Adani Power · 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
6
Consistency
contradicted
Question ledger
Manish Somaiya · Cantor Fitzgerald & Company
directAs regards to PPA rates are concerned, there will not be any change... we have an average realization of INR 5.70 per unit during this quarter, and we expect the same rate will continue... As regards to merchant realization... we are expecting an average realization of around, let us say, INR 6 or so.
Manish Somaiya · Cantor Fitzgerald & Company
directwe have recently signed the PPA with Maharashtra for a medium term of five years at the rate of INR 5.55, and we have now recently received one LOI from the state of Karnataka at INR 5.79... so if I consider in the overall portfolio, I think now it must be working out 92%-93%.
Manish Somaiya · Cantor Fitzgerald & Company
partialOur CapEx program, we are generating a significant portion of cash flow from our operating assets. The significant portion, we will fund from our internal accruals. In the next two, three years, there will be interim bridge requirement... we will take from market.
Abhinav Nalawade · ICICI Securities
directthe bids have been concluded, and we are the L1 party there. The approval of the commission is also received. So we hope that we should get the positive communication shortly.
Abhinav Nalawade · ICICI Securities
partialmy revenue for quarter two, for Mahan, yeah, it was INR 1,049 crores. Tuticorin, this is INR 677 crores. And Korba, INR 339 crores. If you will talk about EBITDA for Tuticorin, this quarter EBITDA was INR 54 crores. And then for Korba, it was INR 84 crores. And for Mahan, it was INR 521 crores.
Shirom Kapur · Jefferies
directRajasthan is 200 MW. Uttarakhand, it is 1,320 MW. Maharashtra, 1,600 MW. Uttar Pradesh, 4,000 MW. And West Bengal, 2,260 MW. So it is 12,000 MW. And apart from that... Karnataka, 1,600 MW. Gujarat, 4,000 MW. And Assam, 3,200 MW. So the total is working out around 22,000 MW.
Shirom Kapur · Jefferies
directBroadly, the figure is around 16,700 MW out of 18,150 MW.
Shirom Kapur · Jefferies
partialthe first 12 GW is very much on track. We are going to commission in next year around three GW. Thereafter, we are going to commission 2.4 GW. In next to that year, 3.2 GW and 2029-2030, 7.2 GW. So we are going to commission more than the capacity of 12 GW... These PPAs which we have already signed are part of this up to 2029-2030.
Shirom Kapur · Jefferies
directWe have given eight machines to L&T, eight machines of 800 MW, and balance to BHEL.
Aniket Mittal · SBI Mutual Fund
directWe are expecting that it will get connected by December 2025. And as regards to your second question... it is allowed under certain conditions... either there is persistent no scheduling from Bangladesh... or there is a payment default under the PPA.
Aniket Mittal · SBI Mutual Fund
directPLF was 72% at the end of the quarter two, which was 73% last year. And as regards to outstanding payment is concerned, it is outstanding of only now one and a half months.
Vipul Agrawal · HSBC
directIt is approximately INR two lakhs crore.
