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Getting Ready for E-Vehicles

Getting Ready for E-Vehicles. Tata Motors. 15/06/2019. Globally, climate change effects and pollution are pushing automotive industry to significantly reduce the tail pipe emissions. -26%. -31%. Paris: old Diesel Trucks ban (2015). London: Low emission zone (2012).

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Getting Ready for E-Vehicles

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  1. Getting Ready for E-Vehicles Tata Motors 15/06/2019

  2. Globally, climate change effects and pollution are pushing automotive industry to significantly reduce the tail pipe emissions -26% -31% Paris: old Diesel Trucks ban (2015) London: Low emission zone (2012) Corp CO2 Emission Target (g/km) CAFÉ (g/mi) -32% -29% Delhi: Old Diesel vehicle ban (2015) Beijing: High emission vehicles ban (2017) Fuel Efficiency Targets (km/l) Corp CO2 Emission Target (g/km) Major cities have done policy interventions to curb automotive emissions locally Tightening of Automotive CO2 emission norms across all major markets

  3. In India, electrification will benefit the country in other concern areas too apart from pollution Addressability with 100% EVs Future (FY 30) with an ICE only fleet Baseline (FY 17) 30-35% Key pollutants already above acceptable standards (e.g. PM 2.5 – 30% above standards) Pollution to remain above standards even post BS VI implementation Urban Pollution 15-20% Trade Deficit (Net Imports) Likely to increase (Vehicular fuel: 90 Bn USD) 110 Bn USD (oil imports) (Vehicular fuel: 40 Bn USD) 20-25% Energy Security (Energy Imports) ~70% of oil sourced from countries with geo-political risks Similar import reliance likely to continue Source: MOSPI (Ministry of Statistical & Programme Implementation), Petroleum Planning Analysis Cell, EU- EDGAR (Emission Database for Global Atmospheric Research), Central Pollution Control Board, BCG analysis

  4. India’s pollution problem is projected to aggravate by 2030; 2W and 4Ws combined contribute to ~80% of the urban transport pollution. Transport contributes to ~25-30% of the urban pollution Share of various transport options in it are…. India’s pollution problem 14 of 15 Most polluted cities are in India • 42-44% • 2W • Shared • 4W • 13-14% Increase in PM2.5 emission by 2030 if vehicles continue to run on IC engines 20% • Personal • 4W • 30-32% • 6-7% • Bus 7 /41 Projected megacities will be in India by 2030 • Goods, LCV • & Others • 6-7% Source : WHO, Morgan Stanley , World Economic Forum Reduction calculated over trajectory of vehicular contribution in the ICE regime Source: BCG Analysis

  5. Government of India has initiated several actions to address the sustainability imperative FAME-II • Budget of INR 10,000 Cr NEMMP 2020 launched to achieve (by 2020) • 6-7 million sales of EVs • ~USD 2 billion savings in fuel • ~1.3%-1.5% reduction in CO2 emissions • ~60,000-65,000 additional jobs 2019 2013 Import duty reduction for EV components From 15-30% to 10-15% (5% on battery packs) 2019 Jan FAME-I: Apr’15-Mar’17, extended to Mar’19 • Budget of INR 895 Cr with focus on • INR 500 Cr Demand Incentives • INR 190 Cr for R&D • Rest – Pilots, Charging Infra, etc. • Funds utilized: INR 383 (end of FY18) • ~70% utilized on Hybrids (by FY17) • ~17% on E2W (by FY17) Ministry of Urban Development • 20% of parking space for EV charging in residential & commercial complexes 2018 2015 Apr Ministry of Power • Enable charging stations to operate without license • Charging infra setup: Focus 9 megacities and several highways (every 25kms) 2018 EESL order • Tender for 10k EVs floated by EESL • TATA Motors became the L1 supplier eBus tenders by STUs • 10 cities (prioritized for FAME subsidy) floated eBus tenders for 350 buses 2018 Jan-Mar 2017

  6. To drive Electrification several barriers will have to be overcome…. • Higher cost outgo • (Higher vehicle price) • Range anxiety • (Poor range for long/outstation trips, unpredictable range) • Charging infrastructure unavailability • (Inadequate, unavailable on-demand) • Lack of suitable EV options • (Limited models, not preferred brand, inadequate range) 03 01 02 04

  7. Tata Motors has developed a comprehensive approach to address the barriers and ‘Winning proactively in E-Mobility’ Our approach Key focus areas • Build a comprehensive range in EV to create excitement among consumers • Deliver a compelling value proposition that breaks barriers • Leverage partnerships and new business models to build full EV ecosystem Product Strategy Micro Market Approach Ecosystem Enablers Charging Solutions

  8. Connecting Aspirations in the e-mobility space Tata Motorswon the marquee government tender for supplying 10,000 electric cars, outbidding Mahindra & Mahindra in the contest for the Rs1,120 crore order, the largest such procurement anywhere in the world. Dec’ 2017 Sept’ 2017 Tender May’ 2018 Certification EESL floated tender for 10,000 electric cars, in view of Governments vision of auto electrification by 2030 Tata Motors delivered the first set of Tigor Electric Vehicles to state-run Energy Efficiency Services Limited (EESL) as part of their initiative to procure 10,000 electric vehicles. CMVR Type Approval Certificates received for Tigor EV . 250 Cars delivered to GoI. 50 Cars in delivered in Delhi running since Jan’18. Dec’ 2017 Aug’ 2017 Tata Motors chairman Mr. N Chandrasekaran and Chairman Emeritus Mr. Ratan Tata, rolled out the first batch of Tigor EV out of Tata Motors' Sanand factory in Gujarat Sept’ 2017

  9. Making India (and Mumbai) EV Ready MPCB’s Workshop on Eco-Friendly Mobility for Clean Air New Business Services 15th Jun 2019

  10. About Tata Power - Over 100 years of legacy and tradition of responsibly delivering value to all stakeholders… Tata Power, pioneered the generation of electricity in India more than 100 years ago. Today, it is country’s one of the largest integrated Power Utility with presence across the Electricity Value Chain. ~30% of generation from Clean energy sources 10757 MW Installed Generation Capacity India’s #1 Solar Rooftop EPC Player Servicing over 2 Million Customers across India Private and Confidential

  11. About Tata Power - A diversified power business portfolio spanning across geographies and nations… Private and Confidential

  12. Significant EV market is expected to develop in India by 2025 E2W E4W – Personal E3W E4W – Shared E-Bus 4000K – 5000K 250 - 300K 300 – 400K 350 – 450K 10 – 15K FY25 EV Vol. 15 – 20% 20 - 25% 6 – 10% 40 – 45% 5 – 10% FY25 EV Penetration EV Adoption Drivers TCO (relative to ICE) TCO -ve (+ve post 2022) TCO -ve (+ve post 2025) Already TCO +ve Already TCO +ve Already TCO +ve FAME II focus (subsidy) 60% of E-Bus cost ~INR 50K-1L ~INR 25K ~INR 40K – Customer pull Range anxiety Limited models Developing battery swapping tech. High growth in shared economy Govt. focussed to increase EV adoption Growing start-up ecosystem Source: BCG study; TML Inputs

  13. EV penetration would required presence of Charging Infrastructure at multiple locations EV Charging requires Distributed network Destination based charging Good spread of distributed charging network necessary • Customers prefer charger presence within 10mins distance wherever they are • This requires chargers set-up at multiple highly navigated locations Charging while at Home / doing Shopping / at Entertainment hub / at Office • EV charging typically involves 20mins – 2 hours time spend • Customers prefer destination locations (malls, retail outlets) where they can perform other activities)

  14. Key elements in EV Charging Infrastructure… App for information & services Backend power infra / substation Chargers supporting different standards Continuous & Reliable Power Supply Power Sub-station Charging station DC Fast Charger DC Fast Charger Power Source or Grid Tata Power offers end-to-end solutions pertaining to these different elements !! Availability of land at suitable locations Distribution Company Generation & Transmission Company Integrated Utility Company Private and Confidential | 14

  15. Tata Power provides customized end-to-end EV charging solutions for various customer segments Mumbai’s first public charging station Catering to various customer segments across different business models Image: Tata Power Charging station in Retail Mall & Public charging Image: Tata Power DC Fast Charging points for Public and Captive charging Hassle-free installation: Cover site-audits to installations Hassle-free operation: Solution comes bundled with Network management app, Insurance and Maintenance Proven solution: Operating at corporates, Malls, Fleets, Hotels, Societies, Individual residences, Auto Dealerships

  16. Tata Power is continuously increasing its network of 75+ EV Charging points to make Indian cities EV Ready • Its subsidiary Tata Power Delhi Distribution Limited ( a JV between Tata Power & Delhi Government) operates 5 Public Charging stations in Delhi • Charging stations are located in or around Rohini, Pitampura, Todapur and Delhi University areas • Tata Power installed captive Charging stations at customer’s premises in Bangalore • Tata Power is in the process of installing multiple public charging points across the city shortly • Tata Power installed captive Charging stations at customer’s premises in Hyderabad • Tata Power is providing its customers end-to-end EV Charging Infrastructure solutions • Launched Mumbai’s first public EV charging station at Vikhroli in Aug’2017 • Launched nine EV Charging Stations at an event organized on World Environment Day at In 2018 • Current has 45+ EV Charging points across the city and suburbs under various business models Mumbai Bangalore Delhi Hyderabad Tata Power EV charging network is being expanded in other cities across India like Pune, Nagpur, Indore, Vizag, Vijaywada etc

  17. EV Charging value streams and associated offerings by Tata Power… Tata Power Solution Offerings for EV Charging Business Software Power Infra Management Power Supply Battery Storage EV Charging Infrastructure • Charger network Management • Customer Mobile App – Locate, Book, Charge & Pay • Customized recommendations • Battery Secondary life in stationary applications Utility scale applications Renewable Energy integration / storage DDG Capex deferral in T&D • Optimize Electricity Cost • Charge EVs through clean energy sources • Roof Top Solar • Power cost optimization for corporates • V2G solutions • Load Management • Grid Integration & Managed Charging • Optimize Demand • Maximize ToD benefits • Backend Infra optimization • Energy Efficiency • Home Charging solutions (residential & commercial spaces) • Dedicated Charging sol. for fleets/ corp. • Public Charging sol. • Project Design & Execution (O&M)

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