ENGIE Africa

April 20th, 2018

Solar Home System – Uganda Tarfaya Wind Farm – Maroc

Power Corner Mini-Grid- TanzaniaEnergy Services, Renault – Morocco www.engie-africa.com/fr

ENGIE: ACTIVITIES AND KEY FIGURES155,128 employees

throughout the world

Operations in 70

countries

24 million clients

worldwide in Energy

Services

€22 billion of

investment over 2016-

2018

€65 billion in 2017

revenues

ENGIE: AN ORGANIZATION CLOSE TO THE CUSTOMER

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North America

Brazil

Latin America

Asia-Pacific

Midlle East, Southern &

Central Asia, Turkey

Africa

China

Global LNGE&P

(sold Q1 2018)GTT Tractebel

Global EnergyManagement

France (8 BUs) North, South

& Eastern Europe

Benelux

UK

GRDF

GRTgaz

Elengy

Storengy

France B2B

France B2C

France Renewable Energy

France Networks

Generation Europe

24 Business Units

Entities responsible for the

development and operations

of the activities in the

19 geographical BUs and

5 global BUs

19 geographical BUs

5 global BUs

ENGIE AFRICA BU

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Number of employees: ~ 3000

Revenues : 295 MEUR(1)

EBIT : 30 MEUR

Installed capacity : 1.4 GW

Capacity in construction : 1.75 GW

# projects in development : 50

Other ENGIE Companies in Africa :

TRACTEBEL

INEO, FABRICOM, ENDEL

E&P

Key figuresENGIE Africa BU, 2017

25/01/2018 MIGA - ENGIE Africa Workshop

Africa needs electricity and adequate Energy Solutions are available

5Sources : IEA World Energy Outlook 2017, special report, energy access outlook

2060

2,9 milliards

Diversity of technologies, different scales for different uses, corresponding to different business models

Grid: Affordable & Clean Energy for a Connected Africa … yes, today it is possible

Sources : IEA, 6

Beyond the drop in costs of clean technologies, international institutions have taken the measure of the urgency

of electrifying Africa, setting up development and financing programs and African governments have become

aware of the impact of climate change,

Announced wind & solar PV average auction prices by commissioning date (2017)

With ENGIE Africa Centralised Production

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Tarfaya Morocco

• 301 MW wind farm

• Launched: Jan 2015

Aurora South Africa

• 94 MW wind farm

• Commissioned: June

2015

Kathu South Africa

• 100 MW CSP

• Notice to Proceed:

end May 2016

Aurora – Vredendal

South Africa

• 2 x 10.5 MW PV

• COD: 2014

Safi Morocco

• 2 x 693 MW thermal

power units

• Commissioning:

2018

Dedisa and Avon

• 335 MW and 670 MW

open-cycle gas

turbine plants

• COD : 2015 & 2016

Senergy Senegal

• 30 MW PV

• COD June 2017

Ras Ghareb

Egypt

• 250 MW wind farm

• COD: 2019

• 1,4 GW in operation

• 1,75 GW in construction

• A portfolio of projects

that expands since the

BU’s creation

Mini-Grids: Different technologies

Big potential for Solar PV in Africa

8Sources : Lighting the World: the first application of an open source, spatial electrification tool (OnSSET) on Sub-Saharan Africa / Swiss Resource Centre and Consultancies for Development (Skat)

Estimation of spatial electrification optimization in Sub-Saharian Africa Advantages and Limitations of different technical solutions

B2C

With ENGIE Africa Power Corner

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• 8 PowerCorner in Tanzania

• Presence in 2 to 5 new countries

next Year

• Ambition of thousands Power Corner

to industrialize the solution

B2C

Solar Home System is the fastest & cheapest solution to

meet the basic electricity needs in isolated areas

10Sources : Harrison, Scott and Hogarth (2016)

Cost trends of solar home systems with 19” TV, radio and two lights (US$/unit)

Beyond the drop in costs, the emergence of pay-as-you-go models transforms the market. They enable customers to pay

the upfront costs of a solar home system in affordable instalments over time and increases consumer confidence by

shifting the risk of faulty technology to the supplier. It allows houselholds to start climbing the SOLAR ENERGY LADDER (as

their income rises, families and small businesses can afford larger systems)

B2C

With ENGIE Africa Fenix International

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•Fenix (350 FTE) has its main

activities in Uganda where it is the

leading SHS player with more than

180,000 customers

•Fenix recently expanded into Zambia

and plans further roll-outs in other

countries across Africa.

B2C

Energy services, with adapted energy solutions, in B2B markets

will contribute strongly to meet Africa’s growing energy needs

12Sources : Engie, Ausar

Micro Grids solutions for large electrification

Between grid and mini-grid, large micro grid, LED public

Lighting, District Cooling, telecom tower solarisation are

some solutions to provide electricity for industries and

public sector.

B2B

With ENGIE Cofely Morocco, Ampair, Thermaire, Tieri& more to come…

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B2B

Morocco

Energy

Efficiency

Services

Energy Sales

Installation

Works

Integrated

services

• Existing footprint for services in Morocco (350 FTE)

& South Africa, Botswana & Mozambique (500 FTE)

• M&A Strategy to get execution capacities on the

ground

• Develop through organic growth different vertical

market (Utilities to industrials, Electricity sales to

telecom…)

The development of Centralized Renewable Energy requires solutions to address intermittence

14Sources : Engie, IEC.ch

RES - INTERMITTENCE

THERMAL - FLEXIBILITY

GENERATION

In addition,

investments in

Transmission,

Distribution &

Interconnection are

urgent to meet

existing demand and

absorb the expected

growth

With ENGIE Africa Global Networks

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Development Projects

• LNG for electricity in Morocco and

South Africa

• Detail LNG in Nigeria and Morocco

• Study of gas distribution in Senegal

and Ivory Coast

• Possibility, on the short-term, in

Tanzania’s gas distribution

ENGIE Africa

Be the leader of centralized electricity

production (renewable and gas) and

decentralized solutions (domestic solar

systems & micro-grids)

Be leader of energy services for the

installation, maintenance and

renewable energy solutions for

industrial B2B clients and tertiaries

Bring/provide gas solutions (LNG

terminal, detail LNG) in certain African

countries (South Africa, Morocco and in

West Africa)

ENGIE ambitions in Africa

Implementation of the Strategy – Organization & Governance

Steering & Support

Functions

Human Resources and

Health & Safety

Katia CHERON

Finance

Delphine POURDIEU

Acquisitions, Investments

and Financial Advisory

Adrien LEONE

Strategy,IR,CSR and

Communication

Sophie

MERTENS-STOBBAERTS

Legal and Ethics

Hillary BERGER

BtoC, BtoB and BtoT

Raphael Tilot

Power and Gas

Business Development

Maarten VAN DER HORST

Chief Technical Officer

Bart BOESMANS

Northern Africa

Amine HOMMAN LUDIYE

Eastern Africa

Johan VAN

KERREBROECK

Southern Africa

Mohamed HOOSEN

Western & Central Africa

Philippe MIQUEL

Operational

Functions

Regional

Functions

• Management Committee

• Development Committee

• Commitment Committee

• Technical Committee

Africa BU CEO

Yoven MOOROOVEN

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