Adani Ports · 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
88%
Numeric claims
0
Consistency
—
Question ledger
Abhiram Iyer · Deutsche Bank
directSo on the Colombo Port, we expect commissioning and operationalizing of phase one by December of 2024. ... On West Bengal Tajpur Port, we are still waiting for a letter of award, LOA. ... Once we get, it will be 18-24 months before we start any construction over there.
Abhiram Iyer · Deutsche Bank
partialOn guidance, as I said, we, we have given the guidance at the start of the year. We maintained that we would be looking at the higher end of our guidance, in terms of what we will achieve.
Imtiaz Saifuddin · Barclays
directRight now, we have not seen any slowdown in the traffic. Incidentally, we have done, as I said, in month of October, we have done 1.1 million metric ton, which is what we have been doing in the last six months as well.
Imtiaz Saifuddin · Barclays
directThe reason why actually we sold the asset at that point in time is because we've been pursuing an opportunity to, you know, either commission the project or actually sell it as soon as possible. So we haven't been able to complete the project, so we had to sell the project on an as-is basis.
Imtiaz Saifuddin · Barclays
partialSee, it relates to the very first question that came up in the call. You know, this INR 3,800 is a gross, which includes the, you know, the capital expenditure for Sri Lanka. Our INR 4,500 was only the equity contribution.
Asmeeta Sidhu · MetLife Investment Management
directSo, this is a project funding, direct cash into the JV, and it's a 20-year loan what we are taking.
Asmeeta Sidhu · MetLife Investment Management
directActually, this is basically the choice that we have of continuing with 35% tax in that company versus moving to 25%, which is a lower tax. ... we have reached a point where it is better to move to a lower regime of 25% in future, although we will lose the INR 455 crore net MAT credit that we have paid in the past.
Priyankar Biswas · BNP Paribas
partialSo on international strategy, as we've always been telling that, we are looking for high growth countries, where we would be looking at brownfield expansion or taking over an existing asset through government privatization. ... IMEC, it's definitely... it's definitely a very strategic move.
Priyankar Biswas · BNP Paribas
directSo as you correctly said, so the, what is popularly called the RSR route, the rail cum, sea cum, rail route, in which you would be aware that we have made inroads into procuring tangible volumes from the MCL...
Nikhil Nigania · Sanford C. Bernstein
directIt is local currency, NIS.
Nikhil Nigania · Sanford C. Bernstein
directMainly it is a cargo mix difference.
Mohit Kumar · ICICI Securities
directActually, there is another company, which is Dhamra LNG, that has now been consolidated in this quarter. And being, you know, sort of in a ramp-up stage, there is a loss coming from Dhamra.
