Adani Abbot Point Terminal

Townsville Industry Breakfast Presentation

6 August 2013 Townsville

Disclaimer

The information contained in this presentation may have been sourced from third party sources. Adani Abbot Point Terminal Pty Ltd (Adani) has prepared this presentation in good faith relying on such information and has not undertaken steps or enquiries to independently verify the accuracy, reasonableness or completeness of the information Except for the statutory liability which cannot be excluded, the recipient of this presentation acknowledges that Adani and its related bodies corporate do not assume any responsibility whatever to the recipient or any other recipient of this document for loss or damage of any kind arising as a use of, or reliance on, the information in this presentation for any purpose No representation or warranty is given as to, as the recipient must not rely on, any information, statement or opinion contained in this document, or its accuracy, reasonableness or completeness This presentation may contain projections, forecasts and forward looking statements (projections) which may or may not prove to be correct. These projections are speculative and actual future results may vary from the projections The recipient may not disclose the information in this presentation to any other party without the prior written consent of Adani.
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Presentation Plan

Adani Group Adani Australia

Presentation agenda

Adani Australia - Pit to Port Project Abbot Point Coal Terminal 1 Proposed Abbot Point Coal Terminal 0 Project

Adani Group An Overview

Mundra Port the largest port in India (Q2 2013) Largest private sector power generator in India Largest importer of coal in India with consistent market share of over 50% Annual turnover of over USD 8 Billion Market capitalisation of USD 30 Billion Projected investment of USD 25 Billion in next 5 years Currently employs 10,400 world-wide. Projected to increase to 20,000 in next 5 years

Logistics
Coal Mining Sourcing Sea Ports Railways Shipping Power Generation Transmission Trading

Resources

Energy

Building an energy sufficient INDIA with world class Infrastructure and integrated value chain

Adani Group Diversified Portfolio

Energy
Trading (Coal & Power) Integrated Coal Management (AGFZE, Dubai & AGPTE, Singapore) Power Generation
Key Strategic Initiatives Energy Ports & Logistics

Ports & Logistics

Mundra Port & SEZ

Inland Container Depots Rail Logistics Hazira Auto Logistics Dahej Shipping and Ship owning

Abbot Point in Goa Queensland, Australia Vizag Dudgeon Point, Australia Special Economic Zone at Mundra

Gas Distribution Edible Oil & Agri Trading Oil & Gas CASF for Fruits & Vegetables Grain Silos

Real Estate Shantigram Ahmedabad BKC Mumbai Khatau Mumbai

Bunkering

Note 1. AGFZE - Adani Global Free Zone, Jebel Ali Free Zone, Emirates - UAE 2. AGPTE - Adani Global Pte. Ltd., Singapore 3. CASF - Controlled Atmospheric Storage Facility

4. MDO - Mine Developer cum Operator 5. BKC Bandra Kurla Complex, Mumbai 6. Chateau MA kanji Spinning & Weaving Mills property was acquired through BIFR.
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Some of the ventures listed above are jointly owned/operated/developed by other relevant firm(s)

Adani Group - Integrated Presence Across the Energy Value Chain

Integrated Coal Management Presence across the entire energy value chain offering end-toend solutions in integrated coal management Coal Mining Ports and Logistics Power Generation and Transmission Currently developing power projects across India Thermal power plants already under operation Operational and planned power transmission network

Development and operation of coal blocks in the Indian states of Chhattisgarh and Odisa Coal mining concessions in Bunyu island, Indonesia Coal mining interest in Galilee basin, Queensland, Australia

Developer and operator of the largest port (2Q 2013) at Mundra in India Terminals in India and Australia Synergy between ports, Special Economic Zones (SEZs) and logistics

Adani Group Focus on Ports

32 berths 9,464 mts berth length 2 Single Point Moorings 519,500 KL Liquid Tank Farm 150 kms of private railway line Inland Container Depots (ICDs) License to operate container rail across India
Qila Raipur Patli Kishanghar Kandla Mundra Asouti, Chwapail & Palwal

INDIA
Sanand Dahej Hazira Taloje Vizag Abbot Point

Existing ICD Proposed ICD Regions Serviced Operational Under Construction Trial / Planning

Mormugao

AUSTRALIA

Mundra
Cargo Capacity (MMT) Berth (meters) Draft Expansion Connectivity Bulk/Container/Crude 200 6490 17.5 23.0 Yes Rail/Road/Pipe/Air

Kandla
Bulk UD 600 15.1 16.2 No Rail/Road

Dahej
Bulk 20 520 15.0 No Rail/Road

Hazira
Bulk/Container 70 1594 15.0 Yes Rail/Road

Mormugao
Coal UD 300 15.0 No Rail/Road

Vizag
Coal UD 280 16.1 Yes Rail/Road

Abbot Point
Coal 50 860 19.0 Yes Rail/Road

Note: Maps depicted in this slide are not to scale and are for representation purpose only.
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Adani Australia Overview

Carmichael Coal Mine Capacity to produce 60MTPA Construction start 2014; first coal 2016 Rail Greenfield line from Carmichael Mine to Moranbah (190 km) Construction start 2014; commissioning by 2016 Greenfield line to Abbot Pt from the Galilee Basin Terminals Abbot Point 99 year lease on existing operational Terminal 1 with capacity of up to 50 MTPA Terminal 0 (proposed) to export up to 70 MTPA in two stages Dudgeon Point Adani preferred proponent to develop Dudgeon Point ~ 90 MTPA in three stages
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2011 Abbot Point Coal Terminal Acquired T1, T0 proposed

2010 Carmichael Coal Mine Acquisition of Coal Tenement

2009 Dudgeon Point Preferred Proponent

Canberra

Source: Map - Wikipedia

Project Overview
Carmichael Mine
60 mtpa thermal coal mine largest in Australia

Carmichael Rail
189 km multi user greenfield coal line dual gauge and narrow gauge 100 mtpa capacity west (dual gauge) 60 mtpa capacity east (narrow gauge) Connects Carmichael coal mine to existing rail systems Supplementary EIS under preparation for submission Q3 2013

North Galilee Basin Rail

300 km multi user greenfield coal line standard gauge

Abbot Point Terminal 0

New stand alone terminal, adjacent to existing Adani Group owned T 1 Export capacity of up to 70 mtpa

Galilee Basin Transmission

240 km transmission line originating from Powerlinks Strathmore substation A double circuit, 275 kV, transmission line and 275/66 kV substation at the Carmichael Coal Mine Adani to establish first QLD private electricity distribution entity Pre EIS activities under preparation

6 open cut mines (40 mtpa) 5 underground mines (20 mtpa)

100 mtpa operational capacity

60 year project life, supported by own village, airport and industrial area EIS submitted: 21/11/12; Public exhibition: 14/11/12 11/02/13; Supplementary EIS (SEIS) requested; SEIS submission: 08/13

Connect Northern and Central Galilee Basin to Abbot Point via Standard Gauge Railway EIS under preparation for submission Q3 2013

Multi-user terminal

EIS finalised, with Minister for Approval

Carmichael Coal Mine: Proposed

Total resource Expected production Mining technology Milestones

~ 10 bn tonnes 60 MTPA Ramp up in 7 Years Opencut and underground concurrently

Acquisition of EPC August 2010 MLA November 2010 IAS issued November 2010 ToR issued by Coordinator GeneralMay 2011 Mine Exploration in Progress EIS submitted 2012

Supplementary information to EIS currently in progress

CHMP Agreement signed by 3 claimants

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North Galilee Basin Rail (NGBR): Proposed

Status Route length Gauge Maximum section capacity Maximum speed Declared a coordinated project; Govt has accepted corridor application, now open to public review ~300 Km Standard Gauge 100 mtpa

Loaded 80 km/hr, Unloaded 100/hr Designed axle load 32.5 Tonne Rail Track - 50 years Design life Drainage Structures - 50 years Bridge Structures - 100 years 3 Locos (distributed power), Train consist 220 wagons Nominal gross 130 ton weight per wagon Nominal payload 108 ton per wagon Payload per 23,760 ton consist
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Abbot Point Terminal 1

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Abbot Point Terminal 1: Existing Operations

An overview

Nameplate capacity: 50 Mtpa Multi-user port operation strategy Rail connectivity to Bowen Basin exists Long-term Take-or-Pay contracts in place Majority of Users in close proximity

Terminal : o 1984 Commenced operations for NCA o 2007 X21 commissioned o 2009 X25 commissioned o 2011 X50 commissioned o 2011 GAPE completed

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Abbot Point Terminal 1 Existing Operations

Adani Abbot Point Terminal T1: Actual monthly throughput

2.50 2.00 1.50 1.00 0.50 0.00

Apr-11 Jul-09 Oct-09 Oct-10 Apr-10 Jan-10 Jan-11 Jul-10 Jul-11 Jan-12 Oct-11
After introduction of GAPE Trend line
1.884

GAPE introduced

1.914

July 2013 witnessed 1.914 mt export all time monthly record, surpassing the last record ~ 1.884 mt in Aug10.

FY 2010: 16.93 mn tonnes

FY 2011: 15.06 mn tonnes

FY 2012: 13.60 mn tonnes

FY 2013: 17.74 mn tonnes

Jan-13

Oct-12

Apr-13

Apr-12

Jul-13

Jul-12

FY 2013 has been the best so far in the last 4 years.

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Proposed Abbot Point Coal Terminal 0 Project

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Proposed Abbot Point Coal Terminal 0 Project

Salient features Capacity~ 70 Mtpa (35 Mtpa X 2 Stages) 2 in/out loading systems, 3 bunds, 6 yard machines Status Basic engineering completed. Detailed engineering in progress EIS Draft EIS submitted: November 2012 Draft EIS for public consultation: Feb 2013 Final EIS submitted: June 2013 EIS decision: With the Federal Minister Public Environment Report (PER) PER submitted: May 2013 PER decision: with the Federal Minister Construction pending receipt of Federal and State approvals Dredging to be conducted by NQBP Timeline Delivery: 2016 (Stage 1)
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Abbot Point Terminal 0: Proposed

An overview

Multi-user facility, with Adani Mining as major customer Ongoing discussions with other potential Users for ToP contracts Cost-effective procurement strategy, based on overseas sourcing using Adanis own MOF at Abbot Point

Capacity: 70 mn tonnes (35 mn tonnes X 2 phases) Ability to take coal from either gauge standard or narrow 2 berths each with 1 ship loader (10,000 tph) Draft: 19.7 m*
Note: * As per currently proposed design
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Benefits Employment
The larger region will benefit from much needed employment boost from the project development.
Project segments Abbot Point Terminal 0 Carmichael mine and rail Total (includes direct and
indirect)

Construction 760 13,260 14,020

Operations 300 6,675 6,975

Providing jobs in the order of 22,000+

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Adani Australia Project: Opportunities

Opportunities

Laura basin

Requirement for port facilities and laydown / staging areas. Logistics from laydown / staging areas to sites Tankages and liquid transportation Fabrication, construction & assembly Accommodation - short and long term.

Carmichael

Note: The information in the above image is for indicative purpose only. Source: Presentation by Queensland resources Council on Qld resources sector briefing at Bowen Business Information Forum held on 30.05.13; Adani inputs
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