EESL associate losses continue
EESL contributed a loss of INR 100 crore in H1 FY25 due to mounting receivables and interest costs, with no clear timeline for reversal.
POWERGRID / Q2-FY25 / risks
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O&M cost reduction under new CERC regulation
New CERC tariff regulation (2024-29) reduced O&M charges by INR 600 crore annually, impacting profitability by ~INR 300 crore in H1.
Declining RTM revenue offsets TBCB gains
Revenue from legacy RTM projects is declining due to lower depreciation and interest, partially offsetting growth from new TBCB projects.
Competitive pressure in TBCB bidding
Analyst raised concern about potential ROE compression in TBCB projects due to competitive bidding, though management downplayed the risk.