Dilip Buildcon · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
11
Answered directly
73%
Numeric claims
3
Consistency
contradicted
Question ledger
Shraan Shaha · Dalak Capital
partialSo from the current 1 1600 crores of revenue in this year we expect revenue to increase to about uh 2500 crores or so in FI27 which will further increase to about 3,000 plus 100 crores in FY28 and eventually I think in FI29 we should be somewhere in the range of around around 4,000 crores of revenue coming from the sector.
Shraan Shaha · Dalak Capital
partialAs far as the init units value is concerned you are right after 11 assets further divestment to init that kind of init units holding will be there. But at the same time you must appreciate that the timing of transfer the assets to invit changed in fi 26 and in 27 also we will be transferring four assets in quarter 1 and then balance in quarter 4 or quarter 1 of fi 28.
Shraan Shaha · Dalak Capital
directFI27's revenue target from FI26 number we mentioned it will be at 30 to 40% growth from this number. In terms of our IDIDA we are targeting that same 11 12% IIDA. We are also targeting about 10 12,000 crores of new order inflow. We anticipate somewhere between 600 to 800 crores of debt will be reduced in this financial year.
Vignesh Ayar · Sequent Investments
directThe idea of Dilip Buildcon in transmission and solar is to raise around 85% equity commitment to these projects from the investor. The commitment from DBL side would be 15% of the total equity requirement. In terms of IRRa would be high teens in both the projects.
Vignesh Ayar · Sequent Investments
partialThe margin that you are talking about that has come down in the mining business temporarily right now is primarily because the evacuation by the government could not be done on time. We expect in the mid to term this will all kind of normalize. There will be economies of scale that would play out as we work at peak capacity.
Sanjay Parik · Suham Asset Managers Private Limited
partialThe larger strategy for us as we mentioned earlier that we want to build different asset classes. The model that we are going to do in between right now is that whatever these assets that we're building we will build these assets make our EPC margin and we are looking to divest these assets at an earlier stage and find an investor right now also so that we attain our short-term goal of 2028 being near net debt free.
Shankar Oja · SKS Capital and Research
directWe have 11 more assets to be transferred into the anam invit the road assets that we're talking about and this will be happening gradually through this year and by first quarter next year is what we're expecting.
Ishita Loda · Swan Investments
directThe increase in receivable from FI 25 to 26 is mainly on account of this 400 cr receivable from the uncertified from the from the judgment mission projects.
Ishita Loda · Swan Investments
directNext year the interest cost with the reduction in the net date we feel the total interest outgo would be close to between 375 to 400 cr.
Ishita Loda · Swan Investments
partialThe 18,550 cr order book order is from s parties whereas we have orders from our coal business. So we a whole business next year next 3 years order book and every quarter is changed because we are in the phase where the volumes are increasing. So every quarter there is addition.
Ishita Loda · Swan Investments
directTotal dividend in interest income during FI26 from both the unit units are 64.5 cr and the distribution was higher so the total distribution was close to 100 cr.
Vishal Perial · PL Capital
partialAt the standalone level yes interest cost is reduced by 11% and that is mainly because of the reduction in the cost of debt the working capital cost of debt is reduced significantly on W3DL the interest rate reduced by almost 125 basis point.
