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
75%
Numeric claims
2
Consistency
mixed
Question ledger
Mohit Kumar · ICICI Securities
directAs per the PPA, there is a time period of 42 months for the commissioning of the unit, and before that, there is a period of 18 months available for financial closure, so let us say total 60 months are available, but we are planning to commission this within a period of four years.
Mohit Kumar · ICICI Securities
directCommissioning of the balance work will be around 30 months. It will take around 30 months from, let us say, today. And as regards to CapEx is concerned, I think it should be around INR 10,000 crores.
Mohit Kumar · ICICI Securities
directSo this is pertaining to one-time income we booked related to coal shortfall for Haryana DISCOM. This is more than INR 750 crore. Tiroda DSM, more than—so this is around INR 420 crore. And the LPS charges in the rest of the DISCOMs.
Puneet Gulati · HSBC Mutual Fund
directYeah. This is the understanding is correct. Because what we do, we first ensure about the consistency of this income in quarter one we had received. Then we waited to make it consistent in quarter two also we received. And finally, we saw that we are continuously receiving 50% payment.
Puneet Gulati · HSBC Mutual Fund
evasiveWe have received a bill of INR 1,908 crore, and we have received half of the amount, and let's see.
Puneet Gulati · HSBC Mutual Fund
directBangladesh power plant is running as per the PPA. As per us, there is absolutely no issue, and we have not received any communication from other sides which has any issue related to PPA. The payment position is concerned, we are getting from last three, four months slightly more than the regular bill.
Bharat Shah · ASK Investment Managers
partialThe robustness is with reference to the total supply which we have done. ... the prices in the market have gone down this year because of various reasons... For quarter three, yeah, my reported EBITDA was INR 6,185 crore. As against that, last time, the quarter three, same period, this was INR 5,009 crore.
Bharat Shah · ASK Investment Managers
directIt is around INR 800 million, Bharatbhai, as of now is outstanding, and overdue is something around INR 700. And something around INR 100 million, there is a difference between they and us because of reconciliation.
Vinod Chari · PhillipCapital
directSo the government has already given a trajectory whereby the various units of the power stations of the entire country are divided, and they have to reach, let us say, those targets by 2025, 2026, 2027, 2028, 2029. So our two units are there in the next year to achieve the 40%.
Nikhil Nigania · AllianceBernstein
partialFor the entire 11.2 gigawatts, we have obviously placed the orders of BTG. ... we hope that the states will come out with the bids, and we should be in a position. We are very confident that we should be in a position to tie up this entire capacity under the long-term PPA. ... we are not going for any project-to-project financial closure.
Anish Bhayani · Avendus Spark Institutional Equity
directThis is sort of a sensitivity analysis which you are asking. ... even at 60,000 megawatts, we are perfectly okay because in that 60,000 bucket, also, our capacity expansion of 11,000 is not going to, let us say, make more power available.
Bharat Shah · ASK Investment Managers
evasiveI can assure you that this surplus cash flow will be utilized in a manner that it will give the best of the industry return across we can have in the future.
