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• The information contained in this presentation may have been sourced from third party sources. Adani Mining Pty Ltd, Abbot Point Terminal Pty Ltd and Adani Australia Coal Terminal Pty Ltd (‘Adani’) have severally prepared this presentation in good faith relying on such information and has not undertaken steps or enquiries to independently verify the accuracy, reasonableness or completeness of the information

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Disclaimer

2014 Annual Longwall Conference 2

1 Adani Group overview

2 Pit-to-Port Project in Queensland

3

4

Presentation Agenda

Pit- A Underground Mine

Carmichael Project overview

Pit- A Underground Mine

Adani Group overview

4 2014 Annual Longwall Conference

Resources Logistics Energy

World’s largest coal import terminal and India’s number one cargo handling port at Mundra;

Largest private rail network in India;

India’s largest private power producer (9,280 MW by 2014);

Largest trader of coal in India (market share of over 50%);

2923 km power transmission line with 1000 km HVDC.

Integrated Business Model : ‘Pit-to-Plug’

Adani : Core Business & Strategy

Vision for future

Coal Mining &

Coal Trading

Power Generation & Transmission

Ports & Logistics

FY 14 : 9280 MW

2020 : 20000 MW

2020 : 200 MMT

FY 14 : 50 MMT

2020 : 200 MMT

FY 14 : 113 MMT

Coal Mining & Trading

Power Generation

Port Cargo Integrated

Business

Model

• Projected investment of USD 25 Billion in next 5 years

• Projected Manpower of 20,000 in next 5 years

Vision for future


Pit-to-Port Project in Queensland


The mega pit-to-port project in Queensland: Carmichael Coal With ~11 bn tonnes resources, Carmichael will be Australia’s largest coal mine

• JORC Resources: ~11 bn tonnes • One of the largest thermal coal resources in the world

Resources 1

• Production ~ 40 mtpa (Stage 1) • Proposed peak production ~60 mtpa

Production

2

• Open cut with truck and shovel • Underground longwalls

Mining

3


The mega pit-to-port project in Queensland: NGBR Queensland’s first ever standard gauge, multi user rail solution.

• Length: 388Kms • Gauge: Standard, first in Queensland • Maximum capacity: Up to 100 mtpa

Salient features

1

• Payload per consist: 23,760 tonnes, highest payload coal train in Australia

• Train Consist: 3 Locos, 220 wagons Key specifications 2

• Binding EPC agreement with POSCO • MoUs for capacity in place

Construction / Contracts 3


The mega pit-to-port project in Queensland Terminal Project at Abbott Point

• New Terminal T0 is located at the Port of Abbot Point to the east of existing Terminal T1

• Australia’s most northerly coal port and closest to key export markets

Strategic location

1

• T0 Capacity: Up to 70 mtpa in 2 phases of 35 mtpa each • Total Capacity will be 120 mtpa (T0+T1)

2

• Ability to take coal from either gauge – standard or narrow • Planned draft sufficient to support very large capesize

vessels

Structures

3


Capacity

Project progress: Reaffirming Adani’s Commitment Adani has achieved critical milestones, working collaboratively with key stakeholders

Current Planned

2014 YTD 2015

• BFS Complete

• Carmichael mine EIS approved

• NGBR approved by State

• Binding Rail EPC agreement with POSCO

• Buyback of mine royalty scheme

OC First coal Aug - 17

2016

MINE

Aug: Start construction upon grant of Mining Lease

Nov: Start box cut for Pit-A UG

RAIL

Mar: Start Enabling Works

Apr: Earthworks commence

Dec: Track laying commence

PORT

May / Jun: Marine & In-loading commence

Jul: Dredging complete

Aug: Stock yard commences

MINE

Apr: Opencut contractor mobilisation

Oct / Nov: Opencut first dig. UG Pit-A box cut complete

Dec: UG development begins.

RAIL

Oct: Earthworks complete

PORT

Feb: Out-loading commences

Sep: In-loading complete

Dec: Out-loading complete

2017

MINE

Jun: CHP / CPP commissioning

RAIL

Jun: Track laying and Signaling & Communication complete

Aug: Rail complete for 40Mtpa

PORT

Mar: Stock yard complete

Apr: Marine complete

LW Production Apr-18


Carmichael Project Overview


Adani Mining Pty Ltd holds 100% interest in the

Carmichael Coal Mine.

Competitive advantages of the Carmichael

Project

• Located in Galilee Basin

• Coal seams are amongst the thickest in the Basin ranging up to 40 metres with a shallow slope and no gas

• Mix of open cut and underground mining

• One of the most well defined resources in the Galilee (~830 drill holes)

• Advanced project development in terms of studies and approvals, including Native Title and Cultural Heritage

• Infrastructure access for rail, port, water and power

Carmichael Project (Adani)

(Vale Exploration)

Kevin’s Corner (GVK)

Alpha Coal Project (GVK)

South Galilee Coal Project

(AMCI / Bandanna Energy)

China First Project (Waratah Coal)

Waratah Coal exploration

Alpha West (GVK)

Carmichael Project – Location


Potential Opencut and Underground Options

Pit - A UG Pit - A UG

Pit - B UG

Pit - DE UG

Pit - FG UG (LTCC)

Pit - H UG

Pit - A UG

Pit - B UG

Pit - DE UG

Pit - FG UG

Pit - H UG

Pit – BC OC Pit – BC OC

Pit – DE OC Pit – DE OC

Pit – F OC

Pit – G OC

BFS 40mtpa from Pit-A Underground and

Pit-DE Opencut


Infrastructure for Pit-A underground & Pit-DE Opencut

MIA

Water Management

Raw Water Pipeline

CHPP Airstrip MWAV

Rail Access Road

Power Distribution

UG Stockpile


Product Strategy

Raw Coal

Underground Pit A

Seam D1

Underground Pit A

Seam AB1

Opencut Pit DE

Low Ash

Opencut Pit DE

High Ash

Processing

Full Wash

~11.5Mtpa

Product Coal

Product 1

Product 2

Full Bypass

Full Bypass


Opencut & Underground Pits (BFS)

Reserves • ~ 800Mt extractable coal

Production

• Up to 28Mtpa (ROM) and 25Mtpa (Product) • Strip ratio of < 5:1

• 30 year mine plan

Equipment Proposed

• Truck / shovel operation

Timing

• Overburden removal 2016

• First coal in 2017

Reserves • ~300Mt extractable coal

Production

• Up to 15Mtpa (ROM bypass)

• D1 and AB1 Seams • 25 year mine plan

Equipment Proposed

• 4 Continuous Miners operating (One Spare Continuous Miner)

• 2 Longwalls Units in operation. (One full spare set of Longwall)

Timing

• Development coal in 2017

• Longwall coal in 2018


Pit-A Underground Mine


• Mine access is via portal and drift driveage off the boxcut highwall to the D1 Seam • Four mains portal entries consisting of two conveyor drifts (roadways C & G) and 2 men and materials

drifts (roadways D & F) are developed perpendicular to the boxcut highwall and along the axis of the mains headings

• The tailgate entries for the first north and south longwall panels (TGN01 & TGS01) are accessed directly from the side wall of the boxcut via temporary portals and drift drives

Mine Access and Boxcut


• Total extractable Resources of about 194MT in D1 seam.

• 14.41% ash and 5731 kcal/kg GAR

• 2 Longwalls / 4to 5 CM’s

• Longwall width – 350m

• Panel length 6000m max

• Cut height (3.50 – 4.25m)

• Total seam apx 7 metres

• 10.0Mt of coal per block.

• 7 to 9 heading mains. Twin heading gateroads @ 5.6m wide

• Plan for 7Mtpa per longwall face. 15Mtpa total production

Pit-A (D1 Seam) Mining Schedule Plot


Life Of Mine Production Schedule & Quality (D1 Seam)


• Longwall in AB1 follows D1 seam extraction.

• Access with inseam ramp up from D1 seam

• Cut height (2.5 – 3.5m)

• Total extractable Resources of about 112MT in AB1 seam.

• ROM ash 17.3% and 5489 kcal/kg GAR.

• Potential for washing to 11.8% ash, 5708 kcal/kg GAR at 90% yield.

Pit-A (AB1 seam) Mining Schedule Plot


Combined Production & Quality (D1 & AB1 Seams)


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