Clean Max Enviro · 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
11
Answered directly
82%
Numeric claims
4
Consistency
contradicted
Question ledger
Venit Jen · Verdein
directWe have not yet seen any material adverse movements in terms of either availability of equipments or in terms of material movement in capital costs.
Mohit Kumar · ICIC Securities
partial530 megawatt is the size of one CT project... 450 megawatt of wind and about 80 megawatt of solar... containment has been relatively minimal... the containment issue is much more CPU and much more concentrated on Rajasthan and Gujarat.
Mohit Kumar · ICIC Securities
evasivewe don't have a final decision on that yet... our own internal calculations of impact are not mature enough to share... we expect that in three or four months time we will be able to make a proper announcement.
Gorav Bermiwal · Access Mutual Fund
directcash flow hedge is nothing but an accounting entry against our VPPA or IRA contracts... minority interests are negative because at SPV level there is negative PAT due to interest and depreciation in initial years.
Neil Oswal · PGIM India Asset Management
partialout of 2,600 megawatt of capacity the quantum of best is about 57 megawatt... I would not then try to break up the tariff between the two.
Abhel · Singularity AMC
directtariffs adjust upwards or downwards to reflect changes in module prices... we've generally priced with the same target irr in mind... if the module cost goes up... that passes on to a customer in terms of higher tariffs.
Aurva · Canada Bank Securities
direct42% share of data and AI is fairly massive... we see a lot of continued growth from data and AI... we are quite well positioned to continue a strong performance... the names include the likes of Apple, Meta, Google and Amazon.
Nupa Dadup · Swan Investments
directour gross margins is around 92 and a half 93%... why is our EIDA margin at about 83%... two factors: scale and genuinely higher operating cost of selling and building at 13 megawatt at a time.
Punit Gulati · Research desk
partialinterest rate cost is a tricky number to give a prediction on... we see some potential upside... but we are also in an macro environment of uncertainty... about 30% in that substation... the grid has forecasted the end of backdown by September of this year.
Atul Tari · JP Morgan
directat the start of the fiscal 100% of the capacity expected to come up this year is already contract... we don't see any real reason for either the mix of wind and solar or the share of data and AI within this pipeline to change.
Kesha Agarwal · Canada Robeco Mutual Fund
directout of the 5,700 megawatt of contracted capacity about 1,600,700 megawatt... is the size of our CFD bill... contract for difference basically means that the customer is not actually offtaking the power but buying the green attribute... we have a firm price.
Vishal Perry · PL Capital
directat a company 7 in the last fiscal year we had no curtailment... our grade up time was 99.24%... the run rate epida is not adjusted for curtailment.
