Proprietary & Confidential Renewable Energy Industry Scenario in India and Emerging Collaboration Opportunities A présentation by : K N Subramaniam Moser Baer Solar Limited

Proprietary & Confidential ENERGY SCENE IN INDIA  India’s Energy Consumption is 12.6 million btu. India energy intensity is much lower as compared to Japan, USA and Asia as a whole by 3.7, 1.55 and 1.47 times respectively (energy consumption compared to GDP).  Anything tangible or intangible, that costs money is evaluated very carefully and used equally carefully in India  The per capita energy consumption figures are very low in spite of high rate of development now taking place i.e. approx. 550 KWH per annum  Only 52 GW of the 78.6 GW originally envisaged under the 11th Five Year Plan that ended March 2012  The 12th Plan ( ) now aims for a capacity addition of GW  It is estimated that India needs to have over 300 GW of energy installation by 2017  Renewable energy is well positioned to play a critical role in addressing this growing energy demand due to burdensome coal and gas supplies denting capacity targets

Proprietary & Confidential Annual Energy Generation and growth Source :CEA Report

Proprietary & Confidential Detail of Power Generation Capacity All figures are in MW Source :MNRE and CEA Report

Proprietary & Confidential Installation Growth and percentage contribution from RES Source :DMLF Division CEA ** Tentative Projection for XII Plan

Proprietary & Confidential Generation Growth and percentage contribution from RES Source :DMLF Division CEA ** Tentative Projection for XII Plan

Proprietary & Confidential Demand Estimation of Renewable Energy in India As projected by the 17 th Electric Power Survey of India and the Projected RPOs

Proprietary & Confidential Incentive fuelled to meet Energy Challenge  Incentive-laden policies have fuelled growth in India's renewable energy sector  Renewable power has been particularly beneficial for an enormous, over-populated country like India  Wind energy capacity in India is fastest growing with a record 3,163 MW and in third place, behind China and the US  Grid-connected solar capacity also surged from 18 MW in 2010 to 1GW in 2012  The growth of other renewable sources like Biomass power,Small Hydro and waste to Energy should also continue in the at steady pace  RECE trading is expected to improve the returns for Renewable Energy  Benefits to renewable energy projects such as no need for industrial clearance, availability of loan, excise duty exemption, custom duty concession, financial support to renewable energy’s R&D projects, income tax holiday, accelerated depreciation, preferential tariffs, interest and capital subsidies, energy buy-back and third party sale

Proprietary & Confidential Incentive fuelled for Solar PV Technology  Promulgation of JNNMS and state Policies have paved the way for development of solar energy in the country  Significant facilitation extended by the central and state Govt. For shaping India as solar manufacturing hub in world  Taking cue of the present demand –supply situation in the manufacturing space,setting up of manufacturing bases looks real significance and viable proposition

Proprietary & Confidential Areas for Potential Collaboration Define and Improve Future Renewable Energy Options. Accelerated deployment of alternative energy technologies: Ensuring physical, economic, social and natural sciences research and basic research challenges are addressed Understanding future energy options: Social, environmental and economic implications Reducing energy consumption and demand: Development of behavioural, market and technological advances informed by a whole system understanding. Building capacity: Providing the skilled people to deliver new energy futures through the training and development of new researchers, policy makers and business leaders. Challenges: Forecasting in Energy market and improved optimisation strategies for whole system future energy infrastructure

Proprietary & Confidential The opportunity in Collaboration :PV Technology Assessment of solar resource and site selection:  Solar resource assessment play a key role as it helps for efficient out put of a plant and minimise the site development cost Selection of better PV Technology i.e. :  Crystalline Silicon (Cr Si) and Thin Film Technologies A Si (Amorphous Silicon), CdTe (Cadmium Telleride), CIGS (Copper Indium Gallium diSelenide) or any alternate having impact on better efficiency and performance for PV modules Storage and Amenability to Grid Connectivity:  Less amenable to very large scale and wide spread grid connectivity due to bottleneck in storage ; Improved Battery Storage Technologies Ability to improve efficiency :  Optimisation of structure,trackers,inverters,micro inverters  Improvisation and adoption of micro grid concept and mini grid concept  Focus on efficiency of Solar, Storage and Cost Reduction

Proprietary & Confidential Country’s 1 st 1 MW Grid Connected Solar farm for Mahagenco Maharashtra, India Electrical Power Output: 1,000 kWp

Proprietary & Confidential Country’s 1 st 5 MW GoI Demo Project of IREDA Tamil Nadu, India Electrical Power Output: 5,000 kWp

Proprietary & Confidential Asia’s Largest Solar Farm, Gujarat India Electrical Power Output: 30,000 kWp Country’s 1 st 30 MW Solar Project

Proprietary & Confidential Jodhpur - Rajasthan Electrical Power Output: 30,000 kWp JNNSM Migration Project

Proprietary & Confidential Sand land Real Estate Pvt. Ltd. 25 MWp Plant Khimat - Gujrat

Proprietary & Confidential EMCO 5 MW Solar Plant Fathepura- Gujrat

Proprietary & Confidential 20 MW CrSi at Porbandar - Gujarat

Proprietary & Confidential 15 MW CrSi at Upleta - Gujarat

Proprietary & Confidential 1.25 MW CrSi at Rajgarh – MP

Proprietary & Confidential ZF steering 5 MW Solar Plant Charanka - Gujrat

Proprietary & Confidential Sunkon 5MW solar plant Rajula – Gujrat THANK YOU FOR YOUR ATTENTION!

Proprietary & Confidential A présentation by : K N Subramaniam Chief Exécutive - PV Systems Moser Baer Solar Limited 43 B, Okhla Industrial Estate, New Delhi –