An exchange of the future ?






IEX is 1st and largest energy exchange in India has a market share of 98% in Electricity Exchange Market. IEX started its journey in 2008 as an energy exchange platform.
IEX helps in a host of buyers and sellers under one roof thereby ensuring ample liquidity and competition in the marketplace leading to efficient price discovery. IEX also helped in bringing accessibility and transparency in the power market in India, along with enhancing the speed and efficiency of trade execution.

Distribution companies, power generators and commercial and industrial consumers representing  multiple industries are major participants on IEX.
The OAC (Open access customers) are very price elastic on the exchange and their trading volumes depend hugely on the existing exchange rate. A low rate will attract a lot of OAC and a higher rate will push the majority of the OACs
              
IEX and PXIL are the two power exchanges facilitating short-term trade of power in India. IEX dominates the space, with its share in total volume traded through exchanges at an average of over 93.5% in the last five years.

Following chart depicts the market share of IEX in comparison with Trading licensees and PXIL

  
                                                              Source: Investor presentation

IEX offerings:-

Day-ahead Market (DAM) - Trading of 96 distinct electricity contracts of the 15-minute time block each for the next day offering ample flexibility to the market participants. Price competitiveness is ensured by means of price discovery through double-sided anonymous auction with uniform clearing price thus enhancing social welfare for market participants.

Term-ahead Market (TAM) - Includes a range of options for electricity trading for a period of up to 11 days. Trading is possible through intra-day, day-ahead contingency, daily and weekly contracts.

Renewable Energy Certificates (RECs) - REC-solar and non-solar alternatives. It provides the option to ensure compliance with renewable power consumption requirements to obligated entities.

Energy Saving Certificates (ESCerts) - ESCerts are issued on accomplishing targets for reduction in specific energy consumption, which are tradable on the exchange.

The company mainly generates revenue from Transaction fees, Annual subscription fees, and admission fees
62 BU (Billion units) were traded in 2018-19


Ownership
The Company is owned through diversified shareholding, and at the end of FY2018-19, the shareholders comprised of non-institutional investors 47%, Foreign Corporate Bodies 22.10%, Foreign Portfolio Investors 17.61%, Mutual Funds 5.94% and other domestic institutional investors 6.91%

The company was promoted by FTIL at the time of incorporation but pursuant to some regulatory breaches SEBI stripped the promoters of their promoter status and forced to divest their stake to Foreign portfolio investors in 2014 as the promoters were declared “improper” for the company which has lead to IEX being a non-promoter holding company and managed by professionals.

Share buyback
The Company initiated the Buyback proposal for buy-back of 3,729,729 equity shares of the Company (representing 1.23% of the total number of equity shares) at a price of Rs 185/- per equity share for the aggregate amount of 69 Cr being 24.97% of the fully paid-up share capital and free reserves.



Short term Electricity Market in India

-India has a total installed power capacity of about 356 GW as on 31st March, 2019, with thermal energy comprising the largest share of 78%. In a bid to conserve natural resources, the government has taken aggressive steps to increase the renewable energy portfolio with encouraging reforms. In the last five years, there has been an increase of 112% in total installed capacity of renewable energy reaching to 77.6 GW as on 31st March 2019. Renewable energy constitutes 22% share of the total installed power mix of the country.

                                          Source: Annual report

-Short-term power market covers contracts of less than a year for electricity transacted through (i) inter-state trading licensees; (ii) power exchanges; (iii) directly between distribution licensees (cashless) and (iv) the Deviation Settlement Mechanism
-As per the report on the power market published by CERC for FY19, size of India’s short-term power market grew from 128 billion units in FY18 to 145 billion units in FY19, which is about 12% of the total power generation at 124 billion units (excluding renewables).

                                          Source: Annual report 

During FY19, the volume of electricity traded through bilateral transactions (traders & direct) increased to 69.9 billion units from 57.8 billion units (21% increase). Volume transacted through power exchanges increased to 44 billion units from 38.2 billion units (15% increase) and DSM volume increased marginally to 21.4 billion units from 20.9 (2% increase) in 10 months FY19 over the same period last year.
-Between FY15 & FY19, power traded through power exchanges grew at CAGR of 15% followed by 8% for bilateral transactions and 7% for Deviation Settlement Mechanism (DSM).


One Nation, One Grid – A Game Changer
There was a major problem in delivering power at cleared volumes also there was a problem in supplying power from one surplus region to another deficit region. The development of power grids and transmission line commissioning has lead to congestion-free transmission of power which was very acute earlier.
This development has increased the DISCOM confidence on exchange i.e, they can get the power, as and when required, congestion-free.

Coal production
The majority of power produced in India is from thermal power plants (78% of total power produced). The production and supply of coal directly impacts the cost of production of thermal power plants, at times of short supply of coal the inventory of power plants reduce and the cost of production increases, which leads to low supply of power and short supply increases the price discovery at exchanges

Long term PPA
Long term PPA between DISCOMs and power producers are of 25 years which require a huge commitment and DISCOMs have to buy whether they have the corresponding demand or not, this creates a fix purchase obligation which is not in the case of short term market. They can buy as and when required at a desirable price.

Power market forecast – only 3.8% of power traded on exchange, this will rise (Take chart from the report)
The following chart shows the share of power exchanges in the market in different countries in comparison with India. It shows there is a great potential for power exchanges to increase their market share in power trading

                                                                 Source : Investor presentation


Future opportunities:-

The access to the electricity to every citizen on a 24x7 basis should continue to drive electricity demand over the foreseeable future which in turn would provide a lucrative opportunity for the power market to grow and importance.

Exchange market and products are best suited to offer flexibility to distribution companies to manage the intermittency associated with large penetration of renewable energy in the grid.

Implementation on national open access registry – Wherein all the SLDCs,  NLDCs, Generators, Discoms will be connected so that the open access permission will be granted instantly to the permission seeker the gate closure will reduce and round the clock transactions on the exchange platform will become even more dynamic and closer to real-time.
The present buyer can buy power only after 3 hours but after open-access registry this time will come down to 1 hour hence low gate closure

The introduction of long-duration contracts on the exchange platform will solidify the position of
exchange market within the short-term market and shift the volume from bilateral trade to the exchange. The long duration contracts will be for a maximum period of 1 year after the required formalities have been laid out by the regulator.

          Source: Concall transcript

Phasing out of 35 GW of old and inefficient power generation capacity will lead to the distribution
companies meeting a greater share of their demand requirement through the exchange platform.

The introduction of cross border trade in electricity on the exchange platform will provide an opportunity to expand beyond the Indian geography to the South Asian countries as well as to drive up the volumes on the exchange in the near term.

The introduction of new green energy term-ahead market on the exchange in the future will be an exclusive offering for the market participants to meet their energy requirements and meet renewable
purchase obligation in an integrated way.

The exchange also aspires to foray into new energy market segments such as gas as well as provide
domain know-how and technology solutions to emerging power markets worldwide.


A new subsidiary for Gas exchange has been commissioned by the company to explore the opportunity available in the gas exchange market where no player exists currently which will give the company a first-mover advantage and use the existing technology of power exchange in gas exchange which will not require any different structures than the existing ones.

The regulator has mandated the DISCOMs to generate LC for buying power which is a phenomenal change in the operations of DISCOMs of paying later. They must pay upfront now which will compel them to optimize their power use and estimates rather than overdrawing or underdrawing power at a later stage and pay more at that time.
 Source : Concall Transcript

Derivative trading is soon to become a reality for the exchange as the decision of the regulator was not clear earlier and now this issue has been sorted. The spot market will still be regulated by CERC and the derivative segment of the market will come under the surveillance of SEBI.

     Source : Concall Transcript


Financial Performance

Numbers over the years :


Particulars
2009
2019
Annual traded units (Million units)
2,616
52,189
Registered participants
79
6,429
Price discovery (Rs per unit)
7.29 
3.86
IEX's share of total power traded
0.5%
3.8%
IEX's share in short term power market
7.2%
36.2%
IEX revenue ( In lakhs)
1,350
29,415



  
The following analysis can be done from the table:-

Revenue
- The revenue of the company has increased from 121 cr in 2013 to 254 cr in 2019 which shows a CAGR growth of 11% which is not very compelling but given the market conditions and the distressed power industry we can say that the company is being able to attract more exchange participants.
The government plan to rejig the distressed DISCOMs by initiative such as UDAY scheme has enhanced the DISCOM participation in the exchange.
The volume participation of Open Access Customers (OAC’s) have been volatile as it is highly dependent on the price discovered on the exchange and in recent quarters the OAC participation has reduced due to high price discovered (due to high buying and low selling pressure) at the exchange but DISCOM participation have increased.
The main source of revenue generation is Transaction fee, the annual subscription fee and admission fees
The amount of fee from each member has been provided in the RHP:
     Source: RHP 


Operating Margins
-The company has a very high operating margins due to the nature of the business which involved no substantial cost to generate revenue. The company is able to maintain a steady operating margins which have increased from the previous years which shows that the company is increasing its operating efficiency

Finance Cost
- The company is a no debt organization as it is not capital intensive and does not require debt for working capital as well. IEX has margin requirements from the buyers i.e it already has advance from the buyers for the power to be purchased and IEX pays to the power sellers after it has been delivered to the buyer. Hence no working capital risk of IEX is present

Capex
IEX earlier used to charge technology expense for the software it uses but in FY 18 IEX bought the exclusive usage rights of the trading software through a Perpetual Usage Agreement from 63 Moons while also absorbing 22 employees along with the trading software.

          Souce : Concall transcript

Free Cash Flows
IEX has been able to generate Free Cash flows in line with the bottom line ( Cumulative FCF of 671 cr vs Cumulative PAT of 758 cr). The healthy cash flow generation shows the efficiency of operations and business moat of the company.
IEX has negative working capital as it takes the due in advance and pays after the delivery is done.

Profit Margin
The profit margins of the company have been consistent and has increased in recent years. This shows that the company has reduced the expenses as compared to the revenues and it has been efficient while doing it without jeopardizing the business functions.

Key Ratios :-
ROE – 50.47%
ROCE – 71.1%
Return on assets - 49.7%
Debt free company



Risks

Highly regulated industry
IEX operates in a highly regulated industry, primary authority being CERC. Every product introduced by IEX need to approved by CERC and then floated to the market which causes a regulatory hindrance for new product launches and their implementation. The CERC also conducts periodical audits of IEX while also holding the power to cancel the license if the required regulations are not followed.

Distressed Industry
IEX operates in the industry which is highly distressed i.e Power sector. The power sector is one the most indebt sector where the DISCOM’s, Power Generators, Grid operators are mostly PSU’s having high debt and are struggling to come out of the debt despite various efforts by the government to alleviate the sector out of the high debt
The main reason being the inefficient PSU’s operating most of the industry, which are not being able to vent out of the crisis because of major operational efficiencies.

Share disposal by insiders
There has been continuous disposal of shares by the top management in the recent past.
Source: BSE



Have any thoughts ?
Please reach out !

Kunjan Chachan
kunjanchachan@gmail.com                                                                      

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