About -
Indian Energy Exchange is India’s premier energy marketplace, providing a nationwide automated trading platform for the physical delivery of electricity, renewables & certificates.
Indian Energy Exchange is India’s premier energy marketplace, providing a nationwide automated trading platform for the physical delivery of electricity, renewables & certificates.
IEX has a robust ecosystem of 6,800+participants located across 29 States & 5 Union Territories comprising of 55+ distribution utilities & 500+ conventional generators.
Financial Summary -
Q3 FY22 (YoY)
Revenue were at Rs.131 Cr.⬆️36%
EBITDA at Rs.112 Cr.⬆️39%
Pat at Rs.81 Cr.⬆️39%
Q3 FY22 (YoY)
Revenue were at Rs.131 Cr.⬆️36%
EBITDA at Rs.112 Cr.⬆️39%
Pat at Rs.81 Cr.⬆️39%
Product offerings -
▪️Day-Ahead-Market:
IEX allows participants to transact electricity on a 15min block basis, a day prior to the delivery of electricity, buyers & sellers submit their bids IEX matches the bids on double-sided auction mechanism with uniform market clearing rate
▪️Day-Ahead-Market:
IEX allows participants to transact electricity on a 15min block basis, a day prior to the delivery of electricity, buyers & sellers submit their bids IEX matches the bids on double-sided auction mechanism with uniform market clearing rate
▪️Term-Ahead-Market :
It range for buying/selling electricity for a duration of up to 11days. Products in the Term Ahead Market include Intra-day,
Day-ahead Contingency, Daily & Weekly contracts to help
participants manage their electricity portfolio for different
durations.
It range for buying/selling electricity for a duration of up to 11days. Products in the Term Ahead Market include Intra-day,
Day-ahead Contingency, Daily & Weekly contracts to help
participants manage their electricity portfolio for different
durations.
▪️Real-Time-Market :
It is a new market segment launched on 1st
June 2020. It features a new auction session every half an
hour with power to be delivered after four-time blocks or an
hour after gate closure of the auction.
It is a new market segment launched on 1st
June 2020. It features a new auction session every half an
hour with power to be delivered after four-time blocks or an
hour after gate closure of the auction.
▪️Green Term Ahead Market :
It facilitate the accomplishment of national
renewable energy capacity addition and effective integration
of green energy in the country. It features contracts such as Green-Intraday, Green-Day-Ahead Contingency, Green-Daily & Green Weekly.
It facilitate the accomplishment of national
renewable energy capacity addition and effective integration
of green energy in the country. It features contracts such as Green-Intraday, Green-Day-Ahead Contingency, Green-Daily & Green Weekly.
▪️Renewable Energy Certificates :
REC market facilitates transaction in environmental attributes. The Renewable Energy (RE) generator can opt to get RECs against the green attributes of their generation. These generators can sell RECs through the exchange.
REC market facilitates transaction in environmental attributes. The Renewable Energy (RE) generator can opt to get RECs against the green attributes of their generation. These generators can sell RECs through the exchange.
▪️Energy Saving certificates :
ESCerts are the tradable certificates under the Perform, Achieve, Trade Scheme of Bureau of Energy Efficiency, a market-based mechanism to incentivize energy efficiency in large energy-intensive industries.
ESCerts are the tradable certificates under the Perform, Achieve, Trade Scheme of Bureau of Energy Efficiency, a market-based mechanism to incentivize energy efficiency in large energy-intensive industries.
▪️Cross Border Trade :
This is a first-of-its kind
initiative for the Exchanges to expand power markets beyond
India to the South Asia region towards building an integrated
South Asian regional power market.
This is a first-of-its kind
initiative for the Exchanges to expand power markets beyond
India to the South Asia region towards building an integrated
South Asian regional power market.
Indian Power Sector -
India ranked as the 3rd largest consumer of electricity in
the world & has one of the largest transmission systems. The
country is at the cusp of a transformation, driven by the fast paced growth of renewable energy which is in line with efforts
to
India ranked as the 3rd largest consumer of electricity in
the world & has one of the largest transmission systems. The
country is at the cusp of a transformation, driven by the fast paced growth of renewable energy which is in line with efforts
to
decarbonise its energy economy. From a mere 4% share in
electricity generation in the year 2008-09, it reached a mighty
11% in 2020-21 & the installed renewable capacity at 94
GW represents 24.7% of the total installed capacity of 382
GW.
electricity generation in the year 2008-09, it reached a mighty
11% in 2020-21 & the installed renewable capacity at 94
GW represents 24.7% of the total installed capacity of 382
GW.
Launch of Indian Gas Exchange -
IEX launched the 1st gas exchange in India which involves in trading spot & forward contracts of Gas. This is India’s 1st automated national-level trading platform for physical delivery of natural gas. It has over 500 regd. clients & 15 members.
IEX launched the 1st gas exchange in India which involves in trading spot & forward contracts of Gas. This is India’s 1st automated national-level trading platform for physical delivery of natural gas. It has over 500 regd. clients & 15 members.
IGX Opportunity -
• LNG terminal capacity is expected to grow from current 42.5 MMTPA to around 72 MMTPA in 3yrs.
• Under Paris Climate Agreement, govt commitment to reduce carbon emissions will promote use of Natural Gas.
• LNG terminal capacity is expected to grow from current 42.5 MMTPA to around 72 MMTPA in 3yrs.
• Under Paris Climate Agreement, govt commitment to reduce carbon emissions will promote use of Natural Gas.
• Transmission pipeline network is expected to grow from ~20,000 km to around 35,000 km by 2023.
Long term triggers -
•With the structural reforms
announced by the Govt of India industrial activity & exports are expected to
rebound, leading to greater demand for electricity.
•Initiatives like 24*7 power for all
expand access to electricity & leading to greater demand.
•With the structural reforms
announced by the Govt of India industrial activity & exports are expected to
rebound, leading to greater demand for electricity.
•Initiatives like 24*7 power for all
expand access to electricity & leading to greater demand.
•Per capita consumption of electricity in India has
doubled since the year 2000 & the momentum is expected to
continue till 2025 and beyond.
•Rapid urbanization
17 of 20 world’s fastest growing cities in India.
doubled since the year 2000 & the momentum is expected to
continue till 2025 and beyond.
•Rapid urbanization
17 of 20 world’s fastest growing cities in India.
Risks -
• Company’s revenues could be adversely affected if its
market share does not grow year on year.
• Use of obsolete technology could affect the Company’s business.
• Transaction fee cuts can effect the business.
• Unfavorable regulatory changes.
• Company’s revenues could be adversely affected if its
market share does not grow year on year.
• Use of obsolete technology could affect the Company’s business.
• Transaction fee cuts can effect the business.
• Unfavorable regulatory changes.
Conclusion -
Indian power sector is undergoing a significant change that has redefined the industry outlook. The power industry's future in India is bright & sustained economic growth continues to drive electricity demand in India.
Indian power sector is undergoing a significant change that has redefined the industry outlook. The power industry's future in India is bright & sustained economic growth continues to drive electricity demand in India.
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