Solvanta Renewables — Operations Strategy

The three-phase operating model across development, construction and operations, the site portfolio strategy and the supply chain and EPC underpinning Solvanta.

Solvanta Renewables Business PlanSection 11 › Operations Strategy

Section 11 · Business Plan

Operations Strategy

The three-phase operating model across development, construction and operations, the site portfolio strategy and the supply chain and EPC underpinning Solvanta.

Three-phase operating model

Solvanta’s operating model follows the proven IPP lifecycle in three
overlapping phases, run as a continuous production line across the
portfolio rather than sequentially per project.

Phase 1 — Development pipeline

  • Land acquisition through long-term notarial lease options (30+5
    years) over pre-screened sites with measured solar/wind resource,
    minimal environmental sensitivity and proximity to available grid
    connection capacity.
  • Environmental authorisations under NEMA: full EIA cycles of 12–18
    months managed by panel environmental consultants; avifaunal and
    heritage studies front-loaded on wind sites.
  • Grid access: cost-estimate letters and budget quotes from
    Eskom/NTCSA; self-build election on shallow connection works where it
    compresses timelines.
  • PPA origination: anchor offtakers secured to a minimum 70% of P50
    output before EPC award; contracted-demand pipeline maintained at 1.5x
    forward build.

Phase 2 — Construction

  • Fixed-price, date-certain EPC contracts with tier-1 contractors,
    with liquidated damages sized to cover debt service during delay and 10%
    performance bonds.
  • Senior debt financial close per SPV cluster; disbursement against
    independent engineer certification.
  • Owner’s engineer supervision; local content and community
    obligations embedded in EPC scopes to satisfy B-BBEE and, where
    applicable, REIPPPP-style economic development commitments.
  • Commissioning and grid code compliance testing; take-over against
    performance ratio guarantees (solar PR ≥ 82%; wind availability ≥
    97%).

Phase 3 — Operations

  • O&M through ServCo with OEM support agreements; 24/7 remote
    operations centre in Cape Town monitoring the full fleet plus
    third-party assets under management.
  • Asset management: production forecasting, contract
    administration, energy accounting and settlement across wheeled
    deliveries, the operational backbone of TradeCo.
  • Continuous optimisation: repowering assessments, DC-side
    augmentation, BESS retrofit on solar sites as ancillary service markets
    deepen.

Site portfolio strategy

Region Technology Target MW Rationale
Northern Cape Solar PV 620 Premier irradiance (>2,900 kWh/m²); available grid capacity on Kronos/Aries corridors
Free State / North West Solar PV 460 Load-proximate; distribution-level wheeling to Gauteng customers
Western Cape Wind 280 Strong resource; port logistics; curtailment-managed connections
Eastern Cape Wind 300 Proven wind corridors (Cookhouse/Jeffreys Bay region)
Northern Cape Wind 140 Emerging corridor; co-located with solar for shared grid infrastructure
Customer-proximate BESS 400 MWh Sited at connection points serving firmed corporate profiles

Supply chain and EPC

Equipment procurement follows a dual-vendor framework per technology,
modules and inverters (Sungrow, Huawei Digital Power and equivalent
tier-1), turbines (Vestas, Goldwind), and BESS (containerised LFP
systems), with framework agreements locking price and delivery windows
across phase clusters to capture volume economics. The 2024–2026 global
oversupply in modules and cells has reduced landed costs by over 30%
from 2022 peaks, underpinning the R11.8m/MW solar benchmark used in the
capital plan. Rand weakness is the principal supply-chain risk:
equipment is 60–70% USD/CNY-denominated, hedged at EPC award through
forward cover, with a 10% capex contingency embedded per project.

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of Solvanta Renewables (Pty) Ltd.