India Energy Forum 16 Nov’2018 New Delhi. Let’s build a beautiful world around

1. Rooftop India Energy Forum16 Nov’2018 New Delhi.Let’s build a beautiful world around Private & Confidential, (c) AntrikshPhotonergy

2. Glance of Smart Planet Walk to the future, as I can see Disclaimer : The contents in next slides are perception of future life style considering various ongoing technological advancement across globe and their information or content as available in internet. These are mere perceptions and not organized from any verified facts. Any reference to any brand, technology etc. if any, is without any insider information and without any intention to hurt any sentiments or to form any opinion. This is just extrapolation of trends more with imagination looking into how things got changed in past. The perception can be thus subjective and we request and advise the readers to please don’t make any prejudices or bias or opinion based on this. This is not based on any research and neither it claims any authenticity of any data represented. Thus it is just to be taken as indicative perspective only on what can emerge in future. Author don't take any responsibility of any of his views and thus don’t want to enter into any contradictions with anyone whatsoever may be the reasons. Private & Confidential, (c) AntrikshPhotonergy

3. Walk in to Future New Delhi, India, Monday, 15th April 2035DARK HUMER NEWS NETWORK Today’s Life Rate : Drinking Water - Rs. 5000.00 (Normal) Rs. 1500.00 / Ltr(Subsidized), Breathing Air – Rs. 5000.00 / LtrFood Packet – Rs. 20000.00 / KgTemp – min 35 deg, Max 58 DegToday’s Highlights :- Life Tax rate increased to 55.5%- Crimination is banned, upto 50 lacs penalty imposed and 10 years imprisonment (no wastage of wood, no electricity)- Daily power will be made available for 30’ only to common people- All coal plants are for auction, no bid received- Solar plants producers are unable to replace new panels, 182 filed bankruptcy suit - Luxury tax imposed @ 10.8% on taking Shower- None opted for becoming former in spite 25 Cr incentive by govt. for each former for health security Private & Confidential, (c) AntrikshPhotonergy

4. What is talked in social Media about future? Private & Confidential, (c) AntrikshPhotonergy

5. More Gadgets, more electricity demand! Private & Confidential, (c) AntrikshPhotonergy

6. Private & Confidential, (c) AntrikshPhotonergy

7. More E-cars, more electricity demand, in Parking's! Private & Confidential, (c) AntrikshPhotonergy

8. Private & Confidential, (c) AntrikshPhotonergy

9. Virtual offices, SOHO setups, pay per use setups…!! Private & Confidential, (c) AntrikshPhotonergy

10. More Gadgets, more electricity demand in fields! Private & Confidential, (c) AntrikshPhotonergy

11. More Gadgets, more electricity demand! Private & Confidential, (c) AntrikshPhotonergy

12. Private & Confidential, (c) AntrikshPhotonergy

13. Smart City design How to integrate these emerging trends Emerging new demands Increased platforms, different forms, complex requirements, More Energy across!! Private & Confidential, (c) AntrikshPhotonergy

14. Typical Electrical Energy Dilemma X8? 70-80% 70-80% Energy Resources 50-60% X2 Generation T&D Use Effective utilization is not even 1/4th ? Do we have 8 times the resources with increasing demand??? Private & Confidential, (c) AntrikshPhotonergy

15. What’s need to be done? 1 2 3 Smart CitiesEnergy EfficientGreen Technologies Smart citizen : life style to minimize wastages. Private & Confidential, (c) AntrikshPhotonergy

16. Solar Rooftop : 40GW by 2020 Challenges and Innovations to Achieve Private & Confidential, (c) Antriksh Photonergy

17. Future Trend for Solar in India • According to forecasts, India will become the fourth largest PV market behind China, the United States and Japan. • 100 GW target by 2022, Consisting of • 60 GW On-Grid and • 40 GW Rooftop and Off-Grid Private & Confidential, (c) Antriksh Photonergy

18. Conventional Grid Colossal Waste of Energy and Water in conversion process Private & Confidential, (c) Antriksh Photonergy

19. Distributed Generation • No doubt that Distributed Generation i.e. Solar Rooftop & Off-Grid will be a Game Changer • However, it is a large challenge requiring collaborative efforts by all concerned agencies Private & Confidential, (c) Antriksh Photonergy

20. Main Challenges in Rooftop Implementation • Lack of right AWARENESS • Lack of Organized Knowledge • Small players & inadequate infrastructure • DISCOM Resistance, Education and Training • Availability of Net Meters, Good Quality equipment's • Complex approval procedures • Disjointed Policies & Regulations • Availability of Finance at affordable rates • Complex Subsidy Disbursement Process & Delays • Prompt and Efficient After sales service Private & Confidential, (c) Antriksh Photonergy

21. NSEFI National Solar Energy Federation of India (NSEFI) is an umbrella organization of Solar Manufacturers, Developers both PV and Thermal, EPC Contractors, MNRE Channel Partners, Financial Institutions, Balance of Plant and component manufacturers & suppliers and other stake holders such as Power Exchanges, Solar Appliances manufacturers, Service Providers, NGOs and all the stakeholders of solar energy in India. Private & Confidential, (c) Antriksh Photonergy

22. Solar Rooftop PV : Key Aspects • India’s Rooftop Solar Incentives • Commercial Segment– • AD Benefit of upto 40% /year. • Local tax incentives as per state schemes. • Additional Residential/Institutional Rooftop Incentives. - Subsidy 30-70% of benchmark/lower project cost. • Most leading nations of the world are promoting Rooftop Solar via either of the following policy supports. • TaxEquity Instruments. • Direct Tax benefits. • Fixed Feed in Tariffs. • Variable Feed in Tariffs. Private & Confidential, (c) Antriksh Photonergy

23. Advantages of Solar Rooftop PV • Commercial & Technical • Lower Average Cost of Supply of Solar Energy. • Reduction in line/T&D losses ( improves efficiency of actual solar energy use). • Demand Side Management/ Improved power quality.( Large RE related grid issues) • No land acquisition. • Low Gestation period. Private & Confidential, (c) Antriksh Photonergy

24. SWOT Analysis – Solar in India Private & Confidential, (c) Antriksh Photonergy

25. FACTSHEET : Indian Power Sector Source : World Wide Web For Economic stability, these issues need to be addressed at all levels Private & Confidential, (c) Antriksh Photonergy

26. 2022 Capacity extrapolation & Impact..!!! • Assuming achievement of 175 GW RE addition: • Installed Capacity would be 562GW(85% growth) • Thermal Capacity would be 56% of Overall (46% growth) • Renewable share from 14% to 31% (300% growth) • Total Estimated Generation of 1,577 BUs (5.1% growth p.a) • Renewable expected to contribute ~17% of Generation • Thermal 69% of Generation with PLF reduced to ~40% • Reduced Hydro ~11% of Generation Considering Renewable as “Must Run”, PLF of conventional plants would fall leading to increase in Avg. Unit Cost Private & Confidential, (c) Antriksh Photonergy Source for Capacity Projection other than RE: CEA

27. HumongousResource Mobilization Man Incremental requirement of 1.1 mn skilled manpower Project, Engineering, Construction/ Commissioning Monitoring, Operation & Maintenance Machine Domestic Capacity ~1212 MW cells & 5620 MW Modules p.a. Modules majorly imported from China (having 70% import share) Rest equipment (Inverters) have similar outlook Money Total Investment Required ~ Rs. 6,00,000 Crs ($ 90 Bn) over 6 Yrs. Solar Equipment to be ~4% of India’s Annual Import Bill Banks & FIs committed funding for 77 GW Capacity. PSUs committed ~20 GW Solar Capacity, whereas, Pvt. Sector committed ~ 263 GW Initial ramp-up of trained manpower Import obligations Sustainable financing mechanism Private & Confidential, (c) Antriksh Photonergy

28. Enablers for Solar Rooftop Target of 40 GW Private & Confidential, (c) Antriksh Photonergy

29. Challenges in Rooftop Solar Financing • Commercial, Industrial & Institutions: • Difficulty in getting long term roof rights/ Lease & Credit strong PPAs with payment security and no termination/loan co-termination provisions. • Limited response from large corporate houses showing interest in RESCO business. • Generation of rooftop projects yet to be established and cannot be generalized, required specific roof analysis. • Seasonal load requirements may lead to longer payback period (e.g. Educational institutions ) • Uncertainty on future Industrial expansion which may lead to shifting of solar system. Private & Confidential, (c) Antriksh Photonergy

30. Way Forward- Rooftop Solar Financing • Support in form of AD/ other incentives should continue. • Availability of low cost dedicated loans for Rooftop Solar to be promoted. • Availability of project performance database on the installed systems under different states. • Cash flow reliability assessment under different net metering schemes. • Strengthening of technical expertise in project structuring for lenders comfort. • Roof Lease Rights/ Power Purchase Agreements. • Roof Shades and Strength analysis. • Technical performance till loan tenure. Private & Confidential, (c) Antriksh Photonergy

31. Key Drivers for Energy Storage In India • Supporting the growth of intermittent renewable energy sources • CERC working to mandate forecasting and scheduling of RE generation • Introduction of ancillary service markets • CERC working to introduce ancillary markets in India [Hz regulations] • Micro grid opportunities for Special Economic Zones (SEZs) • High quality grid power required for supporting high-technology manufacturing/industry • Power access to all by 2019 • Electrifying an extra 400 million households, many of them off-grid requiring micro grid with energy storage • Telecom Sector • With over 300,000 telecom towers, need back up power using renewables • Growing need for backup solutions for data centers • National Electric Mobility Mission Plan (NEMMP) • NEMMP putting 6-7 million electric and hybrid vehicles on the streets by 2020 Private & Confidential, (c) Antriksh Photonergy

32. www.E4Utech.com Renewable innovation business portal Let’s build a beautiful world around Private & Confidential, (c) AntrikshPhotonergy

33. EverythingforYou Energy for You www.E4Utech.com Renewable innovation business portal To make best use of resources Collaborative Knowledge Sharing Private & Confidential, (c) AntrikshPhotonergy

34. Energy of Synergy Group of Renewable, Power, T&D, & Energy Management Professionals Coming together to share there expertise at common place Private & Confidential, (c) AntrikshPhotonergy

35. Architect & Civil Mechanical Design U S E R Finance Town Planning Electrical, BMS, Security Design Smart www.e4utech.com (Intelligent Interface) Taxation Solar Design Legal Govt. Regulation Planners Regulations Energy & Smart Management O&M Planning Project Product & Technology providers Water & Waste Water Mobility & Transport O&M Contractors & Service Providers Tenders Private & Confidential, (c) Antriksh Photonergy

36. Everything for You www.E4Utech.com Collaborative Knowledge sharing Renewable innovation business portal Energy for You • News • Market place • Social community • Micro Blogging • Job portal • Shopping Cart • Business tools, estimation tools Etc. One stop for all information Private & Confidential, (c) AntrikshPhotonergy

37. 1 InformationMarket, Policies, Trends & Technology, workshop & events, Environment, Project & Solutions etc. One stop knowledge place for Renewable, Power & Energy Management professionals Private & Confidential, (c) AntrikshPhotonergy

38. Final concept functionalities : • One stop shop for all solar related activities • Extendable to other sectors (renewables, smart city, energy management, green buildings, water and waste water management….) covering these expectations : • Membershipbased - Allows profile creation for Individual, company, users and advisors, service providers, manufactures, sellers, retailers, students, researchers, executives… • Contributionbased - Free registration, Contribute and earn points, Use points per use. Contribution by sharing knowledge and getting appreciated (Earn Points per appreciation) or donation (Get points in appreciation of donation). Member driven services, knowledge and no differentiation on services / access level. • News, Feeds & Newsletters, Policy, Updates - Govt. Updates(MNRE, SECI, IREDA, REC, state agencies etc.), News Papers, Mag & Consultants update, Litigation and petitions with CERC and state ERC etc. updates, Industry Associations updates all in one place. • Tenders & Alerts - short description (free access), Alerts, due dates reminders, tender analysis, Risk analysis • Leads and opportunity Sharing - platform to share & collaborate as per the preferred skill set/ choices. • Expert views / blogs & Business insights interactions - Currency fluctuations and international product price insights, Market dynamics reviews and insights • Events and conferences – Seminars, webinars, launches, trainings, Networking, Forums Private & Confidential, (c) AntrikshPhotonergy

39. 2 Consultation Design, Engineering, Trainings & Workshops World best latest technologies brought closer to Industry and users Private & Confidential, (c) AntrikshPhotonergy

40. One stop shop for all solar related consultation needs • FAQ’s - Solar Assessment online (knowing building’s solar worth, expected generation, estimates etc.) • Research & reports -technology evaluation, evolvement, new concepts, ideas, reviews, analysis etc. • Installation Database -Case studies and installed base references (YTD data of capacity installed, demographic wise etc.), feedback and assessments • Enabling Manufacturing -Go-to market studies, Product review, Business promotion, new product / technology business Development • Consultancy & Advisory services - Feasibility Analysis, DPR, Tender preparation, Bid Management, Owners Engineer, project management, Policy advocacy, representations, suggestions, Subsidy / CERC / Regulators liaison etc. • Design and engineering - Projects, Audit and assessments of the designs, performance, generation etc. • Industry experts advisory -to provide specific guidance, On-demand services - place to post question/problem. • Project Financing advisory • Legal & Contractual advisory – Sector specific services • Land acquisition & regulatory services Private & Confidential, (c) Antriksh Photonergy

41. One stop place for Skill development, employment • Training/Workshops • Skill development, courses, training, assessment & certifications, Job sourcing & placements • Offer online and offline trainings • Connect various training agencies • Human Resource • Acquire Skilled labor - technicians - training/local supply – provide training /certificate to same • List and connect skilled people for installation (electrical, civil), O&M, and ancillary services • Placements • Content expectations : • Knowledge Based - articles, videos, case studies, blogs, forums • General description of different kind of systems and their applications • Financial and Regulatory aspects • Case studies & Videos • Forum for discussion • Guest Blogs – from industry veterans / ex-govt senior officials on policy, etc. Private & Confidential, (c) Antriksh Photonergy

42. 3 Execution Turnkey Project ManagementEngineering, Procurement, Supply Installation, Testing, Commissioning Operation & Maintenance One stop, End to end Solutions with satisfaction Private & Confidential, (c) AntrikshPhotonergy

43. One stop place for project Management & Execution • Business MIS – Dashboard for leads, pipeline, orders, WIP, deliveries… credentials, Case Studies, references, certifications, accreditations • Business projects - to work out a hybrid system (consisting of software and people) for managing and estimating demands, requirements, optimizing logistics, finding best deal, etc. • Liaison with MNRE / State Nodel agencies for policy, subsidy etc. • Procurement and logistics - Platform for Individuals, EPIC companies, End-user to find trusted Venders & partner, aggregate requirement, Request and Compare Quotes, Place Order, Track Performance / Provide Ratings • Service provider network - Find pre-qualified local installers, Connect to SI /EPC companies, Business development- aggregating business and distribute to the group / associates • Supplier Vendor Classification / Certification / Rating – to provide independent rating / comparison platform/forum for interested people / general public elements and • criteria to be developed for Rating a vendor utilizing existing certifications (IEC, BIS, MNRE), and providing easy to understand visual representation of same so that people can find it easy to compare. • using these ratings and classifications for (i) our own EPIC work (ii) as support to third party EPIC contractor. – this process can be automated • O&M – AMC & After Sales Support , O&M Private & Confidential, (c) AntrikshPhotonergy

44. Smart Consulting Projects in Smart City,Solar PV, Green Buildings,Smart Grid, Power T&D, Energy optimization, One stop Business consulting assignments for Design / EPC in Smart City & Renewables (Solar PV / Green Building / Smart Grid / City / Home), to make the world beautiful around us! share assignments for Smart Consulting • AntrikshPhotonergy LLP • photonergy@outlook.com • +91 99715 39955; +91 9013248005; www.photonergy.weebly.com • RZ –D1/100, FF, Gali#5, Mahavir Enclave, New Delhi -110045 • Landmark : OppSulabhInt on Palam-Dabri Road, Near Khatana Dairy Private & Confidential, (c) AntrikshPhotonergy