Supply chain constraints for STATCOM and HVDC equipment
Management acknowledged challenges in transformer and HVDC equipment availability due to global demand, though insulated by firm-price contracts.
medium · analyst_question
Power Grid Corporation — Q2 FY24
PowerGrid reported a steady Q2 FY24 with consolidated revenue of INR 11,530 crore (up ~1.6% YoY) and PAT of INR 3,781 crore (up ~3.6% YoY), driven by regulated transmission asse...
bullish
high
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Regulatory uncertainty on new tariff control period
CERC draft regulations expected by Nov-Dec 2023; any adverse changes could impact regulated equity returns.
medium · analyst_questionExecution risk in Leh-Ladakh project
High-altitude terrain and extreme weather limit working months to 5-6 per year, posing timeline risks.
high · management_commentarySlowdown in TBCB bidding activity
H1 FY24 saw fewer bids; management expects pick-up in H2, but any delay could impact order book.
low · analyst_question