Power Distribution Outlook in India-2017
With power distribution reforms gained momentum soon after the application of EA 2003 (where it was believed to be coined in mid 90’s) , Indian power distribution utilities came along way since then. With, introduction of reforms and multiple cognitive steps undoubtedly the power distribution sector stands improved by leaps from the erstwhile levels. Having said that, it indeed still represents the weakest link of the power generation, transmission and distribution chain. With, India having most of the discoms run as state authorities the pedigree for operational efficiencies and achievement of targeted revenue remains a seldom site. Barring Gujarat and few discoms of southern states the degree of AT&C loss levels decline over the past decade remains elusive. For sure, states like Rajasthan , Madhya Pradesh and Maharashtra have depicted remarkable improvement but still owing to the large area of operations and the consumer handled thereof consistently tests the revenue cycle for the utilities.
With India’s generation portfolio turning gradually to renewable preferred one , the existence of very business case for efficient operational and financial performance remains to be the biggest challenge addressable. Honouring the power purchase agreement based upon long term may evolve as the biggest risk for the discoms owing to the falling tariff observed in renewable portfolio and gaining parity with thermal sources. In this regard the pace of network capacity addition track and the billing & metering efficiency track and holistic approach to uncover the other key operations and finances for the discoms for each state with an imperative of outlook assessment was long felt industry need.
With India’s generation portfolio turning gradually to renewable preferred one , the existence of very business case for efficient operational and financial performance remains to be the biggest challenge addressable. Honouring the power purchase agreement based upon long term may evolve as the biggest risk for the discoms owing to the falling tariff observed in renewable portfolio and gaining parity with thermal sources. In this regard the pace of network capacity addition track and the billing & metering efficiency track and holistic approach to uncover the other key operations and finances for the discoms for each state with an imperative of outlook assessment was long felt industry need.
1. EXECUTIVE SUMMARY
2. POWER DISTRIBUTION SECTOR IN INDIA – AN OVERVIEW
2.1 Structural Overview of Power Distribution in India
a. SEB’s Government Utilities
b. Private Utilities
c. Franchisee
2.2 Current Dynamics of Power Distribution Sector in India
3. EVALUATING CURRENT DYNAMICS OF POWER DISTRIBUTION IN INDIA
3.1 Changing Paradigm for Power Generation Sector – Impacting Procurement
3.2 Peak – Demand Supply Estimation & Challenges Thereof
3.3 Falling Tariff Trends for RE - Fillip to OA Transaction
3.4 Additional Hydro & RE Generation Portfolio – More Short- Term Agreements for Discoms
3.5 Burden of Subsidies
4. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR NORTHERN REGION (BROADLY COVERING RAJASTHAN, UTTAR PRADESH, DELHI, HARYANA, PUNJAB, HIMACHAL PRADESH)
4.1 Network Length (Intra-State)
4.2 Sub-Stations
4.3 Metering Status
4.4 Billing Efficiency
4.5 Feeder Segregation Status
4.6 Transformation Capacity
4.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
4.8 O&M Status
4.9 UDAY’S Impact & Compatibility
4.10 Demand and Revenue Breakup as per the Consumers
4.11 AT&C Loss Levels and Trend
4.12 DDUGY Status
5. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR EASTERN REGION (BROADLY COVERING ODISHA, WEST BENGAL, BIHAR AND JHARKHAND)
5.1 Network Length (Intra-State)
5.2 Sub-Stations
5.3 Metering Status
5.4 Billing Efficiency
5.5 Feeder Segregation Status
5.6 Transformation Capacity
5.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
5.8 O&M Status
5.9 UDAY’S Impact & Compatibility
5.10 Demand and Revenue Breakup as per the Consumers
5.11 AT&C Loss Levels and Trend
5.12 DDUGY Status
6. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR WESTERN REGION (BROADLY COVERING GUJARAT, MAHARASHTRA, CHATTISGARH AND MADHYA PRADESH)
6.1 Network Length (Intra-State)
6.2 Sub-Stations
6.3 Metering Status
6.4 Billing Efficiency
6.5 Feeder Segregation Status
6.6 Transformation Capacity
6.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
6.8 O&M Status
6.9 UDAY’S Impact & Compatibility
6.10 Demand and Revenue Breakup as per the Consumers
6.11 AT&C Loss Levels and Trend
6.12 DDUGY Status
7. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR SOUTHERN REGION (BROADLY COVERING TAMIL NADU, KARNATAKA, KERALA, ANDHRA PRADESH, TELANGANA)
7.1 Network Length (Intra-State)
7.2 Sub-Stations
7.3 Metering Status
7.4 Billing Efficiency
7.5 Feeder Segregation Status
7.6 Transformation Capacity
7.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
7.8 O&M Status
7.9 UDAY’S Impact & Compatibility
7.10 Demand and Revenue Breakup as per the Consumers
7.11 AT&C Loss Levels and Trend
7.12 DDUGY Status
8. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR NORTH EASTERN REGION AND UNION TERRITORIES (UT’S)
8.1 Network Length (Intra-State)
8.2 Sub-Stations
8.3 Metering Status
8.4 Billing Efficiency
8.5 Feeder Segregation Status
8.6 Transformation Capacity
8.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
8.8 O&M Status
8.9 UDAY’S Impact & Compatibility
8.10 Demand and Revenue Breakup as per the Consumers
8.11 AT&C Loss Levels and Trend
8.12 DDUGY Status
9. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR NORTHERN REGION
9.1 Network Length (Capacity Expansion)
9.2 Power Demand Outlook
9.3 OA Transaction Outlook
9.4 Sub-station Capacity Outlook
9.5 Billing and Metering Efficiency Outlook
9.6 Transformation Capacity Outlook
9.7 Smart Grid Opportunity and Outlook
9.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
9.9 AT&C Loss Levels Outlook
9.10 Energy Efficiency Practices and Outlook
9.11 Transformation Capacity Outlook
10. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR EASTERN REGION
10.1 Network Length (Capacity Expansion)
10.2 Power Demand Outlook
10.3 OA Transaction Outlook
10.4 Sub-station Capacity Outlook
10.5 Billing and Metering Efficiency Outlook
10.6 Transformation Capacity Outlook
10.7 Smart Grid Opportunity and Outlook
10.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
10.9 AT&C Loss Levels Outlook
10.10 Energy Efficiency Practices and Outlook
10.11 Transformation Capacity Outlook
11. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR WESTERN REGION
11.1 Network Length (Capacity Expansion)
11.2 Power Demand Outlook
11.3 OA Transaction Outlook
11.4 Sub-station Capacity Outlook
11.5 Billing and Metering Efficiency Outlook
11.6 Transformation Capacity Outlook
11.7 Smart Grid Opportunity and Outlook
11.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
11.9 AT&C Loss Levels Outlook
11.10 Energy Efficiency Practices and Outlook
11.11 Transformation Capacity Outlook
12. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR SOUTHERN REGION
12.1 Network Length (Capacity Expansion)
12.2 Power Demand Outlook
12.3 OA Transaction Outlook
12.4 Sub-station Capacity Outlook
12.5 Billing and Metering Efficiency Outlook
12.6 Transformation Capacity Outlook
12.7 Smart Grid Opportunity and Outlook
12.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
12.9 AT&C Loss Levels Outlook
12.10 Energy Efficiency Practices and Outlook
12.11 Transformation Capacity Outlook
13. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR NORTH EASTERN REGION AND UNION TERRITORIES
13.1 Network Length (Capacity Expansion)
13.2 Power Demand Outlook
13.3 OA Transaction Outlook
13.4 Sub-station Capacity Outlook
13.5 Billing and Metering Efficiency Outlook
13.6 Transformation Capacity Outlook
13.7 Smart Grid Opportunity and Outlook
13.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
13.9 AT&C Loss Levels Outlook
13.10 Energy Efficiency Practices and Outlook
13.11 Transformation Capacity Outlook
14. FRANCHISING BUSINESS CASE & PRIVATIZATION OUTLOOK – FOR LIKELY DISCOMS AND STATES
15. CONCLUSION
2. POWER DISTRIBUTION SECTOR IN INDIA – AN OVERVIEW
2.1 Structural Overview of Power Distribution in India
a. SEB’s Government Utilities
b. Private Utilities
c. Franchisee
2.2 Current Dynamics of Power Distribution Sector in India
3. EVALUATING CURRENT DYNAMICS OF POWER DISTRIBUTION IN INDIA
3.1 Changing Paradigm for Power Generation Sector – Impacting Procurement
3.2 Peak – Demand Supply Estimation & Challenges Thereof
3.3 Falling Tariff Trends for RE - Fillip to OA Transaction
3.4 Additional Hydro & RE Generation Portfolio – More Short- Term Agreements for Discoms
3.5 Burden of Subsidies
4. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR NORTHERN REGION (BROADLY COVERING RAJASTHAN, UTTAR PRADESH, DELHI, HARYANA, PUNJAB, HIMACHAL PRADESH)
4.1 Network Length (Intra-State)
4.2 Sub-Stations
4.3 Metering Status
4.4 Billing Efficiency
4.5 Feeder Segregation Status
4.6 Transformation Capacity
4.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
4.8 O&M Status
4.9 UDAY’S Impact & Compatibility
4.10 Demand and Revenue Breakup as per the Consumers
4.11 AT&C Loss Levels and Trend
4.12 DDUGY Status
5. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR EASTERN REGION (BROADLY COVERING ODISHA, WEST BENGAL, BIHAR AND JHARKHAND)
5.1 Network Length (Intra-State)
5.2 Sub-Stations
5.3 Metering Status
5.4 Billing Efficiency
5.5 Feeder Segregation Status
5.6 Transformation Capacity
5.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
5.8 O&M Status
5.9 UDAY’S Impact & Compatibility
5.10 Demand and Revenue Breakup as per the Consumers
5.11 AT&C Loss Levels and Trend
5.12 DDUGY Status
6. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR WESTERN REGION (BROADLY COVERING GUJARAT, MAHARASHTRA, CHATTISGARH AND MADHYA PRADESH)
6.1 Network Length (Intra-State)
6.2 Sub-Stations
6.3 Metering Status
6.4 Billing Efficiency
6.5 Feeder Segregation Status
6.6 Transformation Capacity
6.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
6.8 O&M Status
6.9 UDAY’S Impact & Compatibility
6.10 Demand and Revenue Breakup as per the Consumers
6.11 AT&C Loss Levels and Trend
6.12 DDUGY Status
7. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR SOUTHERN REGION (BROADLY COVERING TAMIL NADU, KARNATAKA, KERALA, ANDHRA PRADESH, TELANGANA)
7.1 Network Length (Intra-State)
7.2 Sub-Stations
7.3 Metering Status
7.4 Billing Efficiency
7.5 Feeder Segregation Status
7.6 Transformation Capacity
7.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
7.8 O&M Status
7.9 UDAY’S Impact & Compatibility
7.10 Demand and Revenue Breakup as per the Consumers
7.11 AT&C Loss Levels and Trend
7.12 DDUGY Status
8. POWER DISTRIBUTION CAPACITY TRACK – NETWORK, OPERATIONS & FINANCES FOR NORTH EASTERN REGION AND UNION TERRITORIES (UT’S)
8.1 Network Length (Intra-State)
8.2 Sub-Stations
8.3 Metering Status
8.4 Billing Efficiency
8.5 Feeder Segregation Status
8.6 Transformation Capacity
8.7 Status of Power Tariffs Structure – CSS, Network Charge and Other Surcharge
8.8 O&M Status
8.9 UDAY’S Impact & Compatibility
8.10 Demand and Revenue Breakup as per the Consumers
8.11 AT&C Loss Levels and Trend
8.12 DDUGY Status
9. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR NORTHERN REGION
9.1 Network Length (Capacity Expansion)
9.2 Power Demand Outlook
9.3 OA Transaction Outlook
9.4 Sub-station Capacity Outlook
9.5 Billing and Metering Efficiency Outlook
9.6 Transformation Capacity Outlook
9.7 Smart Grid Opportunity and Outlook
9.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
9.9 AT&C Loss Levels Outlook
9.10 Energy Efficiency Practices and Outlook
9.11 Transformation Capacity Outlook
10. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR EASTERN REGION
10.1 Network Length (Capacity Expansion)
10.2 Power Demand Outlook
10.3 OA Transaction Outlook
10.4 Sub-station Capacity Outlook
10.5 Billing and Metering Efficiency Outlook
10.6 Transformation Capacity Outlook
10.7 Smart Grid Opportunity and Outlook
10.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
10.9 AT&C Loss Levels Outlook
10.10 Energy Efficiency Practices and Outlook
10.11 Transformation Capacity Outlook
11. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR WESTERN REGION
11.1 Network Length (Capacity Expansion)
11.2 Power Demand Outlook
11.3 OA Transaction Outlook
11.4 Sub-station Capacity Outlook
11.5 Billing and Metering Efficiency Outlook
11.6 Transformation Capacity Outlook
11.7 Smart Grid Opportunity and Outlook
11.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
11.9 AT&C Loss Levels Outlook
11.10 Energy Efficiency Practices and Outlook
11.11 Transformation Capacity Outlook
12. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR SOUTHERN REGION
12.1 Network Length (Capacity Expansion)
12.2 Power Demand Outlook
12.3 OA Transaction Outlook
12.4 Sub-station Capacity Outlook
12.5 Billing and Metering Efficiency Outlook
12.6 Transformation Capacity Outlook
12.7 Smart Grid Opportunity and Outlook
12.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
12.9 AT&C Loss Levels Outlook
12.10 Energy Efficiency Practices and Outlook
12.11 Transformation Capacity Outlook
13. POWER DISTRIBUTION SECTOR OPPORTUNITY AND OUTLOOK STATUS TILL 2022 FOR NORTH EASTERN REGION AND UNION TERRITORIES
13.1 Network Length (Capacity Expansion)
13.2 Power Demand Outlook
13.3 OA Transaction Outlook
13.4 Sub-station Capacity Outlook
13.5 Billing and Metering Efficiency Outlook
13.6 Transformation Capacity Outlook
13.7 Smart Grid Opportunity and Outlook
13.8 Power Distribution Tariff – CSS/Network Charge & Other Surcharge Outlook
13.9 AT&C Loss Levels Outlook
13.10 Energy Efficiency Practices and Outlook
13.11 Transformation Capacity Outlook
14. FRANCHISING BUSINESS CASE & PRIVATIZATION OUTLOOK – FOR LIKELY DISCOMS AND STATES
15. CONCLUSION
