Babusha · GM Financial
directWhy is there a difference between investor equity and company share for two projects?
There is some issue in the PPD slide 38 that that okay mistake otherwise the entire equity has been put by the company only.
CEIGALL / Q3-FY26 / claim-ledger
Audit the questions that mattered.
Ceigall India · Analyst questions, management answers, and the quality of the response where the ledger is available.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
71%
Numeric claims
1
Consistency
contradicted
Question ledger
What was answered, and how?
Babusha · GM Financial
directWhat is the total equity requirement for the entire HAM portfolio?
Earlier one it was 1391 total investment which was supposed to be invested in ham projects. So recently awarded two projects. One is indor jen and second is t gun. So 155 cr is the estimated figure which will be in indoor regen and for siren we are yet to receive a lo. So the tentative amount will be closer to 250 cr.
Babusha · GM Financial
partialWhen do we expect to start the solar projects and what is the status?
LOA we have already received. We are waiting for the PPA to be signed and we are expecting Maharashtra PPA to be signed soon. Once we have that we have already finalized the land.
Babusha · GM Financial
evasiveWhat revenue are we targeting for FY27 and FY28 from solar and BESS?
So you know everything depends upon the PPA. So once we receive the PPA seagull has a execution capacity and have a track record of completing projects before time.
Babusha · GM Financial
partialWhen do we expect appointed dates for five HAM projects?
V1 it is expected why I think around tomorrow a day after there's a final meeting for the forest we once that is cleared NHI has given a very positive sign that it will be given to us soon for southern we've already requested the department and we should get it in this month.
Babusha · GM Financial
directWhat revenue are we targeting for next year and this year?
So of course as we have guided our investors before also we are targeting to achieve 10 to 15%. And we are on track.
Kaitan · Aenders Park
evasiveHow many kilometers have been awarded by NHAI and MoRTH till date?
We have already won one more project which is u for 79 kilometers and we have already quoted for three more projects a few days back. But any number specific number discussing at this moment will not be correct.
Rohit Maha · SK Securities
directWhat level of capex or initial investment for international markets by FY27?
We are right now targeting EPC projects. So for these projects normally you need the BG limits only. As such there is no equity requirement coming from these.
Babusha · GM Financial
directWhat is the equity requirement for solar and BESS projects and HAM?
Morena solar park we have received the LOA today and we are yet to finalize the model but the equity will be close to 750 to 800 cr in the solar projects.
Babusha · GM Financial
directWhat order inflows are we targeting for FY27 and how much from international?
Last year we guided that we will be getting 5,000 cr against that we have already got close to 8,500 cr and this year our guidance would be incremental of 15%. So should be around 5,800 crores.
Babusha · GM Financial
partialWhat capex did we do in 9 months and what are we targeting for FY26 and FY27?
It will be close to 25 to 30 crores which we will be doing that's from our subsidiary not from directly from secret.
Par Patel · Patel Investment
directWhat are the expected timelines for sale of other HAM assets?
For Malotabore we are targeting 31st March and for sale of other two assets we are targeting 30th September.