Proposed Thermal Power Projects in India: 2011

September 2011

InfralineEnergy Business Report Series

Proposed Thermal Power Projects in India 2011

Comprehensive Data Points
Fuel Type & Source Status Land Acquisition Status Proposed Investment Tentative Year of Commissioning Status of Key Regulatory & Environmental Clearance Details of Developer/Promoter Key Concerns Enclosing Project The acceleration in economic growth to 9 to 10% in the XII Plan would require a quantum jump in investment for expanding infrastructure network in the country from $ 500 billion in the XI Plan to about $1 trillion in the XII Plan. Power sector alone would require an investment of about $ 300 billion for provision of adequate and reliable supply of power at reasonable prices to all segments of Indian society. It is true that such voluminous investments cannot be mobilized by the public sector alone, and private participation is critical to supplement the efforts of states instrumentalities in building power generation infrastructure. A strong and coherent, legal, regulatory policy framework for attracting private investment, domestic as well as foreign, in generation of power is put in place. The investor now has more options in regards to fuel, equipment, power sale, location and financing mode. As a result, private sector investment in power sector has shown a rising trend. This is reflected in the fact that the share of private sector in the total installed power generation capacity has gone up from 4% in 1990 to 22% in 2011. In the XI Plan, private sector contribution in incremental capacity addition is likely to go up further to nearly 30% and the same will nearly double in the XII Plan. A capacity of 120 GW is under construction for the benefit of XII Plan and an additional 350 GW is proposed by diverse developers for the forthcoming FYPs. As these proposed capacities are currently in the initial phases of development, they hold an immense business potential to the different stakeholders in the electricity supply chain.

Critical Information Coverage

Opportunity Assessment for EPC contractors, BTG Suppliers and other Power Sector Players Investment Opportunity Assessment for Private Equity Investors, Financial Institutions and Banks Developer wise Profile: Competitive Market Assessment Land Acquisition Scenario State Wise Rating Major Delays Pertaining to Thermal Power Projects Developer Wise Profiling of Power Plants and Project Source and Type of Fuel for All Proposed Thermal Power Projects Capacity and Unit Configuration for All Proposed Thermal Power Plants in Indian Project Execution Details

Electricity Demand Supply Forecasting (BU)

Continuing Power Reforms
It has been observed that on a 20 year rolling period, the elasticity gradually decreased from about 1.4 in 2000-01 to around 1 during 2007-08 till 2009-10. Therefore,lower elasticity of 0.9 is adopted for projecting demand.

Estimated (2010-Base Year)

9% GDP & 0.85 Elasticity* Rising Demand Supply Gap

1894 Demand Curve

1463

6.8%

890 771 6% CAGR

Supply Curve

Electricity Act
2003

5.5%

Power Trading & Exchange

Mandatory Competition
2011 2013 2015

195204

283901

Peak Load (MW)

2005

2007

2009

2017

2019

2021

A Must Buy for

Power Plant Developers EPC Contractors Equipment Manufacturers & Suppliers Financial Institutions & Banks Private Equity Investors Power Traders Power Exchanges Transmission Utilities Research and Consulting Organisations Government Agencies & Regulatory Bodies Industrial Consumers New Entrants in Generation Segments Environmental Groups

Infraline Energy through this report identifies all the proposed thermal IPPs all over India, developed by different central, state and private sector players. All such identified projects are profiled and showcased. A typical project profile gives basic information about the promoter, business model, power sale structure, financing mode, proposed technology, equipments planned, source of fuel and its type, and many other project related information. The profiles unfold the current investment status, progress of regulatory clearances, discussions with government agencies, future development plans, and other associated advancements. The report also categorises these proposed projects state wise, ownership wise, promoter wise, fuel wise, technology wise, power-sale wise, etc. for macro-level business decisions. The report would serve as an information advantage to tap the future opportunities. Prospective business entities can formulate their plans, device strategies and take pro-active measures to position well in the market. Equipment manufacturers, EPC companies, Power traders, Coal traders, Management & technical service firms, and other allied service entities can aim for newer collaboration, figure potential tie-ups, identify potential developers for fresh orders/ contracts, and expand their network to the looming power hubs.

Split of Capacity Addition in Next Five Years (GW)

Total Capacity Addition in next 5 years - 104 Coal: 82.9 Super-Critical: 77 IPPs: 47.5 CGS: 32.5 Hydro: 14.7 Gas: 6.8

Approach and Methodology All proposed thermal projects would be identified by an extensive secondary research starting from Infraline PowerDatabase. Thereafter Project profiling is carried out by a mix of secondary and primary research to source the basic information of the project and the promoting company. The current status of the project and the recent developments are updated purely by

For Research & Consulting

Yashvanth Rao J yrao@infraline.com 011 47522488 9711446523

Sub-Critical: 27 SGS: 24.3

For Sales & Support

Sonal Gupta sonal.gupta@infraline.com

011 4242 5197 9999872359

undertaking a schematic primary research process, wherein data forms, query sheets, tele-calling and field visits are employed. The data collected would be analysed using comprehensive tools to construct fuel-wise, state-wise, region-wise, mechanism-wise and technology-wise profiles based on input parameters, to deduce concrete analytical results. On the basis of this, the current scenario will be evaluated and the future scenario will be projected. The analysis will be vetted and strengthened by industry interaction, surveys and expert opinions.

Contents & Coverage

I. Objective, Methodology and Scope
A. Objective Showcasing Capacity Addition Scenario in Thermal Power Generation Addressing the Key Issues and Concerns with development of Thermal Power Project Presenting the overall status of upcoming thermal power projects Prospecting Investment Opportunities in Upcoming Thermal Projects Research, Survey and Industry feedbacks Proposed Coal and Gas Based Projects (100 MW and above Capacity) (a) Past Trend (b) Present Scenario (c) Future Projections Short Term Medium Term Long Term B. Demand Supply Scenario in Power Sector Electricity Demand-Supply Statistics Fuel Wise Breakup of Installed Capacity in India Proposed Capacity Addition in Power generation during Xll and Xlll FYP Technological and Financial Issues Regulatory Clearances: Environmental and Land Acquisition R&R and Socio-political issues Issues with Fuel Linkages Transportation and Logistics Challenges

III. Detailed Analysis and Mapping of Upcoming Thermal Power Projects

Region-wise State-wise Capacity-wise Technology-wise Fuel-wise Year-wise Player-wise Ownership-wise

B. Methodology

IV. Profiling of the Proposed Thermal Power Projects in India

Project Background Promoter Details Project Description: Capacity, Financials and others Technological overview Description of Fuel linkages, Water source and Land Related Details Status of Regulatory and Environmental Clearance Development Status and Other Relevant Details Other Relevant Parameters

C. Issues and Challenges

C. Scope

II. Thermal Power Generation Insight in India

A. Power Sector vis--vis Indian Economy Power Sector Overview Legal and Regulatory Framework Governing Indian Power Sector Upcoming Reforms and Investments in Power sector Electricity Consumption Trend versus Economic Growth

D. Identifying Investment Opportunities in Upcoming Thermal Power Projects for Stakeholders Leading State/Private Players in Power Generation Opportunity assessment for EPC Contractors, OEM Banks and Financial Institutions Other Power Sector Players

V. List of Project Profiles with Milestone Status VI. Annexure VII. Business Case Studies

Sample Thermal Power Project Profile

Background of the Project

Contact Details Project Office Corporate Office

Plant Site

Project Details - Basic Information

1 2 3 4 5 Promoter Location Proposed Capacity Unit Configuration Fuel (Source) 6 7 8 9 10 Land Water Boiler Type Estimated Cost Expected CoD

Additional Information
Information Related to: Land Acquisition R&R Fuel Supply Arrangement Equipment proposed and Tie-ups Ash Handling Associated Plant and Ancillary Infrastructure Interactions with Government Agencies Bidding Status if any Owners Engineer Employed Syndicating Agencies Financing Institutions Legal Issues Consulting Organisations Engaged Project Management Details Location, Site Details

Status of Key Project Milestones

Information Related to: MoUs /Agreement Signed EIA, Financial Closure Status Investment and Project Progress Issues Pertaining to Delays Others

Clearance and Approval Status

1 2 3 4 Environmental Clearance Land Acquisition Water Clearance Other Major Clearances and Approvals Applied Initiated Applied Applied Awaited Under Progress Awaited Awaited Received Completed Received Received No Development N/A No Development No Development Description of the current status and developments Description of the current status and developments Description of the current status and developments Description of the current status and developments

Payment Details
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Clients Testimonials Few Excerpts

Really terrific in detail and fulfil all my critical information need about the sector.

Girish Bhakoo

Ruane, Cunniff & Goldfarb, New York

A very comprehensive and authoritative report on the status of the Captive Coal Mining in India. It will introduce good sense of competition among the players in the market.

Mr T L Sankar

(Former Chairman, The Expert Committee on Road Map for Coal Sector Reforms, GOI)

A milestone business report. An in depth analysis with current updates and insights.

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Nageshwar Rao,

Tata Steel

The report captures the very essence of the subject matter. The indepth analysis and quality of the content makes the report a must for all stakeholders. As regard to relevance, it provided us the market insight and useful tips for our business.

Praveen Goyal AVP, Ferranti Computer Systems

Endeavour in sector-specific publication is admirable.

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CMPDI, Ranchi

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