
AIF Fund (Support Services)
GSE Solar India Opportunities Fund is a Category II AIF targeting investments in the Renewable Energy Sector-Solar. The tenure being 8 years with and extension of 1+1 years with an average expected asset holding period of 6-6.5 years. The size of the fund being INR 100 Cr; 50 Cr Greenshoe upto 150 Cr.
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HIGH QUALITY OPERATING
Brownfield (operational) solar assets are available sporadic Infrastructure and small EPC's
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DELEVERAGE IPP
Independent Power Producers have high cost of capital, which creates an opportunistic pool of select few high quality operating assets
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Ideal Asset Management
Historical 'set-it-and-forget-it' attitude, ample high quality underperforming assets can be enhanced leveraging ideal Asset Management
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Yielding
Eminent high yielding clean tech investment opportunity with a Gross IRR of 18 - 20% and Annual Cash Flow Yield of 11 - 13%
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LIQUIDITY
Collosal inventory pile up of solar assets from HNI, Family Offices, Individuals Promoters looking to de-risk renewable portfolio and enhance liquidity
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CHERRYPICK
Fund will aim to handpick assets which at a portfolio level have an upside potential through Leverage Enhancement and Operational Efficiency
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Monthly Cash Flow Assets
Optimal predictable monthly stream of cash-flows from credible counterparties acts as an asset cover and seamless income source for investors
Why The FUND ?
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Diversified Pool of Solar Assets
Rooftop + Ground mounted + Distressed (NCLT Company - operational ideal value renewable asset) - Immediate access to yield from a diversified solar asset pool, currently unavailable to individual investors (First Mover Advantage)
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Alternative Investor Model to IPP
IPP's focus on an internal growth strategy which is driven by valuation growth incentivization (not suboptimal for investors and often lopsided to EPC/Promoter Valuation) for promoter companies. Through strategic change in focus - true investor returns can be achieved. An ideal investment route for Renewable Energy investments
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Strong Investment Committee
Eminent experts with significant experience in infrastructure Advisory & Operations, assist to evaluate deals and drive sustainable & seamless portfolio growth
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Credible Fund Advisor 'GSE Renewables'
Advisor with in depth expertise in the Solar Rooftop & Ground Mounted sector with over 25MW development & operational assets, coupled with supreme Asset Management capabilities (Integrated Project & Asset Management)
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Colossal Brownfield Inventory Pile Up
Favorable policy framework & macros have initiated an upswing in development of solar assets across the country. Quality operational solar assets are available at optimal value with HNIs, IPPs and distressed (NCLT) companies (renewable portfolio)
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Seamless Growth Model
Acquisition (10 - 11%) - Refinance (15 - 16%) - Efficiency (16 - 17%) - Exit (18 - 20%) with an expected return distribution of 12 -14% (Post Tax)