Thrisharati · Inam Securities
directStatus and timeline for five HAM subsidiary proposals.
For the uh five projects we expect to uh conclude the transition uh by 30th November.
ASHOKA / Q2-FY26 / claim-ledger
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Ashoka Buildcon · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
11
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86%
Numeric claims
2
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contradicted
Question ledger
What was answered, and how?
Thrisharati · Inam Securities
directLong-term portfolio mix: EPC vs HAM/BOT focus.
EPC continues to be our forte as a business... We will continue to build for ham and B projects as and when opportunities arise.
Dr. Amita · homeopathic clinic
directDetails on SSL resolution plan approved for 80 crores.
one of the lands was taken up for JDA development... the project could not go as enriched and it went into NCLT... the company has bid for this project through its subsidiary Ashokaways and has given an offer to settle the loan for this project from LIC housing for 81 crores.
Dr. Amita · homeopathic clinic
declinedBook value of land bank in Pune and Nasik.
Maybe can come back separately on this.
Dr. Amita · homeopathic clinic
directHow was consolidated cash of 1826 crores arrived at and usage plan.
This 1826 crores is largely cash lying at our various beauty projects and substantial cash lying at Ashoka Bitcoin... out of this almost 900 crores... was utilized for procuring the CCDs of mercury which we have said of approximately 882 crores.
web · GM Financial
partialRevenue decline in H1 and guidance for full year revenue and margins.
We expect to close this year with the same turnover as last year on the EPC.
web · GM Financial
directRisk of cancellation for other MSRDC packages after one was cancelled.
No. So apart from take up so this project particularly underwent lot of change of scope... So there is no risk for any other project.
Pankage Agaral · individual investor
partialImpact of project delays on H2 cash flow and risk of more project withdrawals.
It will not largely impact cash flows the way it is moving now it will slightly improve by margin but will move on the same pattern.
Raj Mata · MR advisor
directImprovement in tender activity in Q3 with NHAI acceleration.
We have building more than 80,000 K project lined up now for which dates have been declared... definitely they're aggressive in building as well as awarding in H2.
Raj Mata · MR advisor
partialKey drivers for increased net debt and interest cost, and deleveraging outlook.
Definitely we there's a substantial deleveraging happening in this H2 after realization of the monetization proceeds of the B projects and interest cost would go will be reduced.
Wasid · Noama Wealth Management Limited
directBid pipeline across segments for H2.
We targeting around 6 to 7,000 crores across the sectors. We are building roads, railways, power, solar projects, buildings.
Wasid · Noama Wealth Management Limited
directPending equity requirements for HAM projects and infusion timeline.
On the equity requirement on the latest project bi is approximately 225 crores... kanapur project approximately 100 odd crores is to be invested.