Adani Enterprises · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
71%
Numeric claims
9
Consistency
contradicted
Question ledger
Mohit Kumar · ICICI Securities
directthe number that you were highlighting, which is basically on commercial mining weakness is related to the specific event which weather event is occurred in Australia in this year at Carmichael Mine, which was largely a rain-related event...
Mohit Kumar · ICICI Securities
directThat is a standard form. You know, roughly you can assume about 40 months.
Mohit Kumar · ICICI Securities
partialwe have the capacity to, but there is no specific planning other than the fact that we want to make sure that the total line capacity on terms of modules and cells is the 10 GW right now.
Mohit Kumar · ICICI Securities
directwe'll continue to sell in India. There could be certain other markets if our ongoing marketing efforts continue... we can just assume that it's primarily India.
Mohit Kumar · ICICI Securities
directWe expect the next year to be around the same level, about INR 40,000 crore. Of that, there are three core areas where the CapEx is expected. Airports... about INR 17,000 crore. PVC... about INR 9,000 crore. Another INR 4,000 crore would be in the natural resources, metals and mining space.
Mohit Kumar · ICICI Securities
deflecteddata center, we don't specifically report out, but we expect to complete close to. Actually because that we can give you the exact number. Can we take this question on note and we can respond formally?
Prateek Kumar · Jefferies
directThat is largely because of the demand that we have. The market, the participants in the market who are unable to utilize their capacity. We have a, you can say a quote-unquote, a tooling type arrangement. We use their capacity to sell higher than our capacity.
Prateek Kumar · Jefferies
directSafely assume that you start seeing some of the numbers towards the for module lines towards the second half of the year and then Sorry, the cell line, module line and then the cell line. We should complete in the second half.
Prateek Kumar · Jefferies
directWe sort of ended the year at around 50. You can expect that we will be high double-digit growth next year as well. Say close to 20% mark.
Prateek Kumar · Jefferies
evasiveWe had to report that from a technical view. This coming quarter we report first time as a separate line item. From the revenue point of view, we have to report given it met the revenue threshold... From an overall business point of view, we report from next quarter onwards.
Prateek Kumar · Jefferies
partialI think from airport business plan point of view, Prateek, I think the airport team, the airport management will be ready by. They are comfortable around, say, 2027, 2028. Then for after that, you know, it's for AEL board to determine.
Manish Somaiya · Cantor Fitzgerald
partialThe overall consolidated EBITDA is flat, and I'll come to that point. On a quarter-to-quarter basis, there is a slight growth. Largely speaking, two things are happening here simultaneously. The core airport business, the EBITDA is well on a quarter-to-quarter basis. On a stable basis, if you look at it, is almost 50% higher.
