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KSK Power Ventur PLC

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FY2014 Annual Report · KSK Power Ventur PLC
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KSK ENERGY VENTURES LIMITED
8-2-293/82/A/431/A, Road No. 22, Jubilee Hills,
Hyderabad - 500 033,Telangana, India.
Ph: +91 40 2355 9922 - 25, Fax: +91 40 2355 9930
www.ksk.co.in

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ANNUAL REPORT

2013-14

 
 
 
 
 
BOARD OF DIRECTORS

Mr. T.L. Sankar
Chairman

Mr. S.R. Iyer
Non-Executive Director

Mr. Girish Kulkarni
Non-Executive Director

Mr. Anil Kumar Kutty
Non-Executive Director

Mr. K. Bapi Raju
Non-Executive Director

Mr. Tanmay Das
Non-Executive Director

CORPORATE SUSTAINABILITY INITIATIVES

Mr. K.A. Sastry
Whole-time Director

Mr. S. Kishore
Whole-time Director

CONTENTS

Highlights

02

Corporate Information

03 Highlights of the Year

04

Chairman’s Statement

Governance
09 Management Discussion and Analysis

23

Report on Corporate Governance

36 Directors’ Report

Financial Statements

STANDALONE FINANCIALS

43

48

50

51

Independent Auditors’ Report

Balance Sheet

Statement of Profit and Loss

Cash Flow Statement

53 Notes to Financial Statements

CONSOLIDATED FINANCIALS

77

79

81

82

Auditors’ Report on Consolidated Financial
Statements

Consolidated Balance Sheet

Consolidated Statement of Profit and Loss

Consolidated Cash Flow Statement

84 Notes to Consolidated Financial Statements

Corporate Information

Board of Directors

Mr.T.L.Sankar

Mr.S.R.Iyer

Mr.Girish N Kulkarni

Mr.K.Bapi Raju

Mr.Anil Kumar Kutty

Mr.Tanmay Das

Mr.K.A.Sastry

Mr.S.Kishore

Company Secretary

Mr. M.S. Phani Sekhar

Registered Office

8-2-293/82/A/431/A, Road No.22, Jubilee Hills

Hyderabad - 500 033, Telangana, India

Ph: 040-23559922-25

Fax: 040-23559930

E-mail: investors@ksk.co.in

CIN:L45204AP2001PLC057199

Statutory Auditors

M/s Umamaheshwara Rao & Co.,

Chartered Accountants

Flat No.5-H, Krishna Apartments, Ameerpet X Roads

Hyderabad - 500 073, Telangana, India

Registrar & Share Transfer Agent

Karvy Computershare Private Limited

Plot No.17 - 24, Vittal Rao Nagar, Madhapur,

Hyderabad - 500 081, Telangana, India

S ares Listed at

h

National Stock Exchange of India Limited

Website

BSE Limited

www.ksk.co.in

02

KSK ENERGY VENTURES LIMITED

Highlights of the year

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

Operating capacity stood at

1472 MW

First Unit of

600 MW

of KSK Mahanadi operational and the

second unit of

600MW

anticipated to operate shortly. Taking

aggregate operational capacity to

2072

MW

Commissioning of common infrastructure, additional

infrastructure works for KSK Mahanadi is under progress

10 MW Solar power

generation project commissioned

New

and
Solar Wind

power generation projects under pursuit

Hydro-Thermal opportunities potential collaboration for taking

up next stage of development

KSK Mahanadi, Chhattisgarh

ANNUAL REPORT 2013 - 2014 03

Chairman's Statement

KSK's motto has always been to deliver sustainable power and in delivering this KSK
needs the support of all the various stakeholders and in particular the Government,
Lenders and the Shareholders. With the various challenges across power sector in
India and long standing issues unresolved, there is a renewed hope in the industry that
the new government would take definitive steps to address these and make much
required amends to ensure assets utilization are good and generation returns to being
the backbone of Indian economic growth ahead.

Our commitment to become a leading power generator is stronger than ever and I am
making an effort to summarize the performance of KSK for the year 2013-14 and plans
ahead.

T.L. Sankar, Chairman

I am pleased to report that the year

would be position to operate a

block are anticipated to start during

2013-14 witnessed the commissioning

secured portfolio of power generating

the year,

initial progress by Gujarat

of first unit of 600 MW of the 3,600 MW

assets which in turn will generate

Mineral Development Corporation

project of the KSK Mahanadi SPV in the

attractive returns for our business and

("GMDC") of the Morga-II Coal Block

State of Chhattisgarh catapulting the

our shareholders.

Group's aggregate gross power

generation to 6,514 MWhs. With

another 600 MW unit soon entering

into operations at KSK Mahanadi, the

aggregate operating capacity during

the current year would be above 2000

MW and resultantly gross generation in

the current year could be significantly

higher. These results are in the context

of the circumstances across the Indian

power

sector and the overall

challenging times and economic

environment in India as well.

The phased construction of the KSK

Mahanadi project is making steady

progress, with the first 600 MW unit

commissioned during the year and

another very shortly. The commencement

has already commenced post

the

forest clearance accorded during May

2013,

the Prospecting License

accorded in December 2013 and in

d e p t h p r o s p e c t i n g a c t i v i t i e s

commenced in May 2014.

of fuel supplies under the tapering

The currency impact due to the

linkage Fuel Supply Agreement

significant depreciation of the Rupee

("FSA") from South Eastern Coalfields

against the US Dollar has resulted in

Limited ("SECL") is expected to have a

considerably greater costs on

high and positive impact, leading to

i m p o r t e d c a p i t a l g o o d s . T h e

enhanced operational profitability.

additional debt funding for the KSK

With the second 600 MW unit due to

Mahanadi,

to cover the significant

enter operations for a substantial part

USD/INR currency fluctuation on

Our constant efforts to iron out all the

of the current financial year, internal

project

imports and the extended

impediments that have been created

accruals are anticipated that will

timelines, has been agreed in principle

by various stakeholders that hamper

provide a robust support for the entire

by the Consortium of Lenders. In this

the actual generation of our power

power generation portfolio of

the

regard, the commitments of the entire

plants only demonstrate that power

Company. Further, interim coal imports

consortium are expected to be firmed

generation business in India not only

from overseas through appropriate

up on the same lines as the Current

necessitates actual unit construction

collaborative arrangements will provide

F a c i l i t y A g r e e m e n t s , a n d a r e

completion at project sites but also

sufficient fuel for the planned power

anticipated to be entered into later in

a d d r e s s i n g t h e v a r i o u s d a i l y

generation from KSK Mahanadi.

the year.

In line with the guidance

infirmities, in the current environment,

on a dynamic basis with innovative

and flexible solutions. It is our belief

that once successfully addressed we

While coal supplies from the Goa

Industrial Development Corporation

("GIDC")

from the GarePelma coal

given by the Reserve Bank of India,

where the progress of infrastructure

projects has been affected by factors

beyond the control of

the project

04

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

developers, an additional two years

However, 86 MW Arasmeta Captive

portfolio and operational experience

would be provided for project

continues to record low results both in

enables it to be better placed to secure

completion as well as commencement.

terms of Plant Load Factor and

the necessary further funding for its

The lenders consortium has agreed in

revenues because of the low offtake

major capital projects, resulting in an

principle to recognize the same and

by the Captive Consumer. With the

improved financial performance over

debt repayment at KSK Mahanadi is

new PPA arrangements in place, asset

time.

now expected to commence in June

utilisation at Arasmeta is expected to

2016 on quarterly basis. This

significantly improve and reach the

deferment provides additional

earlier PLF levels over the next few

internal accruals over the next two

quarters.

The total Power generating capacities

of utilities and non-utilities as on

March 31 2014 was 243,028 MW and

according to industry experts,

the

years and the necessary latitude for

additional units

to commence

operations.

Sai Maithili has set up a 10 MW Solar

total demand for electricity will be

Power Plant in the State of Rajasthan

above 950,000 MW by 2030 providing

under Jawaharlal Nehru National Solar

the requisite growth canvas. With the

Sai Wardha continues to pursue

Mission as part of Groups green

high quality of its asset base, a proven

compensation for the calorific value

energy initiatives. The total gross

execution capability, an increasingly

shortfall in the coal supplied during

power generated in the plant during

efficient business structure and with

the year, and a prima facie opinion has

the year was 19 MWh, with an average

secured fuel supplies to the power

been expressed by the Competition

PLF of 21%.

Commission of India ("CCI") on 22

January 2014 in favour of

the

Company's submission. A detailed

investigation is currently underway by

the office of the Director General of

Competition Commission of

India,

and the group is hopeful of being

granted the necessary relief in the next

few months.

In addition efforts on

seeking local regulatory intervention

on power supplies, enhanced utilisation

through appropriate open access

arrangements are simultaneously

being pursued. Once these are

successfully addressed, profitability of

Sai Wardha is expected to revert to the

previously achieved levels.

The other power projects of the Group

viz., 135 MW VS Lignite, 58 MW Sai

Regency and 43 MW Sitapuram Power

have all shown good performance by

achieving high Plant Load Factors.

Business Strategy and Outlook:

The high capital

intensity and

associated debt required in developing

and growing the Company's power

generation business, coupled with high

currency volatility and the current

difficult Indian policy environment, will

impact the Company's overall funding

requirements and financial performance

in the near term. Work continues on a

number of major initiatives in this regard.

The challenge continues within the

Indian power sector as a whole to obtain

fuel at the right price and open access

for the supply of power to customers at

sensible PPAs. However, with tapering

linkage of coal supplies now secured to

cover any potential delays for

the

Mahanadi plant and with significant

long term PPAs signed at higher tariff

rates, the Company's growing plant

plants, the Company is well positioned

to address

the Indian power

generation opportunities.

I also take this opportunity to place on

record my sincere thanks to our

Shareholders,

the Governments,

authorities and agencies, Project

Lenders and our valued customers,

who have supported our Company. I

c o n v e y m y a p p r e c i a t i o n a n d

thankfulness to my colleagues on the

Board for their invaluable contribution

in strengthening the Company.

I

would also like to thank all

the

employees for their dedicated and

committed efforts.

T.L. Sankar

Chairman

ANNUAL REPORT 2013 - 2014 05

06

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

ANNUAL REPORT 2013 - 2014 07

08

KSK ENERGY VENTURES LIMITED

Management Discussion and Analysis

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

INDUSTRY STRUCTURE AND DEVELOPMENTS

The Energy Sector - Introduction

Power sector in India has made rapid progress both in the Installed Capacity and Transmission and Distribution System. The

total Power generating capacities of utilities and non-utilities as on March 31 2014 was 243,028 MW. (Source: Executive

Summary: Power Sector - March 2014, CEA, Ministry of Power, Govt. of India). The country has been facing power shortages in

spite of the manifold growth over the years. The GoI lays special emphasis on reduction of transmission and distribution losses

and demand side management to optimally utilize the limited resources. Concerted efforts are going on to bridge this gap of

demand and supply through policy initiatives, private sector participation and development of Ultra Mega Power Projects

(UMPPs). The objectives of power sector development include providing sufficient, reliable and inexpensive power. The per

capita consumption of energy in India is one of the lowest in the world. For 2010, per capita consumption of electricity was 884

units per year as at 2012. This has been estimated to have moved marginally to 917.2 units by 2013 (Source: Growth of

Electricity Sector in India from 1947-2013, CEA, Ministry of Power, Govt. of India, July, 2013)

The state of preparedness of the country for generation of the energy it requires and the quality or efficiency of the technology

used in the generation can be well analyzed by the indicators of installed capacity and capacity utilization, respectively. The

power sector in India had an installed capacity of 243 Gigawatt (GW) as of March 2014 recording an increase of 7.9% over that

of April 2013. Captive power plants generate an additional 39.37 GW. Thermal power plants constitute 69.2% of the installed

capacity, hydroelectric about 16.7% and rest being a combination of wind, small hydro-plants, biomass, waste-to-electricity

plants and nuclear energy. India generated about 966 BU electricity during 2013-14 fiscal. (Source: Executive Summary: Power

Sector - March 2014, CEA, Ministry of Power, Govt. of India) Continued economic development, lifestyle changes and a

growing population are increasing the demand for energy in India.

Power shortages have adversely affected the country's economy. Power shortages in India have adversely impacted multiple

industries like agriculture, manufacturing, services etc. Improvement of this sector is essential for the economic well-being of

the country and enhancement of the quality of life of citizens.

The overall slow-down in economy and particularly in

infrastructure have led to stagnant electricity demand and decrease in the purchasing power of people, which signifies in a

nutshell the critical situation faced by the Indian power sector. Moreover, per capita annual electricity consumption remains

significantly low at ~917 kWh for FY 2012-13 and one third of the Indian population remains without access to electricity.

Indian Economy Outlook

The Indian economy continued to deal with persistent challenges of high inflation and low growth during FY 2013-14. The

surge in inflation particularly in food prices owing primarily to supply side constraints was one of the biggest challenges faced

by the Indian economy during the year which affected common man the most. The GDP growth rate recovered marginally from

4.47% in FY 2012-13 to 4.74% in FY 2013-14 owing to robust growth in financial and business services.

Generation

From 42.59 GW at the end of 6th Five Year plan (1980-85), the country has raised its installed capacity to 243.02 GW as of March

2014, world's fourth largest. The fuel wise break-up of the installed capacity as shown below depicts that coal has continued to

maintain its lion's share whereas hydro has lost almost half of its share to renewables and gas sources.

ANNUAL REPORT 2013 - 2014 09

Management Discussion and Analysis

160

140

120

100

80

60

40

20

0

145.27

Mar’ 1985

Mar’ 2014

26.31

40.53

14.46

29.40

21.78

4.78

1.09

0

0.54

Coal

Hydro

Nuclear

Renewables

Gas

Installed Capacity (GW)

0.17 1.19

Diesel

In the first two years of the12 Five Year Plan (2012-17) 43% of the target has been achieved by adding 38 GW (excluding

th

renewables). While, Central and State sectors could achieve 43% and 74% of their respective targets, Private sector's

achievement stands at 151% of its target for FY 2013-14.

Though the total generation in FY 2013-14 at 967 BU has increased by 55 BU over FY 2012-13, the overall Plant Load Factor

(PLF) of thermal power plants has plummeted from 67% in FY 2012-13 to 63% in FY 2013-14. The PLF of coal based plants

dropped from 70% in FY 2012-13 to 65% in FY 2013-14 and that of gas based plants from 40% in FY 2012-13 to 25% in FY 2013-

14 mainly due to domestic fuel shortages.

Transmission

Creation of capacities and deployment of better technology have led to noteworthy development of the transmission

segment. The transmission lines and transformation capacity added for the FY 2013-14 was 16748 (ckms) and 57330 MVA

respectively. The 12 Plan envisages an addition of about 1,07,440 ckm of transmission lines and 2,70,000 MVA of AC

th

transformer capacity. Out of this 33,855 ckm transmission lines and 1,20,995 MVA of AC transformer capacity were added upto

FY 2013-14.

During the year, the Southern Grid was connected to NEWNE Grid through the newly commissioned 765 kV Raichur-Sholapur

single circuit transmission line thereby forming 'One Nation-One Grid-One frequency' system and making the Indian power

system one of the largest operating synchronous grids in the world. This grid integration will provide relief to the power-

starved southern region and will ensure stability, better management and smooth delivery of power to the consumers.

Bottlenecks like delay in environmental & land clearances, RoW issues, disproportionate increase in transmission capacity as

compared to generation capacity etc. continue to hamper the segment.

10

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Distribution

Considering the various challenges such as high distribution losses, poor financial health of distribution companies and low

billing recovery, the government has introduced a financial re-structuring plan for the SEBs/discoms. Eight States which

account for 70-80% of the short-term liabilities are currently in the process of availing the benefit of this programme.

Continued focus on financial viability of the distribution sector is crucial for success of the power sector. Additionally, many of

the States, where costs far exceed revenue that can be recovered based on fixed tariffs have adopted the concept of Regulatory

Assets. These are recoverable from future tariff increases, which, if delayed, could cause tremendous cash management

challenges for the discoms. Hence, there is a need to address the issue of Regulatory Assets through practical solutions. Your

Company has taken the initiative of suggesting possible solutions and advocacy on the same is being pursued.

Fuel Availability

Domestic coal production has been stagnant in the last seven years, while demand from coal based generation capacities has

continuously risen over these years. Apart from the scaling up of production from Coal India Limited (CIL), there is a distinct

need to catalyse the expansion of indigenous coal production capacity.

CIL has been falling short of its production target due to environmental & legal delays in adding new mines, lack of diligent

efforts to ramp up existing ones, lack of railway access etc. FY 2013-14 ended with a coal production of 463 million tonnes (MT)

against the target of 482 MT.

As a prospering economy, India faces energy security as a growing challenge. The power sector is the largest consumer of coal

followed by the iron and steel and cement segments. The overall long-term demand of coal is closely linked to the

performance of the end-use sectors. If the country's coal demand has to be met, there is no option but to expedite the

development of these blocks which were allotted hoping that the private developers would be in a better position to deal with

various issues and bottlenecks and getting faster output of coal. In addition to the captive developers, the public sector coal

companies that are contributing more than 90 % of total production also need immediate support in taking measures for

increasing coal production from existing and new mines.

OPPORTUNITIES

Your Company is a power project development company in India, with experience in developing and operating multiple power

plants across India. Your Company operates in the power generation business and has long-term fuel access to its power

plants. Your Company's power projects are in various phases of operation and development, including operational power

projects, a power project under construction and power projects in the planning phases.

Your Company currently have (i) six power plants (aggregating 872 MW) and one unit of 600 MW (that is part of our 3,600 MW

Mahanadi power plant with an aggregate of six units), that are fully operational and (ii) five remaining units of the 3,600 MW

Mahanadi power plant (aggregating 3,000 MW) that are currently under various stages of construction. In addition, certain

other thermal, solar and hydro power projects, including outside India, are in various stages of planning.

The opportunities and outlook that exist for your Company are as follows:

(cid:2)

(cid:2)

With Power sale arrangements entered during the year under Case-I PPA, the ability to align the new uncertainties and

costs thereto are significantly addressed.

Though untested, the newly announced Case-1 and Case-2 bidding in the context of reasonable compensation for

recovery of fuel cost could be a welcome step for the power generation segment, however actual implementation is

awaited.

ANNUAL REPORT 2013 - 2014 11

Management Discussion and Analysis

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

The Sector provides immense opportunities for several projects through Public Private Partnerships /JVs for capacity

creation in generation, transmission and distribution segments.

With the Southern Grid integrated to the NEW Grid, the power trading market is set to expand and the large price

disparity between the southern and the other regions would reduce over the period.

Capitalize on the Growth of the Indian Power Generation Sector

The power sector in India has historically been characterized by power shortages that have worsened over time.

According to the CEA, the gap between power demand and supply for the period from April 2013 to March 2014 across

India was 6,103 MW. We believe that our power projects will play a role in the growth of the Indian power sector and

contribute in achieving the GoI's vision for the power sector. In addition to the power projects that we are currently

operating, constructing or planning, we intend to develop or acquire additional power projects in the future.

Continue to focus on our Sustainable Business Model

Opening the power generation sector in India to the private sector has increased the involvement of market dynamics in

the operation and maintenance of power projects across the country.

Developer Driven Business Model

We intend to continue to focus on a developer driven business model. We intend to establish power projects with cost-

efficient, sustainable, long-term sources of fuel. In addition, we intend to continue to invest in the captive power projects

of our consumers by setting up dedicated power projects matching, as much as possible, their power requirements.

(cid:2)

Secure Fuel Access

Having a dedicated, cost-efficient and established fuel supply arrangement for a power plant is fundamental to its

success. Our strategy has been to establish dedicated fuel supply arrangements prior to setting up a power plant and

continue to develop such arrangements during the operation of the plant. We try to ensure that we have adequate

supplies of cost-efficient fuel through captive fuel sources, long-term contracts with private parties or with state mineral

development corporations to meet our power projects' needs.

OUTLOOK

Your Company's management is focused on moving the various supply chain solutions forward with respect to operational

assets and addressing the on-ground situations to co-ordinate planned generation with fuel supplies for the assets under

construction. With the underlying assets, associated performance and opportunities, your Company is well positioned to be

one of the more stable, valuable and sustainable players in the Indian power generation landscape and view the future with

confidence. Your Company's bold growth initiative in these challenging times demonstrates its growth and profitability

potential in this key area of the Indian economy upon completion.

Further, with a new federal government in place, there is renewed hope in the power industry in India and the expectation that

the government would take the definitive steps to resolve longstanding issues confronting the power generation business

and competitive thermal energy is expected to maintain its position as the backbone of the Indian power sector.

PRINCIPAL RISKS AND UNCERTAINTIES

The last two years were challenging and exciting for the power sector and the Company, as well. Nevertheless this year has

also witnessed the result of undeterred and sincere efforts of the Company which led to resolution of few of the long pending

12

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

issues like obtaining environment related clearances for coal mines, execution of Fuel Supply Agreement for linkage coal and

PPAs with respect to the 3600 MW Power project in Chhattisgarh.

Below listed are the principal risks and uncertainties faced by the Company:

A. UNCERTAINTIES IN REGULATORY POLICY

Central and State governments have set out broad defined policy objectives and regulatory framework for the sector. But due

to non- coherent approach of the various regulatory and government agencies in according required approvals/ clearances

and adhoc policy revision has impacted the execution and operation of the project.

Mitigation

(cid:2)

(cid:2)

(cid:2)

Policy paralysis and government indecision to be counted with patient capital and innovative solutions while adhering to

highest standards of transparency and integrity.

Address contradictions through consultative process failing which enforcement of legal remedies for decisive positions.

Healthy engagement with government and local regulators to identify potential hazards upfront and develop an action

plan.

B. UNCERTAINTIES IN AVAILABILITY OF FUEL

The Group has secured fuel arrangements for all its operational as well under construction power projects. The fuel

arrangements with Government agencies are valid for certain period and extended further for next term subject to renewal of

the agreement. Though it is normal practice followed by CIL/ GAIL and the agreements for usually extended for next term, but

there is no such guarantee for the extension of the fuel supply agreements. There is a risk that CIL may decline the extension,

change the annual supply quantity and quality and/ or increase the fuel price.

Mitigation

(cid:2)

(cid:2)

(cid:2)

PPAs with fuel cost pass through arrangement

Arrangement with multiple suppliers and reducing dependability on single fuel supplier

Close hands on co-ordination between various Ministries and agencies of Government and addressing the same.

C.

PPA related - Customer Concentration

The Company is dependent on a small number of customers to supply its output and derive its revenue and profitability.

Mitigation

(cid:2)

(cid:2)

Attempt to capture appropriate language remedies for PPA administration and continuous customer interactions for

mutual problem addressal

Seek performance securities and regulatory directions for enforcement of contractual obligations

ANNUAL REPORT 2013 - 2014 13

Management Discussion and Analysis

D. Non - Availability of Support Infrastructure

The continuous and efficient operation of Power Projects also depends on the support infrastructure facilities, in addition to

power plant block. The support infrastructure facilities like water supply system, rail logistic system for coal transport etc, not

limited to the power plant boundary, but are imperative for the operation of power plant.

Mitigation

(cid:2)

(cid:2)

(cid:2)

Close monitoring of these facilities

Highly skilled and specialised manpower dedicated for these facilities

Additional water reservoir and coal stockyard inside the power plant area, so that any sudden breakdown of support

facilities shall not affect the operation of the power plant

E. Currency Fluctuations

During the financial year 2013-14, Indian Rupee depreciated by 10.6% against US dollar and in financial year 2012-13, by 7.5%.

Though the recent economic and political developments in the country indicate the improvement in exchange rate, there is no

such guarantee and Indian currency may further depreciate.

Mitigation

(cid:2)

Appropriate currency hedging instruments.

F. Cost & Time overrun of Projects under construction

The Group is in active implementation of 3600 MW coal based Power plant in Chhattisgarh. The commissioning of the project

has been delayed due to several exogenous factors such as extended monsoons, local issues, delay in permits and clearances

from government agencies. The timely execution of the project is also dependent on the fulfilment of contractual obligations

of EPC contractors.

The project cost may increase due to delay in commissioning of the Project. In addition to above factors, the depreciation of

Indian Rupee against foreign currencies may also add to the cost overrun.

Mitigation

(cid:2)

(cid:2)

(cid:2)

Close monitoring of the project teams through Project Management Group and active contractor engagement to address

issues

Risk of over runs mitigated through turnkey EPC contracts of lumpsum Turnkey basis for the major part of the project

scope

Key concerns addressed through periodic review meetings of top management teams at site and head offices

G. Socio- Economic- Political uncertainties

The Group operates multiple power projects in various locations, each with its own set of circumstances, challenges, cultures

and local activism levels. Any adverse monetary and fiscal changes may result in higher operating and financial cost and put

strain on the cash flows of the projects. Any change of Government in Centre and respective States may raise the risk of ad-hoc

changes in policies, the basic premises on which Projects were envisaged.

14

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Mitigation

(cid:2)

(cid:2)

(cid:2)

(cid:2)

The Company management emphasis on active stake holder engagement, corporate social responsibility initiatives and

continual consultation and engagement programs

Working with local communities, leaders for review of challenges and solutions to address the same

Close hands on co-ordination between various Ministries and agencies of Government and addressing the same.

Close monitoring of the various incentive regimes and ensuring timely adherence to specifications / norms where

timelines are of essence

Below listed are the principal risks and uncertainties faced by the Sector as a whole:

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

Domestic fuel shortages including lack of clarity on availability of domestic fuel especially gas is impacting the power

sector adversely.

Even as the government pushes ahead with raising the fuel price, Discoms, which are already suffering from abysmal

health, would be recovering lesser than the costs, unless adequate tariff hikes are provided. This will impact adversely the

strengthening and augmenting of distribution networks resulting into high technical losses, unplanned extensions of

distribution lines, overloading of the system elements and lack of adequate reactive power support.

With the introduction of new land acquisition law, land acquisition for new projects is estimated to take much more time

and the higher compensation for land would increase the project cost. This is only likely to add to the woes of power

project developers already struggling with delays in multiple clearances with respect to environment, forest, water linkage,

rights of ways (RoW) etc., eventually leading to increased pre-development cycle and cost escalation.

Unsustainable cross subsidy levels is one of the major issues faced by Distribution companies and its elimination is the key

to entail cost-reflective tariffs. The open access regime has further constrained the ability to reduce the cross-subsidies.

Banks, apart from limiting their exposure, are extremely cautious in lending to the ailing power sector which may further

constrain the sector's growth.

INTERNAL CONTROL SYSTEMS AND THEIR ADEQUACY

The Company has an internal control system, which provides protection to all its assets against loss from unauthorized use and

for correct recording and reporting of transactions. The internal control systems are further supplemented by internal audit

carried out by an independent firm of Chartered Accountants and periodical review by the management. The Audit

Committee of the Board addresses issues raised by both the Internal Auditors and Statutory Auditors.

The internal control systems are implemented

(cid:2)

(cid:2)

(cid:2)

To safeguard the Company's assets from loss or damage

To keep constant check on cost structure

To provide adequate financial and accounting controls and implement accounting standards.

ANNUAL REPORT 2013 - 2014 15

Management Discussion and Analysis

OPERATIONAL PERFORMANCE

During the year under review and until date the aggregate installed capacity stands at 1472 MW. The operational performance

for the financial year 2013-14 of each of the operational power plants is provided as under:

31 March 2014

KSK Mahanadi (First 600 MW)

Sai Wardha (540 MW)

VS Lignite (135 MW)

Sai Regency (58 MW)

Arasmeta Captive Power (86 MW)

Sitapuram Power (43 MW)

Sai Regency Wind Project (19 MW)

Sai Maithili Solar Project (10 MW)

KSK Mahanadi Power Company Limited

MWh

1,088 MWh

2,586 MWh

902 MWh

445 MWh

341 MWh

342 MWh

33 MWh

19 MWh

PLF

62%

55%

76%

88%

45%

91%

20%

21%

The construction activity at KSK Mahanadi, a large, single location, greenfield private power plant continues, with significant

achievements during the year under review, and the period up to this date. The first 600 MW unit has commenced supplies

under the PPA's and the second 600 MW unit is expected to achieve synchronization shortly. Phased construction of the

remaining four 600 MW units is expected. Major part of the civil works, construction and common operation infrastructure at

site are complete. Water pipeline infrastructure to meet the water requirements of the entire power plant is commissioned.

Switch yard and transformer yard commissioned, with back charging of 400kV switchyard and transmission system enabling

connectivity for evacuation of power generated into the national grid. Required rail infrastructure to enable transportation of

coal to the power plant is complete.

With stabilised generation from the first 600 MW unit, and the progress being made with the second 600 MW unit, the

Company's management continues to focus its efforts on expediting the construction of the remaining four units.

Sai Wardha Power Limited (formerly

Wardha Power Company Limited)

Sai Wardha is a 4X135MW (540MW) coal based power plant located at Warora Growth Centre, Chandrapur District in

Maharashtra. The total gross power generated in the plant during the review period was 2,586 MWh with an average Plant

Load Factor (PLF) of 55%. This reflected the challenging local operating environment, the fuel and the open access grid

constraints experienced by Sai Wardha.

While, Sai Wardha is pursuing power sale arrangements to commence supplies for part of the capacity that was earlier being

supplied to R-infra, the additional capacity that was earmarked to be supplied to captive industrial consumers also

experienced limitations on open access from the local grid, in spite of long term PPA commitments from various industries. Sai

Wardha continues to make all efforts to pursue the coal price reduction and the granting of the necessary open access

permissions, which will ultimately lead to the enhanced utilisation and profitability of the Sai Wardha plant.

16

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

VS Lignite Power Private Limited

VS Lignite is a 135 MW lignite based power plant located at Gurha village in Bikaner District of Rajasthan. The total gross power

generated in the plant during the year was 902 MWh, with an average PLF of 76%. The Company is continuing its efforts to

secure necessary long term Power Purchase Arrangements from the local grid as well as appropriate legal reliefs with respect

to tariffs from industrial customers.

Sai Regency Power Corporation Private Limited

This Company operates a captive natural gas based combined cycle power plant with a capacity of 58 MW located in

Kalugoorani village in Ramanathapuram District of Tamil Nadu and wind power generation with a capacity of 18.90 MW

located in Tirunelveli District of Tamil Nadu. The total gross power generated in the combined cycle gas fired power plant

during the year was 445 MWh, with an average PLF of 88%. The wind capacity of 19 MW has been disposed subsequent to the

year end at an attractive realization post the tax gains.

Arasmeta Captive Power Company Limited

Arasmeta is a coal based power plant located at Gopal Nagar Village of Janjgir-Champa District in Chhattisgarh. The total gross

power generated in the plant during the year was 341 MWh, with an average PLF of 45%, primarily due to the limited off-take

by Lafarge India. With the new PPA arrangements in place, asset utilisation is expected to significantly improve and reach the

earlier 80%+ PLF levels over the next few quarters.

Sitapuram Power Limited

Sitapuram is a 43 MW coal based power plant situated at Dondapadu village of Nalgonda District in Telangana. The power

generated is supplied to M/s. Zuari Cement Limited, a captive consumer having cement plants in Dondapadu

in Telangana

and

Yerraguntla in Andhra Pradesh and the balance of power sold to other customers under open access. The total gross power

generated in the plant during the year was 342 MWh, with an average PLF of 91%.

Sai Maithili Power Company Private Limited

Sai Maithili has set up a 10 MW Solar Power Plant in the State of Rajasthan under Jawaharlal Nehru National Solar Mission as

part of Groups green energy initiatives. The total gross power generated in the plant during the year was 19 MWh, with an

average PLF of 21%.

FINANCIAL PERFORMANCE

The consolidated financial statements of the Company and its subsidiaries are prepared and presented in accordance with the

Generally Accepted Accounting Principles (GAAP) under the historical cost convention on the accrual basis. GAAP comprises

accounting standards notified by the Central Government of India under Section 211 (3C) of the Companies Act, 1956, other

pronouncements of the Institute of Chartered Accountants of India, the provisions of Companies Act, 1956, the provisions of

the Companies Act, 2013 (to the extent notified) and guidelines issued by Securities and Exchange Board of India.

Revenues

Sales and operating income

(Rs.in million)

Particulars

Fiscal 2014

% of total revenue

Fiscal 2013

% of total revenue

Sales and operating income

Other income

Total

21,118.01

1,365.52

22,483.53

94

6

100

22,070.20

1,006.96

23,077.16

96

4

100

ANNUAL REPORT 2013 - 2014 17

Management Discussion and Analysis

The total sales and operating income have decreased by 4% from Rs. 22,070.20 million for the fiscal year 2013 to Rs. 21,118.01

million for the fiscal year 2014. The breakdown of the sales and operating income was as follows:

(Rs.in million)

Particulars

Fiscal 2014

% of total revenue

Fiscal 2013

% of total revenue

Income from sale of energy

20,993.40

Project development fee

Corporate support services

Other operating income

67.46

46.69

10.46

Total

21,118.01

Income from sale of energy

99.41

0.32

0.22

0.05

100

21,910.62

123.75

2.19

33.64

22,070.20

99.28

0.56

0.01

0.15

100

Income from sale of energy is primarily from our Subsidiaries. The income from sale of energy in fiscal 2014 reported 4%

negative growth over the fiscal 2013. The decrease in income from sale of energy was primarily on account of a decrease in

sales in the Sai Wardha power plant. However, decrease in sales in Sai Wardha power plant has been offset to a certain extent

on account of commencement of commercial operations of the first 600 MW unit of the KSK Mahanadi power project.

The overall units of power generated, number of units sold and average realisation has been demonstrated in the table below:

Particulars

Fiscal 2014

Fiscal 2013

Units generated (units in million)

Sale of energy (Rs. in million)

Average realization (per unit)

5,755

20,993.40

4.33

5,546

21,910.62

4.63

Overall Units generated, average realisation and sale of energy trend has been demonstrated in the graph below:

AVERAGE

UNITS GENERATED

5.00

4.00

3.00

2.00

1.00

0.00

4.57

4.63

4.33

3.89

4.09

3.54

5,546 5,755

4,862

6,000

5,000

4,000

3,000

2,000

1,000

0

2,793

958

1,010

FY 09 FY 10 FY 11 FY 12 FY 13 FY 14

Rs. per unit

FY 09 FY 10 FY 11 FY 12 FY 13 FY 14
Units in Million

SALE OF ENERGY

21,911

20,993

19,066

10,164

25,000

20,000

15,000

10,000

5,000

2,452 2,827

0

FY 09 FY 10 FY 11 FY 12 FY 13 FY 14
Rs. Million

18

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Income from project development services

Decrease in our income from project development services from Rs. 123.75 million during fiscal 2013 to Rs. 67.46 million

during fiscal 2014 reflects the maturity of our assets portfolio from under construction assets to operational assets.

Other income

Our income from other sources increased to Rs. 1,365.52 million for the fiscal year 2014 as compared to Rs. 1,006.96 million for

the fiscal year 2013 as outlined below:

Particulars

Interest Income

Dividend Income

Insurance claim received

Miscellaneous income

Total

Fiscal 2014

Fiscal 2013

(Rs. in million)

966.79

0.90

353.49

44.34

980.73

1.28

-

24.95

1,365.52

1,006.96

Increase in income from other sources was primarily on account of payments received in fiscal year 2014 against insurance

claims made in two of our Subsidiaries. However, increase in income from other sources has been offset to a certain extent due

to decrease in interest income on surplus funds parked in deposit and advances.

Expenditure

Generation and operating expenses

Particulars

Consumption of fuel

Other manufacturing expenses

Total

Fiscal 2014

Fiscal 2013

(Rs. in million)

11,978.78

1,522.50

13,501.28

10,695.64

1,314.50

12,010.14

The total generation and operating expenses indicated an increase of 12% from Rs. 12,010.14 million in fiscal 2013 to Rs.

13,501.28 million in fiscal 2014.

Employee benefit expenses and other expenses

Particulars

Employee benefit expenses

Other expenses

Total

Fiscal 2014

Fiscal 2013

(Rs. in million)

463.42

1,781.52

2,244.94

431.65

1,444.46

1,876.11

The employee benefit expenses and other expenses have registered an increase of 20% from Rs. 1,876.11 million in fiscal 2013 to

Rs. 2,244.94 million in fiscal 2014. The increase is mainly on account of increase in open access charges incurred in connection with

the sale of power to captive customers in the Sai Wardha power plant, increase administrative costs associated with the

commencement of commercial operation of the KSK Mahanadi power plant's first unit and

foreign exchange losses

.

ANNUAL REPORT 2013 - 2014 19

Management Discussion and Analysis

Finance costs

Particulars

Gross finance costs

Less : Capitalized to fixed assets

Net Finance costs

Fiscal 2014

Fiscal 2013

(Rs. in million)

18,186.13

10,970.01

7,216.12

14,679.81

8,662.14

6,017.67

The gross finance costs increased to Rs. 18,186.13 million in fiscal 2014 from Rs. 14,679.81 million in fiscal 2013 reflecting a 24%
increase year on year. During the fiscal 2014, the Group had mobilized additional average borrowing of Rs. 17,863.42 million to
finance its capital expenditure and working capital requirements resulting in increased finance costs of Rs. 3,506.32 million.
However, after capitalizing for the constructions units as applicable, the net increase in finance costs as reflected above is Rs.
1,198.45 million.

Depreciation and amortization expenses

Depreciation and amortization expenses had increased from Rs. 2,264.68 million in fiscal 2013 to Rs. 2,929.73 million in fiscal
2014 mainly on account of commencement of commercial operation of the KSK Mahanadi power plant's first unit.

Taxes

The Group made effective use of various tax benefits available in India, including certain special benefits for companies in the
power sector and such benefits have resulted in lower effective tax rate in some of our operating Subsidiaries. The tax provided
on a consolidated basis amounted to Rs. (1,527.61) million (including MAT credit of Rs. (101.02) million for fiscal 2014 as
against Rs. (764.96) million (including MAT credit of Rs. (140.46) million for fiscal 2013. The increase in tax income is mainly on
account of carry forward of losses in the Sai Wardha power plant, VS Lignite power plant and the KSK Mahanadi power plant.

Earnings / (loss) per Share

The Earnings / (Loss) per share for fiscal 2014 stood at Rs. (4.62), which showed a decrease over the previous year. This
significant decrease is due to lower performance of our operational plants and the Sai Wardha power plant in particular.

Segmental analysis

The Group is currently engaged in two business segments, namely, power generation and power development. Net revenues
from its power generation segment have decreased from Rs. 21,944.26 million in fiscal 2013 to Rs. 21,003.86 million in fiscal
2014. Net revenues from its project development segment have decreased from Rs. 125.94 million in fiscal 2013 to Rs. 114.15
million in fiscal 2014. The power generation segment contributed 99% revenue of the Group's total revenue in both Fiscal Years
2014 and 2013.

Financial position and cash flows

The capital employed of the Group was Rs. 190,126 million as at March 31, 2014 and increased by Rs. 15,431 million as
compared to March 31, 2013. The Group incurred Rs. 21,758 million towards capital expenditure during fiscal 2014. The major
expenditure was incurred on continuous construction and development activities at our 6 x 600 MW Mahanadi power plant.

The loan portfolio of the Group comprises a combination of domestic and foreign currency loans. The aggregate outstanding
indebtedness as at March 31, 2014 stood at Rs. 151,345 million and increased by Rs. 15,585 million compared to fiscal 2013.
The increase is mainly on account of disbursement of term loans and foreign currency loans in the KSK Mahanadi power plant
for ongoing construction activities and working capital requirements across other projects. Apart from these, during fiscal year
2014, the Sai Wardha power plant also refinanced its existing borrowing with External Commercial Borrowing.

20

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Net customer receivables increase is mainly attributable to regular trade debtors coupled with withholdings of monies by
certain off takers citing billing disputes or entitlement to withhold and necessary legal remedies are being pursued for
realization of such receivables.

Cash accruals from operations were lower in fiscal 2014 by Rs. 3,638 million as compared to fiscal 2013 mainly due to lower
asset utilization at Sai Wardha power plant. Proceeds from sale of short term investments, sale of surplus lands, dividend and
interest income aided cash generation during the year fiscal 2014. Apart from deployment of cash for capital expenditure, the
Group repaid some of its long term loans amounting to Rs. 31,880 million and availed fresh disbursement of borrowings
amounting to Rs. 42,317 million. Consequently, there was net cash inflow of Rs. 289 million for the fiscal 2014.

HUMAN RESOURCES

The Human Resource Department in the organization acts as a strategic partner for realizing the mission and vision of the
organization. It functions with the objective of developing the Human Resource, who ultimately unleashes the Company
Philosophy “Power from Knowledge”.

HR Processes and Practices are strengthened with a view to create a system & culture which will enable people to unleash their
potential and grow within the organization and at the same time along with the organization and ensure Talent Retention and
Development.

The capability development is given priority to make the organization more agile and make it competitive globally. The frame
work is being done for developing employees at all levels and to make them future ready for higher roles and responsibility.

Total manpower of the group at the end of the financial year is 1274.

SUSTAINABILITY INITIATIVES

Sustainability initiatives continue to be essential ingredient of KSK's Business policy and the Group embraces this responsibility
that comes along with the opportunity of operating across various locations in multiple Indian States. Towards this direction,
our commitment to community moves beyond the requirement of social license to operate and to a far noble theme of
"Bringing Dignity to Life…" as part of `giving back to society' to support and initiate projects that provide sustainable solutions
to the most pressing social challenges for the affected communities.

Further, the Group support to various social infrastructure facilities in the immediate vicinity of the Hospital is expected to
enable sustained community involvement and utilization of the asset by local stakeholders and provide the much required
monetary and non- monetary impetus to the hospital Facilities.

The Group's effort in tertiary healthcare with cardiac facility at Raipur, where services are offered free of charge to all
stakeholders, has experienced certain milestones during the year and subsequent period thereof as summarised below:

(cid:2)

(cid:2)

Over 3,400+ Outpatient Cardiac consultations with 400+ state of art cardiac surgeries performed free of cost

Divine Child Health Programme initiated in September 2013 for screening of children for over 29 conditions that could
eventually lead to Cardiac interventions

Department of Paediatric Heart Care initiated with Foetal cardiology services initiated in June 2014.

The group's sustainability initiatives towards community are essentially focused on five thrust areas; Education, Health, Socio-
economic empowerment, infrastructure development and cultural and social contribution.

ANNUAL REPORT 2013 - 2014 21

Management Discussion and Analysis

1. Promoting Quality Education:

(cid:2)

(cid:2)

Providing merit scholarships to school students, Fee reimbursement to students to pursue higher education courses like
Engineering and Polytechnic, Medical & Management course and ITI scholarships.

Equipment support such as school uniforms, schools bags, stationary & sports material, provision of sports kits and
financial assistance for construction of School Building.

2. Building Healthier Communities:

(cid:2)

(cid:2)

(cid:2)

Through mobile clinic, 186 camps have been organized thereby reaching out to more than 8000 patients in KSK Mahanadi
project area.

Over 3000 persons have been benefitted through our clinic facility at Sai Wardha Project Site.

Provided Emergency Ambulance Services to over 400 users.

3.

Facilitating Socio-Economic Empowerment:

(cid:2)

(cid:2)

(cid:2)

Support for Pond Deepening work at Mankadal Pond, Nawagarh, Upkanala of Nawapara

Distribution of Vegetable Seeds and financial support to families under Income Generation Activity.

Provided drinking water facilities to nearly 2000 families through water tanker or by deepening the ponds and through
digging bore wells.

4. Developing Infrastructure:

(cid:2)

(cid:2)

(cid:2)

(cid:2)

Improved rural connectivity by laying Outer Peripheral approach roads.

Stone Dust filling over damaged streets & roads and drainage line for water recharging of local ponds

Construction of multiple RCC over-head Tanks (100 KL Capacity) adjoin KSK Mahanadi site

Installation of High mast Lights

5.

Fostering Culture and Social contribution:

(cid:2)

(cid:2)

Supported District Administration for organizing Tricycle distribution camp and celebrating Armed Forces Flag Day.

Sponsorship of Republic day celebrations & International Camel festival and local cricketing events.

Moving forward, the Group intends to follow the new statutory stipulations as applicable in addition to marshalling additional
resources for dedicated pursuit of these various initiatives, the Group intends to learn from the experiences of various other
specialist agencies in the areas of community development and support to undertake initiatives that contribute to build a
better and environmentally sustainable way of life for all stake-holders including consumers, shareholders, employees, local
community and society at large to contribute to the sustainability of those communities.

CAUTIONARY STATEMENT:

Certain Statements in this Management Discussion and Analysis describing the Company's business plans estimates and
expectations, numerical or otherwise, may be 'Forward looking statements' within the meaning of applicable laws and
Important developments
regulations. Actual results might differ substantially or materially from those expressed or implied.
that could affect the Company's operations include economic conditions, government permissions, significant changes in
political and regulatory environment in India, tax laws litigation, labour relations and interest costs amongst others.

22

KSK ENERGY VENTURES LIMITED

Report on Corporate Governance

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

COMPANY'S PHILOSOPHY ON CORPORATE GOVERNANCE

KSK is committed to maintaining high standards of corporate governance. Corporate governance is a synonym for sound
management, transparency and disclosure practices that are synchronous with nature and size of business. Corporate
governance encompasses not only the way in which the Company is managed and deals with its shareholders but also
addresses all aspects of its relationship with society. Hence, it has always been an integral part of your Company's philosophy.

The Company firmly believes that good corporate governance stems from the management's mindset and cannot be
regulated by legislation alone. The Company is firmly committed to fulfill the objective of good Corporate Governance.
Company's philosophy on Corporate Governance envisages the attainment of the highest levels of transparency,
professionalism and accountability in all facets of its operations and in its interactions with its stake holders, including
shareholders, employees, the government and the lenders. The Company's objective remains to create long term value for
shareholders.

The governance structure exhibits the Group's ability to deliver a diversified business, deliver operational performance and
simplify the operating model.

Your Company has complied with the requirements of Corporate Governance as required under Clause 49 of the Listing
Agreement with the Stock Exchanges, the disclosure requirements of which are given below:

BOARD OF DIRECTORS

Composition and Category of Directors

As on March 31, 2014, the Board of Directors of the Company consists of 8 (eight) Directors out of whom six are Non - Executive
/ Independent Directors and two are Executive / Whole - Time Directors. The Company has an Independent Director as a
Chairman and the number of Independent Directors is one-third of the total number of Directors and hence the composition of
the Board is in conformity with Clause 49 of the Listing Agreement. Detailed profiles of the Directors retiring by rotation have
been provided in the notice convening the Annual General Meeting.

None of the Directors on the Board is a Member on more than 10 Committees and Chairman of more than 5 Committees (as
specified in Clause 49), across all the companies in which he is a Director.

Details of other Directorships and Chairmanship / Membership of Committee of each Director in various other Companies is as
follows:

Name of the Director

& Category

No. of other Directorships

No. of other Committee

as on 31.03.2014*

positions held as on

31.03.2014#

Chairman

Member

Mr. T. L. Sankar, Chairman / Independent Director

Mr. S. R. Iyer,  Independent Director

Mr. Girish N Kulkarni, Independent Director

Mr. Anil Kumar Kutty, Non-Executive Director

Mr. Tanmay Das, Non-Executive Director

Mr. K. Bapi Raju, Non-Executive Director

Mr. K.A. Sastry, Whole-time Director / Promoter Director

Mr. S. Kishore,  Whole-time Director / Promoter Director

2

10

11

3

20

9

17

17

* Excludes Directorships in foreign companies and Section 25 Companies.

1

5

1

-

-

-

3

2

-

1

2

2

-

1

4

4

ANNUAL REPORT 2013 - 2014 23

Report on Corporate Governance

# in accordance with Clause 49 of the listing Agreement, Chairmanship / Membership of only Audit & Stakeholders Grievance

Committee in all public limited companies (excluding KSK Energy Ventures Limited) has been considered.

Board Meetings and Procedures

The Board of KSK Energy Ventures Limited met four times during the financial year under review on the following dates: 28 May

2013, 10 August 2013, 9 November 2013 and 10 February 2014. In case of Business exigencies, resolutions are passed by

circulation.

All required information including but not limited to those mentioned in Annexure I A to Clause 49 of the Listing Agreement

are placed before the Board of Directors. Presentations on the financial and operational performance are made to the Board by

the members of the Senior Management team. Information and data that are more important to the Board's understanding of

the business in general and related matters are tabled for discussion.

The Board functions in a democratic manner and the members are at liberty to discuss any issue related to the business in

general.

The maximum time gap between any two meetings did not exceed four months. Leave of absence was granted to those

Directors who expressed their inability to attend the Board Meeting(s).

Details of Directors attendance at Board Meetings and at the last Annual General Meeting held on 21.09.2013 are given in the

following table:

Name of the Director

No. of Board Meetings attended

Attendance at the Annual

during the year

General Meeting

Mr. T. L. Sankar

Mr. S. R. Iyer

Mr. Girish N Kulkarni

Mr. Anil Kumar Kutty

Mr. Tanmay Das

Mr. K. Bapi Raju

Mr. K.A. Sastry

Mr. S. Kishore

Committees of the Board:

4

3

2

4

4

2

4

4

Yes

Yes

No

Yes

Yes

Yes

No

Yes

The Committees appointed by the Board focus on specific areas and make informed decisions within the authority delegated.

Each Committee of the Board is guided by its Charter, which defines the composition, scope and powers of the Committee.

The Committees also make specific recommendations to the Board on various matters from time to time. All observations,

recommendations and decisions of the Committees are placed before the Board for information or for approval.

In addition to the functional Committees, your Board has constituted the following mandatory committees.

24

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

AUDIT COMMITTEE

The management is responsible for the Company's internal controls and the financial reporting process while the statutory

auditors are responsible for performing independent audits of the Company's financial statements in accordance with

generally accepted auditing practices and for issuing reports based on such audits. The Board of Directors has entrusted the

Audit Committee to supervise these processes and thus ensure accurate and timely disclosures that maintain the transparency,

integrity and quality of financial reporting.

Apart from the matters provided in Clause 49 of the Listing Agreement with the Stock Exchanges read with Section 177(4) of

the Companies Act, 2013, the Committee reviews Internal Audit Report and the report of statutory auditors. The Committee

also discusses with the Internal and Statutory Auditors their scope of audit, adequacy of internal control systems, findings and

observations / suggestions.

Composition, meetings and attendance particulars of the Audit Committee during the year is as follows:

The Audit Committee met four times during the year on: 28 May 2013, 10 August 2013, 9 November, 2013 & 10 February 2014.

Sl. No

Name of the Director

Category

No. of Meetings attended

1

2

3

Mr. S.R. Iyer

Mr. T.L. Sankar

Mr. Girish Kulkarni

Chairman

Member

Member

All the above members and Chairman are Independent Directors.

3

4

2

The Audit Committee invites such of the executives, as it considers appropriate (and particularly the head of the Accounts

function) to be present at its meetings. The Internal Auditor and Statutory Auditors are also invited to the meetings. The

Company Secretary acts as the Secretary of the Committee.

NOMINATION AND REMUNERATION COMMITTEE

Composition:

Nomination and Remuneration Committee consists of Non-Executive Independent Directors viz. Mr. Girish N. Kulkarni, Mr. T.

L. Sankar and Mr. S. R. Iyer. Mr. Girish N. Kulkarni is the Chairman of the Committee.

Terms of reference:

The Remuneration Committee was re-designated as 'Nomination and Remuneration Committee' by the Board on May 24,

2014 in line with the requirements of provisions of the Companies Act, 2013 and Clause 49 of the Listing Agreement.

The Nomination and Remuneration Committee is responsible to determine on behalf of the Board and on behalf of the

shareholders with agreed terms of reference, the Company's policy on specific remuneration packages for executive directors,

criteria for evaluation of Independent Directors and the Board, devise a policy on Board diversity, identify persons who are

qualified to become Directors and who may be appointed in senior management in accordance with the criteria laid down and

to carry out any other function as is mandated by the Board from time to time and / or enforced by any statutory notification,

amendment or modification, as may be applicable.

ANNUAL REPORT 2013 - 2014 25

Report on Corporate Governance

Attendance during the year:

The remuneration committee has met once during the year on 10 February 2014.

Remuneration Policy:

Whole-time Directors are appointed by shareholder's resolution. No severance fees is payable to the Whole-time Directors. All

components of remuneration to the Whole-time Directors are fixed in line with the Company's policies.

The Non-Executive Directors and Independent Directors receive sitting fee for attending meetings of the Board and Audit

Committee. The remuneration paid to the Directors during the year under review was in conformity with the applicable

provisions of the Companies Act, 1956, duly considered and approved by the Board and the shareholders.

The appointment of Whole-time Directors is governed by resolutions passed by the Board of Directors, Members of the

Company and the Service Agreements entered into by the Company with the Whole-time Directors, which cover the terms and

conditions of such appointment read with the service rules of the Company. The notice period for Whole-time Directors is six

months as per the Service Agreements.

The Company has no stock option scheme and hence no stock options have been granted to the Directors.

Details of Remuneration paid to Directors for the year ended March 31, 2014:

(Amount in Rs.)

Name of the Director

Sitting Fees

Salary

Perquisites

Commission

Total

Mr. T. L. Sankar

Mr. S. R. Iyer

Mr. Girish N Kulkarni

Mr. Anil Kumar Kutty

Mr. Tanmay Das

Mr. K. Bapi Raju

Mr. K.A. Sastry

Mr. S. Kishore

1,60,000

1,20,000

80,000

-

-

-

-

-

-

-

-

-

-

-

7,500,000

7,500,000

STAKEHOLDERS RELATIONSHIP COMMITTEE

-

-

-

-

-

-

-

-

-

-

-

-

-

-

1,60,000

1,20,000

80,000

-

-

-

7,500,000

7,500,000

The Investors Grievance Committee was re-designated as 'Stakeholders Relationship Committee’ by the Board on May 24,

2014 in line with the requirements of provisions of the Companies Act, 2013 and Clause 49 of the Listing Agreement and is

empowered to perform all the functions of the Board in relation to handling of Shareholder's Grievances. It primarily focuses

on:

(cid:2)

(cid:2)

(cid:2)

(cid:2)

To redress the grievances of shareholders, debenture holders and other security holders

To resolve the grievances of the security holders of the company including complaints related to transfer of shares, non-

receipt of annual reports, non-receipt of declared dividends.

To approve issue of the Company's duplicate share / debenture certificates

To review the performance of the Company's Registrars and Transfer Agents

26

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

(cid:2) To carry out such other functions as may be referred by the Board from time to time or enforced by any statutory

notification / amendment or modification as may be applicable

The Stakeholders Relationship Committee consists of three Directors. The Chairman of the Committee is a Non-executive

Independent Director. The Committee met four times during the year on 28 May 2013, 10 August 2013, 9 November 2013 & 10

February 2014.

The Company Secretary, Mr. M.S. Phani Sekhar has been designated as Compliance Officer of the Company in compliance with

the Listing Agreement with the Stock Exchanges.

Composition of the Stakeholders Relationship Committee (earlier

Investors Grievance Committee

)as on 31 March,

2014 and attendance record during the year 2013-14 is as follows:

Name of the Director

Mr. T.L. Sankar

Mr. K.A. Sastry

Mr. S. Kishore

Category

Chairman

Member

Member

No. of Meetings attended

4

4

4

The status of investor complaints received during the year is as follows:

Description

Received

Resolved

Pending

Non receipt of Annual Report

TOTAL

1

1

1

1

Nil

Nil

CORPORATE SOCIAL RESPONSIBILITY COMMITTEE

As per the Section 135 of the Companies Act, 2013, every company having net worth of Rs. 500 crore or more or turnover of Rs.

1000 crore or more or a net profit of Rs.5 crore or more during any financial year shall constitute a Corporate Social

Responsibility Committee of the Board consisting of three or more directors, out of which at least one director shall be an

independent director.

Accordingly, the Corporate Social Responsibility (CSR) Committee was constituted by the Board on May 24, 2014. The

Committee's responsibility is to assist the Board in undertaking CSR activities by way of formulating and monitoring CSR Policy

of the company.

Composition of the Committee

Name

Mr. T.L. Sankar

Mr. Anil Kumar Kutty

Mr. Tanmay Das

Category

Designation

Independent Director

Non-Executive Director

Non-Executive Director

Chairman

Member

Member

ANNUAL REPORT 2013 - 2014 27

Report on Corporate Governance

The brief terms of reference of the Committee are as follows:

(a) Formulate and recommend to the Board, a Corporate Social Responsibility Policy which shall indicate the activities to be

undertaken by the company;

(b) Recommend the amount of expenditure to be incurred on CSR activities and

(c) Monitor the implementation of Corporate Social Responsibility Policy of the Company from time to time.

CEO and CFO Certification

The CEO and CFO of the Company have certified to the Board in relation to reviewing financial statements and other

information as mentioned in Para V of clause 49 of the listing agreement and the required certificate is appended.

GENERAL BODY MEETINGS

Details of the Annual General Meetings (AGMs) held during the preceding 3 years and Special Resolutions passed thereat are

given below:

Financial

Date and time

Location

Details of Special Resolutions passed

Year

of AGM

2010-11

17 September 2011

NIFT Auditorium, National Institute

One Special Resolution was passed under

11.00 AM

of Fashion Technology,

Section 314(1) for appointment of

Opp. Hi-tech City, Madhapur,

Mr. K. Bapi Raju, Director as "President - Corporate

Cyberabad, Hyderabad - 500 081

Affairs" in KSK Mahanadi Power Company

Limited, a Subsidiary Company.

2011-12

01 September 2012

NIFT Auditorium, National Institute

No Special Resolution was passed

11.00 AM

of Fashion Technology,

Opp. Hi-tech City, Madhapur,

Cyberabad, Hyderabad - 500 081

2012-13

21  September 2013

Bhaskara Auditorium, B M Birla Marg, No Special Resolution was passed

11.00 AM

Adarsh Nagar, Hyderabad - 500 063

Postal Ballot

No resolution was passed through Postal Ballot during the financial year 2013-14.

DISCLOSURES:

(cid:2)

(cid:2)

(cid:2)

There were no materially significant related party transactions that may have potential conflict with the interests of the

Company at large. The details of related party transactions are disclosed in Note 24 to the Accounts in the Annual Report.

There was no incidence of non-compliance during the last three years by the Company on any matter related to Capital

Market. There were no penalties imposed nor strictures passed on the Company by Stock Exchange, SEBI or any statutory

authority.

The Company has complied with all the mandatory requirements of the code of corporate governance as stipulated in

clause 49 of the listing agreement with the stock exchanges. Certificate from Mr. S. Kishore, Whole-time Director and Mr. V.

28

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Sambasiva Rao, Head - Accounts and Statutory Auditor confirming compliance with the conditions of Corporate

Governance as stipulated under clause 49 of the Listing Agreement are annexed.

The Company has adopted the non-mandatory requirements regarding constitution of remuneration committee.

MEANS OF COMMUNICATION

Financial Results:

The quarterly and half yearly results are normally published in all India editions of Business Line (national

daily) and Andhra Prabha (regional newspaper). Further the quarterly financial results/shareholding patterns, official news

releases are posted on Company's website: www.ksk.co.in.

Website:

The Company's website www.ksk.co.in contains a separate dedicated section 'Investor relations' where shareholders'

information is available. Comprehensive information about the Company, its business and operations, press releases and

presentation to Investors can also be viewed. Annual Report is also available in a user-friendly and downloadable form.

NSE Electronic Application Processing System (NEAPS) and BSE online Portal

: The Company also submits to NSE, all

disclosures and communications through NSE's NEAPS portal. Similar filings are made to BSE on their Online Portal - BSE

Corporate Compliance & Listing Centre.

SEBI Complaints Redress System (SCORES)

: The investor complaints are processed in a centralized web-based complaints

redress system. The salient features of this system are: Centralized database of all complaints, online upload of Action Taken

Reports (ATRs) by concerned Companies and online viewing by investors of actions taken on the complaint and its current

status.

Designated exclusive email-id: The Company has designated the following email id exclusively for investors servicing:

investors@ksk.co.in

GENERAL SHAREHOLDER INFORMATION

(a) Annual General Meeting

Day, Date and time: Saturday, 27 September 2014 at 11A.M

Venue: Plot No.694, Road No.33, Jubilee Hills, Hyderabad - 500 033.

(b) Financial Year :

April 1 to March 31

(c) Book Closure date:

Saturday, 20 September 2014 to Saturday 27 September 2014 (Both days inclusive)

(d) Listing on Stock Exchanges with Stock Code

Name and Address of the Stock Exchange

Scrip Code / Trading Symbol

BSE Limited

Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400 001

National Stock Exchange of India Limited

Exchange Plaza, Bandra-Kurla Complex, Bandra (East), Mumbai-400051.

532997

KSK

Listing fee for the year 2014-15 has been paid to all the Stock Exchanges where the Company's shares are listed.

ISIN Code for Demat:

The ISIN allotted to the Company is INE143H01015

ANNUAL REPORT 2013 - 2014 29

Report on Corporate Governance

(e) Market Information:

(I) Market Price Data: High, low during each month and trading volumes of the Company's Equity shares during the last

financial year at NSE and BSE are given below.

MONTH

April, 2013

May, 2013

June, 2013

July, 2013

August, 2013

September, 2013

October, 2013

November, 2013

December, 2013

January, 2014

February, 2014

March, 2014

High

50.85

57.95

61.00

60.00

57.70

55.95

68.40

66.00

69.95

80.00

61.90

69.75

NSE

Low

43.00

47.10

50.10

51.10

49.80

50.20

50.45

57.75

60.10

58.10

53.25

53.60

Volume

High

169485

365334

591891

1792922

166905

225062

913163

390464

447965

10901678

512214

3421637

50.70

58.00

63.50

59.40

57.50

54.95

68.00

65.45

69.80

80.05

62.00

69.75

BSE

Low

43.00

47.25

50.10

51.15

50.00

50.45

50.15

58.55

61.00

58.30

53.65

53.80

Volume

68482

181330

2648834

1555746

91153

36057

10028682

114447

1195077

6225820

253928

955002

(ii) Performance of share price of the Company in comparison to the BSE

KSK VS Sensex (2013-14)

80

70

60

50

40

30

20

10

0

Apr -
13

May -
13

Jun -13 Jul -13

Aug -
13

Sep -
13

Oct -13

Nov -
13

Dec -
13

Jan -14

Feb -
14

Mar -
14

25000

20000

15000

10000

5000

0

KSK

Sensex

48.45

51.55

57.75

56.05

53.5

50.55

60.2

60.5

67.5

58.9

54.35

68.55

19504

19760

19396

19346

18620

19380

21165

20792

21171

20514

21120

22386

KSK

Sensex

30

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

(f) Share Transfer System :

The Company has appointed M/s. Karvy Computershare Private Limited, as its Registrar and Share Transfer Agent, who are

fully equipped to carry out share transfer activities and redress investor complaints. Company Secretary is the Compliance

Officer for redressal of all shareholders' grievances.

(g) Distribution of Shareholding

(i) Distribution of Shares as on 31 March, 2014

Category (Amount)

No. of Cases

% of Cases

Total Shares

Amount

% of Amount

Distribution Schedule - Consolidated as on 31/03/2014

1-5000

5001- 10000

10001- 20000

20001- 30000

30001- 40000

40001- 50000

50001- 100000

100001& Above

TOTAL

12974

91.30

1361088

13610880

570

317

112

48

27

64

101

14213

4.01

2.23

0.78

0.34

0.18

0.45

0.71

458233

484568

286501

174670

126688

473284

4582330

4845680

2865010

1746700

1266880

4732840

369265422

3692654220

100.00

372630454

3726304540

0.40

0.12

0.13

0.07

0.04

0.03

0.12

99.09

100.00

(ii) Shareholding Pattern as on 31 March, 2014

Category

A. Promoters Holding

Promoters

Sub -Total: A

B. Public Shareholding

Mutual Funds /UTI

Financial Institutions /Banks

Foreign Institutional Investors

Bodies Corporate

Non Resident Indians

Foreign Bodies

Indian Public

Sub -Total: B

GRAND TOTAL (A+B)

No of  Shares

%

279232677

279232677

12135112

11956481

18663657

20114307

127301

26374531

4026388

93397777

372630454

74.94

74.94

3.25

3.20

5.00

5.40

0.03

7.07

1.08

25.06

100.00

ANNUAL REPORT 2013 - 2014 31

Report on Corporate Governance

(h) Dematerialisation of Shares and Liquidity:

The Company's shares are compulsorily traded in dematerialized form and are available for trading on both Depositories

viz. National Securities Depository Limited (NSDL) and Central Depository Services (India) Limited (CDSL). The shares of

the Company are actively traded in the National Stock Exchange of India Limited (NSE) and BSE Limited (BSE).

(i) Outstanding GDRs/ADRs/Warrants on any convertible instruments, conversion date and likely impact on equity:

As on 31 March, 2014, the Company does not have any outstanding GDRs/ADRs/Warrants or any convertible instruments.

(j) Address for investor's correspondence

(i) Registrar and Transfer Agents:

Karvy Computershare Private Limited

Plot No 17 to 24, Vithal Rao Nagar

Madhapur, Hyderabad - 500 081

Ph: 040-23420818

Fax: 040-23420814

E-mail: einward.ris@karvy.com

(ii) Any Query on Annual Report:

Corporate Affairs Department

KSK Energy Ventures Limited

8-2-293/82/A/431/A

Road No. 22, Jubilee Hills

Hyderabad - 500 033

Ph: 040-23559922-25

Fax: 040-23559930

E-mail: investors@ksk.co.in

(k) Other Shareholder information:

(i) Corporate Identity Number (CIN)

The CIN allotted to the Company by the Ministry of Corporate Affairs, Government of India is

L45204AP2001PLC057199

(ii) Shareholder's Relation Team

The Shareholder's Relations Team is located at the Registered Office of the Company.

Contact Person: Compliance Officer Ph: 040-23559922-25

Fax: 040-23559930

In Compliance with Clause 47(f) of the Listing Agreement, a separate email ID investors@ksk.co.in has been set up as a

dedicated ID solely for the purpose of dealing with shareholder's complaints.

32

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

(iii) Shares held in electronic form

Shareholders holding shares in electronic form may please note that instructions regarding change of address,

nomination and power of attorney should be given directly to the Depository Participant.

(iv) Reconciliation of Share Capital Audit

As stipulated by SEBI, a qualified Practicing Company Secretary carries out Reconciliation of Share Capital Audit to

reconcile the total admitted capital with NSDL and CDSL and the total issued and listed capital. The audit is carried out

every quarter and the report thereon is submitted to the Stock Exchanges as well as placed before the Board of Directors.

The audit confirms that the total listed and paid up capital is in agreement with the aggregate of the total number of shares

in physical form and the total number of shares in electronic form (held with NSDL and CDSL).

Other disclosures as per Clause 49 of the Listing Agreement:

(i) Clause 49(I) (D): Code of Conduct:

The Company has adopted a Code of Conduct as required under Clause 49(I)(D) of the Listing Agreement with Stock

Exchanges, which applies to all the Board Members and Senior Management of the Company. The Board Members and

senior management personnel have affirmed their compliance on an annual basis and their confirmations have been

received in this regard. The Code of Conduct is available on the Company's website: www.ksk.co.in

A declaration to this effect signed by the Whole-time Director is given below.

“I hereby confirm that the Company has obtained from all the members of the Board and Senior Management Personnel,

affirmation that they have complied with the Code of Conduct and Ethics for Directors and Senior Management of the

Company in respect of Financial Year 2013-14.”

Place: Hyderabad

Date: 14 August 2014

(ii) Clause 49(IV) (B): Disclosure of Accounting Treatment:

Sd/-

S. Kishore

Whole-time Director

The Company has complied with the appropriate accounting policies and has ensured that they have been applied

consistently. There have been no deviations from the treatment prescribed in the Accounting Standards notified under

Section 211 (3C) of the Companies Act, 1956. Significant Accounting Policies is provided elsewhere in the Annual Report.

(iii) Clause 49(IV) (E):

(a) None of the Independent / Non-executive Directors has any pecuniary relationship or transactions with the Company

which in the judgement of the Board may affect the independence of the director except receiving sitting fee for

attending Board / Committee meetings.

(b) Except Mr. Girish N. Kulkarni and Mr. Anil Kumar Kutty who are holding 100 and 375 shares of the Company

respectively, no other non-executive director is holding any shares in the Company.

(iv) Management Discussion and Analysis Report:

The Management Discussion and Analysis Report is provided elsewhere and form part of this Annual Report.

ANNUAL REPORT 2013 - 2014 33

Report on Corporate Governance

(v) Clause 49(IV) (G): Shareholders Information:

a.

Appointment / Re-appointment of Directors: The brief resume of Director retiring by rotation, Independent Directors

being appointed and Whole-time Directors seeking re-appointment, including nature of their experience in specific

functional areas, names of companies in which they hold directorship and membership of committees of the Board is

appended to the Notice for calling Annual General Meeting.

b. None of the Directors are related to each other.

(vi) Clause 49(V): CEO/CFO certification:

The CEO and CFO certification on the financial statements for the year 2013-14 is provided elsewhere in this Annual

Report.

(vii) Details of Shares in the Escrow Account as on 31 March, 2014: (Clause 5A of the Listing Agreement):

st

Particulars

No. of Shareholders

No. of Shares

Aggregate number of shareholders and the outstanding shares in the

Escrow account lying at the beginning of the year

Number of shareholders who approached issuer for transfer of shares

from suspense account during the year

Number of shareholders to whom shares were transferred from suspense

account during the year

Aggregate number of shareholders and the outstanding shares in the

suspense account lying at the end of the year

5

0

0

5

150

0

0

150

The voting rights on these shares shall remain frozen till the rightful owner of such shares claims the shares.

(viii) Prevention of Insider Trading: [Regulation 12 of the SEBI (Prohibition of Insider Trading) Regulations, 1992]

In pursuance of the SEBI (Prohibition of Insider Trading) Regulations, 1992, the Board had approved the "Code of Conduct

for prevention of insider trading". The Board has designated Company Secretary as the Compliance Officer.

34

KSK ENERGY VENTURES LIMITED

Auditors' Certificate on Corporate Governance

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

To

The Members of

KSK Energy Ventures Limited

We have examined the compliance of conditions of Corporate Governance by KSK Energy Ventures Limited for the year ended

on March 31, 2014, as stipulated in Clause 49 of the Listing Agreement of the said Company with stock exchanges.

The compliance of conditions of Corporate Governance is the responsibility of the management. Our examination has been

limited to a review of the procedures and implementation thereof, adopted by the Company for ensuring compliance with the

conditions of Corporate Governance as stipulated in the said Clause. It is neither an audit nor an expression of opinion on the

financial statements of the Company.

In our opinion and to the best of our information and according to the explanations given to us and the representations made

by the Directors and management, we certify that the Company has complied with the conditions of Corporate Governance as

stipulated in the above mentioned Listing Agreement.

We further state that such compliance is neither an assurance as to the further viability of the Company nor the efficiency or

effectiveness with the management has conducted the affairs of the Company.

Place: Hyderabad

Date: 14 August 2014

For

Umamaheswara Rao& Co.,

Chartered Accountants

Sd/-

S. Venugopal

Partner

ICAI MRN. 205565

FRN 004453S

ANNUAL REPORT 2013 - 2014 35

Directors' Report

Dear Shareholders,

Your Directors have the pleasure in presenting the Fourteenth Annual Report together with the audited statements of

accounts for the year ended 31 March 2014.

PERFORMANCE HIGHLIGHTS

(INR Million)

Particulars

Standalone

Consolidated

2013-14

2012-13

2013-14

2012-13

Income

Operating Expenditure

Operating Profit

Add: Other Income

Less: Finance Cost

Less: Depreciation

Profit before tax (PBT)

Tax expense

Net Profit/(Loss) after Tax

Earnings per Share (EPS) (Rs.)

a)

Basic

b) Diluted

Standalone:

479.76

(114.56)

365.20

7.26

(226.79)

(10.48)

135.19

(37.69)

97.50

0.01

0.01

491.55

(165.69)

325.86

0.54

(157.04)

(16.64)

152.72

(19.91)

132.81

0.11

0.11

21,118.01

22,070.20

(15,746.22)

(13,886.25)

5,371.79

1,365.52

(7,216.12)

(2,929.73)

(3,408.54)

(1,527.61)

(1,880.93)

(4.62)

(4.62)

8,183.95

1,006.96

(6,017.67)

(2,264.68)

908.56

(764.96)

1,673.52

3.79

3.79

During the year under review, the Company's income stood at Rs 479.66 mn. Further, there is a decrease in the operating

expenditure. As a result, operating profit for the year increased from Rs 325.86 mn to Rs 365.20 mn. With increase in finance

cost, the profit before tax reduced from Rs 152.72 mn to Rs 135.19 mn.

Consolidated:

During the year under review, the consolidated income of the Group stood at Rs. 21,118.01 mn. Further, during the year,

operating expenses and finance cost experienced increase due to commissioning of first unit of 3600 MW KSK Mahanadi

project resulting in a loss of Rs 3,408.54 mn. After providing for negative tax expense due to recognition of deferred tax asset

on carry forward of losses. The Loss after tax stood at Rs 1,880.93mn as against Profit after tax of Rs 1,673.52 mn for the

previous year.

DIVIDEND

Your Directors have not recommended any dividend on equity shares for the year under review.

As per the terms of issue, the Company had paid dividend on 8% Cumulative Redeemable Preference Shares of Rs. 10/- each

issued to L&T Infrastructure Finance Company Limited. Further, the Company has also redeemed 33,000,000 8% Cumulative

Redeemable Preference Shares of Rs. 10/- each issued to L&T Infrastructure Finance Company Limited.

36

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

REVIEW OF OPERATIONS

Your Company is a power project development company with track record of developing and operating power plants. The

Company is established in 2001 to capitalize on the emerging opportunities in the Indian power sector and focus on

developing, operating and maintaining power projects across various fuels, various territories and sizes.

The Company along with its subsidiaries and jointly controlled entities has an installed gross power generation capacity of

1472 MW of power and is currently involved in constructing 3600 MW KSK Mahanadi Power plant that has a 600 MW unit

operational and another expected to be operational shortly taking aggregate operational capacity to 2000+ MW. Additionally,

the group has an exciting portfolio of planned projects across the fuel spectrum.

PRINCIPAL POWER ASSETS

KSK's principal power projects are as follows:-

Operational power plants

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

Arasmeta, a 86 MW coal based power plant in Chhattisgarh;

Sai Regency, a 58 MW natural gas based power plant inTamilnadu;

Sitapuram, a 43 MW coal based power plant in Telangana;

VS Lignite, a 135 MW lignite based power project in Rajasthan;

Sai Wardha Power, a 540 MW coal based power project in Maharashtra;

Sai Maithili Power, a 10 MW Solar Power project in Rajasthan; and

KSK Mahanadi Power, a 3,600 MW coal based power project in Chhattisgarh - first 600 MW has been commissioned.

Power projects under active construction stage

(cid:2)

KSK Mahanadi, a 3,600 MW coal based power project in Chhattisgarh - remaining 5 units of 600 MW each

REVIEW OF BUSINESS

Further, the operational and financial performance of each of the power plants for the financial year 2013-14 has been outlined

in the "Management Discussion and Analysis Report"section.

QUALIFIED INSTITUTIONAL PLACEMENT

The Company has successfully completed a Qualified Institutional Placement (QIP) of its Equity shares during June 2014. In

terms of Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2009, the issue

price was fixed at Rs. 99.00 (including a premium of Rs. 89.00) per Equity share. 4,04,04,040 equity shares were allotted to the

investors and an approximate amount of Rs. 400 Crores was raised through the QIP.

SUBSIDIARIES

Details of major subsidiaries of the Company and their business operations during the year under review are covered in the

Management's Discussion and Analysis Report.

ANNUAL REPORT 2013 - 2014 37

Directors' Report

The Ministry of Corporate Affairs, Government of India, vide General Circular No.: 2/20 dated February 8, 2011, has granted a

general exemption to companies from attaching the Balance sheet, Statement of Profit & Loss and other documents referred

to in Section 212(1) of the Companies Act, 1956 in respect of its subsidiary companies, subject to fulfillment of the conditions

mentioned therein. Accordingly, the said documents are not being attached with the Balance Sheet of the Company. A gist of

the financial performance of the subsidiary companies is contained in the report. The Annual Accounts of the subsidiary

companies are open for inspection by any Member during the business hours at the Registered Office of the Company. The

members, if desires may write to Company Secretary at the registered office of the Company for obtaining a copy of the

financials of the subsidiaries.

The consolidated financial statements of the company, which includes the results of its subsidiaries, are included in this Annual

Report.

DIRECTORS

In accordance with the provisions of the Companies Act, 2013, Independent Directors are required to be excluded while

computing the number of directors to retire by rotation. As of the date of this Report, Mr. T.L. Sankar, Mr. S.R. Iyer and Mr.

Girish N. Kulkarni are the Independent Directors liable to retire by rotation. In order to give effect to the applicable provisions of

Sections 149 and 152 of the Act, it is proposed that these Directors be appointed as Independent Directors not liable to retire

by rotation, to hold office as per the tenure of appointment mentioned in the Notice of the forthcoming Annual General

Meeting of the Company.

The Company has received declarations from all the Independent Directors of the Company confirming that they meet the

criteria of independence as prescribed under the applicable provisions of Section 149 of the Act and under Clause 49 of the

Listing Agreement with the Stock Exchanges.

In accordance with the provisions of the Companies Act, 2013, Mr. K. Bapi Raju, Director retire by rotation at the forthcoming

Annual General Meeting and being eligible, offered himself for re-appointment.

Further, Mr. S. Kishore and Mr. K.A. Sastry whose term as Whole-time Directors will expire on March 31, 2015, are proposed to

be reappointed as Whole-time Directors of the Company with effect from April 1, 2015 for a period of 5 years subject to the

approval of the Members. Separate resolutions have been put up for consideration by the Members.

AUDITORS

M/s. Umamaheswara Rao & Co, Chartered Accountants, Hyderabad, Auditors of the Company will retire at the forthcoming

Annual General Meeting of the Company and are eligible for re-appointment.

It is proposed to re-appoint M/s.

Umamaheswara Rao & Co., as Statutory Auditors of the Company from the conclusion of 14th Annual General Meeting till the

conclusion of the 17th Annual General Meeting to be held in the year 2017, subject to the ratification of their appointment at

every AGM. M/s. Umamaheswara Rao & Co., has under Section 141 of the Act, has furnished a certificate of its eligibility for re-

appointment. The Members year on year will be requested to ratify their appointment as Auditors and to authorise the Board

of Directors to fix their remuneration.

The Notes on Financial Statements referred to in the Auditors’ Report are self-explanatory and do not call for any further

comments.

CORPORATE GOVERNANCE

Pursuant to Clause 49 of the Listing Agreements with Stock Exchanges, a Management Discussion and Analysis Report, Report

on Corporate Governance and Auditors' Certificate, are included in the Annual Report.

38

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

COMPOSITION OF AUDIT COMMITTEE

The Audit Committee of the Company constituted in terms of Section 292A of the Companies Act, 1956 and Clause 49 of the

Listing Agreement consists of Mr. S.R. Iyer (Chairman), Mr. T.L. Sankar (Member) and Mr. Girish N. Kulkarni (Member).

COMPOSITION OF CORPORATE SOCIAL RESPONSIBILITY COMMITTEE

The Corporate Social Responsibility Committee of the Company constituted in terms of Section 135 of the Companies Act,

2013 consists of Mr. T.L. Sankar (Chairman), Mr. Anil Kumar Kutty (Member) and Mr. Tanmay Das (Member).

DIRECTORS' RESPONSIBILITY STATEMENT

In terms of Section 217 (2AA) of the Companies Act, 1956, your Directors hereby confirm that:

(cid:2)

(cid:2)

(cid:2)

(cid:2)

in the preparation of the Annual Accounts, the applicable accounting standards have been followed;

appropriate accounting policies have been applied consistently. Judgment and estimates which are reasonable and

prudent have been made so as to give true and fair view of the state of affairs of the Company as at the end of the financial

year and of the profit of the Company for the period;

proper and sufficient care has been taken for the maintenance of adequate accounting records in accordance with the

provisions of the Companies Act, 1956 for safeguarding the assets of the Company and for preventing and detecting fraud

and other irregularities;

the annual accounts have been prepared on a going concern basis.

PERSONNEL & INDUSTRIAL RELATIONS

Relations between employees and the management continued to be cordial during the year. KSK is committed in its quest to

improve and maintain employee morale and satisfaction at all levels.

Particulars of Employees: The particulars of employees as required to be disclosed pursuant to the provisions of Section 217

(2A) of the Companies Act, 1956 read with Companies (Particulars of Employees) Rules, 1975 as amended, forms part of this

Report. However, as per the provisions of Section 219 (1) (b) (iv) of the Companies Act, 1956, the report and the accounts are

being sent to all the shareholders excluding the aforesaid information. Any shareholder desirous of obtaining such particulars

may write to the Company Secretary at the Registered Office of the Company.

CONSERVATION OF ENERGY, TECHNOLOGY ABSORPTION AND FOREIGN EXCHANGE EARNINGS AND

OUTGO

a) Conservation of Energy : Not applicable

b)

c)

Technology Absorption : Not Applicable

Foreign Exchange Earnings and Outgo :

Foreign Exchange Earnings

Foreign Exchange Outgo

2013-14

-

-

(Rs. in Millions)

2012-13

-

-

ANNUAL REPORT 2013 - 2014 39

Directors' Report

ACKNOWLEDGEMENTS

Your Directors would like to express their grateful appreciation for the assistance and co-operation received from the Financial

Institutions, Banks, Government Authorities, Customers, Vendors and Members during the year under review. Your Directors

also wish to place on record their deep sense of appreciation for the excellent services of the executives, staff and the workers

of the Company. We look forward to their continued support in the future.

Place: Hyderabad

Date:14 August 2014

th

On behalf of the Board

Sd/-

T.L. Sankar

Chairman

40

KSK ENERGY VENTURES LIMITED

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41

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Chief Executive Officer (CEO) and Chief Financial Officer (CFO) Certificate

The Board of Directors,

KSK Energy Ventures Limited.

C E R T I F I C A T E

We, S. Kishore, Whole-time Director and V. Sambasiva Rao, Group Head - Accounts of KSK Energy Ventures Limited, to the best

of our knowledge and belief hereby certify that:

a) We have reviewed financial statements and the cash flow statement for the year ended 31 March 2014 and:

st

(i)

these statements do not contain any materially untrue statement or omit any material fact or contain statements that

might be misleading.

(ii)

these statements together present a true and fair view of the Company's affairs and are in compliance with existing

accounting standards, applicable laws and regulations.

b)

There are no transactions entered into by the company during the year that are fraudulent, illegal or violative of the

Company's code of conduct.

c) We accept responsibility for establishing and maintaining internal controls for financial reporting and that we have

evaluated the effectiveness of the internal control systems of the company pertaining to financial reporting and we have

disclosed to the auditors and the Audit Committee, deficiencies in the design and operations of internal controls, if any, of

which we are aware and the steps we have taken or propose to take to rectify these deficiencies.

d) We have indicated to the auditors and the audit committee:

(i)

Significant changes in internal control over financial reporting during the year;

(ii) Significant changes in accounting policies during the year and that the same has been disclosed in the notes to the

financial statements; and

(iii)

Instances of significant fraud of which we have become aware and the involvement therein, if any, of the management

or an employee having a significant role in the Company's internal control system over financial reporting.

Sd/-

V. Sambasiva Rao

Sd/-

S. Kishore

Group Head - Accounts

Whole-Time Director

Place: Hyderabad

Date: 24 May  2014

42 KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Independent Auditor's Report

To

The Members of KSK Energy Ventures Limited

Report on the Financial Statements

We have audited the accompanying financial statements of KSK Energy Ventures Limited ("the Company"), which comprise the

Balance Sheet as at March 31, 2014, and the Statement of Profit and Loss and Cash Flow Statement for the year then ended, and

a summary of significant accounting policies and other explanatory information.

Management's Responsibility for the Financial Statements

Management is responsible for the preparation of these financial statements that give a true and fair view of the financial

position, financial performance and cash flows of the Company in accordance with the Accounting Standards referred to in

sub-section (3C) of section 211 of the Companies Act, 1956("the Act") read with General Circular 15/2013 dated 13 September,

2013 of Ministry of Corporate Affairs in respect of Section 133 of Companies Act. This responsibility includes the design,

implementation and maintenance of internal control relevant to the preparation and presentation of the financial statements

that give a true and fair view and are free from material misstatement, whether due to fraud or error.

Auditor's Responsibility

Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in

accordance with the Standards on Auditing issued by the Institute of Chartered Accountants of India. Those Standards require

that we comply with ethical requirements and plan and perform the audit to obtain reasonable assurance about whether the

financial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial

statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material

misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor

considers internal control relevant to the Company's preparation and fair presentation of the financial statements in order to

design audit procedures that are appropriate in the circumstances but not for the purpose of expressing an opinion on the

effectiveness of the entity's internal control. An audit also includes evaluating the appropriateness of accounting policies used

and the reasonableness of the accounting estimates made by management, as well as evaluating the overall presentation of

the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis

for our audit opinion.

Opinion

In our opinion and to the best of our information and according to the explanations given to us, the financial statements give

the information required by the Act in the manner so required and give a true and fair view in conformity with the accounting

principles generally accepted in India:

(a)

in the case of the Balance Sheet, of the state of affairs of the Company as at March 31, 2014;

(b)

in the case of the Profit and Loss Account, of the profit for the year ended on that date; and

(c)

in the case of the Cash Flow Statement, of the cash flows for the year ended on that date.

ANNUAL REPORT 2013 - 2014 43

Independent Auditor's Report

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Report on Other Legal and Regulatory Requirements

1. As required by the Companies (Auditor's Report) Order, 2003 ("the Order") issued by the Central Government of India in

terms of sub-section (4A) of section 227 of the Act, we give in the Annexure a statement on the matters specified in

paragraphs 4 and 5 of the Order.

2. As required by section 227(3) of the Act, we report that:

a. we have obtained all the information and explanations which to the best of our knowledge and belief were necessary

for the purpose of our audit;

b.

in our opinion proper books of account as required by law have been kept by the Company so far as appears from our

examination of those books.

c.

the Balance Sheet, Statement of Profit and Loss, and Cash Flow Statement dealt with by this Report are in agreement

with the books of account.

d.

in our opinion, the Balance Sheet, Statement of Profit and Loss, and Cash Flow Statement comply with the Accounting

Standards referred to in subsection (3C) of section 211 of the Companies Act, 1956, read with General Circular

15/2013 dated 13 September, 2013 of Ministry of corporate affairs in respect of section 133 of companies act 2013;

e.

on the basis of written representations received from the directors as on March 31, 2014, and taken on record by the

Board of Directors, none of the directors is disqualified as on March 31, 2014, from being appointed as a director in

terms of clause (g) of sub-section (1) of section 274 of the Companies Act, 1956.

f.

since the Central Government has not issued any notification as to the rate at which the cess is to be paid under

section 441A of the Companies Act, 1956 nor has it issued any Rules under the said section, prescribing the manner in

which such cess is to be paid, no cess is due and payable by the Company.

For

Umamaheswara Rao& Co.,

Chartered Accountants

Sd/-

S. Venugopal

Partner

ICAI MRN: 205565

FRN 004453S

Place: Hyderabad

Date: 24 May 2014

44

KSK ENERGY VENTURES LIMITED

Annexure to Auditors' Report

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Referred to in paragraph 1 of "Report on Other Legal and Regulatory Requirements"inour report of

even date:

According to the information and explanations given to us:

1.

The company has maintained proper records showing full particulars, including quantitative details and situation of fixed

assets.

The Company has a fixed programme of Physical verification of its fixed assets which, in our opinion, is reasonable having

regard to the size of the Company and the nature of its assets. Management has physically verified the fixed assets during

the year. No material discrepancies were noticed on such verification.

During the period the Company has not disposed off substantial part of fixed assets and therefore do not affect the going

concern assumption.

2.

The Clause relating to Inventories is not applicable to the company, as the Company has not carried out any

manufacturing activity.

3.

(a) During the year the Company has granted unsecured loans and advances from time to time to Twelve Companies

covered in the register maintained under section 301 of the Companies Act, 1956.The Maximum amount involved

during the year amounts to Rs.1,363.41 crores and the year-end balance of such loans was Rs. 3.07 crores.

In our opinion, the rate of interest and other terms and conditions of such loans and advances made are not prima

facie prejudicial to the interests of the company.

(b) The company has taken unsecured loans from Seven Companies covered in the register maintained under section

301 of the companies Act, 1956.The Maximum amount involved during the year amounts to Rs.497.46 crores and

year-end balance of such loan was Rs.182.52 crores.

In our opinion, the rate of interest and other terms and conditions of such loans and advances made are not prima

facie prejudicial to the interests of the company.

(c) The payment and receipt of interest is regular both in cases of the loans given and loans accepted. The loans are

recoverable or payable on demand.

4.

In our opinion and according to the information and explanations given to us, there is an adequate internal control system

commensurate with the size of the company and the nature of its business. We have not observed any major weakness in

the internal control system during the course of the audit.

5.

(a) According to the information and explanations given to us, we are of the opinion that particulars of contracts or

arrangements referred to in section 301 of the Companies Act, 1956, have been entered in the register required to be

maintained under that section.

(b) Transactions made in pursuance of such contracts or arrangements have been made at prices which are reasonable

having regard to the prevailing market prices at that time.

ANNUAL REPORT 2013 - 2014 45

Annexure to Auditors' Report

(All amounts in Indian Rupees million, except share data and where otherwise stated)

6.

The Company has not accepted any deposits from the public and consequently the directives issued by Reserve Bank of

India; the provisions of Section 58 A and 58AA of the Companies Act, 1956 and the rules framed there under are not

applicable.

7.

In our opinion, the Company has an Internal Audit System commensurate with its size and the nature of its business.

8. During the year the maintenance of cost records is not applicable for the Company.

9.

(a) According to the Information and explanations given to us and on the basis of examination of books of accounts, the

Company is regular in depositing undisputed statutory dues including provident fund, Investor Education and

Protection Fund, Employee's State Insurance, Income tax, Sales tax, Wealth tax, service tax, Custom duty, Excise duty,

cess and other statutory dues with the appropriate authority and as at 31 March, 2014, no undisputed statutory dues

st

were outstanding for more than six months from the date they became payable.

(b)

There were no dues in respect of income tax, sales tax, wealth tax, customs duty, excise duty and cess that have not

been deposited with the appropriate authorities on the account of any dispute as on 31 March 2014, other than

st

those furnished below:

Name of the

statue

Nature of

dues

Forum where

Period to which

pending

amount relates

Finance Act, 1994

Service Tax

CESTAT

April, 2008 to March, 2010

Income Tax Act

Income Tax Demand

CIT (Appeals)

Financial Year 2009-10

Amount

(In Crores)

50.20

28.03

10. The company neither has accumulated losses as at the end of the financial year nor has incurred cash losses during the

financial year and in the immediately preceding year.

11. The company has not defaulted in payment of dues to any Financial Institution/Banks.

12. The company has not granted any loans and advances on the basis of security by way of pledge of shares, debentures and

other securities.

13. The company is not a chit fund, nidhi, mutual benefit fund or a society. Accordingly the provisions of clause 4 (xiii) of the

Companies (Auditor's Report) Order, 2003 are not applicable to the company.

14. As per the information and explanations given to us, the Company is not dealing or trading in shares, securities,

debentures and other investments.

15.

In our opinion and according to the information and explanations given to us, the terms and conditions of guarantees

given by the Company for loans taken by others from banks or financial institutions are not prima facie prejudicial to the

interests of the Company.

16.

In our opinion, the term loans raised have been applied for the purpose for which they were raised.

46

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

17. According to the information and explanations given to us and on an overall examination of the Balance sheet of the

company, we report that no funds raised on short term basis have been utilized for long term investment.

18. During the period the company has not made any preferential allotment of shares to Companies/firms/parties covered in

the register maintained under Section 301 of the Act, 1956.

19. The company has not issued any debentures and accordingly the provisions of clause 4 (xix) of the Companies (Auditor's

Report) Order, 2003 are not applicable to the Company.

20. During the period the Company has not raised money by public issue and accordingly the provisions of clause 4 (xx) of the

Companies (Auditor's Report) Order, 2003 are not applicable to the Company.

21. Based on the audit procedures adopted we are of the opinion that, no fraud on or by the company has been noticed or

reported during the course of our audit.

For

Umamaheswara Rao& Co.,

Chartered Accountants

Sd/-

S. Venugopal

Partner

ICAI MRN: 205565

FRN 004453S

Place: Hyderabad

Date: 24 May 2014

ANNUAL REPORT 2013 - 2014 47

Balance Sheet as at 31 March 2014

(All amounts in Indian Rupees million, except share data and where otherwise stated)
(All amounts in Indian Rupees million, except share data and where otherwise stated)

Note

As at

31 March 2014

31 March 2013

I  EQUITY AND LIABILITIES

1  Shareholders’ funds

(a)   Share capital

(b)   Reserves and surplus

2  Non-current liabilities

(a)   Long-term borrowings

(b)   Other non-current liabilities

(c)   Deferred tax liabilities (net)

3  Current liabilities

(a)   Short-term borrowings

(b)   Trade payables

(c)   Other current liabilities

(d)   Short-term provisions

TOTAL

II ASSETS

1

Non-current assets

(a)    Fixed assets

(i)  Tangible assets

(ii)  Intangible assets

(iii)  Capital work in progress

(iv)  Intangible assets under development

(b)    Non-current investments

(c)    Long-term loans and advances

(d)    Other non-current assets

3

4

5

6

5

7

9

8

10

11

12

13

4,396.30

22,255.03

26,651.32

230.00

1,284.92

0.69

1,515.61

1,432.34

1,980.80

1,610.19

19.23

5,042.56

33,209.49

4,726.30

22,308.85

27,035.15

1,287.19

-

1.21

1,288.40

5,800.79

3,630.19

2,203.25

19.36

11,653.59

39,977.14

198.10

192.14

2.71

7.71

-

29,856.94

1,346.26

231.14

31,642.86

3.64

-

1.01

29,775.30

3,826.77

238.45

34,037.31

48

KSK ENERGY VENTURES LIMITED

2  Current assets

(a)    Trade receivables

(b)    Cash and bank balance

(c)    Short-term loans and advances

(d)    Other current assets

TOTAL

See accompanying notes to the financial statements

As per our report of even date

For

Umamaheswara Rao & Co.

Chartered Accountants

Firm registration No: 004453S

Sd/-

S.Venugopal

Partner

Membership No: 205565

Place : Hyderabad

Date : 24 May 2014

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Note

As at

31 March 2014

31 March 2013

14

15

12

13

217.60

219.97

824.67

304.39

1,566.63

33,209.48

-

267.62

5,392.25

279.96

5,939.83

39,977.14

for and on behalf of the Board

Sd/-

S. Kishore

Sd/-

Sd/-

K. A. Sastry

M. S. Phani Sekhar

Whole-time Director

Whole-time Director

Company Secretary

ANNUAL REPORT 2013 - 2014 49

Statement of Profit and Loss  for the year ended 31 March 2014

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Note

Year ended

31 March 2014

31 March 2013

I

Revenue from operations

II     Other income

III    Total revenue (I+II)

IV    Expenses

Employee benefits expense

Other expenses

Finance costs

Depreciation

Total expenses

16

17

18

19

20

10

V Profit /(loss) before exceptional items and tax (III-IV)

VI Tax expense / (Income)

Current tax

For the year

Less: Mat credit entitlement

Deferred tax

Total tax expense / (Income)

VII Profit / (loss) for the year (V-VI)

Earnings / (loss) per share :

Basic and Diluted- face value Rs.10 per share

See accompanying notes to the financial statements

479.76

7.26

487.02

54.97

59.59

226.79

10.48

351.83

135.19

38.21

-

(0.52)

37.69

97.50

0.01

491.55

0.54

492.09

64.13

101.56

157.04

16.64

339.37

152.72

30.56

(7.38)

(3.27)

19.91

132.81

0.11

for and on behalf of the Board

Sd/-

S. Kishore

Sd/-

Sd/-

K. A. Sastry

M. S. Phani Sekhar

Whole-time Director

Whole-time Director

Company Secretary

As per our report of even date

For

Umamaheswara Rao & Co.

Chartered Accountants

Firm registration No: 004453S

Sd/-

S.Venugopal

Partner

Membership No: 205565

Place : Hyderabad

Date : 24 May 2014

50

KSK ENERGY VENTURES LIMITED

Cash Flow Statement for the year ended 31 March 2014

(All amounts in Indian Rupees million, except share data and where otherwise stated)

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

CASH FLOW FROM OPERATING ACTIVITIES

Profit before tax

Adjustment for

Depreciation and amortisation expense

Finance costs

Interest income

Loss on sale of assets

Operating profit before working capital changes

Adjustment for working capital

Trade receivables

Loans and advances

Other assets

Trade payables

Other liabilities and provisions

Cash generated from operations

Income taxes paid

Net cash flow from operating activities

CASH FLOW FROM INVESTING ACTIVITIES

Purchase of fixed assets including capital work-in-progress

Sale of fixed assets

Advance for investments, net

Inter corporate deposit given / refund, net

Purchase of investments

(Investment)/redemption of bank deposit (held as margin
money or security against guarantees or borrowings)

(Investment)/redemption of bank deposit (having original
maturity more than three months)

Interest received

Net Cash from (used in) investing activities

31 March 2014

31 March 2013

135.19

152.72

10.48

928.62

(701.83)

0.03

372.49

(217.60)

(337.02)

0.49

133.82

30.39

(17.43)

(136.74)

(154.17)

(95.16)

0.02

(781.88)

2,167.75

(8.13)

66.49

(0.01)

676.85

2,025.93

16.64

1,142.69

(985.65)

39.00

365.40

300.42

21.63

108.15

59.64

(8.17)

847.07

(182.75)

664.32

(5.16)

760.34

1,302.13

(2,557.08)

(184.25)

86.86

21.35

992.37

416.56

ANNUAL REPORT 2013 - 2014 51

Cash Flow Statement for the year ended 31 March 2014

(All amounts in Indian Rupees million, except share data and where otherwise stated)

CASH FLOW FROM FINANCING ACTIVITIES

Redemption of preference share capital

Payment of dividend and dividend tax

Repayment of long term borrowings

Proceed/(repayment) of short term borrowings, net

Payment of finance costs

Net Cash flow from financing activities

Net income / (decrease) in cash and cash equivalents

Cash and cash equivalents at the beginning of the year

Cash and cash equivalents at the end of the year

1   Notes:

Cash and cash equivalents includes:

Cash in hand

Balances with banks

On current account

31 March 2014

31 March 2013

(387.86)

(93.59)

(875.00)

422.99

(919.46)

(1,852.92)

18.84

31.69

50.53

0.26

50.27

50.53

-

(93.23)

(875.00)

1,008.41

(1,113.44)

(1,073.26)

7.62

24.07

31.69

0.15

31.54

31.69

2   Previous year figures have been regrouped / reclassified to conform to the classification of the current year.

for and on behalf of the Board

Sd/-

S. Kishore

Sd/-

Sd/-

K. A. Sastry

M. S. Phani Sekhar

Whole-time Director

Whole-time Director

Company Secretary

As per our report of even date

For

Umamaheswara Rao & Co.

Chartered Accountants

Firm registration No: 004453S

Sd/-

S.Venugopal

Partner

Membership No: 205565

Place : Hyderabad

Date : 24 May 2014

52

KSK ENERGY VENTURES LIMITED

Notes to Financial Statements

(All amounts in Indian Rupees million, except share data and where otherwise stated)

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

ANNUAL REPORT 2013 - 2014 53

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

54

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

ANNUAL REPORT 2013 - 2014 55

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

56

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

3

Share Capital

Authorised

4,000,000,000 (31 March 2013: 4,000,000,000)
equity shares of Rs.10/- each.

1,031,500,000 (31 March 2013: 1,031,500,000)
preference shares of Rs.10/- each.

Issued, subscribed and paid up

372,630,454 (31 March 2013: 372,630,454)
equity shares of Rs.10/- each fully paid up.

(Of the above shares 70,195,429 equity shares
are allotted as fully paid up by way of bonus shares)

67,000,000 (31 March 2013: 100,000,000 ) 8%
Compulsorily redeemable preference shares of Rs.10/-
each fully paid up. (refer note a )

As at

31 March 2014

31 March 2013

40,000.00

40,000.00

10,315.00

10,315.00

50,315.00

50,315.00

3,726.30

3,726.30

670.00

1,000.00

4,396.30

4,726.30

Notes:

a

Above preference shares are redeemable at premium over a period of 5 years, starting from end of the 3rd year from the

date of allotment.

b  Reconciliation of number of shares outstanding

As at

31 March 2014

31 March 2013

Equity shares

Outstanding at the beginning of the  year

372,630,454

372,630,454

Issued during year

Bought back during year

-

-

-

-

Outstanding at the end of the year

372,630,454

372,630,454

8% Compulsorily redeemable preference shares

Outstanding at the beginning of the  year

100,000,000

100,000,000

Issued during the  year

Redeemed during the year

Outstanding at the end of the year

-

33,000,000

67,000,000

-

-

100,000,000

ANNUAL REPORT 2013 - 2014 57

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

c

Equity shares held by holding company and its subsidiaries

Name of the share holder

As at

Holding Company

No of shares held

% of shares held

Subsidiaries of Holding Company

No of shares held

% of shares held

31 March 2014

31 March 2013

191,222,031

191,222,031

51.32%

51.32%

88,010,646

23.62%

88,010,646

23.62%

d

Particulars of shareholders holding more than 5% of the shares

Name of the share holder

As at

31 March 2014

31 March 2013

Equity shares fully paid - up

KSK Energy Limited

No of shares held

% of shares held

KSK Energy Company Private Limited

No of shares held

% of shares held

LB Group

No of shares held

% of shares held

191,222,031

191,222,031

51.32%

51.32%

79,345,007

21.29%

79,345,007

21.29%

18,500,000

20,828,534

4.96%

5.59%

8% Compulsorily redeemable preference shares fully paid - up

L & T Infrastructure Finance Company Limited

No of shares held

% of shares held

67,000,000

100.00%

100,000,000

100.00%

58

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

As at

31 March 2014

31 March 2013

-

330.00

330.00

18,739.90

57.86

18,682.04

3,568.95

97.50

3,666.45

330.00

79.78

13.69

423.47

3,242.98

22,255.03

-

-

-

18,739.90

-

18,739.90

3,529.12

132.81

3,661.93

-

80.00

12.98

92.98

3,568.95

22,308.85

As at

31 March 2014

31 March 2013

4 Reserves and surplus

Capital Redemption Reserve

Opening balance

Transfer from surplus

Securities premium

Opening balance

Less: Premium on redemption of preference shares

Surplus

Opening balance

Add: profit for the year from statement of profit and loss

Amount available for Approprations

Approprations

Transfer to capital redemption reserve

Preference dividend

Dividend distribution tax

Balance

5

Borrowings

Long-term borrowings

Secured

Term loans

Rupee loans from banks (Ref note 1 & 2a)

-

1,057.19

Unsecured

Deferred payment liabilities  (refer note 2b)

Short-term borrowings

Secured

Loan against letter of credits (refer note 1)

Unsecured

Loan against deposits

Loans and advances from related parties

230.00

230.00

776.84

655.50

-
1,432.34

1,662.34

230.00

1,287.19

-

5,177.70

623.09
5,800.79

7,087.98

ANNUAL REPORT 2013 - 2014 59

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

1) Details of security provided for various credit facilities

Security : Secured by first pari-passu charge on fixed assets, current assets of the Company and corporate guarantee of

KSK Power Ventur plc.

2) Repayment terms of the long-term borrowings

a

The long term Rupee loans are repayable in quarterly, half yearly instalments with the last instalment of respective loans

are payable from October 2014 to December 2014 The long term borrowings carries an weightage average rate of interest

of 14.42 % p.a.

b Deferred payment liability is repayable in March 2018.

6 Deferred tax (net )

Deferred tax liability on account of depreciation

Deferred tax- net

7

Trade payables

Dues to other than micro and small enterprises

As at

31 March 2014

31 March 2013

0.69

0.69

1.21

1.21

As at

31 March 2014

31 March 2013

1,980.80

1,980.80

3,630.19

3,630.19

As at 31 March 2014 (31 March 2013: Nil ) there are no amounts including interest payable to Micro and Small enterprises as

defined under Micro, Small and Medium Enterprises Development Act, 2006, based on the information available with the

Company.

8 Provisions

Short-term provisions

For dividend and tax there on

60

KSK ENERGY VENTURES LIMITED

As at

31 March 2014

31 March 2013

19.23

19.23

19.36

19.36

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

9 Other current liabilities

Current maturities of long-term debt

1,400.44

2,125.00

As at

31 March 2014

31 March 2013

Interest accrued but not due on borrowings

Interest accrued and due on borrowings

Salaries and bonus payable

Other liabilities

Statutory liabilities

Creditors for capital goods (including retention money)

-

79.33

6.32

91.47

31.53

1.10

9.24

60.94

3.95

-

3.51

0.61

1,610.19

2,203.25

ANNUAL REPORT 2013 - 2014 61

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62

KSK ENERGY VENTURES LIMITED

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

As at

31 March 2014

31 March 2013

11 Non current investments

Trade investments

Investments in equity instruments

(unquoted, fully paid up )

3,636,363 (31 March 2013: 3,636,363)

160.00

160.00

Equity shares of Rs.10 each in Terra Energy Limited.

Other investments

Investments in equity instruments

(unquoted, fully paid up )

Investment in subsidiary

10,500 (31 March 2013: 10,500) Equity shares of

Rs 10 each in  KSK Narmada Power Company Private Limited.

499,990 (31 March 2013: 499,990) Equity shares

of Rs 10 each in KSK Wind Energy Private Limited

0.11

5.00

0.11

5.00

570,115,305 (31 March 2013: 570,115,305) Equity shares

7,527.58

7,527.58

of Rs.10 each in KSK Electricity Financing India Private Limited.

150,000 (31 March 2013: 150,000) Equity shares of  Rs.10 each

in KSK Wardha Infrastructure Private Limited .

10,500 (31 March 2013: 10,500) Equity shares of Rs 10 each

in KSK Vidarbha Power Company Private Limited .

10,000 (31 March 2013: 10,000) Equity shares of Rs 10 each

in KSK Dibbin Hydro Power Private Limited.

50,000 (31 March 2013: 50,000) Equity shares of Rs 10 each

in Kameng Dam Hydro Power Limited.

1.50

0.11

0.10

0.50

1.50

0.11

0.10

0.50

7,660,330 (31 March 2013: 7,660,330) Equity shares of Rs 10 each

76.60

76.60

in JR Power Gen Private Limited.

2,062,549,994 (31 March 2013: 2,062,549,994) Equity shares of

20,625.50

20,625.50

Rs 10 each in KSK Mahanadi Power Company Limited.

36,500,028 (31 March 2013: 47,762,190) Class A Equity shares of

554.55

725.62

Rs 10 each in Sai Wardha Power Limited (formerly known as

Wardha Power Company Limited).

50,000 (31 March 2013: 50,000) Equity shares of Rs 10 each

0.50

0.50

in KSK Upper Subansiri Hydro Energy Limited.

ANNUAL REPORT 2013 - 2014 63

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

1,000,000 (31 March 2013: 1,000,000) Equity shares of

Rs 10 each in KSK Dinchang Power Company Private Limited.

1,000,000 (31 March 2013: 1,000,000) Equity shares of

Rs 10 each in KSK Jameri Hydro Power Private Limited.

1,059,280 (31 March 2013: 1,059,280) Equity shares of

NRs 100 ( in Rs.62.50 ) each in Tila Karnali Hydro

Electric Company Private Limited.

As at

31 March 2014

31 March 2013

10.00

10.00

66.20

10.00

10.00

66.20

13,077 (31 March 2013: 13,077) Equity shares of  NRs 100

0.82

0.82

( in Rs.62.50 ) each in Bheri Hydro Power Company Private Limited.

Investments in preference shares

(unquoted,fully paid up )

Investment in subsidiary

4,410,000 (31 March 2013: 4,410,000) 16% optionally convertible

145.53

145.53

cumulative redeemable preference shares of Rs.10 each in

KSK Wind Energy Private Limited

4,760,000 (31 March 2013: 4,760,000) 6% convertible preference

238.00

shares of Rs 10 each in Sai Regency Power Corporation Private Limited.

660,000 (31 March 2013: 530,000) 12%  cumulative redeemable

41.26

238.00

33.12

preference shares of NRs 100 (in Rs 62.50) each in

Tila Karnali Hydro Electric Company Private Limited

14,850,769 (31 March 2013: 14,850,769) 0.01%  Class B

148.51

148.51

cumulative redeemable preference shares of Rs 10 each

in Sai Wardha Power Limited (formerly known as

Wardha Power Company Limited)

17,107,223 (31 March 2013: Nil) 0.01%  Class A redeemable

171.07

preference shares of Rs 10 each in Sai Wardha Power Limited

(formerly known as Wardha Power Company Limited)

Investments in Debentures

(unquoted,fully paid up )

Investment in subsidiary

7,350,000 (31 March 2013: Nil) 0.01% Optionally convertible

73.50

redeemable debentures of Rs 10 each in JR Power Gen Private Limited.

-

-

Total

29,856.94

29,775.30

64

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

The Company pledged the investments in the following entities in favour of the lenders for extending the loans to the

respective companies

Details of shares pledged (no of shares)

As at

31 March 2014

31 March 2013

Equity shares of Rs.10/-each in KSK Mahanadi Power Company Limited

2,048,942,459

1,179,400,501

Class ‘A’ Equity shares of Rs. 10/- each in Sai Wardha Power Limited

(formerly known as Wardha Power Company Limited)

36,500,028

47,762,190

12 Loans and advances

Long-term loans and advances

Unsecured, considered good

Capital advances

Security deposits

Prepaid expenses

Advance for investments

Related parties

Others

Loans and advances

Related parties

Advance tax and TDS receivable (net of provision for tax)

Short-term loans and advances

Unsecured, considered good

Loans and advances

Related parties

Advances for supplies / expenses

Prepaid expenses (Refer note 1)

Other receivables

Security deposits

Total

As at

31 March 2014

31 March 2013

73.38

-

0.22

965.83

79.61

-

227.22

1,346.26

42.16

1.19

9.20

453.34

318.78

824.67

2,170.93

-

250.00

0.54

257.45

79.62

3,003.00

236.16

3,826.77

5,153.41

0.62

6.55

225.64

6.03

5,392.25

9,219.02

ANNUAL REPORT 2013 - 2014 65

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Note :

1

The Company has a defined benefit gratuity plan. Every employee who has completed five years or more of service gets a

gratuity on departure at 15 days salary (last drawn salary) for each completed year of service. The scheme is funded with

an insurance company in the form of a qualifying insurance policy.

Reconciliation of opening and closing balances of the present value of the defined benefit obligation

Present value of obligation at the beginning of the year

Interest cost

Current service cost

Benefits paid

Actuarial loss/(gain) on obligation

Present value of obligation at the end of the year

Change in fair value of assets

Fair value of plan assets at the beginning of the year

Expected return on plan assets

Benefits Paid

Actuarial gain/(loss) on plan assets

Fair value of plan assets at the end of the year

Amounts recognised in the balance sheet

Present value of obligation as at the end of the year

Fair value of plan assets at the end of the year

Funded status

Net asset/(liability) recognised in the balance sheet

As at

31 March 2014

31 March 2013

5.87

0.43

0.31

(0.96)

(0.40)

5.25

5.28

0.42

0.41

(0.07)

(0.17)

5.87

As at

31 March 2014

31 March 2013

7.65

0.63

(0.96)

(0.03)

7.29

7.08

0.64

(0.07)

-

7.65

As at

31 March 2014

31 March 2013

5.25

7.29

2.04

2.04

5.87

7.65

1.78

1.78

66

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Amounts recognised in the balance sheet

Acturial (gain) / losses

Experience adjustment

As at

31 March 2014

31 March 2013

31 March 2012

31 March 2011

(0.37)

(0.17)

(5.03)

(1.19)

On account of change in assumption

On account of change in experience

On plan assets

(0.47)

0.07

(0.03)

(0.02)

(0.15)

-

0.07

(5.10)

-

(0.15)

(1.18)

(0.13)

Amounts recognised in profit and loss account

Current service cost

Interest cost

Past service cost (non vested benefits)

Expected return on plan assets

Net actuarial (gain) / loss recognised for the period

Expenses/(benefits) recognised in the statement of profit and loss

Asset information

Category of Assets

Year ended

31 March 2014

31 March 2013

0.31

0.43

-

(0.63)

(0.37)

(0.26)

0.41

0.42

0.16

(0.64)

(0.17)

0.17

As at

31 March 2014

31 March 2013

Insurer managed funds

100%

100%

Summary of actuarial assumptions

Discount rate

Salary escalation

Expected return on plan assets

Attrition rate

Year ended

31 March 2014

31 March 2013

8.75%

10.00%

8.75%

15.00%

8.06%

15.00%

9.15%

15.00%

Discount rate: The discount rate is based on the prevailing market yields of indian government securities as at balance sheet

date for the estimated term of the obligations

Expected rate of return on planned assets: This is based on the expectation of the average long term rate of return expected on

investments of the fund during the estimated term of the obligations.

ANNUAL REPORT 2013 - 2014 67

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

13 Other assets

Other non-current assets

Unsecured, considered good

Long term trade receivables

Mat credit entitlement

Interest accrued on deposits

Balances with banks:

Deposits with bank held as margin money or security

against guarantee or borrowings

Other current assets

Unsecured, considered good

Interest accrued on deposits

Balances with statutory authorities

Total

14 Trade receivables

Unsecured, considered good

Other debts

related parties

15 Cash and bank balances

Cash and cash equivalents

Cash on hand

Balances with banks

On current accounts

Other bank balances

Deposits having maturity more than three months

Deposits with bank held as margin money or security

against guarantee or borrowings

Total cash and bank balances

68

KSK ENERGY VENTURES LIMITED

As at

31 March 2014

31 March 2013

230.00

230.00

-

0.19

0.95

7.38

0.12

0.95

231.14

238.45

297.17

7.22

304.39

535.53

272.25

7.71

279.96

518.41

As at

31 March 2014

31 March 2013

217.60
217.60

-
-

As at

31 March 2014

31 March 2013

0.26

50.27

50.53

0.14

169.30

169.44

219.97

0.15

31.54

31.69

0.13

235.80

235.93

267.62

16 Revenue from operations

Project development fees

Corporate support services fees

17 Other income

Miscellaneous income

18 Employee benefits expense

Salaries,

wages

and bonus

Contribution to provident and other funds

Staff welfare expenses

19 Other expenses

Rent

Rates and taxes

Printing and stationery

Communication expenses

Office expenses

Travel and conveyance

Insurance charges

Legal and professional charges

Auditors' remuneration

audit fees

for certification (including tax audit)

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Year ended

31 March 2014

31 March 2013

67.46

412.30

479.76

123.75

367.80

491.55

Year ended

31 March 2014

31 March 2013

7.26

7.26

0.54

0.54

Year ended

31 March 2014

31 March 2013

52.70

0.19

2.08

54.97

61.49

0.35

2.29

64.13

Year ended

31 March 2014

31 March 2013

7.43

0.25

2.80

4.50

6.62

3.01

1.81

20.04

2.00

0.02

9.97

0.13

1.87

3.97

7.11

1.77

2.19

22.57

2.00

0.04

ANNUAL REPORT 2013 - 2014 69

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Repair and maintenance

building

others

Donations

Electricity expenses

Training, seminar and recruitment expenses

Directors sitting fees

Loss on sale of assets

Miscellaneous expenses

20 Finance cost (net):

Interest on others

Other borrowing cost

Less: Interest Income

21 Contingent liabilities and commitments :

a) Contingent liabilities :

I)

Bank guarantees and letter of credits outstanding

ii) Corporate guarantees outstanding

Year ended

31 March 2014

31 March 2013

0.28

5.28

0.12

2.03

0.20

0.36

0.03

2.81

59.59

0.13

6.05

0.12

2.20

0.47

0.48

39.00

1.49

101.56

Year ended

31 March 2014

31 March 2013

909.27

19.35

928.62

701.83

226.79

1,139.05

3.64

1,142.69

985.65

157.04

Year ended

31 March 2014

31 March 2013

5,814.84

24,759.97

2,853.44

25,219.88

iii) Service tax department has issued demand order to the Company for payment of service tax amounting to Rs 505.64

million (including penalty) relating to the disagreement on availment of Cenvat Credit for the period April 2008 to

September 2010 and non -payment of service tax. Further, an amount of Rs. 25.88 million has been paid against the

demand under protest and the balance demand is stayed. However, the Company believes that the claims raised by the

department are not tenable and the Company has filed an appeal against the said order before the CESTAT.

70

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Year ended

31 March 2014

31 March 2013

iv) The Company has received a net demand of Rs. 280.30 million (31 March 2013 :Rs 280.30 million) (including interest) from

income tax department for Assessment Year 2010-11 pursuant to disallowance of certain claims / expenses. Challenging

the order, Company preferred an appeal before CIT (appeals). Further, an amount of Rs. 114.85 million has been paid

against the demand under protest and the CIT granted stay of collection of tax till September 2014. The Company believes

that all the claims / expenses claimed are allowable as per the provision of income tax act and the demand raised is not

tenable and there should not be any material impact on the financial statement.

b) Estimated value of the contracts to be executed on capital account and not provided for:

Capital Commitments

-

0.74

22 Expenditure in foreign currency on accrual basis

Year ended

31 March 2014

31 March 2013

Foreign travel

Total

23 Earnings/(loss) per share (EPS)

The Computation of EPS as per AS 20 is set out below:

Net Profit after tax

Less : Preference dividend and tax thereon

Net Profit/(loss) attributable to shareholders for Basic / Diluted EPS

Weighted average number of shares outstanding for the purpose

of calculation of Basic and Diluted EPS

Earnings/(loss) per share – Basic/Diluted (in Rs.)

Year ended

31 March 2014

31 March 2013

0.14

0.14

-

-

Year ended

31 March 2014

31 March 2013

97.50

(93.47)

4.03

372.63

0.01

132.81

(92.98)

39.83

372.63

0.11

ANNUAL REPORT 2013 - 2014 71

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

24 Related party Disclosures:

a) Parties where control exists

Name of the party

KSK Power Venture plc

KSK Energy Limited

KSK Electricity Financing India Private Limited

J R Power Gen Private Limited

KSK Dibbin Hydro Power Private Limited

Kameng Dam Hydro Power Limited

KSK Narmada Power Company Private Limited

KSK Wind Energy Private Limited

KSK Vidarbha Power Company Private Limited

Sai Maithili Power Company Private Limited

KSK Wardha Infrastructure Private Limited

KSK Mahanadi Power Company Limited

KSK Upper Subansiri Hydro Energy Limited

KSK Dinchang Power Company Private Limited

KSK Jameri Hydro Power Private Limited

Tila karnali Hydro Electric Company

Private

Limited

Bheri Hydro Power Company Private Limited

Sai Regency Power Corporation Private Limited

VS Lignite Power Private Limited

Relationship

Step-up holding company

Holding company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Subsidiary company

Sai Wardha Power Limited (formerly known as Wardha Power Company Limited)

Subsidiary company

Sai Power pte Limited

Field Mining Ispats Limited

Arasmeta Captive Power Company Private Limited

Subsidiary company

Subsidiary company

Subsidiary company

b) Parties where significant influence exists and where the transactions have taken place during the year

Name of the party

Sitapuram Power Limited

KSK Water Infrastructures Private Limited

KSK Mineral Resources Private Limited

KSK Energy Company Private Limited

Raigarh Champa Rail Infrastructure Private Limited

KSK Wind Energy Nandgaon Athni Private Limited

KSK Wind Energy Madurai MS Puram Private Limited

72

KSK ENERGY VENTURES LIMITED

Relationship

Joint venture

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Name of the party

KSK Wind Energy Tirupur Elayamuthur Private Limited

KSK Wind Energy Tuticorin Rajapudukudi Private Limited

KSK Wind Energy Halagali Benchi Private Limited

KSK Wind Power Sankonahatti Athni Private Limited

KSK Wind Power Aminabhavi Chikodi Private Limited

KSK Wind Energy Mothalli Haveri Private Limited

c) Key Management personnel

Name of the party

Mr. S. Kishore

Mr. K .A .Sastry

d) Particulars of related party transactions

Relationship

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Relationship

Whole-time Director

Whole-time Director

S.No

Particulars

Subsidiaries

Joint

Fellow

KMP/ Relative

venture

subsidiaries

of KMP

31 March 2014

I. Transactions

1

2

3

4

5

6

7

8

9

Project development and corporate support fees

Interest Income

Interest expense

Sale of coal

Purchase of fixed assets

Loans and advance given

(including advance for investments)

Refund of loans and advance

Loans/security deposits taken

Repayment of loan/security deposit

10 Managerial remuneration

II. Balances

1

2

3

Amount receivable

Amount Payable

Managerial remuneration payable

430.96

665.11

74.68

107.53

0.06

9,988.72

17,144.74

823.97

3,132.57

-

1,410.99

1,851.64

4.30

-

-

-

-

-

-

-

-

-

-

11.40

24.88

-

-

81.76

249.99

1,014.27

532.55

-

-

-

-

-

-

-

-

-

-

15.00

1.10

-

-

27.80

603.15

-

-

-

1.11

ANNUAL REPORT 2013 - 2014 73

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

S.No

Particulars

Subsidiaries

Joint

Fellow

KMP/ Relative

venture

subsidiaries

of KMP

31 March 2013

I. Transactions

1

2

3

4

5

6

7

8

9

Project development and corporate support fees

Interest Income

Interest expense

Sale of assets

487.25

903.10

55.07

2.10

4.30

58.46

-

-

Loans and advance given

6,053.02

17.50

(including advance for investments)

Refund of loans and advance

Loans/security deposits taken

Repayment of loan/security deposit

Managerial remuneration

II. Balances

1

2

3

Amount receivable

Amount Payable

Managerial remuneration payable

4,074.58

451.40

195.90

22.87

-

8,438.66

4,146.25

-

-

-

-

9.88

-

-

-

-

13.95

1.17

155.46

0.53

1,553.83

1,558.02

-

-

-

-

-

-

-

-

-

18.00

196.87

111.67

-

-

-

-

1.33

e) Disclosure of loans and advances to subsidiaries pursuant to Clause 32 of the listing agreement:

Particulars

Amount outstanding as at

Maximum

outstanding

during the year

31 March 2014

31 March 2013

31 March 2014

I Loans and advances in the nature of loans

given to subsidiaries: * ^

Subsidiaries

KSK Dibbin Hydro Power Private Limited

Kameng Dam Hydro Power Limited

J R Power Gen Private Limited

KSK Narmada Power Company Private Limited

KSK Vidarbha Power Company Private Limited

KSK Upper Subansiri Hydro Energy Limited

KSK Dinchang Power Company Private Limited

KSK Jameri Hydro Power Private Limited

74

KSK ENERGY VENTURES LIMITED

-

-

-

16.65

2.01

-

-

-

949.36

857.72

1,253.19

16.65

2.00

1,772.40

72.46

49.90

958.84

935.39

1,464.60

16.65

2.01

1,932.29

83.29

57.80

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Particulars

Amount outstanding as at

Maximum

outstanding

during the year

31 March 2014

31 March 2013

31 March 2014

Arasmeta Captive Power Company Private Limited

12.00

1,138.00

1,170.10

Sai Wardha Power Limited (formerly known as
Wardha Power Company Limited )

KSK Electricity Financing India Private Limited

KSK Mahanadi Power Company Limited

-

-

-

1,865.00

-

-

1,865.01

14.80

2.25

Total

30.66

7,976.68

II Loans and advances in the natue of loans
where interest is not charged or charged
below bank rate

KSK Narmada Power Company Private Limited

KSK Vidarbha Power Company Private Limited

KSK Dinchang Power Company Private Limited

KSK Jameri Hydro Power Private Limited

KSK Mahanadi Power Company Limited

Sai Wardha Power Limited (formerly known as
Wardha Power Company Limited )

Total

16.65

2.01

-

-

-

-

18.66

16.65

2.00

72.46

49.90

-

1,865.00

2,006.01

16.65

2.01

-

-

2.25

-

III Loans to employees as per Company’s policy are not considered.

* The above loans & advances to subsidiary fall under the category of loans & advances in the nature of loans where

there is no repayment schedule and are repayable on demand.

^ Excludes interest accrued.

IV) Equity held in subsidiaries and step down subsidiary have been disclosed under “Non current Investment", (see note no

11).

V)

The Company has provided securities by way of pledge of investments for loans taken by subsidiaries ( see note no 11).

VI) The holding company has pledged certain shares held in the Company as security towards the borrowings of the

Company.

VII) Corporate Guarantees of Rs. 36,957.67 (31 March 2013 Rs.32,917.20), Bank guarantees of Rs. 5,965.17 (31 March 2013

Rs.4,362.48) and Letter of credit limits of Rs. 1,684.01 (31 March 2013 Rs.2,043.79) has been given by the Company on

behalf of subsidiaries and fellow subsidiaries.

VIII) Corporate Guarantees of Rs. 10,880.00 ( 31 March 2013 Rs.9,605.00) has been given by step-up holding Company on

behalf of the Company.

ANNUAL REPORT 2013 - 2014 75

Notes to Financial Statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

25 The company is primarily engaged in the business of providing project development and corporate support services.

Accordingly there are no reporateble segment as per accounting standard 17 notified under the Companies Act, 1956.

26 In the opinion of board, any of the assets other than fixed assets and non-current investment have a value on realization in

the ordinary course of business at least equal to the amount at which they are stated on the Balance Sheet.

27 During the year the Company has assigned certain of its development portfolio assets along with associated liabilities to

its wholly owned subsidiary KSK Electricity Financing India Private Limited for independent development pursuit.

28 Previous year figures have been regrouped and reclassified wherever necessary to conform to the current year

classification.

As per our report of even date

For

Umamaheswara Rao & Co.

Chartered Accountants

Firm registration No: 004453S

Sd/-

S.Venugopal

Partner

Membership No: 205565

Place : Hyderabad

Date : 24 May 2014

for and on behalf of the Board

Sd/-

S. Kishore

Sd/-

Sd/-

K. A. Sastry

M. S. Phani Sekhar

Whole-time Director

Whole-time Director

Company Secretary

76

KSK ENERGY VENTURES LIMITED

Auditors' Report on Consolidated Financial Statements

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

To,

The Board of Directors of KSK Energy Ventures Limited,

We have audited the attached consolidated balance sheet of KSK Energy Ventures Limited ('the Company') and its subsidiaries

and Joint Venture (collectively referred as 'the KSK group') as at 31 March 2014 and the consolidated profit and loss account

and the consolidated cash flow statement for the year ended on that date annexed thereto. These financial statements are the

responsibility of the company's management and have been prepared by the management on the basis of separate financial

statements and other financial information regarding components. Our responsibility is to express an opinion on these

financial statements based on our audit.

We conducted our audit in accordance with the auditing standards generally accepted in India. Those standards require that

we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material

misstatements. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial

statements. An audit also includes assessing the accounting principals used and significant estimates made by the

management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a

reasonable basis for our opinion.

We did not audit the financial statements of subsidiaries and joint venture namely:

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

(cid:2)

KSK Mahanadi Power Company Limited

KSK Wind Energy Private Limited

Kameng Dam Hydro Power Limited

KSK Dibbin Hydro Power Private Limited

KSK Narmada Power Company Private Limited

KSK Wardha Infrastructure Private Limited

KSK Vidarbha Power Company Private Limited

J R Power Gen Private Limited

KSK Upper Subansiri Hydro Energy Limited

KSK Jameri Hydro Power Private Limited

KSK Dinchang Power Company Private Limited

Tila Karnali Hydro Electric Company Private Limited

Arasmeta Captive Power Company Private Limited.

Sai Regency Power Corporation Private Limited

Sai Wardha Power Limited (Formerly Wardha Power Company Limited)

Field Mining and Ispats Limited

Sai Maithili Power Company Private Limited

Sitapuram Power Limited (Joint venture)

Sai Power Pte Limited

Bheri Hydro Power Company Private Limited

Whose financial statements reflect total assets of Rs. 213,130 million as at 31 March 2014 and total revenue of Rs. 20,345 million

for the year ended 31 March 2014. The financial statements and other information of the subsidiaries and joint Venture, except

ANNUAL REPORT 2013 - 2014 77

Auditors' Report on Consolidated Financial Statements

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Sitapuram Power Limited have been audited by other auditors whose reports have been furnished to us and our opinion, in so

far it relates to amounts included in respect of these subsidiaries, is based solely on the report of other auditors.

We report that the consolidated financial statements have been prepared by the company's management in accordance with

the requirements of the Accounting Standards (AS) 21, Consolidated financial statements and Accounting Standard(AS) 27,

financial reporting of interest in joint ventures issued by the Institute of Chartered Accountants of India.

Based on our audit as aforesaid, and on consideration of reports of other auditors on financial statements and on other

financial information of the components, and to the best of our information and according to the explanations given to us, we

are of the opinion that the attached consolidated financial statements give a true and fair view in conformity with the

accounting principles generally accepted in India:

i)

ii)

in the case of consolidated Balance sheet, of the state of the KSK Group as at 31 March 2014;

in the case of consolidated Profit and Loss Account, of the loss for the year ended on that date; and

iii)

in the case of consolidated Cash Flow Statement, of the cash flows for the year ended on that date.

For

Umamaheswara Rao& Co.,

Chartered Accountants

Sd/-

S. Venugopal

Partner

Membership No. 205565

FRN 004453S

Place: Hyderabad

Date: 24 May 2014

78

KSK ENERGY VENTURES LIMITED

Consolidated Balance Sheet as at 31 March 2014

(All amounts in Indian Rupees million, except share data and where otherwise stated)

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Note

As at

31 March 2014

31 March 2013

I

EQUITY AND LIABILITIES

1

Shareholders' funds

(a) Share capital

(b) Reserves and surplus

2 Minority interest

3 Non-current liabilities

(a) Long-term borrowings

(b) Deferred tax liabilities (net)

(c) Other long term liabilities

(d) Long-term provisions

4

Current liabilities

(a) Short-term borrowings

(b) Trade payables

(c) Other current liabilities

(d) Short-term provisions

II. ASSETS

1 Non-current assets

(a) Fixed assets

(i)

Tangible assets

(ii)

Intangible assets

(iii) Capital work in progress

(iv) Intangible assets under development

(b) Non-current investments

(c) Deferred tax assets (net)

(d) Long-term loans and advances

(e) Other non-current assets

4

5

6

7

8

9

11

7

10

12

11

13

14

8

15

16

4,396.30

25,511.59

29,907.89

6,810.13

4,726.30

27,290.86

32,017.16

6,735.18

117,080.40

112,689.28

65.88

4,355.21

23.61

227.31

3,271.65

51.14

121,525.10

116,239.38

18,531.98

5,243.76

36,057.81

175.03

60,008.58

15,674.88

2,163.39

28,808.79

92.85

46,739.91

218,251.70

201,731.63

76,960.81

2,060.57

92,619.45

3.79

215.81

3,320.73

8,064.46

3,149.77

44,963.75

2,041.22

105,871.75

1.01

215.81

1,910.89

12,120.98

2,552.81

186,395.39

169,678.22

ANNUAL REPORT 2013 - 2014 79

Consolidated Balance Sheet as at 31 March 2014 (continued..)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

2

Current assets

(a) Current investments

(b)

Inventories

(c) Trade receivables

(d) Cash and bank balances

(e) Short-term loans and advances

(f) Other current assets

Note

As at

31 March 2014

31 March 2013

14

17

18

19

15

16

-

1,493.52

9,201.52

8,693.22

10,497.27

1,970.78

31,856.31

172.06

1,510.71

5,597.08

14,656.47

8,535.30

1,581.79

32,053.41

218,251.70

201,731.63

See accompanying notes to Consolidated financial statements

for and on behalf of the Board

Sd/-

S. Kishore

Sd/-

Sd/-

K. A. Sastry

M. S. Phani Sekhar

Whole-time Director

Whole-time Director

Company Secretary

As per our report of even date

For

Umamaheswara Rao & Co.,

Chartered Accountants

Firm registration No: 004453S

Sd/-

S.Venugopal

Partner

Membership No: 205565

Place : Hyderabad

Date : 24 May 2014

80

KSK ENERGY VENTURES LIMITED

Consolidated

Statement of

Profit and Loss for the year ended 31 March 2014

(All amounts in Indian Rupees million, except share data and where otherwise stated)

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Note

Year ended

20

21

22

23

24

25

26

13

I

Revenue from operations

II Other income

III Total revenue (I+II)

IV Expenses

Cost of fuel consumed

Manufacturing expenses

Employee benefits expenses

Other expenses

Finance costs

Depreciation and amortisation expenses

Total expenses

V Profit / (loss) before tax (III - IV)

VI Tax expense / (income)

Current tax

For the year

In respect of earlier years

Less : MAT credit entitlement

Deferred tax

Total tax expense / (income)

VII Profit / (loss) for the year before minority interest (V - VI)

Minority interest

Profit / (loss) for the year after minority interest

VIII Earnings / (loss) per share:

31 March 2014

31 March 2013

21,118.01

1,365.52

22,483.53

22,070.20

1,006.96

23,077.16

11,978.78

10,695.64

1,522.50

463.42

1,781.52

7,216.12

2,929.73

25,892.07

(3,408.54)

145.53

(0.85)

(101.02)

(1,571.27)

(1,527.61)

(1,880.93)

(252.04)

(1,628.89)

1,314.50

431.65

1,444.46

6,017.67

2,264.68

22,168.60

908.56

.

164.48

0.38

(140.46)

(789.36)

(764.96)

1,673.52

167.72

1,505.80

Basic and diluted -face value of Rs.10 per share (Rs.)

(4.62)

3.79

See accompanying notes to Consolidated the financial statements

for and on behalf of the Board

Sd/-

S. Kishore

Sd/-

Sd/-

K. A. Sastry

M. S. Phani Sekhar

Whole-time Director

Whole-time Director

Company Secretary

As per our report of even date

For

Umamaheswara Rao & Co.

Chartered Accountants

Firm registration No: 004453S

Sd/-

S.Venugopal

Partner

Membership No: 205565

Place : Hyderabad

Date : 24 May 2014

ANNUAL REPORT 2013 - 2014 81

Consolidated Cash Flow Statement for the year ended 31 March 2014

(All amounts in Indian Rupees million, except share data and where otherwise stated)

CASH FLOW FROM OPERATING ACTIVITIES

(Loss) / profit before tax

Adjustments for

Depreciation and amortisation expenses

Finance cost

Interest income

Dividend income

(Profit) / loss on sale of assets, net

Profit on sale of investment

Bad debts / advances written off / provision for doubtful debts

Unrealised foreign exchange differences

Liability no longer required written back

Operating profit before working capital changes

Adjustments for working capital

Inventories

Trade receivables

Loan and advances

Other assets

Trade payables

Other liabilities and provisions

Cash generated from operations

Income tax paid

Net cash from operating activities

CASH FLOW FROM INVESTING ACTIVITIES

Purchase of fixed assets including capital work-in-progress
and capital advances

Sale of fixed assets

Cash flow on sale of wind mills undertaking

Advance received against sale of assets

Acquisition of minority interest

(Purchase) / sale of current investments, net

(Investment) / redemption of bank deposit (having original
maturity more than three months)

(Investment) / redemption of bank deposit (held as margin
money or security against guarantees or borrowings)

Advance for investment - given

Inter corporate deposit - given

Inter corporate deposit - refund

31 March 2014

31 March 2013

(3,408.54)

908.56

2,929.73

7,216.12

(966.79)

(0.90)

(26.14)

(0.12)

21.17

29.73

(13.66)

5,780.60

17.19

(3,604.44)

(2,558.69)

(356.57)

2,874.74

111.42

2,264.25

(335.36)

1,928.89

2,264.68

6,017.67

(980.73)

(1.28)

24.71

(3.41)

234.37

31.21

(18.76)

8,477.02

(278.60)

(1,889.53)

(112.57)

(442.45)

109.01

37.66

5,900.54

(334.05)

5,566.49

(12,028.95)

(17,719.34)

41.49

51.49

708.00

-

172.18

394.31

262.46

604.96

-

(1.30)

53.04

(346.05)

6,884.76

2,275.86

(611.60)

(1,182.40)

1,503.44

(1,106.30)

(980.10)

1,080.17

82

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Interest received

Dividend received

31 March 2014

31 March 2013

2,014.07

97.75

2,386.51

22.15

Net cash used in investing activity

(1,955.46)

(13,467.94)

CASH FLOW FROM FINANCING ACTIVITIES

Proceeds from share issue and application money in
subsidiary to minority interest

Redemption of preference share capital

Repayment of share application money in subsidiary

Payment of dividend and dividend tax

Proceeds from long term borrowings

Repayment of long term borrowings

Proceeds from short term borrowings, net

Payment of finance costs

Net cash from financing activities

Net  increase / (decrease)  in cash and cash equivalents

Effect of exchange rate changes

Cash and cash equivalents at the beginning of the year

Cash and cash equivalents at the end of the year

Notes

1

Cash and cash equivalents includes:

Cash in hand

Balances with banks:

On current account

On deposit account

2,212.08

280.17

(387.86)

(30.00)

(93.60)

42,316.60

(31,879.67)

4,061.93

(15,884.90)

314.58

288.01

0.95

1,440.83

1,729.79

-

(1,750.00)

(93.24)

37,300.32

(17,350.64)

364.32

(14,397.45)

4,353.48

(3,547.97)

(1.54)

4,990.34

1,440.83

As at

31 March 2014

31 March 2013

3.57

24.38

1,719.02

7.20

1,729.79

1,200.22

216.23

1,440.83

2

Previous year figures have been regrouped / reclassified to conform to the classification of the current year.

Umamaheswara Rao & Co.

As per our report of even date
For
Chartered Accountants
Firm registration No: 004453S

Sd/-

S.Venugopal
Partner

Membership No: 205565

Place : Hyderabad
Date : 24 May 2014

for and on behalf of the Board

Sd/-

Sd/-

Sd/-

S. Kishore
Whole-time Director

K. A. Sastry
Whole-time Director

M. S. Phani Sekhar
Company Secretary

ANNUAL REPORT 2013 - 2014 83

Notes to Consolidated financial statements

(All amounts in Indian Rupees million, except share data and where otherwise stated)

1 Description of business

KSK Energy Ventures Limited (“KSKEVL” or the “Company”), its subsidiaries and joint ventures (collectively referred to as

‘the Group’) are primarily engaged in the development, operation and maintenance of private sector power projects,

currently predominantly through subsidiaries and jointly controlled entities with multiple industrial consumers in India

with next level of growth coming through large base load power plant subsidiaries.

KSKEVL focused its strategy on the private sector power development market, undertaking entire gamut of development,

investment, construction, operation and maintenance of power plant with supplies initially to heavy industrials operating

in India and now branching out to cater to the needs of utilities and others in the wider Indian power sector.

2

Significant Accounting Policies

2.1 Accounting convention

The Consolidated Financial Statements of KSK Energy Ventures Limited and its Subsidiaries and Joint Ventures (“the

Group” or “the Company”) have been prepared and presented under the historical cost convention on the accrual basis in

accordance with Indian Generally Accepted Accounting Principles (GAAP). GAAP comprises Accounting Standards

notified by the Central Government of India under Section 211 (3C) of the Companies Act, 1956, other pronouncements of

Institute of Chartered Accountants of India, the provisions of the Companies Act 2013 (to the extent notified), the

provisions of Companies Act, 1956 and guidelines issued by Securities and Exchange Board of India.

2.2 Use of estimates

The preparation of the Consolidated Financial Statements in conformity with GAAP requires management to make

estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure relating to contingent

liabilities on the date of Consolidated Financial Statements and reported amounts of income and expenditure for the

period. Actual results could differ from these estimates. Examples of such estimates include provision for doubtful debt,

future obligation under employee retirement benefit plan, income taxes, useful life of fixed assets, etc. Any revision to

accounting estimates is recognised prospectively in the current and future periods.

2.3 Inventories

Inventories are valued at the lower of cost and net realisable value. Cost of inventories comprises all costs of purchase, cost

of conversion and other costs incurred in bringing the inventories to their present location and condition. The method of

determining the costs of various categories of inventories are as follows:

Fuel

Stores, spares and consumables

Weighted average

First-in-first-out

2.4 Cash flow statement

Cash flow statement is reported using the indirect method, where by the net profit before tax is adjusted for the effects of

transactions of a non cash nature, any deferrals or accruals of past or future operating cash receipts or payments and item

of income or expenses associated with investing or financing cash flows. The cash flows from operating, investing and

financing activities of the Company are segregated and presented separately.

84

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

2.5 Revenue recognition

Sale of energy is recognized on accrual basis in accordance with the relevant agreements.

Revenue in the form of project development fees for services rendered in relation to development work of potential power

projects is recognized when such fees is assured and determinable under the terms of the respective contract.

Corporate Support Service income is recognized when such income is assured and determinable under the terms of the

respective contract.

Consultancy income is recognized in proportion with the degree of completion of contract.

Dividend income is recognized when the unconditional right to receive the income is established.

Interest is recognized using the time proportionate method, based on the underlying interest rates.

Insurance claims are accounted based on certainty of realization.

Revenue from sale of scrap and fly ash is accounted for as and when sold.

2.6 Fixed assets and depreciation

Fixed assets are stated at cost of acquisition. Cost of acquisition is inclusive of freight, duties, levies and all incidentals

directly or indirectly attributable to bringing the asset to its working condition for its intended use. Cost of fixed assets

includes cost of initial warranty / insurance spares purchased along with the capital asset, which are grouped as single item

under respective assets.

Machinery spares of the nature of capital spares are capitalized at the time of their purchase whether procured at the time

of purchase of the fixed asset concerned or subsequently. Where such spares are replaced, the carrying cost of the worn

out spares are written off. The total cost of such capital spares is allocated on a systematic basis over a period not

exceeding the useful life of the principal item.

Depreciation has been provided on Straight Line Method at the rates and in the manner specified in Schedule XIV of the

Companies Act, 1956 except for assets costing up to Rs. 5,000/- which are fully depreciated in the year of capitalization.

Depreciation is calculated on a pro-rata basis from the date of installation / capitalization till the date the assets are sold or

disposed.

Depreciation on initial / warranty spares are provided on the same rates applicable for that asset group, irrespective of its

actual usage.

Intangible assets, viz., computer software is recognized as per the criteria specified in the Accounting Standard (AS) 26

“Intangible Assets” notified by the Central Government of India under section 211 (3C) of the Companies Act, 1956 and is

amortised over a period of three years.

Leasehold improvements are amortised over the lease period.

ANNUAL REPORT 2013 - 2014 85

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

2.7 Capital work in progress

The cost of fixed assets not ready for their intended use before such date is disclosed under capital work in progress.

Capital work in progress is carried at cost and incidental and attributable expenses including interest and depreciation on

fixed assets in use during construction are carried as part of “expenditure during construction period, pending allocation”

to be allocated on major assets on commissioning of the project.

In respect of supply-cum-erection contracts, the value of supplies received at site and accepted is treated as capital work

in progress.

Claims for price variation / exchange variation in case of contracts are accounted for on acceptance.

2.8 Foreign currency transaction

Foreign currency transactions are initially recorded at the rates of exchange ruling at the date of transaction.

At the Balance Sheet date, foreign currency monetary items are reported using the closing / contracted rate. Non-

monetary items denominated in foreign currency are reported at the exchange rate ruling at the date of transaction.

Exchange differences arising on account

long-term foreign currency monetary items

related to the

acquisition/construction of fixed assets are capitalised and depreciated over the remaining useful life of the asset.

Exchange differences arising on other long-term foreign currency monetary items are accumulated in the “Foreign

Currency Monetary Item Translation Difference Account” and amortised over the remaining life of the concerned

monetary item.

The premium or discount on forward exchange contract are amortised and recognised as an expense / income over the

life of the contract. Exchange differences on such contracts, except the contracts which are long-term foreign currency

monetary items, are recognised in the statement of profit and loss in the period in which the exchange rates change. Any

profit or loss arising on cancellation or renewal of such forward exchange contract is also recognised as income or as

expense for the period. Any gain / loss arising on forward contracts which are long-term foreign currency monetary items

is recognised in accordance with above paragraphs.

All other exchange differences are recognised as income or as expenses in the period in which they arise.

2.9 Derivative Contracts

The Company enters into derivative contracts in the nature of foreign currency options, interest rate swaps and forward

contracts with an intention to hedge its existing assets and liabilities, firm commitments and highly probable transactions.

Derivative contracts which are closely linked to the existing assets and liabilities are accounted as per the policy stated for

foreign currency transactions. All other derivative contracts are marked-to market and losses are recognised in the

Statement of Profit and Loss. Gains arising on the same are not recognised, until realised, on grounds of prudence.

2.10 Investments

Long-term investments, are stated at cost. A provision for diminution is made to recognise a decline, other than

temporary, in the value of long-term investments. Current investments are carried at the lower of cost and fair value. The

comparison of cost and fair value is done separately in respect of each category of investment.

86

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

2.11 Employee retirement benefits

Provident fund

Eligible employees receive benefits from a provident fund, which is a defined contribution scheme. Both the employee

and the Company make monthly contributions to the provident fund plan equal to a specified percentage of the covered

employee salary. The contribution made by the Company is charged to the Statement of Profit and Loss.

Gratuity

In accordance to the Payment of Gratuity Act, 1972, the Group provides for the gratuity, a defined benefit retirement plan

(“the gratuity plan”) covering the eligible employees. The gratuity plan provides for a lump sum payment to the vested

employees at retirement, death, incapacitation or termination of the employment, of an amount based on the respective

employee salary and the tenure of the employment within the Group.

Liabilities with regard to the gratuity plan are determined by independent actuary. The Group makes annual contribution

to employee’s group gratuity scheme administered by trustees and managed by Life Insurance Corporation of India.

The Group recognizes the net obligation of the gratuity plan in the Balance Sheet as an asset or liability, respectively in

accordance with Accounting Standard (AS) 15, “Employee Benefits”.

Actuarial gains or losses arising from experience adjustments and changes in actuarial assumptions are recognized in the

Statement of Profit and Loss.

2.12 Borrowing cost

Borrowing costs include interest on borrowings and amortisation of ancillary cost incurrred in connection with the

arrangement of borrowings.

Borrowing costs directly attributable to the acquisition or construction of those fixed assets which necessarily take a

substantial period of time to get ready for their intended use are capitalized.

All other borrowing costs are recognised as an expense in the year in which they are incurred.

2.13 Leases

Finance leases, which effectively transfer to the Company substantially all the risks and benefits incidental to ownership of

the leased item, are capitalized at the lower of the fair value and present value of the minimum lease payments at the

inception of the lease term and disclosed as leased assets. Lease payments are apportioned between the finance charges

and reduction of the lease liability based on the implicit rate of return. Finance charges are charged directly against

income. Lease management fees, legal charges and other initial direct costs are capitalised. If there is no reasonable

certainty that the Company will obtain the ownership by the end of the lease term, capitalised lease assets are depreciated

over the shorter of the estimated useful life of the asset or the lease term.

Lease that do not transfer substantially all the risks and rewards of ownership are classified as operating leases and

recorded as expense as and when the payments are made over the lease term.

ANNUAL REPORT 2013 - 2014 87

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

2.14 Earnings per share

Basic earnings per share are computed by dividing the net profit or loss after tax attributable to equity shareholders for the

period by the weighted average number of equity shares outstanding during the period. For the purpose of calculating

diluted earnings per share, net profit or loss after tax attributable to equity shareholders and the weighted average

number of shares outstanding during the period are adjusted for the effects of all dilutive potential equity shares. Dilutive

potential equity shares are deemed converted as at the beginning of the period, unless they have been issued at a later

date.

In computing the dilutive earnings per share, only potential equity shares that are dilutive and that either reduces

the earnings per share or increases loss per share are included.

2.15 Taxes on income

Income tax expense/ (income) comprises of current tax, deferred tax and Minimum Alternative Tax (MAT) credit.

Current tax

The current charge for income taxes is calculated in accordance with the relevant tax regulations applicable to the

Company.

Deferred tax

Deferred tax charge or credit reflects the tax effects of timing differences between accounting income and taxable income

for the period. The deferred tax charge or credit and the corresponding deferred tax liabilities or assets are recognised

using the tax rates that have been enacted or substantially enacted by the Balance Sheet date. Deferred tax assets are

recognized only to the extent there is reasonable certainty that the assets can be realised in future; however, where there is

unabsorbed depreciation or carry forward of loss under taxation laws, deferred tax assets are recognised only if there is a

virtual certainty of realization of such assets.

Deferred tax assets are reviewed at each Balance Sheet date and written down or written-up to reflect the amount that is

reasonably/virtually certain (as the case may be) to be realised.

The break-up of the deferred tax assets and liabilities as at the Balance Sheet date has been arrived at after setting-off

deferred tax assets and liabilities where the Company has legally enforceable right and an intention to set-off assets

against liabilities and where such assets and liabilities relate to taxes on income levied by the same governing taxation

laws.

MAT credit

MAT credit is recognized as an asset only when, and to the extent, there is convincing evidence that the Company will pay

normal income tax during the specified period. In the year in which the MAT credit becomes eligible to be recognized as an

asset in accordance with the recommendations contained in guidance note issued by the Institute of Chartered

Accountants of India, the said asset is created by way of a credit to the Statement of Profit and Loss and shown as MAT

Credit entitlement. The Company reviews the same at each Balance Sheet date and writes down the carrying amount of

MAT credit entitlement to the extent there is no longer convincing evidence to the effect that Company will pay normal

income tax during the specified period.

2.16 Impairment of assets

The Company assesses at each Balance Sheet date whether there is any indication that an asset may be impaired. If any

such indication exists, the Company estimates the recoverable amount of the asset. If such recoverable amount of the

88

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

asset or the recoverable amount of the cash generating unit to which the asset belongs is less than its carrying amount, the

carrying amount is reduced to its recoverable amount. The reduction is treated as an impairment loss and is recognized in

the Statement of Profit and Loss. For an asset that does not generate largely independent cash inflows, the recoverable

amount is determined for the cash-generating unit to which the asset belongs. If at the Balance Sheet date there is an

indication that a previously assessed impairment loss no longer exists, the recoverable amount is reassessed and the asset

is reflected at the recoverable amount subject to a maximum of depreciated historical cost.

2.17 Provisions and contingencies

Provisions and contingencies

The Company recognises a provision when there is a present obligation as a result of past obligating event that probably

requires an outflow of resources and a reliable estimate can be made of the amount of the obligation. A disclosure for a

contingent liability is made when there is a possible obligation or a present obligation that may, but probably will not,

require an outflow of resources. Where there is a possible obligation or a present obligation that the likelihood of outflow

of resources is remote, no provision or disclosure is made.

Onerous contract

Provisions for onerous contracts i.e. contracts where the expected unavoidable costs of meeting the obligations under the

contract exceed the economic benefits expected to be received under it, are recognized when it is probable that an

outflow of resources embodying economic benefits will be required to settle a present obligation as a result of an

obligating event, based on a reliable estimate of such obligation.

3 Basis of consolidation

The Consolidated Financial Statements relate to KSK Energy Ventures Limited, its Subsidiaries and interest in Joint

Ventures.

3.1 Basis of accounting

The financial statements of the Subsidiary / Joint Venture Companies in the consolidation are drawn up to the same

reporting date as that of the Company.

The Consolidated Financial Statements have been prepared in accordance with Accounting Standards (AS) 21

“Consolidated Financial Statements” and (AS) 27 “Financial Reporting of Interest in Joint Ventures”, notified by the Central

Government of India under Section 211 (3C) of the Companies Act, 1956.

3.2 Principles of consolidation

The Consolidated Financial Statements have been prepared as per the following principles:

The financial statements of the Company and its Subsidiaries are combined on a line by line basis by adding together the

book value of like items of assets, liabilities, income and expenses after eliminating intra-group balances, intra-group

transactions and unrealised profits or losses.

The Consolidated Financial Statements include the interest of the Company in Joint Ventures, which has been accounted

for using the proportionate consolidation method of accounting whereby the Company’s share of each of assets,

liabilities, income and expenses of a jointly controlled entity is considered as separate line item.

ANNUAL REPORT 2013 - 2014 89

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Preference share capital in Joint Venture entities and share application money in subsidiaries held by the outsiders, shown

separately together with minority interest under note 6 to Balance Sheet.

The Group accounts for investments by the equity method of accounting where it is able to exercise significant influence

over the operating and financial policies of the investee. Inter company profits and losses have been proportionately

eliminated until realized by the investor or investee.

The Consolidated Financial Statements are prepared using uniform accounting policies for like transactions and other

events in similar circumstances and are presented to the extent possible, in the same manner as the Company’s separate

financial statements except as otherwise stated in the notes to the accounts.

The difference between the cost of investment in the Subsidiary / Joint Venture and the share of net assets at the time of

acquisition of shares is identified in the financial statements as goodwill or capital reserve as the case may be.

Minority interests share of profit of consolidated subsidiaries is identified and adjusted against income of the group in

order to arrive at the surplus attributable to the shareholders of the Company.

3.3 Particulars of Subsidiaries and Joint Ventures:

S. No.

Name of the

Company

Subsidiary Companies

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

KSK Narmada Power Company Private Limited

KSK Wind Energy Private Limited

KSK Vidarbha Power Company Private Limited

KSK Wardha Infrastructure Private Limited

Sai Maithili Power Company Private Limited

KSK Dibbin Hydro Power Private Limited

Kameng Dam Hydro Power Limited

Arasmeta Captive Power Company Private Limited

KSK Electricity Financing India Private Limited

VS Lignite Power Private Limited

Sai Regency Power Corporation Private Limited

Sai Wardha Power Limited (formerly known as

Wardha Power Company Limited)

KSK Mahanadi Power Company Limited

J R Power Gen Private Limited

KSK Upper Subansiri Hydro Energy Limited

KSK Jameri Hydro Power Private Limited

KSK Dinchang Power Company Private Limited

(% of Shareholding)

Country of

31 March

31 March

incorporation

2014

2013

India

India

India

India

India

India

India

India

India

India

India

India

India

India

India

India

India

100

100

100

100

52

100

100

51

100

74

100

100

100

100

52

100

100

51

100

74

73.92

83.93

73.92

87

84.67

85.23

51

100

100

100

51

100

100

100

90

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Country of

31 March

31 March

(% of Shareholding)

Name of the

Company

Field Mining and Ispats Limited

S. No.

18

19

20

21

Tila Karnali Hydro Electric Company Private Limited                   Nepal

Bheri Hydro Power Company Private Limited

Sai Power Pte LTD

incorporation

India

Nepal

Singapore

India

Joint Venture Company

22

Sitapuram Power Limited

4

Share capital

Authorised

2013

84.98

80

90

100

49

2014

84.98

80

90

100

49

As at

31 March 2014

31 March 2013

4,000,000,000 (31 March 2013: 4,000,000,000)

40,000.00

40,000.00

equity shares of Rs. 10/- each

1,031,500,000 (31 March 2013: 1,031,500,000)

10,315.00

10,315.00

preference shares of Rs.10/- each

Issued, subscribed and paid up

372,630,454 (31 March 2013: 372,630,454)

equity shares of  Rs. 10/- each  fully paid up

67,000,000 (31 March 2013: 100,000,000) 8%

Compulsorily redeemable preference shares of

Rs. 10/- each fully paid up (refer note a)

50,315.00

50,315.00

3,726.30

3,726.30

670.00

1,000.00

4,396.30

4,726.30

a

Above preference shares are redeemable at premium over the period of 5 years, starting from end of the 3rd year from the

date of allotment.

b

The company has only one class of equity shares having a par value of Rs 10/- per share. The holders of equity shares are

entitled to receive dividend as declared from time to time and are entitled to voting rights proportionate to their

shareholding at the meeting of shareholders.

ANNUAL REPORT 2013 - 2014 91

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

c

Equity Shares held by holding company and its subsidiaries

Particulars

As at

31 March 2014

31 March 2013

Holding company

No of shares held

% of shares held

Subsidiaries of holding company

No of shares held

% of shares held

191,222,031

191,222,031

51.32%

51.32%

88,010,646

23.62%

88,010,646

23.62%

d

Particulars of the shareholders holding more than 5% of the shares

Name of the shareholder

As at

31 March 2014

31 March 2013

Equity shares fully paid up

KSK Energy Limited

No of shares held

% of shares held

KSK Energy Company Private Limited

No of shares held

% of shares held

LB Group

No of shares held

% of shares held

8% Compulsorily redeemable preference shares fully paid up

L & T Infrastructure Finance Company Limited

No of shares held

% of shares held

e

Reconciliation of number of shares outstanding

191,222,031

191,222,031

51.32%

51.32%

79,345,007

21.29%

79,345,007

21.29%

18,500,000

20,828,534

4.96%

5.59%

67,000,000

100.00%

100,000,000

100.00%

Particulars

As at

31 March 2014

31 March 2013

8% Compulsorily redeemable preference shares

Outstanding at the beginning of the year

Redeemed during the year

Outstanding at the end of the year

100.00

33.00

67.00

100.00

-

100.00

92

KSK ENERGY VENTURES LIMITED

5 Reserves and Surplus

Capital redemption reserve

Opening balance

Add: Transferred from surplus

Securities premium

Opening balance

Less: Premium on redemption of preference shares

Foreign currency translation reserve

Opening balance

Add: Movement during the year

Surplus

Opening balance

Add: (Loss) / profit for the year

Amount available for appropriations

Approprations

Transfer to capital redemption reserve

Preference dividend

Dividend distribution tax

Balance

6 Minority Interest

Minority interest

Preference share capital in JV entities held by others

Share application money in subsidiaries held by others

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

As at

31 March 2014

31 March 2013

-

330.00

330.00

18,739.90

57.86

18,682.04

(1.61)

0.95

(0.66)

8,552.57

(1,628.89)

6,923.68

330.00

79.78

13.69

423.47

6,500.21

25,511.59

-

-

-

18,739.90

-

18,739.90

(0.07)

(1.54)

(1.61)

7,139.75

1,505.80

8,645.55

-

80.00

12.98

92.98

8,552.57

27,290.86

As at

31 March 2014

31 March 2013

6,774.80

35.20

0.13

6,810.13

6,587.19

35.20

112.79

6,735.18

ANNUAL REPORT 2013 - 2014 93

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

7 Borrowings

Long-term borrowings

Secured

Debentures

Term loans *

Rupee loans from banks **

Rupee loans from others

Foreign currency loans

Hire purchase loans

Unsecured

Debentures

Deferred payment liabilities

Short-term borrowings

Secured

Loans repayable on demand

From banks

Foreign currency loans

Loans against letters of credit

Loan against deposit

Unsecured

Loans repayable on demand

From related parties

From others

As at

31 March 2014

31 March 2013

640.00

-

64,837.29

30,466.86

20,696.25

-

210.00

230.00

52,697.91

31,689.09

28,070.92

1.36

-

230.00

117,080.40

112,689.28

4,742.75

2,405.31

4,748.00

4,383.55

1,490.79

761.58

18,531.98

135,612.38

4,025.32

1,497.77

2,145.92

7,586.20

418.09

1.58

15,674.88

128,364.16

*

Term loans includes an amount of Rs 8,431.15 in KSK Mahanadi Power Company Limited which is schedule for repayment

during financial year 2014-15.The Company has made an application for overrun and also for deferment of repayment

schedule with the lenders and is pending.

In the opinion of the Company, it will get a favourable response and hence,

pending outcome of the same, the above referred amount is classified under long term borrowings.

** Out of the above Rupee term loans from banks, amount of Rs 1,400.43 is guaranteed by KSK Power Ventur plc., the stepup

holding company.

94

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

a Details of security provided for various credit facilities

KSK Energy Ventures Limited

Rupee term loans from banks are secured by first pari-passu charge on fixed assets, current assets and corporate

guarantee of KSK Power Venture plc and KSK Wind Energy Private Limited.

Sai Wardha Power Limited (formerly known as Wardha Power Company Limited)

Rupee term loans from banks and others and long term foreign currency loans are secured by first charge pari-passu by

way of mortgage on the Company's immovable properties and hypothecation of whole of the movable properties, both

present and future. Pledge of certain equity shares of the Company held by KSK Electricity Financing India Private Limited.

Loan repayable on demand are secured by first pari-passu charge on all fixed and current assets of the Company (existing

and future) along with the other member banks/ financial institutions.

Foreign currency loans and loans against letter of credit are secured by subservient charges on the entire movable fixed

and current assets of the company and secured by letter of credit facility sanctioned to KSK Energy Ventures Limited.

Sitapuram Power Limited

Rupee term loan from bank is secured by first charge on all immovable and movable assets including current assets, both

present and future. Pledge of certain equity and preference shares of the company held by KSK Electricity Financing India

Private Limited.

Loans repayable on demand are secured by first charge on entire block of assets.

VS Lignite Power Private Limited

Rupee term loans from banks and others are secured by first charge pari-passu by way of mortgage on all the company's

immovable properties and hypothecation of whole of the movable properties both present and future. Pledge of certain

equity shares of the company held by KSK Electricity Financing India Private Limited. Corporate guarantee given KSK

Energy Ventures Limited

Loans repayable on demand are secured by pari-passu first charge on fixed assets and current assets along with term

lenders.

Debentures are secured by way of mortgage of company’s land and pledge of certain equity shares of VS Lignite Power

Private Limited, KSK Mineral Resources Private Limited and Sai Wardha Power Limited (formerly known as Wardha Power

Company Limited).

KSK Dibbin Hydro Power Private Limited

Hire purchase loan is secured by pledge of equipment purchased.

ANNUAL REPORT 2013 - 2014 95

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Arasmeta Captive Power Company Private Limited

Rupee term loans from banks and others are secured by first charge pari-passu by way of mortgage on all the Company's

immovable properties including leasehold land and freehold land and hypothecation of whole of the movable fixed assets

and current assets both present and future. Pledge of certain fully paid up equity shares of the Company held by KSK

Electricity Financing India Private Limited.

Loans repayable on demand are secured by pari-passu first charge on all the Company's immovable properties and

hypothecation of all the Company's movables fixed assets and current assets both present and future.

KSK Mahanadi Power Company Limited

Rupee term loans, foreign currency loans and loans against letter of credit and cash credit are secured by first charge over

all movable properties, intangible assets and other assets (including assignment of rights, titles, interests, benefits, claims

etc.) of the company both present and future. Further guaranteed by pledge of certain equity shares of the company held

by KSK Energy Ventures Limited.

Rupee sub debt loans are secured by second charge over all movable properties, intangible assets and other assets

(including assignment of rights, titles, interests, benefits, claims etc.) of the company both present and future. Further

guaranteed by pledge of certain equity shares of the company held by KSK Energy Ventures Limited.

Sai Regency Power Corporation Private Limited

Rupee term loans from banks are secured by first charge pari-passu by way of mortgage on all company's immovable

properties and hypothecation of movable properties. First charge on the wind project assets of the company. Pledge of

certain equity shares of the company held by KSK Electricity Financing India Private Limited.

Loans repayable on demand are secured by first pari-passu charge on the entire current assets of the company.

Sai Maithili Power Company Private Limited

Rupee term loan from banks are secured by way of mortgage on all the Company's immovable properties including land

and hypothecation of whole of the movable fixed assets and current assets both present and future. Pledge of shares of at

least 30% of the total equity shareholding. Corporate guarantee of KSK Energy Ventures Limited and VS Lignite Power

Private Limited

b

Loan against deposits are secured by pledge of deposits.

96

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

c

Repayment terms of long-term borrowings

S No

Name of

the Company

Amount outstanding

included in

Long term

Other

Repayment terms

borrowings

current
liability

Debentures

1

VS Lignite Power Private Limited

640.00

2

KSK Wind Energy Private Limited

210.00

-

-

The debentures are repayable in structured

annual repayments with the last instalment

payable by Mar 2025. The debenture carries an

internal rate of return of 15% p.a

The debentures are optionally convertible into

equity shares of Rs 10 /- each after five years

and redeemable at the end of

ten years from

the date of allotment. The coupon rate of

interest is 0.01% p.a.

Term loan

1

KSK Energy Ventures Limited

-

1,400.43

The long term Rupee loans are repayable in half

yearly instalments with the last instalment of

respective loans are payable by Dec 2014 The

long term borrowings carries an weighted

average rate of interest of 14.42 % p.a

2

Sai Wardha Power Limited (formerly

3,255.00

617.50

The long term Rupee loans are repayable in

known as Wardha Power Company

Limited)

quarterly instalments with the last instalment

of respective loans are payable from Jun 2020

to Sep 2022. These loans carry a weighted

average interest rate of 13.32% p.a.

3

Sitapuram Power Limited

431.20

53.90

The long term Rupee loan is repayable in

quarterly instalments with the last instalment of

the loan is payable by Mar 2023. This loan

carries a weighted average interest rate of

12.54% p.a

4

VS Lignite Power Private Limited

4,388.72

529.67

The long term Rupee loans are repayable in

quarterly instalments with the last instalment of

respective loans are payable from Nov 2020 to

May 2024. These loans carry a weighted

average interest rate of 13.05% p.a.

ANNUAL REPORT 2013 - 2014 97

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

S No

Name of

the Company

Amount outstanding

included in

Long term

Other

Repayment terms

borrowings

current
liability

5

Arasmeta Captive Power

1,078.00

176.00

The long term Rupee loans are repayable in

Company Private Limited

quarterly instalments

with the last instalment

of respective loans are payable from Dec 2020

to Apr 2021. These loans carry a weighted

average interest rate of 13.10% p.a

6

Sai Regency Power Corporation

1,815.22

563.66

The long term Rupee loans are repayable in

Private Limited

quarterly instalments with the last instalment of

respective loans are payable from Sep 2020 to

Jun 2023. These loans carry a weighted average

interest rate of 12.66% p.a.

7

KSK Mahanadi Power Company

84,212.98

-

The long term Rupee loans are repayable in

Limited

quarterly instalments with the last instalment of

respective loans are payable from Sep 2024 to

Apr 2026. These loans carry a weighted average

interest rate of 14.48% p a.

8

Sai Maithili Power Company

123.03

50.40

The long term Rupee loan is repayable by Nov

Private Limited

Foreign currency loans

2025, in quarterly instalments. The long term

borrowings carries an weighted average rate of

interest of 14.33 % p.a

1

Sai Wardha Power Limited

14,965.75

2,394.52

The long term foreign currency loans are

(formerly known as Wardha Power

Company Limited)

repayable in half yearly instalments beginning

from November 2018 with the last instalment

payable by Aug 2021. The long term foreign

currency loans carry a weighted average

interest rate of 5.79% p.a.

2

KSK Mahanadi Power

5,730.50

9,945.26

The foreign currency loans are repayable over

Company Limited

the period of one year with an option to roll

over upto three years from the initial date of

availment and the weighted average interest

rate is around 1.50%. p.a

98

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

S No

Name of

the Company

Amount outstanding

included in

Long term

Other

Repayment terms

borrowings

current
liability

Hire purchase loans

1

KSK Dibbin Hydro Power

-

0.92

The hire purchase loan is repayable by Jun 2014

Private Limited

Deferred payment liabilities:

in monthly instalments.

1

KSK Energy Ventures Limited

230.00

-

Deferred payment liability are repayable in Mar

2018.

8 Deferred tax liability / (assets)

Deferred tax liability on account of depreciation

Deferred tax (asset) on account of carry forward of losses

Deferred tax liabilities/(asset) on  expenses allowed/disallowed

As at

31 March 2014

31 March 2013

2,129.85

(5,497.82)

113.12

1,583.24

(3,266.31)

(0.51)

Deferred tax (assets), net as at the end of the year

(3,254.85)

(1,683.58)

Certain group companies are entitled to avail exemption under section 80IA of the Income Tax Act, 1961 from income tax on

profits of business. Based on the assessment of the Company, deferred tax as on 31 March 2014 has been recognized only to

the extent the timing differences arising in the current period which does not get reversed within the tax holiday period.

9 Other long term liabilities

Creditor for capital goods (including retention money)

Security deposit from customers

Other liabilities

As at

31 March 2014

31 March 2013

2,938.77

131.53

1,284.91

4,355.21

3,109.83

161.82

-

3,271.65

ANNUAL REPORT 2013 - 2014 99

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

10 Trade payable

Dues to other than micro and small enterprises

As at

31 March 2014

31 March 2013

5,243.76

5,243.76

2,163.39

2,163.39

As at 31 March 2014 (31 March 2013: Nil) there are no amounts including interest payable to Micro and Small enterprises as

defined under Micro, Small and Medium Enterprises Development Act, 2006, based on the information available with the

Company.

11 Provisions

Long-term provisions

For employee benefits (refer note a)

Short-term provisions

For dividend and tax thereon

For taxation (net of advance tax) (refer note b)

For provision for mark to market loss on derivative instruments

As at

31 March 2014

31 March 2013

23.61

23.61

19.23

93.24

62.56

175.03

198.64

51.14

51.14

19.36

73.49

-

92.85

143.99

a.

Employee benefit plans : The Company has a defined benefit gratuity plan. Every employee who has completed five years

or more of service gets a gratuity on departure at 15 days salary (last drawn salary) for each completed year of service. The

scheme is funded with an insurance company in the form of a qualifying insurance policy.

The following table sets out the status of the gratuity plan as required under AS 15 (Revised)

Reconciliation of opening and closing balances of the present value of the defined benefit obligation

Benefit obligation at the beginning of the year

Interest cost

Current Service cost

Benefits paid

Actuarial (gain) / loss

Benefit obligation at the end of the year

100

KSK ENERGY VENTURES LIMITED

As at

31 March 2014

31 March 2013

92.16

7.26

23.49

(4.18)

(49.08)

69.65

83.20

6.63

33.45

(0.64)

(30.48)

92.16

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Change in the fair value of assets

Fair value of plan assets at the beginning of the year

Expected return on plan assets

Contributions

Benefits paid

Actuarial gains/(loss)

Fair value of plan assets at the end of the year

Experience history

As at

31 March 2014

31 March 2013

44.15

3.92

5.55

(4.18)

0.07

49.51

33.66

3.36

7.56

(0.64)

0.21

44.15

31 March 2014

31 March 2013

31 March 2012

31 March 2011

Year ended

Actuarial (gain) / losses

(49.15)

(30.69)

(18.48)

(12.74)

Experience adjustment

On account of change in assumption

(44.23)

On account of change in experience

On plan assets

(4.85)

(0.07)

(0.92)

(29.56)

(0.21)

2.27

(20.57)

(0.18)

(1.36)

(11.62)

0.24

Amount recognised in the statement of Profit and Loss

Current service cost

Interest cost

Past service cost- (non vested benefits)

Expected return on plan assets

Net actuarial (Gain) / loss recognised in the year

Amount included in personnel expense / other income

Amount recognized in the Balance Sheet

Present value of funded obligations at the end of the year

Fair value on plan assets at the end of the year

Funded status

Net (liability) / asset recognised in the Balance Sheet

Year ended

31 March 2014

31 March 2013

23.49

7.26

-

(3.92)

(49.15)

(22.32)

33.45

6.63

3.94

(3.36)

(30.69)

9.97

As at

31 March 2014

31 March 2013

69.65

49.51

(20.14)

(20.14)

92.16

44.15

(48.01)

(48.01)

ANNUAL REPORT 2013 - 2014 101

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Asset information

Category of Assets

As at

31 March 2014

31 March 2013

Insurer managed funds

100%

100%

Summary of actuarial assumptions

Discount rate

Salary escalation

Attrition rate

Expected return on plan assets

Period ended

31 March 2014

31 March 2013

8.75%

10.00%

15.00%

8.75%

8.06%

15.00%

15.00%

9.00%

Discount rate

: The discount rate is based on the prevailing market yields of Indian government securities as at the balance

sheet date for the estimated term of the obligations

Expected rate of return on plan assets

: This is based on the expectation of the average long term rate of return expected on

investments of the fund during the estimated term of the obligations.

b

Income taxes

: Certain Group company’s income from sale of electrical energy is exempt from tax under section 80 IA of

the Income Tax Act, 1961. Provision for current tax for the year in these companies represents tax payable on account of

MAT under section 115JB of the Income Tax Act, 1961 on the book profit.

12 Other current liabilities

Current maturities of long-term debt

Interest accrued but not due on borrowings

Interest accrued and due on borrowings

Security deposit from customers

Salary and bonus payable

Share application money in subsidiary held by others

Creditor for capital goods (including retention money)

Forward cover payable

Derivative liabilities

Statutory liabilities

Advance received against sale of assets

Other liabilities

102

KSK ENERGY VENTURES LIMITED

As at

31 March 2014

31 March 2013

15,732.26

719.64

2,748.55

37.58

146.89

2,063.20

13,236.71

57.71

26.14

398.61

708.00

182.52

7,396.24

503.69

444.77

37.58

68.21

182.40

19,867.88

-

-

308.02

-

-

36,057.81

28,808.79

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

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*

ANNUAL REPORT 2013 - 2014 103

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

14 Investments

Non-current investments

Trade investment

Investment in equity instruments

(quoted, fully paid up)

As at

31 March 2014

31 March 2013

364,418 (31 March 2013: 364,418) equity shares of

55.81

55.81

Rs. 10/- each in Thiru Arooran Sugars Limited

(unquoted, fully paid up )

3,636,363 (31 March 2013: 3,636,363) equity shares of

160.00

160.00

Rs. 10/- each in Terra Energy Limited

215.81

215.81

Current investments

Other investment

Investment in mutual fund

(quoted, fully paid up)

Nil (31 March 2013:  101,247.072 @ Rs.1,000.25/-)

units each in IDFC Cash  Fund - Daily Dividend -Direct plan

Nil (31 March 2013: 6,024,979.585) units of Rs.10.0125/-

each

in IDFC Ultra Short Term Fund - Daily Dividend -(Direct Plan)

Nil (31 March 2013: 28,701.728 @ Rs.16.1653/-) units each in

IDFC Ultra Short Term Fund - Growth -(Direct Plan)

Nil (31 March 2013: 4,989.846 ) units of Rs. 2,004.07/-

each in

SBI Magnum Insta Cash Fund Liquid Floater-Regular Plan-Growth

-

-

-

-

-

215.81

101.27

60.33

0.46

10.00

172.06

387.87

Aggregate Market value of quoted investment as at 31 March 2014: Rs. 24.42 (31 March 2013: Rs. 193.98)

15 Loans and advances

Long-term loans and advances

Secured, considered good

Capital advances

104

KSK ENERGY VENTURES LIMITED

As at

31 March 2014

31 March 2013

1,431.53

9,610.46

Unsecured, considered good

Capital advances

Security deposits

Prepaid expenses

Advance for investment

related parties

Others

Advance tax and TDS receivable (net of provision for tax)

Short-term loans and advances

Unsecured, considered good

Inter corporate deposit

related parties

Others

Advance for supplies / expenses

Prepaid expenses

Other receivables

related parties

Others

Security deposit

related parties

Others

Unsecured, Doubtful

Other receivables

Less: Provision for doubtful advances

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

As at

31 March 2014

31 March 2013

4,008.67

1,143.89

118.78

611.60

79.61

670.38

1,470.05

380.93

12.92

-

79.61

567.01

8,064.46

12,120.98

866.71

514.01

523.20

384.56

15.97

2,443.18

4,202.03

1,547.61

134.54

(134.54)

10,497.27

18,561.73

922.75

779.01

470.48

493.30

667.76

1,674.90

3,111.94

415.16

134.54

(134.54)

8,535.30

20,656.28

Other receivables includes an amount of Rs. 21.69 i.e. group share of 49% of Rs. 44.27 in Sitapuram Power Limited (“Joint

venture entity”), which represents penal demand charges levied by Andhra Pradesh Southern Power Distribution Company Ltd

(“SPDCL”) towards temporary outage of the generating plant on Zuari Cement Limited (ZCL), the captive consumer, which has

been passed on to the Company. The Company has contended the basis for the charges levied by SPDCL and along with the

captive consumer has filed a writ petition before High Court of Andhra Pradesh dated 22 April 2013 to issue an order / direction

to SPDCL to refund the amount along with interest, against which Honourable Court has passed an interim directions to adjust

the amounts from monthly electricity bills payable to SPDCL.

ANNUAL REPORT 2013 - 2014 105

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

16 Other assets

Other non-current assets

Unsecured, considered good

Trade receivables

Mat credit entitlement

Balances with banks;

Deposits held as margin money or security

against guarantees or borrowings

Interest accrued on deposits and advances

Unammortised portion of ancillary cost of arranging the borrowings

Derivative asset

Other current assets

Unsecured, considered good

Interest accrued on deposits and advances

Unbilled revenue

Balances with statutory authorities

Unammortised portion of ancillary cost of arranging the borrowings

Forward cover receivable

Deferred premium on forward contract

17 Inventories

(At lower of cost or net realisable value)

Fuel

Coal

Coal - in - transit

Lignite

Lime Stone

Stores and spares

Stores and spares-in-transit

106

KSK ENERGY VENTURES LIMITED

As at

31 March 2014

31 March 2013

230.00

546.55

657.58

34.75

505.22

1,175.67

3,149.77

675.17

27.03

1,135.47

78.64

53.77

0.70

1,970.78

5,120.55

230.00

453.23

1,684.44

185.14

-

-

2,552.81

775.86

23.33

782.60

-

-

-

1,581.79

4,134.60

As at

31 March 2014

31 March 2013

188.68

211.91

12.46

2.02

1,072.67

5.78

1,493.52

350.99

113.90

14.29

2.05

1,016.75

12.73

1,510.71

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

18 Trade receivables

Secured, considered good

Debts outstanding for a period exceeding six months

Other debts

Unsecured, considered good

Debts outstanding for a period exceeding six months

Other debts

Unsecured, considered doubtful

Debts outstanding for a period exceeding six months

Provision for doubtful debts

As at

31 March 2014

31 March 2013

812.04

3,925.56

2,689.61

1,774.31

88.80

(88.80)

9,201.52

489.96

1,114.95

1,281.08

2,711.09

88.80

(88.80)

5,597.08

As per the terms of the Power Purchase Agreement (‘PPA’) entered in between by various subsidiaries (hereinafter referred to

as ‘SPVs’) and captive consumers (hereinafter referred to as ‘Customers’), they are required to carry out an annual

reconciliation of the energy supplied / taken against the minimum guaranteed units as per PPA, any excess or shortfall of the

customer’s take or pay obligations or SPV’s supply or pay obligations and various debit and credit notes raised by either of the

parties. The reconciliation is currently under progress and the management is confident that the entire amount outstanding is

recoverable and also it will not result in any claims against the Group.

19 Cash and bank balances

Cash and cash equivalents

Cash on hand

Balances with banks;

On current account

On deposit account

Other bank balances

Deposits with bank held as margin money or

security against guarantees or borrowings

Deposit having maturity of more than three months

As at

31 March 2014

31 March 2013

3.57

24.38

1,719.02

7.20

1,729.79

1,200.22

216.23

1,440.83

6,850.44

12,708.34

112.99

6,963.43

8,693.22

507.30

13,215.64

14,656.47

ANNUAL REPORT 2013 - 2014 107

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

20 Revenue from operations

Sale of electricity

Project development fees

Corporate support service fees

Other operating income

21 Other Income

Interest income

Dividend income

Net gain on sale of current investments

Profit on sale of fixed assets, net

Insurance claim received

Miscellaneous income

22 Cost of fuel consumed

Coal

Lignite

Natural gas

Others

23 Manufacturing expenses

Consumption of stores and spares

Operation and maintenance expenses

Cost of import power

Raw water charges

Repairs and maintenance - plant and equipment

108

KSK ENERGY VENTURES LIMITED

Year ended

31 March 2014

31 March 2013

20,993.40

21,910.62

67.46

46.69

10.46

123.75

2.19

33.64

21,118.01

22,070.20

Year ended

31 March 2014

31 March 2013

966.79

0.90

0.12

26.14

353.49

18.08

1,365.52

980.73

1.28

3.41

-

-

21.54

1,006.96

Year ended

31 March 2014

31 March 2013

9,885.47

802.14

1,098.97

192.20

8,804.05

738.73

953.29

199.57

11,978.78

10,695.64

Year ended

31 March 2014

31 March 2013

292.22

827.52

96.90

280.48

25.38

305.47

645.78

80.52

239.66

43.07

1,522.50

1,314.50

24 Employee benefit expenses

Salaries, wages and bonus

Contribution to provident and other funds

Staff welfare expenses

25 Other expenses

Rent

Rates and taxes

Communication expenses

Travel and conveyance

Insurance charges

Legal and professional charges

Generation, transmission and selling expenses

Remuneration to auditors

Repairs and maintenance

building

others

Bad debts / receivables written off

Provision for doubtful debts / receivables

Donation

Freight outward

Foreign exchange loss, net

Loss on sale of fixed assets

Miscellaneous expenses

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Year ended

31 March 2014

31 March 2013

436.91

5.85

20.66

463.42

399.80

13.79

18.06

431.65

Year ended

31 March 2014

31 March 2013

32.81

21.97

14.62

42.77

99.23

164.64

895.42

6.78

3.65

73.37

21.17

-

9.06

127.89

160.22

-

107.92

1,781.52

26.39

23.76

14.02

37.35

76.01

137.81

528.32

5.34

8.54

66.28

6.00

228.37

17.54

91.70

70.26

24.71

82.06

1,444.46

ANNUAL REPORT 2013 - 2014 109

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

26 Finance costs

Interest expense

Other borrowing cost

Derivative premium

Loss on derivatives / swap contracts

Year ended

31 March 2014

31 March 2013

6,107.77

783.71

262.08

62.56

5,693.10

324.57

-

-

7,216.12

6,017.67

The borrowing cost attributable to the acquisition or construction of fixed assets amounting to Rs.10,970.01 (31 March 2013:

Rs. 8,662.14) has been capitalised.

27. Contingent liabilities and Commitments

a

Contingent liabilities (Group's share)

(i) Bank guarantees outstanding

(ii) Corporate guarantees outstanding

As at

31 March 2014

31 March 2013

11.41

9,195.51

9.41

8,278.25

(iii) Claims against the Group not acknowledged as debt Rs. 593.30 (31 March 2013: Rs.503.61).

(iv) The Group has received claims for Rs. 652.87 (31 March 2013: Rs. 652.87) from Joint Director General of Foreign Trade

(JDGFT) towards the recovery of the duty drawbacks, earlier refunded. The company had earlier made claims for the refund

of the duties paid on the machinery and other items purchased for the construction of the power projects under the

scheme of deemed export benefit, which were accepted and refunds were granted. The communication from the JDGFT

regarding the recovery of the duties paid are based on the interpretations by the Policy Interpretation Committee held on

15 March 2011.The company contends that the above change in interpretation requires an amendment to the foreign

trade policy to be legally enforceable in law. The relevant amendments has now been incorporated in the policy. Since the

amendments made shall have prospective effect only, the company believes that outcome of the above dispute should be

in favour of the company and there should be no material impact on the financial statements.

(v) The Company has received a net demand of Rs. 280.30 (31 March 2013 :Rs 280.30) (including interest) from income tax

department for Assessment Year 2010-11 pursuant to disallowance of certain claims / expenses. Challenging the order,

Company preferred an appeal before CIT (appeals). Further, an amount of Rs. 114.85 has been paid against the demand,

under protest, and the CIT granted stay of collection of tax till September 2014. The Company believes that all the claims /

expenses claimed are allowable as per the provision of income tax act and the demand raised is not tenable and there

should not be any material impact on the financial statement.

(vi) Sai Wardha Power Limited (SWPL) filed a claim against Maharashtra State Electricity Distribution Company Limited

(‘MSEDCL’) towards recovery of the amount withheld against supply of energy under Power Purchase Agreement

110

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

(including penalty on such amount) amounting to Rs. 684. The facility required for generation of an agreed quantum of

power, this was not ready as per an agreed schedule on account of unexpected factors beyond the control of the Group,

the Group proposed to MSEDCL an arrangement to secure the energy from alternate supplies for the short quantity

required to meet the obligation under the power purchase agreement. MSEDCL accepted the proposal and also

confirmed that the energy supplied from alternate sources will also be subject to the tariff agreed under the power

purchase agreement. However, after initial payments for the period April to June 2010, starting July 2010 to October 2010,

MSEDCL did not settle the entire dues billed and the certain amounts were withheld without any explanation. The Group

contended before Maharashtra Electricity Regulatory Commission (“MERC”) that since the energy supplied and billed was

as per the terms agreed and the similar bills of earlier months were paid by MSEDCL, there is no cause to withhold the

payments. However, MERC has dismissed the petition. The group has filed an appeal before Appellate Tribunal for

Electricity (APTEL) against the order of MERC and APTEL also rejected the appeal. The Group has further filed an appeal

before Honourable Supreme Court of India. Pending adjudication, the Group believes that the final outcome of the above

dispute should be in favour of the Group and there should be no material impact on the financial statements.

(vii) SWPL has recognised an amount of Rs. 1,504 out of the total claim amount of Rs. 3,768 relating to quality and price claims

made by the Group on Western Coalfields Limited (‘WCL’) the coal supplier which was rejected by latter. Aggrieved by the

same, the Group has filed petition with Competition Commission of India (‘CCI’), relating to abuse of dominant position by

WCL and Coal India Limited (CIL). The abuse relates to Pricing of Coal under the Coal Supply Agreement and supply of

lower quality coal during the financial years 2012-13 and 2013-14. Having found prima facie case of abuse by WCL and CIL,

the Commission, on 22nd January, 2014, ordered an investigation by the Director General. The investigation by the office

of the Director General is presently underway. Pending the final investigation report and order in this regard by CCI, the

Group has continued to recognise the above said amount in respect of quality claim as receivable from WCL.

(viii) Reliance Infrastructure Limited (‘RIL’) has deducted an amount of Rs. 893 from the various invoices raised by SWPL on

account of capacity charges. As per Group,

if availability on a cumulative basis is greater than 75%, then RIL has no cause

for recovery of any capacity charge from the invoices whereas the RIL’s contention is that on supply of 85 % of Contracted

Capacity SWPL shall not be permitted to recover full capacity charges. Hence, the Group has preferred an appeal before

Maharashtra Electricity Regulatory Commission (“MERC”) and MERC in its order directed RIL to remit the entire amount

deducted, as the same were not in accordance with the PPA. MERC also gave the methodology for proportionate

reduction in case of a future shortfall in Plant Availability. However RIL has preferred an appeal before APTEL against the

order of MERC and also prayed for stay of the order. Pending outcome of the same, the Group has continued to show the

entire amount as receivable from RIL.

(ix) Other current assets include an amount of Rs. 1,114 relating to Central Excise, VAT and Service Tax receivable from the

respective departments by SWPL. The SWPL is registered as SEZ unit. A unit in SEZ is allowed to import goods (purchase

from local market is also treated as import) without payment of Duty for the purpose of its authorised operations. The

exemption from the payment of duties and taxes are provided under Section 26 of the SEZ Act, 2005. In respect of Service

Tax, the entire refund claim filed till date are pending before CESTAT. In one of our earlier refund claim for the period

March 2009 to June 2009, the CESTAT has already given a favourable order and thus we are confident of getting a

favourable order from CESTAT. In respect of VAT claims Group has already received a refund for the financial year ending

2008 and 2009 and the Group is confident to receive the refund for the remaining years as well. However, the excise duty

ANNUAL REPORT 2013 - 2014 111

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

refund claims were rejected by the department stating that there are no provision of refund under the SEZ Act to the

Group and the refund if any can be permissible to WCL, the supplier of coal. However the Group has obtained a legal

opinion from a reputed lawyer stating that the refund can be processed to the Group since the Group has born the duty

burden and accordingly the Group is very confident that the entire amount is receivable.

(x) MSEDCL imposed Cross Subsidy Surcharge of Rs. 1,237 on the captive users of SWPL which was against the express

provisions of the Electricity Act 2003 read with the Electricity Rules, 2005. This arbitrary act of MSEDCL was challenged

before the MERC, however, MERC asked Group to pay Cross Subsidy Surcharge on account of not fulfilling the conditions

of 51% supply to captive users as per Rule 3 of the Electricity Rules 2005 for the FY 2012-13. Aggrieved by the said order of

the MERC, SWPL has filed an appeal before the APTEL. In the view of the Group, MSEDCL ought to have been considered as

a factor for non-fulfilment of eligibility criteria as per Electricity Rules, 2005. There could not have been any directions upon

Group to be liable for payment of cross subsidy surcharge for the FY 2012-13, since in the event the delay caused by

MSEDCL in granting open access to captive customers had not occurred, SWPL would have complied with the above said

criteria. In view of the above, the Group believes that there is a good chance of succeeding before the APTEL and hence no

adjustment has been made in the financial statements.

(xi) KMCPL has levied capacity charges and transmission charges to AP Discoms for the period from 16th June, 2013 to 13th

August, 2013 amounting to Rs. 873, on account of delayed fulfilment of obligation under the PPA. AP Discoms have

rejected those claims and made the counter claim of Rs. 236 for failure to furnish advance final written notice of

commencement of supply of power as per article 4.1.2 of PPA. The Group has preferred an appeal before APERC for refund

of amount collected by AP Discoms by encashment of bank guarantee. The Group’s contention is that since the AP

Discoms have failed to fulfil the obligation as per PPA, there is default on part of AP Discoms and the counter claim by AP

Discoms is merely to negate the effect of KMPCL claim of capacity charges. Hence, the Group is confident that the final

outcome of the case would be in favour of the Group only. Hence the amount is continued to be recognised as receivables

in the books of account.

(xii) KMPCL has levied claim for change in law on AP Discoms amounting to Rs. 2,495 as per Article 10 of the PPA which was

rejected by the later. Aggrieved by the same the Group has preferred an appeal before Andhra Pradesh Electricity

Regulatory Commission (“APERC”) contending that subsequent to execution of the PPA, the Government of India by

Presidential Directive amended the coal policy. As per the coal policy existing prior to 17 July 2013, there was no restriction

or provision in regard to the nature of the PPA’s to be entered into by persons to whom tapering linkages were granted.

However, the Presidential Directive restricted the supply of coal to tapering linkages to only when there is a long term PPA.

Further, the presidential directive, directs Coal India Limited to enter Fuel Supply Agreement (FSA) for domestic coal of

65% of Annual Contracted Quantity only for the power plants having normal coal linkages and meet the balance FSA

obligation by imported coal on a cost plus basis. Accordingly the Group has recognised only Rs. 873 out of the total claim

of Rs. 2,495 in books of accounts on a conservative basis. However, pending outcome of the case, the Group is confident

the entire amount claimed is fully recoverable.

(xiii) Service tax department has issued demand order to the Company for payment of service tax amounting to Rs 505.64

(including penalty) relating to the disagreement on availment of Cenvat Credit for the period April 2008 to September

2010 and non -payment of service tax. Further, an amount of Rs. 25.88 has been paid against the demand and the balance

demand is stayed. However, the Company believes that the claims raised by the department are not tenable and the

Company has filed an appeal against the said order before the CESTAT.

112

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

b

Estimated amount of contracts remaining to be executed on capital account and not provided for in the

Company, its Subsidiaries and Joint Ventures: (Group's share)

Estimated value of contracts remaining to be executed on capital

59,098.00

57,809.76

As at

31 March 2014

31 March 2013

account not provided for

28 Jointly Controlled Entities

Proportionate consolidation of interests

The Company has a 49% interest in Sitapuram Power Limited, a Joint Venture (JV) in India. Sitapuram Power Limited (“the

Company”) was incorporated on 18 July 2005 and is engaged in the business of generation of electricity. The Company was set

up as a special purpose entity by Zuari Cement Limited and KSK Energy Ventures Limited to build and operate a 43 MW captive

power plant in Sitapuram to cater to the power requirements of Zuari Cement Limited.

The Group has, in accordance with AS 27 “Financial Reporting of Interest in Joint Ventures” issued by the ICAI, accounted for its

49% interest in the JV by the proportionate consolidation method. Thus the Group’s Income Statement, Balance Sheet and

Cash Flow Statement incorporate the Group’s share of income, expenses, assets, liabilities and cash flows of the JV on a line-by-

line basis.

The aggregate amount of the assets, liabilities, income and expenses related to the Group’s share in the JV included in these

financial statements, as at and for the period ended 31 March 2014 are given below

LIABILITIES

Non-current liabilities

Long-term borrowings

Deferred tax liabilities (net)

Long-term provisions

Current liabilities

Short-term borrowings

Trade payables

Other current liabilities

Short-term provisions

As at

31 March 2014

31 March 2013

431.20

60.83

0.42

492.45

67.01

81.45

58.36

11.35

218.17

710.62

485.10

49.80

0.84

535.74

75.28

39.53

167.49

12.14

294.44

830.18

ANNUAL REPORT 2013 - 2014 113

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

ASSETS

Non-current assets

Fixed assets

Tangible assets

Intangible assets

Capital work in progress

Intangible assets under development

Long-term loans and advances

Other non-current assets

Current assets

Inventories

Trade receivables

Cash and bank balances

Short-term loans and advances

Other current assets

As at

31 March 2014

31 March 2013

650.28

0.66

0.84

1.20

2.25

94.87

750.10

45.65

266.03

12.34

149.01

17.75

693.92

1.26

-

-

1.93

79.42

776.53

49.53

199.50

145.62

121.00

16.99

490.78

1,240.88

532.64

1,309.17

As at

31 March 2014

31 March 2013

Claims against the Company not acknowledged as debt

4.45

4.45

114

KSK ENERGY VENTURES LIMITED

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Year ended

31 March 2014

31 March 2013

812.45

4.27

552.61

42.50

11.30

27.48

75.13

45.49

62.21

13.38

(0.05)

(13.40)

11.02

51.26

835.54

0.23

530.99

38.90

11.09

36.80

82.39

45.38

90.22

18.04

0.30

(18.27)

8.26

81.89

Income

Revenue from operations

Other Income

Expenses

Cost of fuel consumed

Manufacturing expenses

Employee benefits expenses

Other expenses

Finance costs

Depreciation and amortisation expenses

Profit before tax

Provision for tax

Current tax

For the year

In respect of earlier years

Less : MAT credit entitlement

Deferred tax

Profit after tax

29 Operating Leases

The Consolidated entities have entered into certain operating lease agreements. An amount of Rs. 59.79 (31 March 2013: Rs.

72.04) paid under such agreements has been disclosed as “Rent” under other expenses in the Consolidated Profit and Loss

statement and expenditure during construction period, pending allocation.

The schedule of future minimum rental payments in respect of non-cancelable operating leases is set out below:

Lease Obligations

Within one year of the Balance Sheet date

Due between one to five years

As at

31 March 2014

31 March 2013

10.00

39.17

0.47

-

ANNUAL REPORT 2013 - 2014 115

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

30 Earnings/(loss) per Share (EPS)

The computation of EPS as per AS 20 is set out below

Net profit / (loss) after tax and minority interest

Less: Preference dividend and tax thereon

Net profit / (loss) attributable to shareholders - for basic / diluted EPS

Weighted average number of shares outstanding for the purpose

of calculation of basic and diluted EPS (in million)

Year ended

31 March 2014

31 March 2013

(1,628.89)

93.47

(1,722.36)

372.63

1,505.80

92.98

1,412.82

372.63

Earnings per share – basic / diluted (in Rs.)

(4.62)

3.79

31 Derivative Instruments and Unhedged foreign currency exposure

Derivative contracts entered and outstanding

Particulars

Purpose

As at

31 March 2014

31 March 2013

Currency option

Hedge of foreign currency loans

Interest rate swaps

Hedge against exposure to variable

Forward contract

Hedge of foreign currency loans

interest outflow on loans

Particulars of Unhedged foreign Currency Exposure

Loans

Loans

Interest on loans

Interest on loans

Import creditors (including retention money)

Receivable

116

KSK ENERGY VENTURES LIMITED

Rs. 9,509.24

US $ 158.85

Rs. 9,757.67

US $ 163.00

Rs. 53.77

US $ 0.90

-

-

-

-

-

-

As at

31 March 2014

31 March 2013

Rs. 24,297.54

Rs. 30,089.14

US $ 405.89

US $ 550.53

Rs. 90.45

Euro 1.10

Rs. 398.30

US $ 6.65

Rs. 0.74

Euro 0.01

Rs. 153.95

Euro  2.20

Rs. 224.29

US $ 4.10

Rs. 2.14

Euro 0.03

Rs. 20,908.10

Rs. 19,713.57

US $ 349.26

US $ 360.69

Rs. 677.47

US $ 11.32

Rs. 298.90

US $ 5.47

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

As at

31 March 2014

31 March 2013

Rs. 26.14

US $ 0.44

Rs. 1.32

CNY 0.14

Rs. 1.43

US $ 0.02

-

-

Rs. 1.58

CNY 0.18

Rs. 0.39

US $ 0.01

Premium payable

Cash with Bank

Cash with Bank

32 Segment Reporting

The Segment report of the Group has been prepared in accordance with the Accounting Standard 17 “Segment Reporting”.

There is only one reportable geographical segment as per Accounting Standard 17. For the purpose of reporting business

segments, the Group is engaged in two segments, viz., Project development and power generation.

31 March 2014

Project

Power

Reconciling/

Total

development

generating

Elimination

activites

activities

activities

Revenue

Segment Result

Unallocated income (net)

Finance costs

Loss before tax

Tax income

Loss for the year

Segment assets

Unallocated assets

Total assets

Segment liabilities

Unallocated liabilites

Total liabilites

Other segment information

Depreciation / amortisation

Capital expenditure

479.76

325.39

21,003.86

2,116.67

(365.61)

21,118.01

-

2,442.06

1,365.52

(7,216.12)

(3,408.54)

1,527.61

(1,880.93)

798.87

205,388.27

(171.49)

206,015.65

12,236.05

218,251.70

46.92

26,979.00

(171.49)

26,854.43

152,616.05

179,470.48

14.43

2.82

2,915.30

16,665.94

-

-

2,929.73

16,668.76

ANNUAL REPORT 2013 - 2014 117

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

31 March 2013

Project

Power

Reconciling/

Total

development

generating

Elimination

activites

activities

activities

491.55

319.70

21,944.26

5,624.28

889.31

191,670.80

23.21

29,770.72

20.20

25.39

2,244.48

35,862.19

Revenue

Segment Result

Unallocated income (net)

Finance costs

Profit before tax

Tax income

Profit for the year

Segment assets

Unallocated assets

Total assets

Segment liabilities

Unallocated liabilites

Total liabilites

Other segment information

Depreciation / amortisation

Capital expenditure

33 Related party disclosure

a

Parties where control exists

S No.

Name of the party

1

2

3

K&S Consulting Group Private Limited

KSK Power Ventur plc

KSK Energy Limited

(For detail list of subsidiaries see note 3.3)

(365.61)

22,070.20

-

-

-

-

-

5,943.98

982.25

(6,017.67)

908.56

764.96

1,673.52

192,560.11

9,171.52

201,731.63

29,793.93

133,002.96

162,796.89

2,264.68

35,887.58

Relationship

Ultimate holding company

Step up holding company

Holding company

b

Parties where significant influence exists and where the transactions have taken place during the period

S No.

Name of the party

1

2

3

4

5

KSK Energy Company Private Limited

Raigarh Champa Rail Infrastructure Private Limited

KSK Mineral Resources Private Limited

KSK Surya Photovoltaic Venture Limited

KSK Water Infrastructures Private Limited.

Relationship

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

118

KSK ENERGY VENTURES LIMITED

S No.

Name of the party

6

7

8

9

10

11

12

13

14

15

16

KSK Wind Energy Halagali Benchi Private Limited

KSK Wind Energy Mothalli Haveri Private Limited

KSK Wind Power Aminabhavi Chikodi Private Limited

KSK Wind Power Sankonahatti Athni Private Limited

KSK Wind Energy Nandgaon Athni Private Limited

KSK Wind Energy Madurai Ms Puram Private Limited

KSK Wind Energy Tirupur Elayamuthur Private Limited

KSK Wind Energy Tuticorin Rajapudukudi Private Limited

Marudhar Mining Private Limited

SN Nirman Infra Projects Private Limited

Sitapuram Power Limited

c

Key Management Personnel

S No.

Name of the party

1

2

S. Kishore

K. A. Sastry

d

Related party transactions

Particulars

HIGHLIGHTS

GOVERNANCE

FINANCIAL STATEMENTS

Relationship

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Fellow subsidiary

Joint Venture

Relationship

Whole-time Director

Whole-time Director

Joint

venture

31 March 2014

Subsidiaries

/ fellow subsidiaries

KMP

Transactions

Project development and corporate support fees

Interest income

Interest expense

Fuel and water charges

Sale of assets

Share application money / loans accepted

Share application money / loans repaid

Loans and advances given (including advance for investments)

Refund of the loans and advances

Managerial remuneration

Balances at the year end

Amount receivable

Amount payable

Share application money in subsidiary

Managerial remuneration payable

2.19

-

0.59

-

-

120.18

29.13

-

-

-

0.56

91.58

-

-

67.46

736.81

119.23

1,142.03

137.52

5,842.89

2,408.98

9,806.47

8,811.46

-

-

-

-

-

-

-

-

-

-

15.00

5,810.92

2,488.05

1,870.80

-

-

-

-

1.10

ANNUAL REPORT 2013 - 2014 119

Notes to Consolidated financial statements (Continued...)

(All amounts in Indian Rupees million, except share data and where otherwise stated)

Particulars

31 March 2013

Joint

Subsidiaries

Holding

KMP

venture

/ fellow subsidiaries

company

Transactions

Project development and corporate support fees

Interest income

Interest expense

Fuel and water charges

Sale of assets

Share application money / loans accepted

Share application money / loans repaid

Loans and advances given (including advance for investments)

Refund of the loans and advances

Managerial remuneration

Balances at the year end

Amount receivable

Amount payable

Share application money in subsidiary

Managerial remuneration payable

2.19

29.82

-

-

-

-

-

8.93

230.22

-

5.04

-

-

-

123.75

719.51

14.95

938.17

1.17

1,813.82

2,001.31

2,910.63

2,960.25

-

4,707.03

432.56

100.00

-

-

-

-

-

-

-

1,750.00

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

18.00

-

-

-

1.33

e

f

The Group has given corporate guarantees of Rs.17,297.40 (31 March 2013: Rs.12,854.10) and bank guarantees of Rs.11.41

(31 March 2013: Rs. 9.41) on behalf of fellow subsidiaries.

The Group has obtained corporate guarantees of Rs.13,580.00 (31 March 2013: Rs. 12,305.00) from step-up holding

company.

34 During the year, Sai Wardha Power Limited (formerly known as Wardha Power Company Limited) has refinanced its part of

Rupee term loans with External Commercial Borrowing and incurred certain cost related to it. The Group has deferred the

expenditure over the tenure of loan in accordance with AS 16 – Borrowing cost.

35 In the opinion of board, any of the assets other than fixed assets and non-current investment have a value on realization in

the ordinary course of business at least equal to the amount at which they are stated on the Balance Sheet.

36 Previous year figures have been regrouped / reclassified to conform to the classification of the current year.

for and on behalf of the Board

Sd/-

S. Kishore

Sd/-

Sd/-

K. A. Sastry

M. S. Phani Sekhar

Whole-time Director

Whole-time Director

Company Secretary

As per our report of even date

For

Umamaheswara Rao & Co.

Chartered Accountants

Firm registration No: 004453S

Sd/-

S.Venugopal

Partner

Membership No: 205565

Place : Hyderabad

Date : 24 May 2014

120

KSK ENERGY VENTURES LIMITED

BOARD OF DIRECTORS

Mr. T.L. Sankar
Chairman

Mr. S.R. Iyer
Non-Executive Director

Mr. Girish Kulkarni
Non-Executive Director

Mr. Anil Kumar Kutty
Non-Executive Director

Mr. K. Bapi Raju
Non-Executive Director

Mr. Tanmay Das
Non-Executive Director

CORPORATE SUSTAINABILITY INITIATIVES

Mr. K.A. Sastry
Whole-time Director

Mr. S. Kishore
Whole-time Director

K
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KSK ENERGY VENTURES LIMITED
8-2-293/82/A/431/A, Road No. 22, Jubilee Hills,
Hyderabad - 500 033,Telangana, India.
Ph: +91 40 2355 9922 - 25, Fax: +91 40 2355 9930
www.ksk.co.in

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ANNUAL REPORT

2013-14