Opportunities for foreign investment in the Indian Energy markets; more specifically, tapping the multi billion dollar Indian Solar Market - by Satya Kumar DV, Managing Director, Shri Shakti Alternative Energy Ltd

1. Opportunities for Foreign
Investment in Indian Energy Market
Tapping in the Multi Billion Solar
Energy Market in India
24/10/2015

2. 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 !

3. State Wise Solar Potential in India

4. Solar Pipeline 2015 > 10,000MW

5. 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

6. Positive Macroeconomics beckon
Investors to India
Along with the 100GW Solar Target

7. 29/09/2015
H1 2015 Data from
fDi Markets, an
Financial Times,
London, Data Service

8. 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 !

9. 30/09/2015
WEF’s
Global
Competitiveness
Report places
India 16 notches
higher at No. 55

10. 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

11. 25/09/2015

12. 02/10/2015 - The Inspiration for
India’s Climate Action Announcement

13. India’s
Commitments
• Reduce energy
intensity by 35% by
2030
• 40% from
renewables by 2030
• RECs, SPEED, ECBC,
PAT, GreenCo ratings,
Smart Cities
• Afforestation

14. 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

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 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

17. Investment Opportunities in Solar
Opportunities in Rooftop Solar, Solar Pumping, O&M,
Solar for Electric Vehicles etc

18. 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

19. 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

20. Thank You
D V Satya Kumar
Email:
dvsk@ssael.co.in