Adani Green Energy · 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
3
Consistency
contradicted
Question ledger
Manish Somaiya · Cantor Fitzgerald
partialWe hope that in the next few days, we should reach the mark of 3 GWh of installed capacity in Khavda... Our capacity ramp-up and addition on the battery side has been very significant so far and is very robust.
Manish Somaiya · Cantor Fitzgerald
directWe think that batteries give similar to or in fact, in many cases, slightly better... funding our BESS portfolio at about INR 1.5 crore per MWh... get about INR 25 lakh of EBITDA per MWh from a thumb rule perspective.
Manish Somaiya · Cantor Fitzgerald
partialOur average blended PPA rates across the board are about INR 3.10... contracting additional solar capacity around the range of about 265, and wind capacity around 375-380.
Mohit Kumar · ICICI Securities
directwe've lost about INR 500 crores of EBITDA in the past year on account of curtailment... total of somewhere between INR 1,200 crores, INR 1,300 crores -INR 1,500 crores of EBITDA in the past year
Mohit Kumar · ICICI Securities
partialour capability as an organization is to be able to execute a capacity of around the range of 7 GW-8 GW per year... we don't expect there to be any significant evacuation constraints... more than 90% of the capacities that AGEL adds will be tied up in long-term PPAs
Mohit Kumar · ICICI Securities
directWe'll be adding north of 10 GWh of batteries... three-hour configuration, so that would be about 3.3 GW equivalent... capital cost of about INR 1.5 crores per MWh, so that should be about INR 15,000 crores total CapEx
Nikhil Nigania · Bernstein
evasivetoday, in addition to whatever the capacities, obviously we have a total of 28 GW that's already signed up... directionally, we will make sure that more than 90% of installed capacity of AGEL is tied up in long-term contracts
Nikhil Nigania · Bernstein
directsomewhere between INR 260-INR 270 for solar and somewhere between INR 370-INR 390 for wind. Those are numbers at which they're contracting today.
Nikhil Nigania · Bernstein
directIt's been the Rajasthan line being commissioned... additional lines being commissioned at Khavda... relatively better merchant pricing compared to what there was in Q3.
Pritesh Chheda · Lucky Investment Managers
evasiveWe will be looking at an addition in the coming year of somewhere between 4.5-5. The limit on that addition is primarily due to our view in terms of how evacuation constraints might come up.
Bhavik Shah · Invexa Capital
directAround 40-42 is what we are guiding to the market generally. Yes, the number can touch around the number that you're speaking about.
Puneet · HSBC
direct9.7 GW of operating capacity is going 100% under PPAs. 5,300 MW of capacity is going as informed today, but those are PPA capacities that are going to be converted into PPAs... 4.2 GW is merchant capacity.
