Adani Green Energy · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
71%
Numeric claims
0
Consistency
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Question ledger
Puneet · HSBC
partialwe are able to command industry leading IRRs, which are, As we have mentioned, it's at least 2%, 2.5% higher than the any competitor. So that's 1. So we were not impacted that badly I would say badly by the increase in the module prices, we were easily lowered by At least 15%, then the highs which you saw.
Puneet · HSBC
directit has maybe come down on a year on year basis From 47% to 38.7 percent and this is going to be largely on account of 2 elements actually. One is, it was okay during this 1st quarter per se, Wind speed was relatively little lower compared to the last year. Secondly, okay, there was the 4th major event of Before your cyclone in the state of Gujarat
Puneet · HSBC
directI can probably give you a range that we are talking about now a COF of close to 33% to 34% for solar, Whatever we are implementing based on the new technologies which we have adopted and moving ahead further.
Nikhil · Bernstein
partialWith respect to going forward for the large site which we are developing now in Kavda, There we expect the QF to be in the range of 38%, 39% per se.
Nikhil · Bernstein
partialour medium to long term strategy is to localize our supply chain And we will continue to do that. And we will take advantage of any price gaps or any movements 2020. To take advantage in repowering or in new projects, but our overall strategy is to localize.
Nikhil · Bernstein
directInfirm Power during this Quarter has not been that significant actually. ... approximately around R44,000,000,000 actually no, R20,000,000,000 from this specific project, sorry, R20,000,000,000
Puneet · HSBC
partialI'm not in any hurry whatsoever to tie up additional capacities because generally you get 24 months to 24 months Roughly for execution, so I only have to jett. However, we continue to look at the market For opportunities which can provide us real data
Puneet · HSBC
directCapEx cost per megawatt which we are broadly talking about excluding DCT for solar projects Between will be 4.8cr to 5cr actually. So that is 1 megawatt will be added for wind. Wind, it will be close to 6 point 3 to 6.5 crores per megawatt.
Nikhil Abhyankar · ICICI Securities
directYou would see us probably doing more locking in capacities in the next 6 to 8 months as Some of this capacity I start tying up for period beyond 2025.
Nikhil Abhyankar · ICICI Securities
evasivedecarbonization has become a very 2. Big theme and the opportunities around that is expanding very rapidly in the market. Added to that, for us, within the group also, there are additional opportunities for which we get inquiries.
Rupendar Nath Nayak · Suniti Securities
partialthe cost on an all in basis, Including the turbine, BOS, IDC, soft cost, land, evacuation, everything put together is depending on the That location is anywhere between 6.3 crores to 6.5 crores per megawatt.
Dhruv Munchal · HDFC Mutual Fund
directthe wind potential is something which is easily north of 2 gigawatt, more wind we are currently tying up, but yes, initial estimates are not of 2 8. ... On the pump hydro, I think we are in advanced stage of engineering design and project study.
