Alok Deora · Motilal Oswal
partialAny change to 780 million ton volume target?
We are kept at target. Another 39 days to go. 780 million tons is our target and we are all set to go. ... approximately around 770 million it is there for sure.
COALINDIA / Q3-FY24 / claim-ledger
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Coalindia · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
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50%
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Question ledger
What was answered, and how?
Alok Deora · Motilal Oswal
directWhy is e-auction volume below 15% target for H2?
In February, it is 17%. Till 15th February, it is 17%. It is close to that 15%, whatever you are telling, it is close to that, but subject to the demand, it may vary little plus minus.
Alok Deora · Motilal Oswal
partialHow will e-auction premium move given volume increase?
Slightly it will come down. ... Around 36%-48% it is varying, but we are having it in that range.
Ashish Kejriwal · Nuvama Wealth Management
evasiveWhat e-auction premium trend as volumes approach 1 billion tons?
This E-Auction premiums may vary subject to the demand quarter to quarter, number one. ... Definitely. Stocks at power plants, if it piles up and our side also stocks are there, as per the demand appetite, it is vis-à-vis related with the appetite that auction premiums.
Ashish Kejriwal · Nuvama Wealth Management
evasiveWhat is the dividend policy basis?
Dividend policy is already hosted on the website. So dividend, we are deciding based on the requirement and the CAPEX in the future year. Accordingly, we are balancing the shareholder expectation as well as the company's CAPEX program.
Indrajit Agarwal · CLSA
evasiveWhat is the impact of changing accounting policy for shipping activity?
This is in correspondence to international accountancy standards. There are some observations going on last 3-4 years. We wanted to rectify and follow the international accounting policy.
Amit Lahoti · Emkay
directWhat is CAPEX target for FY24 and FY25?
It is almost INR 17,500 crore. ... 1,500 crore more, 17,500.
Venkatesh Subramanian · Logitree Investment Advisors
directWhy did e-auction premium drop from 116% to 40-50%?
the premiums, they are linked. They were earlier being linked with the imported coal prices. ... with increased availability of domestic coal, the premiums have started now actually getting away from the linkage with the imported coal prices. ... Going ahead, we think this is going to be the order of the day somewhere around 40%-50%.
Venkatesh Subramanian · Logitree Investment Advisors
partialWill blended realization be maintained in FY25 despite lower e-auction premiums?
The overall realization means we have to offer more coal to the non-regulated sector where the premiums are very high. ... Volumes are going to help us.
Amit Murarka · Axis Capital
evasiveWill increased coal supply lead to structural decline in auction premiums?
Demand is increasing. You should understand the overall demand is there. ... 80,000 MW power plants are coming by 2030. ... This impact, imports can be reduced.
Ashish Kejriwal · Nuvama Wealth Management
partialIs employee cost guidance of INR 46,000 crore still valid?
We are expecting this year, employees' cost will be less than the last year to the tune of around INR 2,000 crore.
Ketan Jain · Avendus Spark
directWhat is the production target for next year?
It is production. Dispatch also at the same range it will be.