22:35 May 21, 2013  

JSW Energy Ltd

HSL Code: JSWENE   |   BSE Code: 533148  |   NSE Symbol: JSWENERGY  |   ISIN: INE121E01018
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JSW ENERGY LIMITED

ANNUAL REPORT 2011-2012

DIRECTOR`S REPORT

To the Shareholders,

Your Directors are pleased to present the Eighteenth Annual Report and  the 
Audited accounts of the Company for the year ended 31st March, 2012.

1. FINANCIAL RESULTS

The  financial  performance of the Company for the year ended  31st  March, 
2012 is summarized below:

                                                               (Rs. Crore)
Particulars                        Standalone             Consolidated
                               2011-12     2010-11     2011-12     2010-11

Sales and Other Income        5,130.44    3,981.15    6,265.44    4,427.54

Profit  before Interest,      1,328.24    1,641.98    1,594.39    1,697.23
Depreciation, Tax and 
Exceptional items

Interest and Finance            508.16      341.00      717.24      432.53
Charges

Depreciation                    377.22      211.61      503.34      266.80

Exceptional items               151.61           -      161.27           -

Profit before Tax               291.25    1,089.37      212.54      997.90

Provision for Tax                56.61      203.76       41.91      156.15

Profit after Tax before         234.64      885.61      170.63      841.75
Minority interest

Share of Profit/(Loss) of            -           -        0.58      (0.07)
Minority

Profit after Tax                234.64      885.61      170.05      841.82

Add: Profit brought           1,717.85    1,204.43    1,338.12      869.39
forward from previous 
year

Profit available for          1,952.49    2,090.04    1,508.17    1,711.21
appropriation

Debenture Redemption            139.48      181.57      139.48      181.57
Reserve

Contingency Reserve                  -           -        0.96        0.90

Dividend                         82.00      164.01       82.00      164.01

Dividend Distribution Tax        13.30       26.61       13.30       26.61

Balance Carried to Balance    1,717.71    1,717.85    1,272.43    1,338.12
Sheet

2. FINANCIAL PERFORMANCE

Standalone

*  The total revenue of the Company for fiscal 2012 stood at  Rs.  5,130.44 
Crore as against Rs. 3,981.15 Crore for fiscal 2011 showing an increase  of 
29%.

* The EBIDTA (before exceptional items) decreased by 19% from Rs.  1,641.98 
Crore in fiscal 2011 to Rs. 1,328.24 Crore in fiscal 2012.

* Profit after Tax declined by 74% from Rs. 885.61 Crore in fiscal 2011  to 
Rs. 234.64 Crore in fiscal 2012.

*  The net worth of the Company increased to Rs. 6,158.72 Crore at the  end 
of fiscal 2012 from Rs. 6,025.39 Crore at the end of fiscal 2011.

* The debt gearing of the Company was at 0.87 times as at the end of fiscal 
2012 compared to 0.91 times at the end of fiscal 2011.

Consolidated

*  The consolidated total revenue of the Company for the fiscal 2012  stood 
at Rs. 6,265.44 Crore as against Rs. 4,427.54 Crore for fiscal 2011 showing 
an increase of 42%.

*  The  consolidated EBIDTA (before exceptional items)  declined  from  Rs. 
1,697.23 Crore in fiscal 2011 to Rs. 1,594.39 Crore in fiscal 2012  showing 
a decrease of 6%.

* The consolidated Profit after tax has also declined from Rs. 841.82 Crore 
in  fiscal  2011 to Rs. 170.05 Crore in fiscal 2012 showing a  decrease  of 
80%.

* The consolidated Net Worth of the Company has increased from Rs. 5,676.48 
Crore at the end of fiscal 2011 to Rs. 5,700.07 Crore in fiscal 2012.

*  The consolidated debt gearing of the Company is at 1.75 times as at  end 
of fiscal 2012 compared to 1.70 times in fiscal 2011.

3. CONSOLIDATED FINANCIAL STATEMENTS

The  audited  Standalone  and  Consolidated  Financial  Statements  of  the 
Company, which form part of the Annual Report, have been prepared  pursuant 
to  Clause  41  of  the  Listing Agreement  entered  into  with  the  Stock 
Exchanges,  in accordance with the provisions of the Companies  Act,  1956, 
the  Accounting Standard (AS-21) on Consolidated Financial Statements,  the 
Accounting Standard (AS-23) on Accounting for Investments in Associates and 
Accounting  Standard (AS-27) on Financial Reporting of Interests  in  Joint 
Ventures, prescribed by the Companies (Accounting Standards) Rules, 2006.

4. DIVIDEND

Your  Directors have recommended Dividend of Rs. 0.50/- per share  (5%)  on 
164,00,54,795 Equity Shares of Face Value of Rs. 10 each for FY 2011-2012 [ 
Rs.1/-  per share (10%) in previous year], subject to the approval  of  the 
Members  at the ensuing Annual General Meeting. Together with the  Dividend 
Distribution  Tax, the total outflow on account of Equity dividend will  be 
Rs.95.30 Crore [Rs. 190.62 Crore in previous year].

5. UTILISATION OF IPO PROCEEDS

The  Company had come out with an Initial Public Offering (IPO)  of  Equity 
Shares  aggregating  to  Rs. 2,700 Crore and the same were  listed  on  the 
Bombay  Stock  Exchange Limited and the National Stock  Exchange  of  India 
Limited.  On  28th  December, 2010, the Shareholders  of  the  Company  had 
interalia approved by way of Postal Ballot the utilization of IPO  proceeds 
for  the  purposes  other than that stated in  the  Prospectus  dated  17th 
December, 2009. The IPO proceeds have been fully utilised as on 31st March, 
2012 as under:

Sl. Particulars                                                     Amount
                                                                 Rs. Crore

A. Gross Proceeds Received from IPO                               2,700.00

B. Utilisation upto 31st March, 2012                                Actual 
                                                              amount spent

i. To part finance the construction, development and              2,230.00 
commissioning of identified projects aggregating to 
2790 MW in capacity, 400 kV Transmission project, 
Mining Venture, share issue expenses and general 
corporate purpose and for various purposes including 
for new projects identified in the States of Karnataka,  
West Bengal & Chattisgarh, enhanced cost of the 
identified projects, for exploring & pursuing the 
opportunities to  acquire coal assets, initial 
development cost for other strategic projects, 
strategic initiatives, partnerships, joint ventures 
and acquisitions, equity in foreign company, capital 
expenditure of existing plant, repayment of existing 
loans, etc. 

ii. Repayment of Corporate Debt                                      470.00

Total Utilisation                                                  2,700.00

6. DIVESTMENT

JSW Energy (Bengal) Limited (JSWEBL)

During  the year, your Company divested its entire holding of 74%  held  in 
JSW  Energy  (Bengal)  Limited  (JSWEBL) (which  was  incorporated  on  8th 
February, 2010 as a SPV between JSW Bengal Steel Limited (JSWBSL) and  your 
Company with 26% of shareholding held by JSWBSL and 74% by your Company) to 
JSWBSL. Thus, JSWEBL ceased to be the subsidiary of the Company.

7. SUBSIDIARIES

The  details of the Subsidiary Companies are as follows: 

a) Raj WestPower Limited (RWPL)

RWPL,  a wholly owned subsidiary of the Company, is implementing the  8X135 
MW Lignite based Thermal Power Plant in Village Bhadresh, Barmer  District, 
Rajasthan at a total estimated cost of Rs. 6,865 Crore.

During the year, RWPL commenced commercial operation of its 3rd Unit of 135 
MW  on  7th November, 2011 and 4th Unit of 135 MW on  4th  December,  2011, 
thereby  increasing its installed capacity to 540 MW. Further, Unit 5  also 
achieved  Synchronization  on oil on 30th March, 2012. The project  is  now 
expected to be fully commissioned in fiscal 2013 in phases.

RWPL  had  executed Implementation Agreement (IA) with  the  Government  of 
Rajasthan  on  29th  May,  2006  for  the  implementation,  operation   and 
maintenance  of  Lignite Mining cum Thermal Power  Plant,  with  associated 
facilities, of 8X135 MW Power Plant based on Lignite mined from the  Jalipa 
and Kapurdi Mines in the Barmer District of Rajasthan.

In  accordance with the IA, Barmer Lignite Mining Company  Limited  (BLMCL) 
was  incorporated on 19th January, 2007 as a Joint Venture Company  between 
Rajasthan State Mines & Minerals Limited (RSMML), a Government of Rajasthan 
enterprise & RWPL, with equity participation of 51% and 49% respectively to 
develop  lignite mines in two contiguous blocks viz. Kapurdi and Jalipa  in 
the district of Barmer for supplying lignite to the mine-head located  1080 
MW  (8x135  MW) capacity Thermal Power Plant of RWPL. BLMCL will  meet  the 
entire fuel requirement of the Power Plant. Mining lease of Kapurdi  mining 
block  was  transferred in favor of BLMCL in October  2011,  subsequent  to 
which BLMCL commenced supply of lignite to RWPL. BLMCL is in the process of 
taking possession of the land for the Jalipa Lignite block. BLMCL has  also 
initiated steps for enhancing the capacity of the Kapurdi Mine to enable it 
to  supply the lignite required for operating all eight units of the  Power 
Plant.  BLMCL has incurred Rs. 1,223.46 Crore till 31st March,  2012.  RWPL 
has  invested  equity  of  Rs. 9.80 Crore in  BLMCL  besides  providing  it 
unsecured subordinate debt of Rs. 361.63 Crore as at 31st March, 2012.

During  the year, pending fixation of the power tariff & transfer price  of 
Lignite  and due to non availability of tariff based on imported coal,  the 
Units  1 and 2, which had commenced Commercial operation in  November  2009 
and  October  2010  respectively on imported  coal,  temporarily  suspended 
production  w.e.f.  23rd  April, 2011 and 21st  April,  2011  respectively. 
Subsequently,  after RERC declared the adhoc interim tariff, Units 1 and  2 
re-started operations w.e.f 11th October, 2011 using Lignite as fuel.

RWPL achieved Plant Load Factor (PLF) of 77.72% based on operational period 
of the plant and has generated 1,641 million units (gross) during the year. 
Out of the gross generation, RWPL has sold 1,430 million units to Rajasthan 
Distribution Companies (Discoms) and generated revenues of Rs. 534.59 Crore 
and  loss after tax of Rs. 26.78 Crore on standalone basis and revenues  of 
Rs.  487.36  Crore and loss after tax of Rs. 70.38  Crore  on  consolidated 
basis during the FY 2011-2012.

RWPL has incurred Rs. 6,394.38 Crore for the project (excluding  investment 
in BLMCL & towards expansion project) as on 31st March, 2012. Your  Company 
has  invested Rs. 1,726.05 Crore in RWPL (including equity for BLMCL)  till 
31st  March, 2012. Your Company has advanced Rs. 1,139.28 Crore as loan  as 
at 31st March, 2012.

RWPL  has received the in-principle consent for the proposed expansion  for 
setting  up another 2X135 MW Power Plant at the same location. The cost  of 
this  Project  was  estimated at Rs. 1,350 Crore and  was  proposed  to  be 
financed with a Debt to Equity ratio of 75:25. RWPL has incurred a cost  of 
Rs.  61.25  Crore towards the expansion project and the entire  amount  has 
been funded by your Company.

RWPL  and BLMCL had filed a tariff petition with RERC and RERC  has  issued 
the  order interalia determining the adhoc interim tariff for all the  four 
units and lignite transfer price on ad-hoc basis for FY 2012-13.

b) JSW Power Trading Company Limited (JSWPTC)

JSWPTC,  a  wholly  owned subsidiary of the Company, is  engaged  in  power 
trading activities with a category "I" license, which is the highest  Power 
Trading license issued by Central Electricity Regulatory Commission  (CERC) 
to trade in power in whole of India.

During  FY  2011-2012, JSWPTC has procured power from the Company  and  its 
associates  as  well  as other suppliers. The Company  has  achieved  total 
trading volume of 8,247.30 MUs as against 6,227.10 MUs during the  previous 
financial year thereby generated total sales turnover of Rs.  3,706.41Crore 
with  Profit after Tax of Rs. 11.60 Crore. JSWPTC is a member in  both  the 
Power  Exchanges namely, India Energy Exchange (IEX) and Power Exchange  of 
India Limited (PXIL).

JSWPTC  has, through its efforts over a period of time, emerged as  one  of 
the leading Power Trading Companies in India. It has been one of the active 
members  in  various Power Committees for discussing and  resolving  issues 
with key regulatory authorities, both at the Central and State level  (such 
as  CEA, CERC, Ministry of Power, RLDC`s, etc.) on behalf of  the  industry 
players.  Also  JSWPTC  represents in the  Central  Advisory  Committee  of 
Honorable CERC.

c) Jaigad PowerTransco Limited (JPTL)

Your  Company had entered into a Joint Venture Agreement  with  Maharashtra 
State Electricity Transmission Company Limited (MSETCL), where your company 
has  shareholding of 74% and MSETCL has balance 26% equity for  development 
of  Transmission  System as an integral part  of  Intra-state  Transmission 
System aimed at evacuation of power generated from 1200 MW Ratnagiri  Power 
Plant and also from other proposed projects in the region.

JPTL  was granted Transmission License to establish, maintain  and  operate 
the Transmission System for 25 years by Maharashtra Electricity  Regulatory 
Commission (MERC).

JPTL is one of the few private players to have entered into development  of 
Transmission  System in the State of Maharashtra under the  Public  Private 
Partnership  (PPP) model and has demonstrated exceptional  capabilities  in 
terms of successfully executing and commissioning the Transmission  Project 
passing through difficult terrain.

The 400kV Double Circuit Quad Jaigad - New Koyna Transmission Line of about 
55 route km was commissioned on 7th July, 2010 and the 400kV Double Circuit 
Quad  Jaigad  -  Karad  Transmission  Line  of  about  110  route  km   was 
commissioned  on  2nd  December, 2011. With this  the  entire  Transmission 
Project  has become fully operational. The Transmission Project  consisting 
of  400kV  Double  Circuit Quad Jaigad - New Koyna  Transmission  Line  was 
completed  in a record duration of less than 24 months against  the  Nation 
benchmark  of  39  months  and 400kV Double Circuit  Quad  Jaigad  -  Karad 
Transmission  Line undertaken by JPTL was completed in less than 39  months 
against Nation benchmark of 40 months.

JPTL  has incurred Rs. 546.13 Crore on the Project till 31st  March,  2012. 
Your Company has invested Rs. 101.75 Crore as Equity contribution till 31st 
March,  2012.  JPTL has generated revenues of Rs. 94.28  Crore  and  Profit 
after tax of Rs. 30.87 Crore during the FY 2011-2012.

The petition for Annual Revenue Requirement (ARR) for the FY 2010-2011  was 
approved  by  Hon`ble MERC on 25th May, 2011. However as MERC  had  already 
issued  the tariff order for FY 2010-2011 for other transmission  companies 
before  approval of ARR of JPTL, the cashflows to JPTL will accrue  in  the 
Transmission  tariff order for FY 2011-12. The petition for true up of  ARR 
of FY 2010-2011 and petition for approval of ARR for FY 2011-2012 was filed 
with MERC.

This  Transmission  System  is  presently evacuating  power  from  1200  MW 
Ratnagiri  Power Plant as well as transmitting intra-state power  of  State 
Utilities.  JPTL has maintained the availability of Transmission System  as 
high as 98.11% for the FY 2011-12.

d) JSW Energy (Raigarh) Limited (JERL)

JERL,  a wholly owned subsidiary of the Company, was incorporated  on  31st 
August,  2009  for  setting up 1320 MW Power  Plant  in  Raigarh  District, 
Chhattisgarh  based  on  coal.  Total land  required  for  the  Project  is 
approximately  795  acres  and  major  acquisition  process  is  completed. 
Environment  clearance  has been obtained from Ministry  of  Environment  & 
Forest.  The  total  Project Cost is estimated at Rs. 6,500  Crore  and  is 
proposed to be financed with a debt equity ratio of 75:25. Your Company has 
invested Rs. 93.20 Crore as Equity contribution till 31st March, 2012.

e) JSW Green Energy Limited (JSWGEL)

JSWGEL was incorporated on 12th January, 2011 as a wholly owned  subsidiary 
of your Company for taking up the business pertaining to Renewable Energy.

Your  Company has invested Rs. 0.05 Crore as Equity contribution till  31st 
March,  2012  and has advanced Rs. 4.78 Crore as a loan as at  31st  March, 
2012.

OVERSEAS SUBSIDIARIES

f) PT Param Utama Jaya (PTPUJ)

Your  Company  had acquired controlling interest in FY 2007  in  PTPUJ,  an 
Indonesian Company. PTPUJ is rendering management and technical consultancy 
services to Coal Mining Companies in Indonesia.

g) JSW Energy Minerals Mauritius Limited (JEMML)

JEMML  was  incorporated on 19th April, 2010 in Mauritius as  wholly  owned 
subsidiary  of the Company for overseas acquisition of coal assets. It  has 
downstream  equity  investment  of Rs. 30.69 Crore in  JSW  Energy  Natural 
Resources  Mauritius Limited (JENRML) and advanced of Rs. 212.73  Crore  as 
loan as on 31st March, 2012 for acquiring and developing Coal mining assets 
in South Africa.

Your Company has equity investment of Rs. 35.55 Crore in JEMML and advanced 
Rs. 202.68 Crore as loan as on 31st March, 2012.

h) JSW Energy Natural Resources Mauritius Limited (JENRML)

JENRML was incorporated on 19th April, 2010 in Mauritius as a wholly  owned 
subsidiary  of  JEMML  for  overseas acquisition of  coal  assets.  It  has 
downstream  investment of Rs. 30.48 Crore in equity of JSW  Energy  Natural 
Resources  South  Africa (PTY) Limited (JSWNRSAL) and advanced  Rs.  212.76 
Crore as loan as on 31st March, 2012.

i) JSW Energy Natural Resources South Africa (PTY) Limited (JSWNRSAL):

JSWNRSAL  has  invested  an amount of Rs. 48.12 Crore in  Equity  of  Royal 
Bafokeng Capital (Proprietary) Limited (RBC) and has also given an  advance 
of  Rs. 6.66 Crore to RBC. Further JSWNRSAL has invested an amount  of  Rs. 
31.52 Crore in Equity of South African Coal Mining Holdings Limited (SACMH) 
and advanced Rs. 128.78 Crore as loan to SACMH & its subsidiaries. JSWNRSAL 
has  invested  Rs. 10.47 Crore in Mainsail Trading 55  Proprietary  Limited 
(Mainsail), an wholly owned subsidiary, as on 31st March, 2012.

j) JSW Energy Natural Resources (BVI) Limited (JENRBL)

JENRBL was incorporated on 3rd December, 2010 in British Virgin Islands  as 
a  wholly owned subsidiary of your Company for achieving the  objective  of 
overseas acquisition of coal assets in Botswana. Your Company had  invested 
Rs.  3.53 Crore as equity in JENRBL, which has been entirely  provided  for 
during the year, as the acquisition of CIC Energy Corp did not materialise.

k)South African Coal Mining Holdings Limited (SACMH)

Your  Company  through JSWNRSAL had acquired 49.80% shareholding  of  Royal 
Bafokeng  Capital  (Proprietary) Limited (RBC), a majority  shareholder  of 
SACMH with 54.06% shareholding. JSWNRSAL has acquired an additional  34.79% 
stake in SACMH under the open offer for acquiring the shares of SACMH.

During  the  year, your Company through JSWNRSAL has acquired  the  balance 
50.20%  stake  in RBC, upon exercise of the put option  by  Royal  Bafokeng 
Ventures  Proprietary  Limited. It has also acquired through  JSWNRSAL  the 
entire share capital of Mainsail Trading 55 Proprietary Limited  (Mainsail) 
upon  exercise  of  the put option by RBH  Resources  Holdings  Proprietary 
Limited, a subsidiary of Royal Bafokeng Holdings Limited.

Pursuant to the acquisition, the effective shareholding of your Company  in 
SACMH as at 31st March, 2012 stands at 93.27%.

8. EXEMPTION U/S 212 FOR SUBSIDIARIES

The Company has availed the exemption from attaching a copy of the  Balance 
Sheet, Profit and Loss Statement, Directors` Report and Auditors` Report of 
the subsidiary Companies and other documents required to be attached  under 
Section  212(1)  of the Companies Act, 1956, to the Balance  Sheet  of  the 
Company.  The said exemption is available vide circular issued by  Ministry 
of Corporate Affairs dated 8th February, 2011.

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 Shareholder  at  the  Company`s 
Registered Office as also at the Corporate Office and the Company will make 
available these documents and the related detailed information upon request 
by  any  Shareholder of the Company or any Shareholder  of  its  subsidiary 
Companies who may be interested in obtaining the same.

9. NEW PROJECTS, INITIATIVES AND JOINT VENTURES 240 MW 

Kutehr Hydro Project

Your  Company is implementing the 240 MW (3X80 MW) run of the  river  Hydro 
Electric  Project  (HEP)  on the upper reaches of river  Ravi  in  district 
Chamba of Himachal Pradesh. An Implementation Agreement (IA) is signed with 
Himachal Pradesh (HP) Government on 4th March, 2011.

Environment  clearance to the project has been accorded by the Ministry  of 
Environment  and  Forest  (MoEF) on 5th July,  2011  after  Forest  Stage-I 
clearance   for   diversion  of  61.4083  hectares  of  Forest   Land   for 
implementation of the project on 22nd June, 2011.

Under Section 4 of the Land Acquisition Act, 1894, HP Government has issued 
Notification  on 16th June, 2011 for acquisition of private  land  required 
for the implementation of the project and the acquisition process is at  an 
advanced stage.

Reputed  construction  entities, for the construction of the  project  have 
been shortlisted, through International Competitive Bidding (ICB).

The Project is progressing well and your Company has invested Rs. 138 Crore 
into the Project upto 31st March, 2012.

660 MW Power Plant at Vijayanagar:

Your  Company proposes to expand the capacity at Vijayanagar by setting  up 
one  unit of 660 MW based on super critical technology. Term  of  Reference 
(ToR)  has  been  cleared  by Expert Appraisal  Committee  of  Ministry  of 
Environment  and Forest on 4th April, 2011 and soil investigation has  been 
completed.  Further steps have been initiated to obtain necessary  consents 
to set up and operate the Power Plant. The project is now estimated to cost 
Rs.  3,300  Crore and proposed to be financed with a debt equity  ratio  of 
75:25.

3200 MW Power Plant at Ratnagiri:

Your  Company  is also considering the development of the 3200  (4X800)  MW 
super-critical  coal-based  power  plant  at  Ratnagiri,  Maharashtra.  The 
Environment Clearance for this project is pending on account of the  review 
being  undertaken  by  Western Ghat Expert  Ecology  Panel  constituted  by 
Ministry of Environment and Forests.

Your Company has acquired certain portion of the land and also proposes  to 
acquire/lease further land for this project as may be required / necessary. 
The estimated project cost is approximately Rs. 15,000 Crore. Your  Company 
has  invested approximately Rs. 79 Crore on this project as on 31st  March, 
2012 primarily towards land acquisition.

1620 MW - Coal based Thermal Power Plant at Jharkhand:

Your  Company  has  plans to develop a 1620 MW Power  Plant  near  Baranda, 
Jharkhand.  The Company is still in the process of finalizing the  location 
for the Power Plant and initiating steps to secure the fuel linkage for the 
proposed power project.

Toshiba JSW Turbine & Generator Private Limited (Toshiba JSW)

Toshiba  JSW  has been incorporated with a shareholding of 75%  by  Toshiba 
Corporation  Limited,  Japan  (Toshiba) and 25% by  JSW  Group  to  design, 
manufacture,   marketing   and   maintenance  services   of   large   sized 
Supercritical  Steam  Turbines  & Generators of size 500  MW  to  1000  MW. 
Technology  transfer agreement was signed between Toshiba and  Toshiba  JSW 
for transferring supercritical turbine manufacturing technology.

Your Company has invested Rs. 64 Crore equivalent to 21.33% of the paid  up 
equity  in  Toshiba JSW, the Joint Venture Company (JVC) to  carry  on  the 
business of design, manufacture, marketing and maintenance services of  mid 
to  large sized Supercritical Steam Turbines and Generators with JSW  Steel 
Limited  holding 3.67% and Toshiba holding 75%. The JV with  Toshiba  would 
provide  the  Company  with an advantage of being a  preferred  client  for 
sourcing of power project equipment.

The  construction  activities of Turbine-Generator  Manufacturing  Facility 
have  been  completed  and  the  Factory  near  Ennore  Port,  Chennai  was 
inaugurated  on  12th  February,  2012 by the  Hon`ble  Chief  Minister  of 
Tamilnadu.

Toshiba  JSW  has  already  secured  orders  from  National  Thermal  Power 
Corporation for Engineering, Manufacturing and Supply of 2x660 MW and 3x800 
MW  supercritical  Turbine Generator sets. Trial  production  of  different 
Turbine-Generator  components  and  manufacturing  of  different  types  of 
Turbine Blades are under progress.

MJSJ Coal Limited (MJSJ):

In terms of the Joint Venture Agreement to develop Utkal-A and Gopal Prasad 
(West)  Thermal coal block in Odisha, your Company has participated in  the 
11%  equity of MJSJ, Odisha along with four other partners. The  Government 
of  India decided to allot 1,522 acres of Gopal Prasad west area  to  MJSJ. 
Mahanadi  Coalfields  Limited,  a public sector Company holds  60%  of  the 
equity.  Land acquisition is under progress. Your Company has invested  Rs. 
7.71 Crore in MJSJ for 11% stake as on 31st March, 2012.

Power Exchange of India Limited (PXIL):

Your  Company  has  invested  Rs. 1.25 Crore in  PXIL  which  provides  the 
platform  for  trading in electricity. PXIL is promoted by  National  Stock 
Exchange  of India Limited and National Commodities & Derivatives  Exchange 
Limited.

10. CREDIT RATING

CARE  has reaffirmed `CARE AA-` (Double AA minus) rating to  the  long-term 
bank  facilities  of your Company aggregating to Rs.  3,466.61  Crore.  Non 
Convertible  Debentures of your Company aggregating to Rs. 1,200 Crore  and 
Rs.  2,400  Crore also are rated `CARE AA-` (Double AA minus).  The  rating 
reaffirmed to the short-term bank facilities of your Company aggregating to 
Rs. 5,188.50 Crore is `A1+` (A One Plus).

11. FIXED DEPOSITS

Your  Company  has not accepted any fixed deposits from the public  and  is 
therefore  not  required to furnish information in respect  of  outstanding 
deposits  under Non-Banking Financial Companies (Reserve Bank)  Directions, 
1966 and Companies (Acceptance of Deposits) Rules, 1975.

12. AWARDS

During the year, your Company received the following awards:

1.  The Ministry of Power, Government of India has conferred Bronze  Shield 
for  2009-2010 and Silver Shield for 2010-2011 to our  Toranagallu  Thermal 
Power  Stations (860 MW) in the category of "Performance of  Thermal  Power 
Stations" for meritorious performance in the Power Sector.

2.  At  the World HRD Congress - for HR Team of the year  2012,  Global  HR 
Excellence  Award 2012 for Organization with Innovative HR  Practices,  for 
Institution Building, for HR Leadership, for Leader with HR Orientation and 
for Young HR Professional of the year.

3.  2nd Prize for Safe Power Boiler Award in SHE Confluence 2012  organized 
by Karnataka State Safety Institute.

13. BOARD OF DIRECTORS

1. Composition

The  Board  comprises  of Eight Directors, of which  four  are  Independent 
Directors with one of them being nominee Director.

2. Retirement by Rotation

In accordance with the requirements of the Companies Act, 1956 and  Article 
129  of the Articles of Association of the Company, Mr. P. Abraham and  Mr. 
D.  J. Balaji Rao, retire by rotation and being eligible, offer  themselves 
for reappointment.

3. Changes in the Composition of Directors

*  Mr. Lalit Kumar Gupta resigned as a Director and also ceased to  be  the 
Joint  Managing  Director  & Chief Executive Officer of  the  Company  with 
effect  from the close of 30th November, 2011. The Board placed  on  record 
the valuable contributions made by Mr. Lalit Kumar Gupta during his tenure.

*  Mr. R. R. Pillai was appointed as an Additional Director and  Whole-time 
Director  designated  as Director (Technical & Projects) with  effect  from 
30th  April,  2012.  The Company has received a notice in  writing  from  a 
Member  proposing  the candidature of Mr. R. R. Pillai for  the  office  of 
Director.

* Mr. S. S. Rao has resigned as a Director and ceases to be the  Whole-time 
Director of the Company with effect from the close of 30th April, 2012. The 
Board places on record the significant contributions made by Mr. S. S.  Rao 
during his tenure.

4.  Board Meetings

The  Board met four times during the year on 28th April, 2011,  21st  July, 
2011, 9th November, 2011 and 21st January, 2012.

14. CORPORATE GOVERNANCE

The  Company has complied with the requirements of Corporate Governance  as 
stipulated  under  Clause  49  of the Equity  Listing  Agreement  of  Stock 
Exchange and accordingly, the Report on Corporate Governance forms part  of 
the Annual Report.

The requisite Certificate from M/s. LODHA & CO., the Statutory Auditors  of 
the   Company  regarding  compliance  with  the  conditions  of   Corporate 
Governance as stipulated in Clause 49 is annexed to this Report as also the 
Management  Discussion  and  Analysis which is given as  Annexure  to  this 
report.

15. DIRECTORS` RESPONSIBILITY STATEMENT

Pursuant  to the requirement under Section 217(2AA) of the  Companies  Act, 
1956  with  respect to Directors` Responsibility Statement,  it  is  hereby 
confirmed:

1.  That in preparation of the annual accounts, the  applicable  accounting 
standards  have  been followed along with proper  explanation  relating  to 
material departures;

2.  That the Directors have selected such accounting policies  and  applied 
them consistently and made judgements and estimates that are reasonable and 
prudent  so as to give a true and fair view of the state of affairs of  the 
Company  at the end of the financial year and of the profit of the  Company 
for the year under review;

3.  That  the  Directors  have taken proper and  sufficient  care  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;

4. That the Directors have prepared the annual accounts for the year  under 
review, on a `going concern` basis.

16. AUDITORS

M/s.  LODHA  &  CO., Chartered Accountants, the Auditors  of  the  Company, 
retire  at  the ensuing Annual General Meeting and  being  eligible,  offer 
themselves for reappointment.

In  accordance  with the Order dated 2nd May, 2011 issued  by  Ministry  of 
Corporate  Affairs  (MCA) pursuant to Section 233B of  the  Companies  Act, 
1956,  your  Company  is required to get its  cost  accounting  records  in 
respect  of  each  of its financial year commencing from  1st  April,  2011 
audited by a Cost Auditor and had appointed M/s. S. R. Bhargave & Co., Cost 
Accountants  to  conduct the audit of the cost accounting  records  for  FY 
2011-2012.  The Cost Audit Report which is required to be filed within  180 
days  from the end of FY 2011-2012 is under preparation and will  be  filed 
within the prescribed time limit.

Subject  to  the  approval  of the Central  Government,  your  Company  has 
reappointed  M/s.  S. R. Bhargave & Co., Cost Accountants  to  conduct  the 
audit of the cost accounting records for FY 2012-2013.

17. DISCLOSURES AS PER SECTION 217(1)(e) OF THE COMPANIES ACT, 1956

Disclosure  as per Section 217(1)(e) of the Companies Act, 1956  read  with 
Companies  (Disclosure of Particulars in the Report of Board of  Directors) 
Rules, 1988 are as follows:

A. ENERGY CONSERVATION

a) Measures taken for Conservation of Energy:

Vijayanagar:

i) 3 Nos. 100 KVA & 1 No. 75 KVA lighting transformers winding was modified 
to reduce the secondary voltage from 255Volts to 208Volts.

ii) 4 Nos. Solar lights installed.

iii) 2 Nos. partially loaded lighting transformers switched off.

iv) Optimised ESP ash Compressor operation for energy conservation.

Ratnagiri:

i) Optimised the Instrument air compressor operation for all units.

ii) Interconnection provided for LDO pumps and one pump kept in service.

iii) Equipment efficiencies evaluated and optimised

iv) Optimize the ESP ash conveying cycles to ensure dense phase operation.

v) Energy saver for lighting installed at different locations.

b)  Additional  investments and proposals, if any,  being  implemented  for 
reduction of consumption of energy:

Ratnagiri:

Installing  mechanical seals for ACW water pumps to reduce friction loss  & 
water leakage.

c)  Impact  of the measures at (a) and (b) above for  reduction  of  energy 
consumption and consequent impact on the cost of production of goods:

Vijayanagar:

The  energy conservation measures have reduced energy consumption  by  57KW 
per hour.

Ratnagiri:

The energy conservation measures have reduced energy consumption by 515KW.

d)  Total energy consumption and energy consumption per unit of  production 
as  per Form A in Respect of industries specified in the Schedule  thereto: 
Not Applicable.

e)  Your  Company  is  one of the best in the  industry  in  terms  of  ash 
utilisation.

B. TECHNOLOGY ABSORPTION AND INNOVATION

a)  The  form  for disclosure of particulars  with  respect  to  Technology 
Absorption in Form `B` is attached as Annexure `A` to this report.

b) The Company has carried out 29 numbers of logic/structural modifications 
in  plants  located at Toranagallu, which has resulted  in  enhanced  plant 
performance.

c) The Company has carried out 43 numbers of logic/structural modifications 
in  plants  located  at  Jaigad,  which  has  resulted  in  enhanced  plant 
performance.

C. FOREIGN EXCHANGE EARNINGS AND OUTGO

The Foreign Exchange earnings of the Company for year under review amounted 
to Rs. Nil. The foreign exchange outflow is as under:

Sr. Particulars                                        Rs. Crore
No. 

(a) Import of Coal                                      2,775.68
(b) Plant, Machinery and Spares                            65.46
(c) Furniture and Fixtures                                  1.95
(d) Travelling Expenses                                     0.34
(e) Legal and Professional                                  1.52
(f) Interest and Finance charges                            7.41
(g) License and Membership Fee                              0.59
(h) Dividend Paid                                          11.10

Total                                                   2,864.05

18. PARTICULARS OF EMPLOYEES

In  terms of the provisions of Section 217(2A) of the Companies  Act,  1956 
("Act") read with the Companies (Particulars of Employees) Rules, 1975,  as 
amended,  the names and other particulars of the employees are set  out  in 
the Annexure to the Directors` Report.

However,  having regard to the provisions of Section 219(1) (b)(iv) of  the 
said  Act, the Annual Report excluding the aforesaid information  is  being 
sent  to  all the Members of the Company and others entitled  thereto.  Any 
Member  interested in obtaining such particulars may write to  the  Company 
Secretary at the Registered Office / Corporate Office of the Company.

19. ACKNOWLEDGEMENTS

Your  Directors  would  like  to express their  appreciation  for  the  co-
operation  and  assistance received from the  Government  authorities,  the 
financial  institutions, banks, vendors, customers, debenture  holders  and 
shareholders  during  the year under review. Your Directors  also  wish  to 
place on record their deep sense of appreciation for the committed services 
by all the employees of the Company.

                              For and on behalf of the Board of Directors

Mumbai                        Sajjan Jindal
30th April, 2012              Chairman & Managing Director

ANNEXURE "A" TO DIRECTORS` REPORT

FORM B

FORM FOR DISCLOSURE OF PARTICULARS WITH RESPECT TO TECHNOLOGY ABSORPTION

Research and Development (R & D)

1. Specific area in which R&D      As such the Company did not carry out 
carried out by the Company         any basic R&D work during the year 
                                   2011-12. However, following equipment 
                                   were installed to improve performance 
                                   & safety:
                    
                                   Vijayanagar:

                                   A. Generator rotor ground fault 
                                   detector.
                                   B. UPD system for HP-Bypass motors 15KW.

                                   Ratnagiri:

                                   A. Installation of additional CW 
                                   lubrication pump.

                                   B. Installation of Ultrafiltration 
                                   system.

2. Benefits derived as a result    Vijayanagar:
of the above R & D 
                                   A. Protect generator from ground faults.
                                   B. Un-interrupted power for by-pass 
                                   valve oil system. 

                                   Ratnagiri:

                                   A. By increasing the redundancy to 
                                   minimize the outages due to loss of 
                                   lubrication.
                                   B. Improved the quality of water thereby
                                   reduction of blow down.

3. Future Plan of Action           Vijayanagar:

                                   A. Exciter field ground protection relay
                                   installation.
                                   B. AVR replacement in one unit of 130 MW
                                   & one unit of 300 MW.

                                   Ratnagiri:

                                   A. Turbine Fast cooling device to be 
                                   installed.
                                   B. Coal storage covered shed to be 
                                   constructed.
                                   C. Alternative source of water by 
                                   thermal desalination.
                                   D. Ammonia injection system.
                                   E. Flue gas desulpherisation system.

4. Expenditure on R & D (in Rs. lakhs)

(a) Capital                        (a) Rs. 158 Lakhs
(b) Recurring                      (b) Rs. NIL
(c) Total                          (c) Rs. 158 Lakhs
(d) Total R& D expenditure as a    (d) 0.031% 
percentage of turnover

Technology absorption, adaptation and innovation:

1. Efforts, in brief, made         Vijayanagar:
towards Technology absorption,     A. RO plant installed to reuse CW 
adaptation and innovation          blow down.
                                   B. Fast Cooling device for turbine 
                                   installed.
                                   C. Installation of Electro-chlorination.
                                   D. Blending of coal.
                                   E. CTMM relays replaced by VAMP relays 
                                   in HT Switchgear of 130 MW Units.

                                   Ratnagiri:

                                   A. Cleaner technology for CW treatment 
                                   against high cost & chemical intensive.
                                   B. Magnetic separator installation at 
                                   coal handling.
                                   C. Implementation of PLC dust 
                                   suppression system in coal handling 
                                   system.

2. Benefits derived as a result    Vijayanagar:
of the above efforts               A.  Reduces fresh water make up to the 
                                   plant and reduce waste water discharge.
                                   B. Reduction in shut down period.
                                   C. Eliminate safety risks involved with 
                                   handling liquid chlorine.
                                   D. For optimising power production cost.
                                   E. Increased the reliability of 
                                   protection of HT Switchgear. 

                                   Ratnagiri:

                                   A. Technology absorbed due to chemical 
                                   consumption reduction.
                                   B. To prevent the metalic foreign 
                                   material entry to coal system thereby 
                                   increasing the milling system 
                                   availability.
                                   C. Avoid fugitive emission in coal 
                                   handling system and to create better 
                                   working environment.

3. In case of imported technology  Not Applicable 
(imported during the  last five 
years reckoned from the beginning 
of the FY), following information 
may be furnished:

(a) Technology Imported
(b) Year of Import
(c) Has technology been fully 
absorbed
(d) If not fully absorbed, areas 
where this has not taken place, 
reasons thereof and future plans 
of action

Management Discussion and Analysis

GLOBAL ECONOMIC REVIEW

The  global  economic  activity during year 2011-12  witnessed  a  slowdown 
relatively  across the world - the socio-economic turbulence in the  Middle 
East  and North Africa, tsunami in Japan, the sovereign debt crisis in  the 
Eurozone  and fragile growth in US. The downturn in the  economic  activity 
during  the course of the year had impacted the commodity prices while  the 
uncertainty in middle-east region lead oil prices to remain firm. In mature 
markets,  debt crises and slow recovery remain unresolved  whilst  emerging 
markets are grappling with persistent inflation and high energy prices.  As 
technology  advances,  competition increases and the  balance  of  economic 
power flows to high-growth markets such as Brazil, Russia, China and India, 
the  global  economy  is  seemingly entering a  new  phase  with  continued 
uncertainty.

INDIAN ECONOMIC REVIEW

Against the backdrop of a turbulent world, the Indian economy is facing its 
own  share  of  pain:  persistent  inflation,  ballooning  fiscal  deficit, 
weakening  rupee,  mediocre industrial performance,  sluggish  exports  and 
spiralling  fuel  prices. The Reserve Bank of India (RBI) was  prompted  to 

hike the interest rates 13 times since 2010 to tame inflation.

The  combined  impact  of all the adverse factors is  evident  in  the  GDP 
figures. The country`s GDP growth has slumped to 6.5% in 2011-12 from  8.4% 
in  2010-11,  lowest  in  nine  years.  The  manufacturing,  services   and 
agriculture  sector growth declined to 2.5%, 8.9% and 2.8% from the  levels 
of 7.6%, 9.3% and 7%, respectively in the previous fiscal.

Annual GDP growth (%)

  2007-08    2008-09    2009-10     2010-11    2011-12

    9.3        6.7        8.4         8.4        6.5

The  government  is concerned about the slowdown, but is  optimistic  about 
managing  around  6.5-7%  GDP growth in 2012-13,  owing  to  the  following 
reasons:

*  Agricultural   sector  to  maintain  momentum on expectation  of  normal 
monsoon

*  Manufacturing  sector  rebound  on the  back  of  expected  increase  in 
investments

* Increased focus on reviving key sectors (mining and power) with  emphasis 
on increasing coal production

POWER SECTOR OVERVIEW

Power  is an essential and critical element in accelerating India`s  socio-
economic  progress with a direct correlation to the country`s  GDP  growth. 
India  has the world`s fifth largest power generation capacity, and is  the 
sixth largest consumer, accounting for 3.4% of global consumption. However, 
India`s per capita power consumption is still quite low as compared to that 
of  the high-growth developing economies like China, Brazil and Russia  (as 
seen in the graph below)

Electricity consumption per capita
(Source: IEA, Macquarie Research)

The   government  has  taken  initiatives  viz.  the  Rajiv   Gandhi   Gram 
Vidyuthikaran Yojana which aims to provide electricity access to 56% of the 
rural   population,  thereby  paving  the  way  for  enhanced  per   capita 
consumption.  Further, with rapid industrialisation and  urbanization,  the 
consumption of power is expected to increase.

Capacity and Demand

2012 marks the end of the 11th Plan period. By the end of the Plan  period, 
India  achieved capacity addition of 68 GW during the plan period,  by  far 
the highest addition compared to any other previous years. Moreover,  India 
crossed  a  landmark figure of 200 GW of installation capacities  in  April 
2012.

The power is generated through thermal, hydro, nuclear and other  renewable 
sources, with thermal comprising the major chunk in the overall generation. 
Nuclear  power  and  other  sources  are  becoming  popular,  and  have   a 
significant  potential  to  improve the power scenario in  India  and  help 
reduce green-house gas emissions.

                    Thermal     Hydro     Nuclear    Renewable Power 
                                                    (solar, bio mass, 
                                                       wind power)

Proportion of        65.8       19.5        2.4           12.3
total generation
(%) 

(Source: CEA)

The  state  utilities, central utilities and private  players  account  for 
India`s  power generation. The central utilities, have managed  to  achieve 
competitive   efficiency   rates.   Besides,   increased   private   sector 
participation  is  expected to result in improved efficiencies  and  higher 
generation  in  the coming years. The sector-wise share  in  India`s  total 
installed capacity is given in the chart below:

Sector-wise break-up installed capacity
(Source: CEA)

The  private sector participation, which has significantly  contributed  to 
the  capacity addition in the 11th plan period, has increased to  27%  over 
the past five years, an undeniably encouraging factor.

Challenges

The  capacity  addition in the 11th plan period has  witnessed  significant 
improvement  due to the participation of the private sector.  However,  the 
country`s  power sector is facing challenges primarily due to slow  reforms 
in the transmission & distribution segments, dwindling financial health  of 
distribution utilities, issues regarding adequate availability of  domestic 
coal, environmental issues relating to opening of mines, issues related  to 
increase  in costs of imported coal and significant depreciation of  rupee. 
These  issues  are  constraining growth of this sector  and  may  adversely 
impact economic growth.

OPPORTUNITIES AND OUTLOOK

The  Indian  power  sector  provides  tremendous  opportunity  for   growth 
considering the strong underlying economic fundamentals. Though, the sector 
is   presently  confronted  with  challenges,  the  Government  has   taken 
cognizance  of the key issues facing the power sector and the last  quarter 
has witnessed steps taken to resolve the issues impacting the sector.  Some 
of the key positive developments are:

*  The State Electricity Regulatory Commissions (SERC) have been given  the 
authority to raise tariffs on a suo moto basis, if state-owned d/stribution 
companies  (DISCOMS)  do not ask for tariff revision. Several  states  have 
opted  for  tariff  revisions and an encouraging  aspect  has  been  tariff 
revisions by DISCOMS with critically high losses.

*  Shunglu committee has recommended key reforms to improve  the  financial 
health of DISCOMS

*  Steps  initiated  towards execution of Fuel  Supply  agreements  between 
developers  and Coal India Limited as also to ensure adequate  availability 
of fuel for the power plants

* Fast tracking of clearances for opening of coal mines

These  proactive  measures,  once  instituted,  are  expected  to   provide 
opportunities  for  growth  within  the  power  sector  across  generation, 
transmission and distribution.

COMPANY REVIEW

Incorporated in 1994, JSW Energy is the power vertical of the JSW Group. It 
ventured  into the power generation business in 2000 and gradually  forayed 
into  the  trading and transmission business. It has 2,600  MW  operational 
capacities  and 540 MW of capacities in the construction phase and  targets 
to have a combined installed capacity of 11,770 MW. It sells a  significant 
portion  of  the power generated on a merchant basis. It also  has  lignite 
mining  rights of 3 million tonnes per annum (MTPA) at Barmer  and  mineral 
rights (coal) of 0.50 MTPA in South Africa.

OPERATIONAL REVIEW

During  the  year,  the Company achieved  a  historically  high  generation 
capacity  of 2,600 MW translating into an increase in net power  generation 
by  51%  to  13,594 million units as against 9,016  million  units  in  the 
previous year. Some of the major developments during the year comprise:

* Achieved COD for the 3rd and 4th unit of 300 MW each at Ratnagiri

* Achieved COD for 3rd and 4th unit of 135 MW each at Barmer

* Commencement of commercial operations of the lignite mines at Kapurdi  in 
Barmer

* 400 kV double circuit Jaigad - Karad transmission line commissioned

During  FY  2012,  the  Barmer  project  received  consent  from  Rajasthan 
Electricity Regulatory Commission (RERC) for an adhoc interim tariff  which 
facilitated  the resumption of operations of Unit 1 and Unit 2  at  Barmer, 
after a shutdown of around 6 months, from 12th October, 2011. RERC is still 
in  the  process of considering the petition to provide the  final  tariff, 
which  once granted, will become effective retrospectively. Presently,  the 
Company has recognized the income based on adhoc interim tariff. In case of 
the  transmission  project,  the  Company  has  filed  the  Annual  Revenue 
Requirement (ARR) for FY 2012 based on the approval provided by Maharashtra 
Electricity  Regulatory  Commission (MERC) for FY 2011 and revenue  for  FY 
2012  has been recognized based on the ARR filed, though MERC approval  had 
not been received.

The  operations  of the Company had been impacted during the  year  due  to 
impact  on  plant  performance due to  early  and  unprecedented  rainfall, 
deferment  of  power procurement by distribution licensees,  frequent  back 
down  of  power sold on merchant basis, delay in receipt of  approval  from 
regulatory  commission  and tariff being granted on  adhoc  interim  basis. 
During  the  year,  the Company had entered into banking  of  power  during 
certain  lean periods and has successfully been able to schedule the  power 
during  the  peak season. The Company had entered into a  power  conversion 
agreement  with  a  group Company, to provide  power  on  conversion  basis 
against the fuel provided by them at the Vijayanagar location.

Plant-wise PLF and Net generation

Plant                      2011-12              2010-11
                      PLF         Net       PLF         Net
                      (%)  Generation       (%)  Generation
                               (MU`s)                (MU`s)

Vijayanagar         84.70     5,905 #      95.93      6,687
Barmer             77.72*       1,430      53.28        795
Ratnagiri           78.09       6,259      77.34      1,534

Total                          13,594                 9,016

# including power conversion of 895 MU`s
* based on operational period of the plant

FINANCIAL PERFORMANCE

Fiscal  2012  witnessed  a  squeeze  in  margins  resulting  from  drop  in 
realizations  on merchant sales combined with significant increase in  fuel 
costs. The significant increase in fuel cost primarily has been on the back 
of  increase  in  cost of imported coal, levy of  counter-vailing  duty  on 
imported  coal  and  depreciation  in the  rupee  against  US  dollar.  The 
enhancement of generation capacity and transmission projects has lead to an 
increase in interest and depreciation costs. These factors had a bearing on 
the financial performance of the Company.

STANDALONE RESULTS

A  detailed  financial discussion and analysis is furnished  below  on  the 
audited financial statements.

Revenue from Sale of Power (Rs. crore):

Parameters                     2011-12    2010-11     % change

Revenue from Sale of          4,731.22   3,661.84        29.20
Power 

The  significant growth in revenues from sale of power during the year  was 
mainly  due  to an increase in generation capacity by 600 MW  at  Ratnagiri 
plant.

Revenue from Operation and Maintenance Services (Rs. crore):

Parameters                     2011-12     2010-11    % change

Operation and                    82.46       49.24       67.47
maintenance services

The  growth  in  revenues from operations and  maintenance  (O&M)  services 
during  the year was owing to an increase in realizations from services  to 
existing  power  plants and extension of O&M services to  additional  power 
plants during the year.

Revenue from Project Management Contracts (PMC) ( Rs. crore):

Parameters                     2011-12     2010-11    % change

Project management               78.75      151.52     (48.03) 
contracts

The  PMC  revenue has declined because of projects  nearing  completion  or 
having completed and moved into Operations and Maintenance phase.

Other Income (Rs. crore):

Parameters                     2011-12     2010-11    % change

Other income                    114.02      112.10        1.71

Other income primarily comprises of interest income and income from  mutual 
fund Investments.

Cost of Fuel (Rs. crore):

Parameters                     2011-12     2010-11    % change

Fuel Cost                     3,460.28    2,078.05       66.52

Company`s  expenditure on fuel has increased by Rs. 1,382.23  crore  during 
the year mainly due to higher coal consumption owing to overall increase in 
generating volumes and increase in landed cost of fuel.

Employee benefit expenses and Operating Expenses ( Rs. crore):


Parameters                     2011-12     2010-11    % change

Employee benefit                 80.90       66.94       20.85
expenses

Operating expenses              261.02      194.18       34.42

Employee benefit expenses have increased owing to increase in the number of 
employees  in  line  with increased capacities and a  general  increase  in 
salaries.  Operating expenses have increased in line with the  increase  in 
generating volumes.

Earnings  Before  Interest,  Depreciation,  Exceptional  items  and   Taxes 
(EBIDTA) (Rs. crore):

Parameters                     2011-12     2010-11    % change

EBIDTA                        1,328.24    1,641.98     (19.11)

EBIDTA  has declined during the year inspite of overall growth in  revenues 
owing to reduction in average tariff and an increase in fuel cost.

Finance Costs and Depreciation (Rs. crore):

Parameters                     2011-12     2010-11    % change

Finance costs                   508.16      341.00       49.02
Depreciation                    377.22      211.61       78.26

Finance  costs  and  Depreciation have increased primarily  on  account  of 
declaration  of commercial operations of 2 additional units of 300 MW  each 
at Ratnagiri during the year.

Profit after Tax ( Rs. crore):

Parameters                     2011-12     2010-11    % change

Profit after Tax (PAT)          234.64      885.61     (73.51)

The  lower EBIDTA coupled with higher depreciation and interest  costs  and 
the exceptional foreign exchange loss has resulted in a decline in PAT.

The Net Worth increased from Rs. 6,025.39 crore in 2010-11 to Rs.  6,158.72 
crore in 2011-12 whereas the debt equity ratio declined from 0.91 to 0.87.

CONSOLIDATED RESULTS - HIGHLIGHTS

*  Power generation increased 50.78% from 9,016 MU`s in 2010-11  to  13,594 
MU`s in 2011-12.

* Revenues also increased 41.51% from Rs. 4,427.54 crore in 2010-11 to  Rs. 
6,265.44 crore in 2011-12.

* EBIDTA declined 6.06% from Rs. 1,697.23 crore in 2010- 11 to Rs. 1,594.39 
crore in 2011-12.

* PAT declined 79.80% from Rs. 841.82 crore in 2010-11 to Rs. 170.05  crore 
in 2011-12.

*  Net Worth increased from Rs. 5,676.48 crore in 2010-11 to  Rs.  5,700.07 
crore in 2011-12.

* Debt equity increased from 1.70 in 2010-11 to 1.75 in 2011-12.

RISK MANAGEMENT

The  Company  has  been  following the  globally  recognised  Committee  of 
Sponsoring Organizations (COSO) framework of risk management to proactively 
manage risks and opportunities that impact organizational objectives.

The  relevant risks are identified, assessed and the responded to,  in  the 
context of the Company`s risk appetite. The framework provides for:

-  Timely  identification,  communication  and  assessment  of  risks   and 
opportunities.

-  Risk  ownership  aimed at  comprehensive  coverage,  impact  assessment, 
proactive action and regular tracking.

-  Training of all risk owners with a view to imbedding  risk  intelligence 
in:

a. Decision-making - to ensure prudence.

b. Performance - to ensure competence and accountability.

-  Timely  escalation  to the Directors` Committee for  risk  oversight  to 
ensure  prioritisation  of  initiatives  and  allocation  of  resources  in 
consonance with enterprise objectives.

The  Group Chief Risk Officer facilitates the framework. The Company`s  key 
risks and its mitigation strategies include:

1) Fuel

Availability,  price volatility and logistical constraints can  impact  the 
movement of coal, the principal fuel, affecting normal plant operations.

M/t/gat/on measures:

* Broad-basing the sourcing countries and increasing the coal vendor base.

* Sourcing coal directly from miners after due diligence.

*  Developing multiple port options for landing coal consignments to  avoid 
delays due to port congestion.

* Ensuring sufficient availability of rakes for rail transport.

*  Adequate infrastructure for loading/unloading and storage at  the  plant 
locations.

* Maintaining adequate coal stock levels.

2) Power Evacuation

Demand-supply  fluctuations, transmission network availability,  government 
policy on open access as well as interstate sales impact power evacuation.

M/t/gat/on measures:

* Company regularly reviews the market scenario with a view to optimise the 
mix of Long Term PPA`s and merchant sales.

*  Within merchant units, the Company strives to ensure an optimum  mix  of 
medium, short and spot arrangements.

*  Petition  the  Government  through  industry  associations,  for  sector 
friendly policy measures.

3) Projects, operations and maintenance

Efficiency  in project review as well as operations and maintenance  review 
have  a  significant  impact  on  productivity  as  well  as  revenue   and 
profitability.

M/t/gat/on measures:

*   Effective  integration  of  vendor,  contractor,  schedule   and   cost 
management.

*  Reverse  engineering to develop alternative vendors locally  for  spares 
supply.

* Need-based knowledge and resource sharing across plants.

* Ensuring adequate availability of critical inputs like water.

* Preventive maintenance as per predetermined schedule.

* Highest standards of human resource management

* ERP systems and effective processes.

4) Environment, Health and Safety (EHS)

Adverse EHS factors can have a negative impact on human life, property  and 
operations  emphasising the need for continued organisation wide  awareness 
and maintenance of EHS standards.

M/t/gat/on measures:

* Possession of equipment which meet the highest quality standards, coupled 
with processes to control hazardous waste, leakages, structure instability, 
natural calamities and health hazards.

* Regular training programmes on latest updations in basic EHS norms.

HUMAN RESOURCES

The Company firmly believes that employees constitute the most vital  force 
in  moving the organisation forward. With an addition of 207 people  during 
the year 2011-12, the employees` strength at JSW Energy stood to 1123 as on 
31st  March, 2012. In tune with the business requirements, a number  of  HR 
initiatives  were taken by the Company to maintain its position as  one  of 
the leading Employer Brands in the country. Some of the key HR  initiatives 
undertaken during 2011-12 are as follows:

i. Initiated a new process of background verification check to make  hiring 
process robust and screen candidates through a professional agency.

ii. Implemented a strong On Boarding process `Aagaman`, `Buddy System`  and 
monthly Connect Sessions with new joinees which created a feeling of warmth 
and facilitated new employees to align with the organisation.

iii.  Participated in the World HRD Congress where the Company won  six  HR 
awards which enhanced employer branding of JSW Energy.

iv.  Implemented  an exit analysis procedure to ascertain  the  reasons  of 
employee turnover and implement necessary corrective action.  Significantly 
reduced  attrition from 20.24% in the previous year to 11.44% in  the  year 
2011-12.

v.  Introduced  a  Leadership  Development  Programme  LEAP  (Lead   Engage 
Associate  Perform) for Operations & Maintenance in-charge`s  of  different 
plants.

vi. Increased focus on training as reflected in the enhanced training  man-
hours (18,348 hours in FY 2011-12 vis-a-vis 4,949 hours in FY 2010-11).

CORPORATE SOCIAL RESPONSIBILITY

JSW  Foundation plans and implements social development activities  of  the 
JSW Group of companies. It is an independent institution and is governed by 
a  Board of Trustees, comprising the senior management of the JSW group  of 
companies. The Foundation is headed by Mrs. Sangita Jindal, Chairperson JSW 
Foundation.

Approach

* Holistic development of the communities through initiatives in the  areas 
of  education,  health,  livelihood  creation,  environment,  local  sports 
development and conservation of our arts and cultural heritage.

*  Adapted the `Millennium Development Goals` framework to  encourage  pre-
primary and primary education, infant mortality and maternal health.

*  Activities  were  conducted  in selected  locations  adjacent  to  plant 
operations.

Community development

1) Jindal Vidya Mandir (JVM)

JVM,  a  CBSE  Board  affiliated school  (operating  till  standard  V)  at 
Ratnagiri, has good teachers and infrastructure. With the addition of  JVM, 
the  JSW Group now operates five schools. Each of these schools adheres  to 
rigorous academic pursuits and encourages extra-curricular talent.

2) Appointment of local youth as teachers

The  Foundation appointed 24 local youth as teachers across 15  schools  at 
Kutehr,  HP,  to  match  the  student-teacher  ratio.  A  30%  increase  in 
attendance is observed in these schools.

3) De-centralized Mid-day Meal programme

The Foundation has partnered with Gram Panchayat, Ratnagiri to enhance  the 
quality  of the available food, both hygienically and nutritionally.  After 
consultation  with  a  dietician, thrice  a  week,  nutritious  supplements 
(sprouted  legume,  eggs  and  dates)  are  given  to  the  students.  This 
initiative  reduced  the  instances of  malnutrition  among  the  students, 
enhancing attendance.

4) URJA PHC

The Foundation operates a well-lit and ventilated PHC (public health  care) 
at  Ratnagiri  with  adequate space for  registration,  record  room,  drug 
dispensing  room  and  waiting area for patients,  among  others.  It  also 
conducts  special  camps  for women, children and the elderly  as  well  as 
routine health check-ups for students.

5) Up-gradation of government-run health centres

The government-run health centres at Bhadresh, Barmer and Kutehr have  been 
upgraded  to  strengthen  the  existing  infrastructure.  The   initiatives 
include:

a) Improving water and sewerage systems

b) Renovation of buildings

c) Sanitisation of operation theatre and other rooms

d)  Recruitment  of  doctors, nurses and other staff;  also  providing  new 
medical equipment

e)  Providing refrigerators for medicines/vaccines and registers  for  data 
collection and MIS

The  Foundation  collaborates  with state health departments  and  aims  to 
ensure  advanced health outreach to a large rural population through  PHCs. 
The  initiatives  have  resulted in increased  institutional  delivery  and 
adoption of family-planning methods.

6) Sanitation drive

A major sanitation drive was undertaken at Ratnagiri in collaboration  with 
the  government`s Total Sanitation Campaign. Two hundred  individual  units 
have  been constructed and the community is providing financial  assistance 
to this initiative.

7) Self-help groups

Active  self-help  groups have been organised for local women,  which  have 
started individual and group enterprises. One such enterprise is  supplying 
chapattis  to  the  Ratnagiri mess. In  addition,  tailoring  classes  were 
conducted at Kutehr and Barmer.

8) Environment

Earth  Care  Awards: This is a national initiative to support  the  growing 
consciousness  about  climate change, emissions  reduction,  land-and-water 
preservation,  and  the  general reduction of  environmental  hazards.  The 
awards  jury is headed by Dr M S Swaminathan and the Director  Generals  of 
ICFRE and ICRISAT are members.

Water  conservation:  A  community-based  water  conservation  project  was 
started  to enable communities to understand how even small  quantities  of 
rainfall  could  be  conserved.  At Barmer,  water  conservation  has  been 
completed across 90 hectares of land.

9) Sports promotion

The  development  of  playing grounds for  rural  schools  helps  encourage 
sports.

10) Promotion of Arts

Following  a  major exterior restoration initiative at Mumbai`s Sir  J.  J. 
School  of  Arts, the Foundation is now completing the restoration  of  the 
Interiors of Fine Arts Building.

JSW ENERGY CENTRE OF EXCELLENCE (JSWECE)

The  Company through the JSWECE conducts a one-year Post  Graduate  Diploma 
course in Power Plant Engineering to

develop  a  trained  talent pool for the power sector  and  JSW  Energy  in 
particular.  The course is offered under academic collaboration  with  M.S. 
Ramaiah  Institute of Technology, Bangalore, an autonomous Institute  under 
Visvesvaraya  Technological University, Karnataka and is recognised by  the 
Central  Electricity  Authority (CEA). JSWECE launched its first  batch  of 
Post Graduate Diploma in Power Plant Engineering (PGDPPE) in August, 2009.

The Company runs JSWECE at OPJ Centre, Vijayanagar, which imparts  training 
on PC-based dynamic high-fidelity 300 MW Thermal Power Plant Simulators. It 
also provides enhanced exposure to students through on-the-job training  in 
its  power plants at Vijayanagar, Ratnagiri and Barmer. It is  successfully 
running its fifth batch with 60-70 students and has earned recognition from 
several  power  plants across the country. While some of the  students  are 
absorbed  by the Company, the rest are employed in  other  power-generating 
companies.

In  addition  to conducting the one-year PGDPPE, JSWECE  is  also  building 
capabilities  of  employees of JSW Energy through continuous  learning  and 
development  programmes  at its centre. A programme developed  for  Diploma 
Engineers of Ratnagiri has helped improve their skill and employability  at 
the shop floor. JSWECE is developing a continuous stream of  professionals, 
groomed  with  specialized skills, to strengthen India`s power  sector  and 
enhance employability for eligible engineering professionals.

INTERNAL CONTROL AND AUDIT

A) Internal control

The  Company  has  a  proper  and  adequate  system  of  internal  control, 
commensurate with the size and nature of its business. The internal control 
system is integral to the Company`s corporate governance.

Some key features of the internal control system comprise:

* Adequate documentation of policies, guidelines, authorities and  approval 
procedures, encompassing important functions of the Company.

* Deployment of an organization-wide ERP system covering its operations and 
supported by a defined on-line authorization protocol.

*  Ensuring  complete  compliance with  laws,  regulations,  standards  and 
internal procedures and systems.

*  De-risking the Company`s assets/resources from any loss,  attrition  and 
deterioration.

*  Ensuring  the  integrity  of  the  accounting  system;  the  proper  and 
authorized recording and reporting of all transactions.

*  Preparation  and  monitoring of annual budgets  for  all  operating  and 
service functions.

* Ensuring reliability of all financial and operational information.

* The Audit Committee, comprising Independent Directors, regularly  reviews 
audit  plans,  significant audit findings, adequacy of  internal  controls, 
compliance with Accounting Standards, among others.

*   A comprehensive Information Security Policy and continuous updation  of 
IT systems

B) Internal audit

The  Company  has an internal audit function that  inculcates  global  best 
standards and practices of international majors into the Indian operations. 
The  Company has a strong internal audit department reporting to  an  Audit 
Committee  comprising  Independent / Nominee Directors who are  experts  in 
their respective fields.

The  Company  successfully  integrated the COSO  (Committee  of  Sponsoring 
Organizations of the Treadway Commission) framework with its audit  process 
to enhance the quality of its financial reporting, compatible with business 
ethics, effective controls and governance.

The Company extensively practices delegation of authority across its  team, 
which  creates  effective checks and balances within the system  to  arrest 
non-conformance.  The internal audit team has access to all  organizational 
information, facilitated by the ERP mechanism.

C) Audit plan and execution

The  Internal  Audit department prepares a comprehensive  Risk-based  Audit 
Plan  which  is executed by the internal audit team across  locations.  The 
frequency  of  audit is decided on the basis of risk  ratings  assigned  to 
areas / functions.

The  Audit Plan is subject to periodic review to include areas, which  have 
assumed  significant importance in line with the emerging  industry  trends 
and the aggressive growth of the Company. In addition, the audit department 
also  relies  on internal customer feedback and other  external  events  to 
incorporate additional areas into the audit plan.

FORWARD LOOKING AND CAUTIONARY STATEMENTS

In  this  Annual Report we have disclosed  forward-looking  information  to 
enable  investors to comprehend our prospects and take informed  investment 
decisions.  This report and other statements - written and oral -  that  we 
periodically   make,  contain  forward-looking  statements  that  set   out 
anticipated  results  based on the management`s plans and  assumptions.  We 
have  tried  wherever possible to identify such statements by  using  words 
such  as  `anticipates`,  `estimates`,  `expects`,  `projects`,  `intends`, 
`plans`,  `believes` and words of similar substance in connection with  any 

discussion of future performance.

We cannot guarantee that these forward-looking statements will be realised, 
although  we  believe  we  have  been  prudent  in  our  assumptions.   The 
achievement  of results is subject to risks, uncertainties  and  inaccurate 
assumptions. Should known or unknown risks or uncertainties materialise, or 
should  underlying assumptions prove inaccurate, our actual  results  could 
vary  materially  from those anticipated, estimated or  projected.  Readers 
should bear this in mind. We undertake no obligation to publicly update any 
forward-looking statements, whether as a result of new information,  future 
events or otherwise.
 
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