1. NEST MOVING SUSTAINABLY TOWARDS ELIMINATING LIGHT POVERTY IN THE WORLD
Presented by
DT Barki
Noble Energy Solar Technologies Ltd,
Hyderabad At
8th February 2010

2. NEST-Aishwarya® World’s #1 Solar Lantern Brand
Source: GTZ+ Fraunhofer ISE Tech Report #

3. NEST ACHIEVEMENTS; CHRONOLOGICAL
NEST features as a Clean Tech Revolutionary
Next Big Growth & Investment Opportunity and trend-setter organization
AWARDS
AND
RECOGNITIONS

4. 70 Dealers 2001 – 2008 90,000 nos India: NEST Performance Africa
Sales & Markets Addressed
NEST Performance
FY 09
Rs.8 Cr
India:
70 Dealers
Overseas:
Africa
Latin America
Central America
2001 – 2008
90,000 nos
80% India % Export

5. Energy Savings: NEST Performance Assumptions:
More darkness than light
Energy Savings:
Assumptions:
1. Lumens, kerosene lamps: 10 lumens
2. NEST-AISHWARYA® solar lantern: 80 lumens
3. Sales: 90,000 NOS.
Tonnes of CO2 mitigated annually:
= 90,000 x 2.6 kg CO2 /lamp/litre x 8 x 60*
= mn kg of CO2
= 112, 320 tonnes of CO2 per year
*Assuming 5 litres/month kerosene consumption

6. Fortune At the Bottom of the Pyramid
NEST, the way ahead
Fortune At the Bottom of the Pyramid
Light of Today & Tomorrow
Putting Last First
Livelihood

7. CO2 100mn Indian families Power cut in Indian villages
NEST MARKET Potential - Nearly 2/3rd of world population has little or no access to electricity
Power cut in Indian villages
16 hrs
Unsafe kerosene lamps
100mn Indian families
CO2
In India, 2.5 million people including 3,50,000 children meet with kerosene related accidents
300 mn tons
(World- annual)
MARKET Potential
Inefficient
Unhealthy
Dangerous
Expensive 7

8. Market Inflection/tipping point
NEST MARKET METAMORPHOSIS 10
SUSTENANCE PHASE 7
No. of solar lantern units sold (in 100 thousands)
B’HROUGH 1
EXCELLENCE PHASE
Market Inflection/tipping point
0,0 5 9 14
Time period (in years)

9. Rs.5/day (Solar Energy Kiosks, KAITO AG, GERMANY)
Business Model
Indian BoP Market
Landlords
(Rich Vilgr)
Middle Income
Low Income
(Daily Wagers)
Type of Home
Daily Income
<$5/day
$2/day
<$1/day
# of Families*
15,000,000
35,000,000
50,000,000
Type of solar lamp
Cust. Price
(Sale price)
Rs.2,500
(Rs.1800)
Rs1,350
(Rs.900)
Rs.5/day (Solar Energy Kiosks, KAITO AG, GERMANY)
(Rs.1600)
* 10% of the total no. of families (Market share)

10. NEST MARKET PROJECTION
100
25% of 100 mn (solar lanterns): NEST target mkt. share
10 million/100 lacs solar lanterns in 25 years
4 lacs solar lanterns/ year
INR 2000/unit for 100 lac units = INR 2000 Cr. 75
Sales, Solar Lanterns in Lacs 50 25
0,0
2035
2011
2020
Year

11. NEST – A SUSTAINABLE BUSINESS – WHY?
EXCELLENCE IS A PRIORI, SUCCESS FOLLOWS SUIT
Innov
Techn
Social
2001
Unique LED,
patented
technology
Other LED
Lanterns
TECHNOLOGICAL EXCELLENCE

12. NEST – A SUSTAINABLE BUSINESS
MARKET CONDITIONING
SUSTAINABILITY FACTORS
High Volume Sales:
Being Achieved Now
2. So Far: Product Excellence,
Innovation in the form of LED
Solar Lantern, AISHWARYA-WOW
3. Seed Marketing & Market
Know-how
SMEs
CSR

13. NEST – A SUSTAINABLE BUSINESS – MARKET CHANNELS
Partners
Sales & Distr
Tech/CSR
PSU
Inteliz N
Supplied Solar Lanterns
to JREDA through Exide Ltd.
Installed Solar Street Lights
at Atomic Mineral Devpt.
(AMD)
Interface FLOR
Kaito,

14. NEST – A SUSTAINABLE BUSINESS
SUPPLY CHAIN MANAGEMENT:
Facility: “NEST” way or “Manufacturing Alliance
NEST’s Core Competence: Design, Development of New & Innovative Products
Market Focus

15. NEST – FINANCE MECHANISM
NEST is an entirely financed by innovative means in the form of other
businesses such as Silica.
NEST has supplied High Purity Quartz to poly-silicon and SoG silicon
companies such as Msetek, Japan; Becancour Silicon Inc and has
agreements to supply this most precious raw material of the modern
times.
With the announcement of the Solar Mission (20GW by 2020) NEST
is expected to play a significant role by bagging high volume orders from
Central and Eastern states of India.

16. THANK YOU