MACQUARIE CAPITAL SECURITIES (INDIA) PRIVATE LIMITED. India/ China Oil & Gas Yatra Mumbai 16 February 2011
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1 MACQUARIE CAPITAL SECURITIES (INDIA) PRIVATE LIMITED India/ China Oil & Gas Yatra 2011 Mumbai 16 February 2011 New Delhi February 2011 =
2 MACQUARIE GROUP Macquarie Capital Securities (Australia) Limited Macquarie International Holdings Limited, Shanghai Representative Office Macquarie Capital Europe Limited, Paris Branch Macquarie Capital Securities Limited Macquarie Capital Securities (India) Pvt Ltd PT Macquarie Capital Securities Indonesia Macquarie Capital Securities (Japan) Limited Macquarie Capital Securities Limited (Seoul Branch) Macquarie Capital Securities (Malaysia) SDN BHD Macquarie Capital Securities (NZ) Limited Macquarie Capital Securities (Philippines) INC Macquarie Capital Securities (Singapore) PTE Limited Macquarie Capital Securities Limited, Taiwan Branch Macquarie Capital (Europe) Limited, Geneva Representative Office TMB Macquarie Capital Securities Limited Macquarie Capital (Europe) Limited Macquarie Capital Securities (USA) Page 2
3 KEY CONTACT DETAILS Name/Position Office Telephone Mobile Fax/ Andrew Mouat Executive Director Head of Equities - India Mob: Fax: Andrew.Mouat@macquarie.com Jal Irani Division Director Asian Oil Sector Head Mob: Fax: jal.irani@macquarie.com Rakesh Arora, CFA Managing Director Head of Research India Analyst Basic Materials Mob: Fax: rakesh.arora@macquarie.com Abhishek Agarwal Senior Associate Analyst Research - India Mob: Fax: abhishek.agarwalmsg@macquarie.com Sheryl Mascarenhas Macquarie Connections Corporate Access - India Mob: Fax: sheryl.mascarenhas@macquarie.com Page 3
4 SUMMARY Date Location Companies Wednesday 16 February 2011 Thursday 17 February 2011 Friday 18 February 2011 Mumbai New Delhi New Delhi Oilex BPCL Essar Oil ONGC 3D Mr V. K. Sibal B fast meeting DGH Oil India Indian Oil Corp ONGC Indraprastha PNGRB Petronet LNG GAIL INDIA Cairn India Page 4
5 Wednesday 16 February Mumbai = Car pickup from hotel TRIDENT (NARIMAN POINT) = 08:30 09:30 OILEX VIDEO ERENCE Venue: Trident, Nariman Point Macquarie Attendee: = 10:00 11:00 = 12:00 13:00 = 15:00 16:00 BPCL Mr R. K. Singh CMD Mr S. K. Joshi Director Mr Rajoo Natekar - General Manager (Treasury)= Venue: Bharat Bhavan, 4 & 6, Currimbhoy Road, Ballard Estate, Mumbai ESSAR OIL Mr. Prem Sahani - CBM Head= Venue: Essar House, 11 Keshavrao Khadye Marg, Mahalaxmi, Mumbai ONGC 3D SEISMIC FACILITY VISIT * VIRTUAL REALITY CENTRE = Venue: Chembur = 16:00 Drive to airport = Flight Options Mumbai- New Delhi IT335 (Kingfisher) Dep- 18:25 Arr- 20:30 = [hh.mm] Car pick up from airport drop to hotel Grand Hyatt = GRAND HYATT PLAZA Bhikaji Cama Place, Ring Road, New Delhi Fax: Note: BLOCK BOOKING HAS BEEN MADE * Facility for monitoring and viewing seismic studies, drilling, reserves and the geology of oil and gas reservoirs across various blocks Page 5
6 Thursday 17 February New Delhi = 08:30 09:30 EX - DIRECTOR GENERAL OF DIRECTORATE GENERAL OF HYDROCARBONS B FAST MEETING Mr V. K. Sibal Venue: = 09:30 Car pickup from hotel Grand Hyatt = 11:00 12:00 = 12:30 13:30 DIRECTORATE GENERAL OF HYDROCARBONS (DGH) Mr. Srivastav - Directorate General Mr. R. K. Sinha - Advisor Mr. Amritha Kumar - Head - Contract Finance Mr. Sanjay Chawla - Head - Reservoir Venue: C-139, Sector-63, Opp Fortis Hospital, Near Sahara Building, Noida OIL INDIA Mr. T. K. Ananth Kumar - Director (Finance) Mr. Bhalla - Executive Director Corporate Affairs Mr. Talip Das - Director - Exploration Venue: Plot No. 19, Sector 16A, Noida = 13:30 Travel lunch = 15:00 16:00 = 16:30 17:30 INDIAN OIL CORP Mr. S. V. Narasimhan - Director Finance Venue: Corporate Office, 3079/3, J.B. Tito Marg, Sadiq Nagar, New Delhi ONGC Mr. D. K. Pande - Director Explorations Mr. D. K. Saraf - Director Finance Mr. S. K. Jain - Geologist Venue: Jeevan Bharati, 7 th Floor, Tower II, 124 Indira Chowk, New Delhi Page 6
7 Friday 18 February New Delhi = Car pickup from hotel THE GRAND HYATT PLAZA = 09:00 10:00 INDRAPRASTHA GAS Mr. Rajesh Agrawal - General Manager Finance Venue: IGL Bhawan, Plot No. 4, Community Centre, Sector 9, R.K.Puram, Behind Sangam Cinema, New Delhi = 10:45 11:45 PETROLEUM & NATURAL GAS REGULATORY BOARD Mr. L. Mansingh Chairperson Sh. B.S. Negi - Member (Infrastructure) Venue: Ist Floor, World Trade Centre, Babar Road, New Delhi = 12:15 13:30 GAIL INDIA Mr. A. K. Kaushik Executive Director (Finance) Mr. Mathur General Manager Marketing Venue: 16, Gail Building, Bhikaji Cama Place, New Delhi = 13:30 Travel to Gurgaon Lunch at hotel in Gurgaon = 16:00 18:00 CAIRN INDIA Mr Indrajit Banerjee - Finance Director Mr Suniti Bhat - Head Reservoir, Geologist Venue: Venue: 3rd & 4th Floor, Vipul Plaza, Suncity, Sector 54, Gurgaon = Flight Options New Delhi- Mumbai IT316 (Kingfisher) Dep-20:30 Arr- 23:15 Page 7
8 Saturday 19 February Assam (* subject to investor interest) = Car pickup from Hotel Grand Hyatt = Flight Options: Delhi- Guhawati (IT3357) Dep- 8:35 Arr- 11:05 Guwahati- Dibrugad (S2391) Dep- 12:45 Arr- 13:35 = Car pickup from Dibrugad and drive to Digboi (40kms from Dibrugad airport) = OIL INDIA CRUDE PRODUCTION FACILITY Venue: Digboi. = Drive back to Dibrugad = Stay at hotel in Dibrugad Oil India s crude oil production facilities in Assam, where production is ramping-up Page 8
9 Sunday 20 February = Car pickup from hotel in Dibrugad to airport = Flight Options: Dibrugad Guwahati (9W7080) Dep-14:05 Arr- 14:55 Guwahati- Mumbai (9W2483) Dep- 18:10 Arr- 23:55 (via Delhi) Note: for those travelling to Beijing = Flight Options: Guhawati New Delhi Dep- 18:10 Arr- 21:25 New Delhi - Beijing Dep- Arr- BACKUP = PETRONET LNG Mr. A. Sengupta - Vice President Finance Venue: World Trade Centre, 1 st Floor, Babar Road, Barakhamba Lane, New Delhi = SHIV VANI Mr. Padam Singhi - Joint Managing Director Mr. Rajan Gupta - Chief Financial Officer Venue: NBCC Plaza, Tower 1, 5 th Floor, Puspa Vihar, Saket, New Delhi Page 9
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