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
75%
Numeric claims
3
Consistency
contradicted
Question ledger
Abhinav Nalawade · ICICI Securities
partialgrid availability has been impacting us... we were expecting in the last quarter some 2-3 gigawatts of augmentation, which has not taken place. However... there has been an augmentation of 1 gigawatt... we are expecting 2-3 gigawatts of augmentation from Khavda itself.
Abhinav Nalawade · ICICI Securities
partialour strategy has been to maintain around 20% of merchant... most of it is also being utilized once the PPA are going to be operationalized. In the current context, it has started already coming in, and we do expect in the coming year itself more than 1-2 gigawatts of it.
Abhinav Nalawade · ICICI Securities
directFor FY26, we are projecting a run rate EBITDA of INR 17,000 crore, including other income of about INR 1,000 crore. On our run rate EBITDA from our power supply revenue would be about INR 16,000 crore.
Speaker 12 · Envision Capital
partialIt is the seasonality... wind has been particularly low... curtailment impact... market pricing for the merchant power has also been subdued... we do expect better things in this particular quarter.
Speaker 12 · Envision Capital
directwe don't have any impact of depreciation of rupee because we are fully hedged in terms of principal as well as interest. So whatever is the mark-to-market... gets benefited out of the hedge benefit that we get.
Speaker 12 · Envision Capital
directCapEx... about INR 35,000-INR 40,000 crore of CapEx that we will do for the next year. And revenue... run rate EBITDA... would be INR 17,000 crore... revenue per se, it would be in the range of about INR 17,000-INR 18,000 crore for next year.
Speaker 13 · Cantor
directPredominantly, our expansion is coming at two places... Rajasthan, other is Khavda. At both these places, there has been an impact on the grid availability... In Rajasthan... 1,000 MW has now been released... In Khavda, the curtailment remains... we were expecting this 2-3 GW... now being delayed.
Speaker 13 · Cantor
directNo, I think the only thing there was no tariff mix per se. But since the merchant power pricing has been subdued in the last quarter, you would see that the revenue is not in line with what has been there in the past.
Nikhil Nigania · Bernstein
directNo, no, no. It's absolutely wind speed. Nikhil, it is wind speed, and that's not only for us. But you can look around. The wind speed, particularly in regions like Khavda, has been the sole factor for our lower PLF at Khavda.
Nikhil Nigania · Bernstein
partialwe do expect another 10 GW to be added in the next year... huge deployment of battery storage at Khavda... we are going to commission India's largest... battery storage project.
Mohit Kumar · ICICI Securities
directin this particular financial year, we are going to commission 3.3 gigawatt-hour of capacity battery, 3.5 to be precise. And... we do expect and we are aiming to add more than twice of it in the coming year.
Pradyumna Choudhary · JM Financial
evasivewhen we bid the project, always take into consideration the vagaries of commodities... we are very, very conservative in our costing... we are overtly conservative on our commodity pricing... it is still a very different and a decent level of returns which this project gives to us.
