Adani Green Energy · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
42%
Numeric claims
0
Consistency
—
Question ledger
Puneet Gulati · HSBC
partialAs far as Holdco bond is concerned, as I said, it will be repaid actually. ... RG-One bonds, we are on track ... will be only refinanced through USD PP market. ... we don't expect any material increase in effective cost of refi ... compared to the cost of borrowing ... near to 9.6%.
Puneet Gulati · HSBC
evasiveSo out of the 20.4 gig, we have close to 3% as the non-contracted portfolio. When I say non-contracted, it is basically merchant. Not on the C&I. We have active discussions on the C&I bit as well.
Puneet Gulati · HSBC
partialWe are now getting into the execution phase of these manufacturing link contracts. ... With respect to the unsigned capacities, we are in very, very advanced discussions and expect that within this quarter, the balance capacity should be signed up as well.
Puneet Gulati · HSBC
evasiveToday we are projecting 2.83 gigawatt as part of our financial year. ... we are targeting in that neighborhood. More color we will provide later part of this year.
Nikhil Nigania · AllianceBernstein
directThis is a full equity investment in the nature of equity, 100%. ... it's a pre-money value for those two assets. ... the value has been determined at $300 million.
Nikhil Nigania · AllianceBernstein
partialUnder the revenue from power supply, one time, there is nothing one time, actually. ... Other income has got LPS element. ... around INR 54 crore ... then another element ... approximately 180 CR, out of which, approximately INR 60 crore, we have already received it.
Nikhil Nigania · AllianceBernstein
partialThere is a bit of a cycle of these projects. ... we had to spend a lot of time and effort in putting the baseline infrastructure ... which we successfully completed. ... we are seeing very rapid progress. ... we're very confident of our team's ability to deliver.
Apurva Bahadur · Goldman Sachs
partialInformed power for this one, okay, half year is nearly going to be INR 77 crore, actually. ... Last year was going to be towards nearly, I think for this half year would have been approximately between INR 800 crore-INR 900 crore. Exact number is not readily available to me.
Apurva Bahadur · Goldman Sachs
evasiveOn the pump storage, we have quite a few projects in the queue. ... we are nearing completion of one of the projects where we will be taking a FID. ... I feel very confident that we will have that update for you before end of this financial year.
Puneet Gulati · HSBC
evasiveOur current plans ... are way prior to their contracted SCOD dates. We do not have any risk, even if my plan gets delayed by a couple of months. ... There are projects which are supposed to comply with the ALMM requirement. There are projects which are okay without the ALMM requirement.
Ravindra Nayak · Sunidhi Securities
partialExit should be around 11-ish by end of this financial year. ... we are ramping up our capability towards 5+ every year. I think the number is then known to you, where it probably would take 2 years or less after this financial year to reach this number.
Dhruv Muchhal · HDFC AMC
directFor the H1, we have reported the numbers at 45.4%, across the four projects of hybrid, which we have 240 megawatt. The achievement has been very much in line with what we had expected. ... we should be able to get around that number and probably slightly higher.
