Adani Total Gas · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
10
Answered directly
70%
Numeric claims
0
Consistency
—
Question ledger
Puneet Gulati · HSBC
partialYes, I think as we are seeing now realignment of policy on APM allocation... we are looking forward always the opportunities to not only source gas on short-term and mid-term as well as on the longer-term basis...
Puneet Gulati · HSBC
directEntire volume of remaining 35% we have been able to secure through HPHT. 100% is being met through APM, new well gas, as well as HPHT volume.
Puneet Gulati · HSBC
partialIt is an EBITDA positive business today for us. Utilization... on the B2C side, current utilization is relatively very low... on an average 2.5%-3% kind of a thing.
Puneet Gulati · HSBC
directToday, at this juncture, we would have invested a little over INR 100 crore. ...we would continue to invest about INR 70 crore-80 crore as far as the coming year is concerned.
Yogesh Patil · Dollar Capital
partialToday, it's a quarterly clarity, which I stated to you that is a 37% which has been allocated to us now. ...we need to certainly wait for the clarity which we receive on a two-quarter basis once it is implemented.
Yogesh Patil · Dollar Capital
partialWe have been maintaining largely a double-digit volume growth. ...we hope to give you a similar track record of maintaining double-digit volume growth in the future as well.
Yogesh Patil · Dollar Capital
directWe can say around 22%-25% is oil linked. A similar percentage would be around 20% would be Henry Hub linked. A minimum percentage on the Wim Lind... Overall, 25% you have.
Varatharajan Sivasankaran · Antique Limited
evasiveAdvocacy on multiple fronts continues... We have been requesting government, and we have been expecting that this would happen sooner than later, similarly on the GST side.
Kirtan Mehta · BNP Paribas
evasiveAt the station-wise, we are across all the stations... we are not capturing a type of vehicle-wise. ...there are public sources available as Ravinder was reading to you.
Kirtan Mehta · BNP Paribas
partialOn the outside, we do see utilization to be better compared to a pure public retail charging station... we have seen a pure B2C sort of utilization at around 1.5%-2%, whilst the more sort of concentrated utilizations have even gone and crossed double digits.
Harsh Raj Aggarwal · Yes Securities
directAbout two-thirds is really constituting CNG. Within the other one-third... close to about 20%-22% is on the industrial side. It's about 3%-4% is on the commercial side, and the balance 8% is on the domestic.
Somaya V · Avendus Spark Institutional Equities
directThe initial GAs, when you start the development... you get the full support up to 6,000 SCM. There is no allocation. You get first priority. ...if it goes beyond 6,000 SCM, then you come into the allocation process.
