The Indian Cleantech Industry Investment trends 2014ebtc.eu/...on-The-Indian-Cleantech-Industry-Investment-Trends-2014.pdf · The Indian Cleantech Industry Investment trends 2014

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The Indian Cleantech Industry Investment trends 2014 Mr. Sanjoy Sanyal (Country Director, New Ventures India & Founder) Mr. Shrikar Dole (Regional Manager, EBTC) Wednesday 29th, January 2014

Promoting European clean technologies in India & tackling climate change www.ebtc.eu | 2

Wednesday Webinar Series 2014: The Indian Cleantech Industry Investment trends 2014

Speaker Profiles

Mr. Shrikar Dole | (Regional Manager, EBTC)

Mr. Shrikar Dole is an MBA in International Marketing, with further specialization in International Trade Relations from CBI Netherlands and Euro Academy, Belgium. He has worked in various capacities with private sector in International Marketing.

He was the Chief Operating Officer of India Engineering Centre in Chicago (USA) and later as Chief Executive Office (CEO) of Indian Trade Centre in Europe. He is credited with a number of successful Joint ventures and strategic partnerships.

He now heads western India operations for European Business and Technology Center to work towards generating new business opportunities in Clean Technology fields. He is an expert in International Technology Transfer.


Wednesday Webinar series 2014: The Indian Cleantech Industry Investment trends 2014

Speaker Profiles

Mr. Sanjoy Sanyal| (Country Director, New Ventures India & Founder)

Mr. Sanjoy Sanyal is currently the Country Director of New Ventures India. New Ventures is the World Resources Institute’s center for environmental entrepreneurship – providing business development services to environmentally-focused SME’s in emerging markets. New Ventures addresses the key barriers to ‘green’ entrepreneurial growth by building in-country support networks for environmental enterprises and increasing their access to finance.

Sanjoy is also consulting with adelphi, a German sustainability firm on the Technical Assistance for the KfW SIDBI Innovative Finance Programme


About EBTC

4 locations across India New Delhi (HQ), Mumbai, Bengaluru, and Kolkata

4 focus Sectors with Specialists Biotechnology, Energy, Environment and Transport

4 steps from Visibility to Incubation Promoting Europe in India &India in Europe Providing Information and Intelligence Supporting the market entry process from scratch Providing full service incubation support for businesses and R&D

High growth market, dynamic sectors


Agenda

Companies

Investors

Trends & outlook

The contents of this presentation from slide 5-22 are the sole responsibility of the guest speaker, and does not reflect the position of the European Business and Technology Centre.


Key Sectors

Grid connected renewable energy

Distributed renewable energy – industrial/commercial

Distributed renewable energy – rural

Energy Efficiency

Green Building

Waste water treatment

Sustainable agriculture


Sector 1: Renewable Energy Grid Connected

Northern, 4438

Western, 8147

Southern, 11769

Eastern, 411

N.Eastern, 228

Installed Renewable Energy capacity (MW) by region (2012)



Installed Renewable Energy capacity by type (2012)

Biomass/ Agro-waste

5%

Bagasse Cogen 8% Urban &

Industrial waste power

energy 0%

Small Hydro Power 15%

Solar 1%

Wind 71%



Grid connected Wind and solar installations

Wind

Solar

APSRTC, Wescare India

BSES, Tuppadahalli Energy India

Danida India

Suzlon, Essel Mining India

Aban Loyd, Newam Power Company, Kethanur Wind Farm, Subhash, Muppandal

Wind Farm, Gudimangalam Wind Farm

Solaris

Reliance, Aditya Birla, Rays Infra

Lanco Infra, NKG Infra, Aditya Birla, GMR Gujarat Solar, Adani, Tata Power RE, SEI Solar, Alex

Astral

Suzlon India


Sector 2: Distributed RE – Industrial/Commercial

Driver – Demand/Supply gap



Driver – Increase in power tariffs

Maharashtra reported highest increase in non domestic power tariff rates – around 35%

Delhi reported 22% increase and Tamil Nadu reported 21% increase Haryana and Orissa reported close to 10% increase in tariff rates

Non

-Dom

esti

c Se

ctor

D

omes

tic

Sect

or Tamil Nadu registered growth of 42% in domestic power tariff rates

and Maharashtra registered 28% growth Tariff growth was more than 20% in Rajasthan and more than 15%

in Uttar Pradesh & Andhra Pradesh All other states excluding Bihar, Madhya Pradesh and Bihar reported

more than 5% tariff increase



Driver – High cost of generating electricity from DG set

-

5

10

15

20

25

30

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

Cost of electricity from DG (Rs/kWh)

Cost of electricity from Grid(Rs/kWh)

Chennai – Tamil Nadu Bangalore – Karnataka

0

5

10

15

20

25

30

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

Cost of electricity from DG(Rs/kWh)Cost of electricity from Grid(Rs/kWh)



Distributed Renewable Energy companies

Wind generation areas

Solar companies Head Quarters (HQ)

Chettinad Cement, Madras Cement, Mohan Breweries & Distilleries

Solar HQ – Bangalore Emmvee Solar Kotak Urja Tata Power Solar

Solar HQ – Delhi Minda NexGenTech Mosar Baer Solar Azure Power

Solar HQ – Hyderabad Solar Semiconductor

Solar HQ – Near Chennai Poseidon Solar


Sector 3: Distributed RE – Rural un-electrification

% Un-electrified rural households % rural households

0%10%20%30%40%50%60%70%80%90%

100%2011 2001

0%10%20%30%40%50%60%70%80%90%

100%

WestBengal

Orissa Jharkhand Assam UttarPradesh

Bihar

2011 2001


Sector 3: Distributed RE - Rural

Clean energy and water access social enterprises

Clean Energy

Clean Water Water Spring Health – Orissa Waterlife - West Bengal, UP, Karnataka, Bihar, Maharashtra Waternet World - Andhra Pradesh, Karnataka Health Point Services India – Punjab Sarvajal (Piramal Foundation) – 6 states

Biomass to energy Husk Power – Bihar Desi Power – Bihar SP Renewables - Gujarat Solar

Selco Solar – Karnataka Mera Gaon Power – Uttar Pradesh Solar Solar – UP, MP, Bihar, J&K Boond – Rajasthan, UP Greenlight Planet – (Supplier) – All India Duron Solar – UP, Karnataka ONergy – WB, Orissa, Jharkhand

Solar/ hybrid E-Hands Energy – (solar, wind hybrid) All India Claro Energy – (solar pumps) Bihar, Tamil Nadu Simpa Networks – (prepaid metering) – Karnataka, UP

Cookstoves Sustaintech – South India Envirofit – All India Greenway Grameen Infra – UP, MP, Maharashtra, Karnataka, TN, Kerala Nishant Bioenergy - Orissa, Chhattisgarh, Rajasthan, Punjab, Himachal Pradesh, J&K


Sector 4: Energy Efficiency (EE)

Information & Communication Technology in EE

Johnson Controls for building efficiency & Ashida Electronics for remote monitoring Mumbai

Schneider controls for building efficiency – Delhi

KLG Systel for remote monitoring – Delhi

Kalkitech, PRDC for remote monitoring – Bangalore

BS Transcomm for remote monitoring – Hyderabad

Omengate for remote monitoring – Chennai

Secure Meters for remote monitoring – Udaipur

Equilibrium Energy for remote monitoring – Ahmedabad

SEE Tech for remote monitoring – Nagpur


Sector 4: Waste water treatment

Water and Waste water companies

Aqua Designs, VA Tech Wabag – Chennai

Doshian – Ahmedabad

UEM Group – Noida

Rochem India – Mumbai


Sector 5: Sustainable Agriculture

Largest organic cotton exporter

Samruddhi Crop Science – Ahmedabad

bioRe India – Kasrawad

Pratibha – Indore Suminter India Organics - Mumbai

Arvind Organic - Ahmedabad

Agrocel Industries – Bhuj


Investors in India

Foundations & Donors

VC/PE Impact Investor

Development Banks


KfW SIDBI Innovation Finance Programme

Line of credit from KfW

Administered by SIDBI (Small Industries Bank of India)

Targeting supply side clean technology companies

Sectors covered: – Energy (renewable energy, energy efficiency) – Green building, – Water, waste, pollution control, – Sustainable agriculture, – Sustainable transport

Opportunity for European companies to bring in innovative technologies in partnership with European SMEs.


Trends

Possible increase in electricity prices – Expected price rise of power from gas based power plants with

increase in domestic gas price – Utilities already suffering from huge losses – price to be passed on

to customers – Already seen tariff hikes across domestic and non-domestic

sectors in 2013

Possible increase in fossil fuel prices – Domestic fossil fuel (coal and oil) resources are scarce – Highly dependent on import of crude oil and now coal – Average price of import of crude oil has gone up by 14% year on

year

Possible water risks – Creating health hazards – Negatively impact agricultural outputs – Can cause disruptions in power generation


Potential for partnership

•Role – Partnering India companies with international companies for technology, innovation, IP and deploying in India

•Examples – AcceleratorIndia (UK)

Cross Border Business Accelerators

•Role – Provide all the business support services to develop cleantech companies in a geography- develop connections across Asia for commercial growth

•Examples – Cambridge Cleantech (UK), Negev region of Israel

International Clean Tech Centres/ Clusters – Developed nations

•Role – Provide opportunities to SMEs to partner for technology, skills & enterprise development, marketing & distribution

•Examples – Bayer Material Science, ABB, Schneider Electric, Franklin Electric, Total

Large Corporations partnering with SMEs

in India

•Role – Benefit from experiences of agricultural, water and energy companies operating in Africa while Indian companies explore African markets and vice versa

•Examples – CAADP (The Comprehensive Africa Agricultural Development Programme)

India – Africa Linkages

Questions & Answers

Mr. Sanjoy Sanyal (Country Director, New Ventures India & Founder)

Mr. Shrikar Dole (Regional Manager, EBTC Mumbai)


Conclusion

EBTC: a platform for EU-Indian collaboration Indian needs, demands, and partners

continuously being identified Interested in business opportunities? Looking for technology collaborations? Are you planning to develop project? Looking for business & academic partners? Interested in research consortium & projects? • Connect with EBTC: Website: www.ebtc.eu E-mail: [email protected] Follow us:

http://www.ebtc.eu/

mailto:[email protected]

https://twitter.com/EBTC_EU

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EBTC New Delhi (Head Office) DLTA Complex, South Block, 1st Floor 1, Africa Avenue, New Delhi 110 029, INDIA Tel: +91 11 3352 1500 Fax: +91 11 3352 1501 [email protected] www.ebtc.eu

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The Indian Cleantech Industry Investment trends 2014ebtc.eu/...on-The-Indian-Cleantech-Industry-Investment-Trends-2014.pdf · The Indian Cleantech Industry Investment trends 2014