Q1-FY24 · Suresh P. Manglani
It's like asking a mother which baby you love more. I think all the GAs we have built, we have built with the all strategic thinking.
POWERGRID / language trends
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Powergrid · tone and specificity signals across the available quarters.
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Language signals
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Q1-FY24 · Suresh P. Manglani
The foundational work is being done through these policy frameworks. We are also responding to these calls of expanding and accelerating our infrastructure.
Q1-FY24 · Suresh P. Manglani
We have a good portfolio. We have a multi-index, we have multi-tenures, multi-suppliers.
Q1-FY25 · R. K. Tyagi
Our transmission system availability is best as compared to other utilities, whether it is SGCC, China, or it is AEP, USA, or Furnas, Brazil, or Eskom, South Africa, or NGC, U.K.
Q1-FY25 · G. Ravisankar
If IRR will be good, otherwise, I can win all 100%. So be sure that we have a certain hurdle rate within the board, and then we take a call cautiously.
Q1-FY25 · R. K. Tyagi
We have about more than INR 100,000 crore power transmission projects in pipeline. Maybe more than that, but at least INR 100,000 crore projects are inside.
Q1-FY26 · R. K. Tyagi
We are driving energy transition as per the mission of Government of India. We have used mission for redevelopment in India, which requires huge transmission system, and POWERGRID is one of the largest transmission system developers in India.
Q1-FY26 · R. K. Tyagi
ROW is a very big problem in India. Making a transmission line is very, very challenging.
Q1-FY26 · R. K. Tyagi
Supply cost is increasing now because demand is more if you consider transformer, if you consider GIS, if you consider breaker, if you consider maybe insulator or even tower parts also.
Q2-FY24 · Shri Ravisankar
We have a lot of CapEx is on the growing side, and we hope that it crosses at least INR 15,000 next year.
Q2-FY24 · Shri Ravisankar
The system availability continues to be above 99%.
Q2-FY24 · Shri Ravisankar
We are setting up one data center in Manesar as a pilot project. So the award is under progress, and then maybe in another 12-15 months, it is expected to complete.
Q2-FY25 · R. K. Tyagi
Our outlook will be at least INR 3 trillion rupees projects or CapEx by 2032.
Q2-FY25 · R. K. Tyagi
As per the new CERC regulation, our O&M charges have been reduced by almost INR 600 crores. So for half year, the effect is almost INR 300 crores.
Q2-FY25 · G. Ravisankar
We have stopped putting equity. Last one year we are not putting equity.
Q2-FY26 · Ravindra Tyagi
We are still targeting about INR 20,000 crore projects to be capitalized, about INR 20,000 crores by this financial year 2025, 2026.
Q2-FY26 · Ravisankar Ganesan
In the regulatory framework, EBITDA is not actually a right parameter to monitor... Your profit will remain same, because I have a return on equity constant for the entire period.
Q2-FY26 · Ravindra Tyagi
We are facing, on daily basis, problems everywhere, wherever we are working.
Q3-FY24 · Ravindra Kumar Tyagi
We are more aggressive because we have to compete if we have to survive, if we have to take care of the interest of our investors.
Q3-FY24 · Ravindra Kumar Tyagi
Net impact is almost zero, or we are going to get the same O&M charges which we were getting earlier.
Q3-FY24 · Ravindra Kumar Tyagi
We can very well execute projects worth INR 25,000-INR 30,000 crore projects each year. So there will not be any problem in CAPEX for Power Grid.
Q3-FY25 · Shri R. K. Tyagi
Our Power Grid outlook is very bright. And we have many projects in hand, and our projects capitalization and CapEx is going to increase. So that will lead to increase in revenue and profit. So our Power Grid future is bright. So rest assured, you are in safe hands.
Q3-FY25 · Shri G. Ravisankar
The structure of the regulated tariff income is that it will decrease every year because of the interest on loan, which will be reducing based on the depreciation recovery. ... But the fact remains that the PAT will remain the same because that is based on the return on equity.
Q3-FY25 · Shri R. K. Tyagi
We are targeting in the same range, about that INR 18,000 crores, that range we are targeting.
Q3-FY26 · R. K. Tyagi
We are poised to exceed our annual guidance, which we have been talking.
Q3-FY26 · R. K. Tyagi
Unless until the Chinese companies available in India, if relaxation by Government of India is given, then it is going to boost the transmission sector.
Q3-FY26 · R. K. Tyagi
We don't want that any power, RE power, green power, which is almost free, given by nature, so it should not be curtailed at any cost.
Q4-FY24 · Ravindra Kumar Tyagi
We are committed to achieve many more milestones in future.
Q4-FY24 · Ganesan Ravisankar
The EBITDA margin will be almost equivalent to the RTM. It will be something like 85%-87%.
Q4-FY24 · Ravindra Kumar Tyagi
We don't see any reduction in dividend in near future.
Q4-FY25 · Ravindra Kumar Tyagi
We have commissioned sections of 765 kV substations in about 9-10 months from the date of acquisition of land, which may be a world record.
Q4-FY25 · Ravindra Kumar Tyagi
Our percentage is very good. As you can also appreciate, INR 92,000 crore projects in a single year is not a small thing. Still, we are maintaining our ROE above the particular level.
Q4-FY25 · Ravindra Kumar Tyagi
We are not expecting impact of any delay or our expenditure incurred on these schemes. We are not expecting much impact. There may be some impact, but not much impact.