2015 Cairn India Limited Cairn India Limited Edelweiss India Conference February 2015
2015 Cairn India Limited 3 Agenda Overview Strategy Growth options
2015 Cairn India Limited 4 India offers significant growth opportunities Low Per Capita Energy Consumption Positive policy measures Tonnes of Oil equivalent per year India China World 3.0 Domestic natural gas price reforms 2.1…
2015 Cairn India Limited 5 Cairn India - well positioned for the opportunity Assets: Diverse geological basins and environments World Class Resource Base Balanced portfolio, 9 blocks, acreage 41,000 sq. kms Hydrocarbon Initially in…
2015 Cairn India Limited 6 Our value creation journey
2015 Cairn India Limited 8 Technology adoption and operational excellence reducing total cost of ownership Pioneering technology adoption Competitive F&D costs 3,000 Hydro-fracturing technology In partnership with world class…
2015 Cairn India Limited 9 Agenda Overview Strategy Growth options
2015 Cairn India Limited 10 Brent drops 60%, long term view positive Global oil demand vs supply* Average Brent Million bopd 1976-2014, USD/bbl 95 Demand Supply 120 110 90 100 85 90 80 80 70 75 60 70 50 65 40 30 60…
2015 Cairn India Limited 11 Rich set of growth options at all crude price scenarios Five Key Strategic Themes Positive Free Cash Flows Post capex, Ability to retain absolute dividends Core fields continue to generate cash…
2015 Cairn India Limited 12 Rajasthan Prolific block with significant upside Multiple formations and play types 3,111 km2 block with rich set of options Akli 40 km Thumbli Bhagyam (B) Mangala (M) Core Dharvi Dungar fields…
2015 Cairn India Limited 13 Core MBA onshore fields resilient with low cost, high margin HIIP: 2.2 bn boe, Target recovery rate: 50% Invested development capex of US 4.8 bn in 10 years Enhanced brownfield development Facilities…
2015 Cairn India Limited 14 Maximizing value at core offshore fields Offshore assets continue to see success.. ..Performing better than expectations HIIP: 884 mmboe as on 31st March, 2014 Ravva: Example of world-class recovery…
2015 Cairn India Limited 15 Agenda Overview Strategy Growth options
2015 Cairn India Limited 16 Experiential learnings in Barmer Hill provide options to scale up Prospective Barmer Hill Fields in initial phase Leveraging technology and existing infrastructure DP-1 Strategic partnerships to…
2015 Cairn India Limited 17 Focus on building Gas business to boost growth Production potential (Incl NGLs): 10-20,000 boepd Commissioning of Compressors and Equipment Raag Deep Gas field Project status Holds significant…
2015 Cairn India Limited 18 Focused exploration and appraisal campaign to enhance future growth potential Rajasthan Block 3 development areas, 11 Significant exploration and appraisal discoveries since resumption, 36 in total…
2015 Cairn India Limited 19 Exploration activity across the rest of the portfolio Onshore o KG Onshore: DOC for Nagayalanka discoveries approved by management committee; Operatorship transferred to ONGC Offshore o KG…
2015 Cairn India Limited 20 Robust and resilient with multiple growth options Production from Core fields Unique Positive Free Optionality Leverage Cash Flows of Growth Resilience Core fields refer to MBA fields…
2015 Cairn India Limited 21 Fact Sheet As Indias largest private sector E&P company accounting for Gross Production: 218,651 bopd, 6% YoY increase FY14 average 28% of the countrys domestic oil production, Cairn India is Oil:…
2015 Cairn India Limited 22 Board members (1/2) Mr. Navin Agarwal Chairman & Non-Executive Director Mr. Navin Agarwal, 53, is also the Chairman of Sesa Sterlite Ltd. and Deputy Executive Chairman of Vedanta Resources Plc. Mr.…
2015 Cairn India Limited 24 Key Management team (1/2) Mr. Sudhir Mathur CFO Sudhir has 27 years experience across core functions like Corporate Strategy, Finance and M&A, Restructuring and Regulatory Affairs, in reputed…
2015 Cairn India Limited 25 Key Management team (2/2) Mr. Suniti Bhat Director, Rajasthan Oil Suniti Bhat has been working with Cairn for more than 5 years and has more than 20 years' experience in global oil and gas industry.…
2015 Cairn India Limited 26 Application of hydraulic fracturing technology at BH A truck injects a Hydrocarbons flow Hydrocarbons mix of sand, water out of the well piped to market and chemicals into the well Truck delivers…