Adani Total Gas · 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
63%
Numeric claims
1
Consistency
contradicted
Question ledger
Yogesh Patil · Dolat Capital
partialwe have not increased the price yet, for three reasons. One is, as I said, we believe that there is a responsibility cast upon us to do a little more deep dive, to see what we could do, our self-improvements in our... It pushes us certainly, to now see what layer of OpEx we could optimize.
Yogesh Patil · Dolat Capital
directcurrently, what new well gas we are purchasing through the process which GAIL is running, we are buying at 20% of the basket average price, which is earlier used to be 10%, now it's twelve percent. They are not applying the ceiling currently.
Yogesh Patil · Dolat Capital
evasivehypothetically, we cannot look at it, but, you have seen whenever the situation has arisen, on anything of this nature, I think we have seen the intervention. We saw that Kirit Parikh was one of the intervention which we saw to protect the interest of end consumer.
Yogesh Patil · Dolat Capital
evasiveIndustry always keep continuing its, you know, issues, which is, which can work well for the industrial growth, business growth. So all that which you stated, and many more things, which are always part of a larger engagement by the industry with various stakeholders.
Sabri Hazarika · Emkay Global Financial Services Ltd
directGAIL has been in discussions and in formal written communication with all the CGD companies... understanding what is the requirement of the CGD entities with regard to priority segments. And based on that requirement, the new well gas has been allocated.
Sabri Hazarika · Emkay Global Financial Services Ltd
directWe got almost that amount we got.
Sabri Hazarika · Emkay Global Financial Services Ltd
directtwo-thirds is CNG, one-third is PNG for the quarter. Within that one-third of PNG, your answer on what is domestic comprising of the PNG component, it's about 23%.
Sabri Hazarika · Emkay Global Financial Services Ltd
partialour current EBITDA for SCM for this half year is closer towards INR 13. And while, you know, certainly so, as APM allocation has gone down, it will have its own impact as far as EBITDA realization for SCM is concerned.
Kirtan Mehta · BOB Capital Markets
evasiveIt may not be a one generic number which we could give you. ... we always see both MS as well as diesel. Sometimes we are depending upon the pricing of a state, being the VAT, et cetera.
Kirtan Mehta · BOB Capital Markets
partialwe are at actually about INR 6 per SCM in terms of our OpEx, which, if you see in the first half of this year, we've actually brought it down from INR 8.
Ravi · Avendus Spark
directabout 48% is APM, and now it's sort of very recently gone down by a few percent. And we've got HPHT gas, which is to the tune of almost about 30%. The balance is about, is R-LNG.
Ravi · Avendus Spark
directWe actually see HPHT going up, or the availability going up for us specifically, and there are two reasons for that.
