Singapore

• Kim Chuan Sewerage Treatment Work. West Work Phase 1 Redevelopment work
Contract 2 - Liquid Train/Liquid Stream

• Deep Tunnel Sewerage System, Contract T-05 and Contract T-03, Singapore
• Kim Chuan Refuse Storage and Transfer Station, Singapore

• Ulu Pandan Refuse Incineration Plant, Singapore

• Newater Service Reservoirs at Tampines

35
Oil & Gas, Petrochemicals, Infrastructure and Defence Solutions

Punj Lloyd in Defence &


Aerospace
• Punj Lloyd has strategically diversified into the Defence & Aerospace
• Long term commitment to building up a Defence and Aerospace business
• Developed capability and infrastructure which can be effectively leveraged for Defence
and Aerospace programs
• Established itself as a credible original equipment manufacturer with focus on state of
the art technology
• The Group’s objective is to indigenously develop genuine force multipliers that will
contribute to providing a decisive edge to the Indian Armed Forces
Licenses
- Guns, Rocket and Missile Artillery Systems and related Equipment
- Electro Optical Systems, Fire Control Systems, C4I systems and Power Packs associated with armored
fighting vehicles, Design and Development of Armoured Fighting Vehicles
- Conversion of civilian aircraft into aircraft for Defence application;
- Precision manufacture of aero structure and Dynamic Components for Aviation and Land System
Products;
- Manufacture of ATGMs, Hand held Rocket launcher and Anti Tank & Anti Material Rifles greater than
12.7mm
- Manufacture of Naval vessels, Torpedoes , Sonar Systems and other n.e.c components
36
Oil & Gas, Petrochemicals, Infrastructure and Defence Solutions

Manufacturing and Systems Integration Division(MSID),


Malanpur
• Spread over 65 acres of land.
• World class Manufacturing facility
• Lean & flexible Manufacturing Systems
• ERP system
• Full Fledged Metrology and Metallurgy
labs
• Compliance to IMS (Integrated
Management Systems )
• ISO 9001 (Quality)
• ISO 14001 (Environmental)
• ISO 18001 (OHSAS)
• ISO 50001 (Energy Management)
• AS 9100 C (Aerospace)
• Capability to handle exotic metals
• Skill sets and people capabilities

Strategic Investment in Hi-tech manufacturing


37
Investor Presentation

DEFENCE

• Punj Lloyd has strategically diversified into the Defence sector,


under the Government of India’s public-private partnership initiative

• Long term commitment to defence business in India

• Punj Lloyd is developing capability and infrastructure which can be


effectively leveraged for defence programs

• Establishing itself as a credible original equipment manufacturer


with focus on state of the art technology

• The group’s objective is to indigenously develop genuine force


multipliers that will contribute to providing a decisive edge to the
Indian Armed Forces

Punj Lloyd has licenses for:


- Guns, Rocket and Missile Artillery Systems and related Equipment
- Electro optical systems, Fire control systems, C31 systems and power packs associated with
armored fighting vehicles
- Conversion of civilian aircraft into aircraft for defence application; Precision manufacture of aero
structure and Dynamic Components for Aviation and Land System Products; Fabrication and
manufacture of aero-structure, airframes and accessories using composites

38
Investor Presentation

Pursuing opportunities inL

Prime Part of the Licensed MRO & Offset


Contractor global Manufacture Upgrades partner
for supply r of
chain

Land Systems – Artillery, Air Defence Systems, Small Arms, Armoured Vehicles,
Power pack, Maintenance, Repair & Overhaul, Upgrade

Focus
areas Defence Aviation – Modification & MRO of aircraft, Precision manufacturing, Engineering

Defence Electronics- C4ISR, BMS, Surveillance & Sighting Systems

39
Investor Presentation

Features of Manufacturing & Systems Integration


Division (MSID), Malanpur
• Spread over 65 acres of land
• World class Manufacturing facility
• Lean and flexible Manufacturing Systems
• ERP system
• Full Fledged Metrology and Metallurgy labs
• Compliance to IMS (Integrated Management Systems)
• ISO 9001 : 2008
• ISO 14001 : 2004
• OHSAS 18001 : 2007
• AS 9100 (Aerospace)
• Capability to handle exotic metals
• Skill sets and people capabilities

Strategic Investment in Hi-tech manufacturing


Early mover advantage for offset opportunities

40
Investor Presentation

ASSET MANAGEMENT
Maintenance

• Upgradation of NH-31 from Khagaria to Purnea in Bihar on BOT Annuity basis,


• National Highways Authority of India

• Upgradation of Belgaum Maharashtra border section, National Highways Authority of India

• 5 MW Solar Power Plant, Jawaharlal Nehru National Mission, Rajasthan

41
Investor Presentation

EQUIPMENT YARD & MAINTENANCE FACILITIES

Facilities in Banmore spread over 20,000 sq mtr


Central India
Track Repair and Engine Maintenance facility area - 7,000 sq mtr
Sungaipurun yard, Indonesia with jetty facilities – 45,000 sq mtr Accessible
Indonesia
by land and water
Middle East &
Facilities in Qatar / Abu Dhabi / Tripoli spread over 100,000 sq m
Africa
Base facility in Atyrau is spread in an area of 80,000 sq m. The facility
Caspian
includes storage, repair, maintenance & fabrication.

Inventory maintained on ORACLE based ERP


system

Equipment managed by Oracle Enterprise Asset


Management

42
Investor Presentation

FINANCIAL OVERVIEW – LAST 5 YEARS


Sr. Description FY11 FY12 FY13 FY14 FY15
1 Sales & Contact Revenue 7,895 10,313 11,408 10,855 7090
2 Other Income 265 471 335 319 785
3 Total Income & Contract Revenue (1+2) 8,160 10,784 11,743 11,174 7,875
4 Total Expenditure 10,320 9,775 10,725 10,536 -7,624
5 EBIDTA (3-4) 642 1009 1,018 638 251
6 Interest Expense 357 517 623 882 1002
7 Depreciation 269 299 354 392 470
8 PBT (5-6-7) 16 193 41 -636 -1221
9 Tax 66 81 70 8 67
10 PAT (8-9) -50 112 -29 -644 -1,154
11 Cash Profit (10+7) 219 411 325 -251 -684
12 Equity Share Capital 66 66 66 66 66
13 Net worth 2,851 2,778 2,692 2,232 966
S No. Ratios FY11 FY12 FY13 FY14 FY15
1 EBIDTA as % of Sales 8.13% 9.78% 8.92% 5.88% 3.54%
2 ROCE 4.81% 8.52% 7.52% 5.18% -3.09%
3 Basic EPS -1.52 3.38 -0.88 -16.51 -34.36
4 DPS ( ) 0.15 0.15 - - -
5 Book Value per share ( ) 85.84 83.64 81.07 67.22 29.27
6 Net Debt to Equity (Times) 1.53 1.92 2.37 2.79 6.33
7 Current Ratio 1.35 1.11 1.02 1.01 0.93

43
Investor Presentation

Segment Revenue (Standalone) – Q1 FY16

INR Cr

Offshore
Segment Revenue 10%
Pipeline &
B&I Tankage
Pipeline & Tankage 234 7% 36%
Others 144 Power
Process 111 8%

Power 52
B&I 49
Offshore 63
Process
17%
Total 653
Others
22%
Investor Presentation

ORDER BACKLOG – Punj Lloyd group *


INR Cr

Segment Amount
Pipeline & Tankage 7,007
Process 633
B&I 9,912
Power 718
Offshore 963
PLE 98
SEC - B&I 553
Total 19,884

* Order Backlog comprises of unexecuted orders as on June 30, 2015 plus new orders received after that date.
Investor Presentation

ACCREDITATION

• OHSAS 18001:2007 Health & Safety

• ISO 14001:2004 Environmental Management

• ISO 9001:2008 Quality Management

46
Energy, Infrastructure & Defence solutions

Awards
• Excellence in Infrastructure by Economic Times - 2014
• Construction World – One of most admired company of the Year 2013
• D&B Axis Bank Infra Award for best project 2012 - East West Gas Pipeline
• Construction Week - Engineering Company of the Year 2011
• Infrastructure Company of the year - 2010 (CNBC/Essar)
• Infrastructure Excellence Award’ in association with in the Oil & Gas category for the Dahej-Vijaipur Gas
Pipeline – 2009
• Chemtech Award – Outstanding contribution to Engineering – 2009
• Top Indian company ‘Construction – Infrastructure Development’ Dun & Bradstreet -Rolta Corporate Awards
2008
• Best Infrastructure Award NDTV Profit Business Leadership Awards October 2008
ENR Rankings
• Ranked no.106 under International contractors category by ENR.com in 2015
• Ranked no. 201 under Global contractors category by ENR.com in 2015
• Ranked no.178 under top Design firms category by ENR.com in 2015
Project Exports Promotion Council of India
• Maximum Foreign works secured in new areas for Year 2002-03 / 2003-04 / 2004-05
• Maximum Turnover in Overseas construction contracts for year 2004-2005 / 2006-07
• Maximum Value of Overseas construction and engineering projects contracted for year 2005-2006 / 2007
Energy, Infrastructure & Defence solutions

Awards – Punj Lloyd


2004 - Safety Award – BTC Pipeline Project
Greentech Awards:
2005-06 - Environmental Excellence - Gold
2007 - Safety - Gold
2008 - Environment Excellence - Platinum
- Safety Gold
2009 - Environment Excellence - Gold
2010 - Safety Award - Gold

Awards – Sembawang Engineers & Constructors (SEC)


• 20 x Construction Excellence Awards (BCA, 1987 to 2005)
• 9 x Best Buildable Design Awards (BCA, 1993 to 2005)
• 138 x Safety Performance Gold / Silver / Merit Awards (MOM, 1985 to
2005)
• British Safety Council 5 Star Award for last five years Engineering
Construction Industry Association (ECIA)
• Safe Working Award (1995)

• National Productivity Award (PSB, 1994)

• Overseas Enterprise Award (EDB, 1997)


Investor Presentation

AWARDS & ACCOLADES – SEC

1994

2000

2008

2009 Workplace
Safety and
Health Award
(Silver)

Land Transport
2010 Excellence
Awards
for Safety
Excellence
Category

2011

49
Investor Presentation

CSR
• Regular community improvement activities including local infrastructure development, traffic awareness and safety meetings,
medical and dental check-up camps
• HIV/ AIDS, an integral part at all sites globally. Ongoing workshops on HIV/AIDS awareness at sites globally
• Corporate Social Responsibility Award – 2011 from Construction Week

Dayawanti Punj Model School, Sitamarhi - Allahabad


• Promoting education with Dayawanti Punj Model School in Sitamarhi, a backward region of north India

• Affiliated to the Central Board of Secondary Education (CBSE), the school equips the students with the intellectual and
practical skills necessary to carve a career and meet the challenges of a professional life.

Life Enrichment Programme for construction workers


• Stems from our belief that 'Each life is precious'. It is a programme which aims at the holistic welfare of workers with a
special focus on wealth HIV/AIDS.
• Creating awareness about HIV/AIDS and other diseases, providing medical facilities, first aid training, adopting safety
practices at work, training in Yoga for health and relaxation

• Introduced first in 2007 at Medicity, Gurgaon, International Finance Corporation, a member of the World Bank Group, offered
to support the programme.

• With the launch of Phase II of Life Enrichment Programme in 2008 it was introduced at three other sites namely, Panipat,
Haldia and Vadodara.

50
Investor Presentation

BUSINESS STRATEGY AND FUTURE OUTLOOK

Expand operations to
other industries and Continue to expand
target high potential operations in India and
project segments internationally

Focus on performance,
Further enhance our timely project
engineering and design execution and
capabilities Improvement in debt
leveraging

Continue to focus on Continue to focus


EPC contracts from on health, safety
clients as well as and environment
contractors standards
Develop and maintain
strong relationships with
our clients and strategic
partners

51
Investor Presentation

INVESTOR RELATIONS – CONTACTS

For further information please contact:

Vinay Sood Gavin Desa / Ankit Hirawat


Chief Investor Relations Officer Citigate Dewe Rogerson
Punj Lloyd Ltd. Tel: 022 6645 1237 / 1244
Tel: 0124 2620 221 Fax: 022 6645 1200
Fax: 0124 2620 111 Email: gavin@cdr-india.com
Email: vinaysood@punjlloyd.com ankith@cdr-india.com

Thank You
52
Investor Presentation

Thank You

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