IMPACT INVESTMENTS: CORPORATE PROFILE
Transcript of IMPACT INVESTMENTS: CORPORATE PROFILE
CO & TRI-GENERATION l WASTE HEAT RECOVERY l ENERGY OPTIMIZATION l CONCEPT ENGINEERING l RENEWABLE ENERGY UTILITY PLANTS I FINANCE
Waste-to-Energy Company of the Year Award
I M PA C T I N V E S T M E N T S : C O R P O R AT E P R O F I L E
STRICTLY PRIVATE AND CONFIDENTIAL
STRICTLY PRIVATE AND CONFIDENTIAL
A b o u t U s
STRICTLY PRIVATE AND CONFIDENTIAL
Invest Energy is a leading Infrastructure-as-a-Service (IaaS) company developing, operating and managing renewable energy (RE), clean energy (CE) & energy efficiency (EE) infrastructure and services by providing and investing in innovative, cost-effective, reliable and proven total energy solutions.
Investor Composition
(RM172million)6 investments, 2 divested
• Co & Tri – Generation Energy Systems (CHP)
• Absorption Chillers & Heat Recovery Systems
• Waste Heat Recovery
FOCUS INVESTMENT AREAS AND EXPERTISE
Renewable Energy Energy Efficiency Clean Energy
(RM78million)8 investments
• Biogas Power• Rooftop &
Floating Solar• Waste to Energy
(RM42million)2 investments
• Energy Optimization
• Digital Energy Analytics
• IOT
SUSI Asia Energy Transition Fund (USD 100million)Committed and Ready
(RM130million)
• Engineering & Procurement
• O&M• Advisory & Solutions
EPCC Services
Debt via Capital Markets (USD400million)In Fundraising
Established in 2011. Headquartered in Kuala Lumpur with offices in
Singapore and Vietnam
100% pure play focusedClean Energy
Infrastructure Company
Goal is to accelerate the world’s transition
towards the mobilization of cleaner
energy
RM450mio in deployable capital across three sector
30+ employeesSkilled labour in
multiple disciplinaries
MULTI TECHNOLOGY INTEGRATOR
Biogas 7%
Solar58%
WHR20%
Cogen15%
End to End Integrated Solutions Provider Delivery Cost Savings & Clean Energy
STRICTLY PRIVATE AND CONFIDENTIALSTRICTLY PRIVATE AND CONFIDENTIAL
Adaptation & Key Challenges
A growing international company leading the charge in renewable energy (RE) generation, clean energy (CE) & energy efficiency (EE) solutions and management by providing and investing in innovative, cost-effective, reliable and proven energy solutions.
Develops partnerships with leading technology suppliers such as GE, Caterpillar & Mitsubishi.
Delivering superior model
via the Build, Own & Operate
Concept and value to earn
the goodwill ofcustomers.
Adaptation of government policies and
licensing including regulatory hurdles to develop first of
its kinds BOOT model.
Deliver quality and excellence in all
areas especially in operations,
execution and growth via
strategic long-term partnerships with
key technology operators.
Asset Monetization
exercise to realize value,
reward shareholders and par down
debt to be completed by
Q32020.
Pursuing projects
around South East Asia and develop local relationships
for project partnerships.
Formerly part of the 50-year old Konpro Group, restructured by
a group of experienced
professionals in the Engineering,
Finance and Energy
industries.
French Govt owned Co., SAFRAN appoints INVEN to undertake feasibility study to develop Malaysia’s first ORC WHR
1st biogas project with Sabah State Government for 2 biogas power plants.
Secures commitment from European Infrastructure Fund (EIF) for $100million for a JV project financing to start in Q4’20.
10 years of innovative technological integration and investments with diversification into energy efficiency
Series A fund raising completewith investorsfrom Sarawak State and HNWI. Debt from local banks secured.
BOOT project from Careplus Berhad with participating order book at more than RM300million.
3 projects from Cadbury, Safran BOOT & Asahi Japan BOOT.
Expanding to South East Asia starting with Vietnam for heat recovery projects.
Early Sarawak State Investors plan exit. Restructuring to strengthen balance sheet with EIF and new partners.
Rationalization exercise to
recreate new income streams with less debt
and equity.
Diversification & Key Achievements
2017BEST
INNOVATION IN SUSTAINABILITY
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Finalising Malaysia’s first Cogeneration Data Centre totalling RM130mio. Order book hits RM450mio.
Waste-to-Energy
Company of the Year Award
A D e ca d e o f G row t h
Monetises 2 concessions achieving 26% IRR return.
Asset Management Co. office in Singapore
opened with SUSI.
Hands over biogas project to Sabah State and focuses on
CHP + WHR
STRICTLY PRIVATE AND CONFIDENTIAL
C o m p a ny H i g h l i g ht s
Malaysia
MYR 300 million Co-generation, Waste Heat
Recovery, Solar & EE
Singapore
USD ~ 100 million SUSI INVEST ENERGY Asset
Management Co.
Vietnam
USD 20 million Waste Heat
Recovery
UNITED NATIONS GLOBAL COMPACT PARNERSHIP
Partnership with United NationsGlobal Compact (UNGC) forsustainable development inSouth East Asia.
Co-promotion of projects inSouth East Asia fully endorsed.
Vietnam
Malaysia
Singapore
FUTURE PROJECTGROWTH-2026
0
50
100
150
200
250
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350
400
2021 2022 2023 2024 2025 2026
MW
WASTE HEAT RECOVERY
CO-GENERATION
SOLAR+EV
STRICTLY PRIVATE AND CONFIDENTIAL
Key Partnerships
2014 2017 201820162015 2019 2020 2021Renewables
Efficiency
USD 4m USD 1m USD 1.5m
USD 2m USD 9m USD 7m USD 20mUSD 120m
Biogas Plant,Sabah
Co-generation,Etika Malaysia
Tri-generation,Cadbury Malaysia
Co-generation,Careplus Berhad
Rooftop Solar,Etika Malaysia
Rooftop Solar,Government M’sia
Waste Heat RecoverySafran, Malaysia
Co-generation & Floating Solar,
Westport, Malaysia
Waste Heat RecoveryTTC, Vietnam
District Cooling, Putrajaya
GDC Plant 1Putrajaya
Chilled Water PlantKLIA 2
Chiller Plant, Noi Bai Int. Airport, Vietnam
Mechanical, electrical and public health engineering specialist
Mitsubishi Heavy Industries -Multinational engineering, electrical
equipment and electronics
World’s leading manufacturer of construction and mining
equipment, diesel and natural gas engines, industrial gas turbines
P r o j e c t Re f e r e n c e s
Clean Energy
Solar LightingMelaka State Govt’
Tri-generation, Data Centre, Malaysia
Consultancy
IaaS BOOT = 90%
OPM + EPCC = 10%
World’s largest corporate sustainability initiative driving UN’s
goals to reach carbon neutral by 2050
Masterplan Study, Safran, Malaysia
Masterplan Energy Study, Sedenak Data
Centre Park
Note: All in red is on-going or in final negotiations
4235
8450
11490
19780
25546
CO2
12x293
5621131
29063649
C o re M a n a ge m e nt Te a m
Mohd Farez(Site Lead Operation & Maintenance )• 10 years experience in Gas Engine Repair,
Maintenance & Overhaul• Specialist in commissioning and operations of
gas engines• Trained in Spain with Guascor engines
Jason Teoh(Director, Group Operations)• 20 years experience in power
operations and planning • Currently, GM of Sobono Energy
Pte. Ltd., leading Mitsubishi Partner• M.Eng in Manufacturing Eng. From
Queen’s University, Belfast
Gopala Krishnan (Group Risk & Policy Director)• Ex Deputy CEO of EON Bank• 40 years experience in Banking and
Finance• Director of Allianz Malaysia, Bank of
India Malaysia & Aiqon Capital
Jasveen S. Pasricha(Group Executive Director, Finance & Commercial )
• ACCA, Manchester, UK • 11 years experience in techno-
commercial, Corp. Finance & Accounting
Anand Ramakrishnan(Group Managing Director)• MSc in Eng. & Finance, Imperial
College, London• Ex-AirAsia Berhad Special Officer to
CEO; Registered Energy Commission Energy Manager
• 14 years experience in M&A, Finance, & Origination in various energy industries.
Ir. K. Kumarason(Lead Project Director)• 30 years experience in energy industry• Committee Member & Trainer at Malaysia
Association of Energy Service Companies (MAESCO)
• Registered Professional Eng; MEng in Mechanical Eng. From University of Malaya
Azizi Meor Ngah(Chairman & Executive Director)• Ex-CEO & Chairman of 5 GLC’s• Advisor of Media & Technology Co’s.Dato’ Ir. Ab’llah Hj. Salleh(Group Technical Advisor)• Ex-VP, Transmission, TNB• Board of TNB subsidiaries
STRICTLY PRIVATE AND CONFIDENTIAL7
SESF I (EUR 252m)5 investmentsIn investmentphase
Established in 2009. Headquartered in Zug with offices in Zurich,
Singapore, Luxembourg and Frankfurt
100% asset allocation in Clean Energy Infrastructure
85+ closed transactions globally
EUR ~1 bn Assets under Management across
three strategies
50+ employees12 nationalities and
10 languages
Investor CompositionFocus Investment Areas and Funds
Renewable Energy Energy Efficiency Energy Storage
SREF I (EUR60m)15 investmentsFund exit
SREF II (EUR 383m)26 investmentsFully invested
SEEF I (EUR 235m)40 investmentsFully invested
SEEF II(EUR 300-400m)~EUR 150m committedIn fundraising
86%Institutional
InvestorsPension Funds
59%
Insurances 9%
Banks 7%
FOs 3%
Others 11%
Churches2%
Foundations 9%
SUSI Asia Energy Transition Fund (USD 300m)In fundraising
SUSI Energy Transition Fund (OECD) (EUR1bn)Pre-Marketing
SUSI is managing EUR ~2bn of institutional capital in multiple funds dedicated to all aspects of the Energy Transition, and has completed over 85 transactionsglobally with a installed capacity of 700MW
O u r S t rate g i c L i m i te d Pa r t n e r
How do we do it? Infrastructure-as-a-Service (IaaS)
OUTRIGHT IMPLEMENTATION w MAINTAINENCE (OPM)
Implementation & project execution via a turnkey basis including supply, install, testing and commissioning.
A full operations and maintenance contract by INVEN provides CLIENT with a care free solution while ensuring longevity and efficiencies of the system protecting it from premature wear and tear.
INVEN will assist on the financial and commercial aspects such as tax applications & financing from banks
CLIENT will benefit entirely on the energy cost savings achieved
BUILD, OWN, OPERATE & TRANSFER via IaaS (IaaS)
Implementation & project execution via a turnkey basis including financing, supply, install, testing & commissioning, operations and maintenance.
This option entails ZERO CAPEX contribution on the part of CLIENT
A full operations and maintenance contract by INVEN provides CLIENT with a care free solution while ensuring longevity and efficiencies of the systems protecting it from premature wear and tear.
INVEN & CLIENT will share the energy costs savings achieved
I m p l e m e ntat i o n Opt ions
Green Energy Companies
Global Strategic Technology Partners
(GSTP)
ESG Investment Fund & Banks
Innovative & Sustainable Financing Structures
Joint Operation & Maintenance (O&M) with
technology partners
$$
$$
Fixed Capacity Payment via IaaS - EPC
Natural Gas / Waste Heat / Biogas
Lower energy cost & Co2 emissions
I a a S - E n e rg y Pe r fo r m a n c e C o nt ra c t
DATA ANALYTICS IOT
GREEN CERTIFICATION
SYSTEM INTEGRATION
Turnkey Solutions are coupled with experienced consultants and contractors in various fields of mechanical, electrical, civil and structural engineering.
Specific advisory and project management services are provided if required by the client to enhance its current plant efficiency in line with our system.
S p e c i a l i ze d E P C I C S e r v i c e s
Engineering, Procurement, Construction, Installation and Commissioning
C e nt ra l i ze d Re m o te M o n i to r i n g
Our Centralised One-Stop Centre is designed to provide its clients with a care free solution while ensuring maximum efficiencies and savings are achieved via remote monitoring.
Modules are completely automatic, minimizing the labour.
OPERATIONAL & ENVIRONMENTAL BENEFITS
FINANCIAL BENEFITS
• Base Load Electricity Supply
• Reduced Primary Energy Usage
• Reduces CO2 & GHG Emissions
• Higher Electrical & Thermal Efficiency
• Additional Security of Supply
• Reduced Transmission Losses
• Contribute to CSR Objectives
• Use of Waste Heat in Absorption Chiller
• Significantly Reduces Energy Costs
• Stabilised Electricity Costs
• Reduced Investments in Surrounding
Plants (e.g. Boilers)
• Qualify for Additional Tax Incentives
• Fleixible Procurement Options
• Possible Eligibility for Future Feed-in-
Tariffs (FIT)
O v e r a l l B e n e f i t s o f O u r S o l u t i o n s
P ro j e c t I m p l e m e n t a t i o n T i m e l i n e
Total Project Timeline = 6 - 15 Months
STRICTLY PRIVATE AND CONFIDENTIAL
Funding Security
Reputable Partner With Strong Sector Expertise
Covering The Entire Energy Transition
Infrastructure Market
Proven Track Record AndExecution Capabilities
The Invest Energy development team has a combined >40 years of experience in Southeast Asian power markets
Significant experience in executing sustainable energy transactions having completed over10 deals since inception
Increasing efficiency of both the development and financing processes, leading tocontinuous pipeline and revenue growth leading to further investment possibilities
Strong senior management team with the requisite experience and strategic outlook to pursue pragmatic solutions and manage overall project risk
Long-term partners committed to longer team vision hence global standards for system delivery and project execution
INVEST ENERGY and it’s partners brings its best-in-class expertise, acquired through significant deal experience in the sustainableinfrastructure sector. Its knowledgeable investment and execution team positions it as a long-term partner for project developers inthe sector.
Substantial Sector Expertise
A d d e d V a l u e
Important NoticeReceipt of this document constitutes agreement and consent to the confidentiality of its contents. This document and all information contained herein are theproperty of Invest Energy Sdn. Bhd. and is issued in confidence and must not be reproduced in whole or in part given or communicated to any third party withoutthe prior written consent of Invest Energy Sdn. Bhd.
CONTACT US:-
Wisma KONPRO1, Persiaran Teknologi Subang,Subang Hi-Tech Industrial Park,47500 Subang Jaya, Selangor Darul Ehsan, MalaysiaTel: 603-56334088/ Fax: 603-56347930Web: http://www.investenergygroup.com
2017BEST
INNOVATION IN SUSTAINABILITY
Waste-to-Energy Company of the
Year Award
Fast Growing Project
Management Company for
Renewable Energy Award