2015 Cairn India Limited Earnings Call Presentation Financial Results Q3 FY15 (Oct Dec 2014) 22nd January, 2015
2015 Cairn India Limited 3 Agenda Oil Prices & Impact on Global E&P sector Five Key Strategic Themes Operations & Projects Update Financial Performance Q&A
2015 Cairn India Limited 4 Brent drops 60%, long term view positive; Global players cut capex by 5-80% Average Brent : 1976-2014 Brent : Jul-14 - Jan-15 USD/bbl USD/bbl 120 Price Inflection Points 120 100 110 100 80 90 60 80…
2015 Cairn India Limited 5 Five key strategic themes Positive Free Cash Flows Post capex, Ability to retain absolute dividends Production from Core fields MBA, Ravva, Cambay - Low cost, high margin, resilient to price…
2015 Cairn India Limited 6 Successfully achieved key project milestones on time in MBA Key Achievements in Q3FY15 Gross RJ production: Completed three Improved water Ramped up production 180,010 boepd development projects…
2015 Cairn India Limited 7 Experiential learnings in Barmer Hill and Satellite fields Barmer Hill Satellite Fields Prospective Barmer Hill Fields NI + NE DP-1 Mangala BH Saraswati NL Aishwariya BH V&V Raag + Raag S1…
2015 Cairn India Limited 8 Focus on building Gas business, to double production by Q4FY15 Commissioning of Compressors and Equipment RDG production Project status mmscfd Holds significant potential of Current - 12 1-3 Tcf of…
2015 Cairn India Limited 9 Continued success in exploration, offshore assets Enhanced HIIP in Rajasthan RE-6 Discovery in Ravva 24% q-o-q Production Growth (1.5 billion bbls since 2013) (10-15 mmbbls of HIIP; 4,000 bopd) (38,891…
2015 Cairn India Limited 10 Strongly positioned in the current price environment Competitive F&D costs Best in class Opex/bbl 3,000 300 250 2,500 Annual Production 200 2P Reserves (Mmbbls) (Mmbbls) 150 1,000…
2015 Cairn India Limited 11 Sequentially higher production, EBITDA margins at 60% Gross INR billion Quarterly Performance average 224 219 Q3 FY15 Q2 FY15 q-o-q% Q3 FY14 y-o-y% 195 production CB 28 10 11 28 11 (kboepd) 21…
2015 Cairn India Limited 12 Excellent project execution, benefits to accrue; Strong cash position Executed all projects on time Aishwariya production ramped up to 30,000 bopd Commenced first polymer injection at Mangala field…
2015 Cairn India Limited 13 Q&A For any queries, contact: Investor Relations Email: cilircairnindia.com T: +91 124 4593189/+91 124 4593490 M: +91 9810221982/+91 9810197755 www.cairnindia.com
2015 Cairn India Limited 14 Rich set of options at all crude price scenarios Production from Core fields Unique Positive Free Optionality Leverage Cash Flows of Growth Resilience Core fields refer to MBA fields…
2015 Cairn India Limited 15 Q3 FY15 Earnings call details Date : Thursday, 22nd January, 2015 Time : 1800 hours (India Time) Duration : 60 minutes In case you are not able to connect during that hour, playback of the same would…
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