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
11
Answered directly
64%
Numeric claims
1
Consistency
contradicted
Question ledger
Alok Deora · Motilal Oswal
directAbsolutely, we are not facing any challenge which should impact our growth. And whatever risk we have, we are covering it with additional opportunities. And especially if you can see the trend of the growth which we are seeing in the cargo volume, the results from April are itself demonstrating that in April, we showed 12% growth with respect to the last year month.
Alok Deora · Motilal Oswal
directFor next year, we decided to have an increase. We have given the range. But if I take the higher part of the range, which is INR 11,500 crore, we are going to invest roughly INR 7,300 crore in the ports. In the marine services... roughly INR 400 crore... Logistics business... INR 2,300 crore... renewable energy, approximately INR 1,500 crore.
Alok Deora · Motilal Oswal
evasiveSo the trucking business is a business which should not be considered standalone because it connects the dot. It connects the dot with the end customer and user, which means using the truck, more and more consignment will come to our ICDs.
Alok Deora · Motilal Oswal
declinedSo it is based in our overall guidance because we don't give segment-wise guidance.
Atul Tiwari · Citigroup
directAs of today, these 900 trucks, we bought because there's a mid- to long-term commitment from the customer for the last mile delivery.
Atul Tiwari · Citigroup
directWe have said that we will do 1,000 MW. It's a combination of solar and wind. And in order to actually leverage the group's capability, we will put it up in an existing solar park in Khavda.
Yunyun Bai · Barings
directWe already have cash in the balance sheet of the company, as you would notice. So we will actually pay it off on the due date. And we have no intention to come to the bond market in the near term.
Yunyun Bai · Barings
evasiveMoving forward, now we are studying and under discussion of further expansion in the international ports. As and when we will be finalizing it, we will be very happy to share with you in the near future.
Asmeeta Sidhu · MetLife Investment Management
partialThe qualification is continuing. It's only a matter of time before the qualification should get dropped. And we are, from our point of view and from our side, working sort of towards closure of these outstanding SEBI investigations.
Bharanidhar Vijayakumar · Avendus Spark
directAs far as FY 2025 is concerned, we expect a reasonably well-distributed growth across Coal and sort of Container Cargo. There is no spike from any particular commodity other than the new facilities coming in.
Bharanidhar Vijayakumar · Avendus Spark
directThere are two new projects which are being worked on, both Colombo and Vizhinjam. Both are going full steam. And we have given broad guidance of when they will actually start. ...by the time we exit next year, both the ports should come in commercial operation.
Aditya Mongia · Kotak Securities
partialSo I think you are talking about the expansion of margins at Mundra. So see, there are two things. One is with the growth in the volumes which we have seen at Mundra. So that brings an economy of scale. And that helps in improving the margin.
