Wind Power - India

February 2009
Executive Summary

Estimated worth USD XX bn in 2008

Installed capacity A MW while potential capacity ~B MW
Market

State of Tamil Nadu accounts for a% of installations

b% of power generated is used for captive consumption

E

Drivers: Strong government initiatives at Central and State levels, cost competitiveness and global
Drivers &
Challenges
PL
shift in the movement towards generation of clean energy

Challenges: Variability in output levels due to climatic conditions, shortfall in land available to
develop wind farms and lack of infrastructure for generation and transportation of power

SAM

Shift from captive consumption to independent power production

Shift from onshore to offshore wind energy due to higher potential
Trends

Large energy companies entering the industry

Suzlon dominates the market

– It has installed a% of India’s total capacity
Competition – Growing @ b% p.a.

Other major players are X,Y and Z

WIND POWER – INDIA.PPT 2

•Market Overview
•Drivers & Challenges
•Trends
•Competition
•Key Developments

WIND POWER – INDIA.PPT 3

 Wind power is the fastest growing renewable energy source in India
and is valued at USD XX bn

Overview Size and Growth

• The wind power installed capacity is A MW ( as of Installed Capacity (ending March)
Feb ’--)
• The potential capacity of wind power is B MW MW
a% Z
• Wind power technology is dominated by onshore 10,000 Y

E
installations (land based) of turbines X

L
W
• Wind power is used for both captive consumption 5,000

P
V
and Independent Power Producer (IPP) model:

M

Almost a% of the power generated is used for captive 0
consumption

A
2004 2005 2006 2007 2008
Segmented State-wise Installations

Karnataka
Maharashtra
c%
S Segmented State-wise Potential
Gujarat
a% Karnataka
b% Rajasthan b%
d%
c% Kerala
Gujarat a% Andhra Pradesh j%
d% Madhya Pradesh
f% i%
Others e% West Bengal h% f% e%
Tamil Nadu g% Maharashtra
Tamil Nadu
Rajasthan Orissa
Source:

WIND POWER – INDIA.PPT 4

Drivers & Challenges

Challenges

Variable Output

Unavailability of land for wind farms

Drivers
Lacking infrastructure
Government initiatives

Cost competitiveness

Global shift to clean energy

WIND POWER – INDIA.PPT 5

Key Trends

Investors are moving from

captive consumption model to
independent power producing

Trends

Large energy companies are

Offshore wind energy is
entering the market capitalizing
becoming more attractive than
on the cost benefits available
on shore wind energy
and the lack of competition

WIND POWER – INDIA.PPT 6

 Company A is the dominant player among the manufacturers
(1/5)
1
Rating Details as on 31st Mar-2008
No. Manufacturer 2
kW Nos. MW
1 A X1 Y1 Z1
X2 Y2 Z2
2 B X3 Y3 Z3

E
X4 Y4 Z4

3 C
X5

P
X6
L Y5
Y6
Z5
Z6

M
X7 Y7 Z7
4 D

A
X8 Y8 Z8

S
X9 Y9 Z9
5 E
X10 Y10 Z10
6 F X11 Y11 Z11
X12 Y12 Z12
7 G
X13 Y13 Z13
8 H X14 Y14 Z14
9 I X15 Y15 Z15
10 J X16 Y16 Z16
X17 Y17 Z17
11 K X18 Y18 Z18
X19 Y19 Z19

Source:

WIND POWER – INDIA.PPT 7