ge case competition - final presentation
TRANSCRIPT
GE Electric Vehicle Case Competition
Business Strategy ProposalAditya Bhaisora, Ankur Bhageria, Sonali Saxena
Team ProfileHospitality Sonali Saxena Manager (Food & Beverage Service), Taj Hotels Experience: 3 years Managed a high-end restaurant ranked among the top 5 restaurants in India by the Miele Guide, Singapore and awarded Best Restaurant in 2010. Worked in luxury hotels across three cities in India. Finance Ankur Bhageria Analyst, J.P.Morgan (Investment Banking division) Experience: 3 years Proficient in research and analysis for potential M&A or capital raising opportunities, company valuation. Worked with clients across continents based out of Mumbai and New York IT Consulting Aditya Bhaisora Business Analyst/Project Manager, UBS (Infosys) Experience: 3 years Proficient in designing & overseeing the development of L&D systems in the banking sector. He has lived in 7 countries, worked across 3 continents and knows 3 languages.
Extra-Curricular Activities @ ISBFounder, iAsha, Women in Business Club Initiative to financially empower underprivileged women. ELP Project: Potential of electric vehicles for transport fleets for a consortium of European automobile and electric utility companies Founder, Perspectives@ISB, ISB s first peer knowledgesharing community. Venture: Developing a business plan for a first-ofits-kind product in India that prevents loss of personal belongings on-the-move President, Emerging Markets Club ELP Project: Developing a turnaround strategy for PXIL to grow its market share and the Indian power trading market.
The NeedReliable Supply of Electricity
The Market India
Capital Resources Human ResourcesElectrical Storage Charging Facilities
FDI Allowed up to 100%Supporting Industries:
Vast talent pool in India Material Resources
Supporting ecosystemVariable Demand Management
Electric Cars
Regulation
GE Smart Grids GE Wattstation Chargers GE Fleet Services
Electric Vehicle Support System Market
Available in House and from vendors
Variable Transmission Management
Control Systems
Customers
Competition: ABB, Schneider Regulatory Barriers Medium
Barriers to Entry Medium
Electric vehicles need support infrastructure before mass adoption
Regulatory/Political ScenarioRegulatory PoliticalState Electricity Boards are bankrupt & heavily politicised Cities have little autonomy National Urban Renewal Mission hopes to fix this Increased spending on renewable energy like solar , wind & nuclear Enron Fiasco always remains in the background
Perform, Achieve and Trade Initiative will be launched soon
Proposed Strategy A Smart Integrated EV Infrastructure Solution Be the systems Integrator Create the demonstrator effect Provide cluster of services & products in an integrated form that cater to Indias unique local, market, regulatory and political conditions Form alliances and partnerships wherever necessary
Targeted at energy intensive industries to set targets for energy consumption and reduction in emissions.
Service PackageProductsElectrical Distribution Equipment Charging Stations Phasor Measurement Smart MetersEnergy Production Management
Capability Control Systems GE already provides most of these products. This integrated service will combine the majority of them GE has experience in selling integrated services. Eg: GE Healthcare Certain services such as two way transfer systems are feasible but economically costly They can be introduced in a phased manner
Demand Management
Charging Infrastructure
Two Way Transfer Systems Energy Production
Integrated EV InfraSystem
Transmission Management
ServicesBackup & Recovery Demand Optimisation Power Sensing Systems Energy Management
Alliances/PartnershipsMeasurement & Control ServicesAutomotive Firms Governments Energy Missions Electricity Firms
Monitoring Services
Energy Consulting
Jawaharlal Nehru Solar Mission
Business ModelCity Flavour Public Systems Flavour Organizational Flavour
Nehru Urban Renewal Mission Nuclear Power Mission
Alliances & Partnerships need to formed with automotive firms, governments (Central, State & Municipal), energy missions and electricity firms Example: Building EV Infrastructure across a metropolitan city Package Offering Demand Management Energy Production Charging Stations Transmission Mgmt Example: Supporting an electric bus fleet Package Offering Charging Systems Control Systems Measurement & Control Services Example: Corporate System Rollout Package Offering Charging Systems Smart Meters Control Systems Measurement & Control Services
Revenue GenerationRevenues can be generated through different forms: Public Private Partnership (PPP) Build Operate Transfer Schemes Pay as you go schemes One off Contracts
Flavours are highlighted as an example and are fully customisable. Products & Services will be picked and chosen as part of the relevant package
Rollout PhasesPublic Systems Requirements Government/Corporate Requirements City Wide Requirements
Constraints & RisksConstraintsRising input & human capital costs in India Public sector deficits could draw down demand Corporate downturn risk given worsening economic climate
RisksRegulatory Risks Technological Risk Transmission Risk Dampened electricity supply or diverted electricity supply
Charter Agreement
Tender Agreement
PPP Agreement
Pilot Seeding
Phase Seeding
Phase Seeding
Options: Stand alone, Integrated
Options: Stand alone, Hybrid, Integrated
Options: Stand alone, Hybrid, Integrated, Future Proofing System Integration Arrangement
Supplier Arrangements
System Integration Arrangements
6 months 1 year projects
1-2 year projects
2-4 year projects
Future Opportunities
BenefitsGEFoothold in the new Indian EV Market Position as a systems integrator for corporate & government institutions Future positioning to retail markets R&D Outsourcing to India
PartnersFoothold in the new Indian EV Market Component or product provider role in the EV market Tied revenues & R&D development with GE
CustomersA one stop solution for rolling out Electric Vehicle support systems Such systems are scalable Future options to build city & state wide EV support networks
Battery Standardisation Electric Car Trading Systems Auto rickshaw electrification Introduction of Elevator Buses China Solar, Thermal & Wind Charging for Vehicles Electric Transfers From a car to another vehicle or building