Stockrabit · Analysts
Questions across 7 calls

A.M. Lodha

Sanmati Consultants

NAVA LIMITED

NAVA LIMITED CC-Mar25.pdf · 2025-05-16
Good afternoon, gentlemen. Congratulations on the good set of numbers. I have got two questions, Sir. Number one is relating to your tax provision. Your tax provision in standalone is Rs.27.44 crores in Quarter 4 whereas consolidated it is only Rs.6.39 crores. According to me, your tax exemption in MCL should have been expired in this December '24. So in March quarter '25, MCL would have been required to pay 50% of the normally applicable tax. That is a rate of 35% in M CL. Please clarify this. Second question is on writeback. You have written back some Rs. 47.52 crores out of the earlier provision made for the credit loss. So, I wanted to know how much amount is still pending to be written off when the amount will be received from the MEL for the arrears.
100% tax exemption for next financial year?
NAVA LIMITED CC-Sep24.pdf · 2024-11-14
Congratulations on the fairly set of numbers, sir. And also, I congratulate the Board for addressing the liquidity issue by announcing stock split. Thank you very much for that. I have got 2, 3 questions, sir. Number 1, my question is on Maamba Collieries arbitration money. How much money we receive per month and how much is still pending? I suppose the entire money was supposed to be refunded by them by December '24.
My second question is regarding the money payable by MCL to Singapore Holding Company. At the time of the project, the Singapore Holding Company has given some equity participation and loan to MCL, on which they were providing the interest. So I understand that INR 700 crore as principal amount and INR 300 crore was the interest amount. Total INR 1,000 crore s to be received by Singapore subsidiary from MCL. Hence, I want to know the repayment status. And simultaneously, I also wanted how the Singapore subsidiary is utilizing the money received from the MCL. These are my 2 questions and again I will go in the queue, sir.
NAVA LIMITED CC-Dec23.pdf · 2024-02-02
Congratulations for good set of number s as well as very good operational performance of merchant power plant in India, along with the 300 MW in MCL also. I have a few questions regarding your results. Firstly, what is the status of arbitration award money, which our Company was supposed to receive by December 2023?
No, the money was to be received in two tranches. Some money was to be received by the December 2023 and US$180 million was to be received by December 2024. I am not discussing about $180 million Company is supposed to receive by December 2024. Nava Limited - 4 - 02.02.2024 I am just asking about the money which was supposed to be received by the Company by December 2023. How much is pending and when do you expect to realize it?
NAVA LIMITED CC-Sep23.pdf · 2023-11-10
Good morning. As far as financials are concerned, the Company has repaid the long-term loan and even prepaid the loans after paying the required amount of the charges to the banker. So, my question is that, the MCL ’s loan was INR 2,700 crore and you have repaid INR 1,641 crore till September. So, INR 1,059 crore is still payable to the MCL lenders for the project loan. Can we expect this loan to be cleared by March 2024, sir?
Sir, continuing this question , we incorporated a Singapore Company and bought the stake in the MCL in 2016. And as we invested in the Singapore company it has further invested in MCL in the form of equity as well as the loan, on which Singapore company (i.e. Holding company of MCL) is making the provision of INR 43 crore towards interest every year. Can you tell us how much quantum is payable both the loan and interest to the Singapore company?

Sarda Energy & Minerals Limited

Sarda Energy & Minerals Limited CC-Sep24.pdf · 2024-11-18
Sir, congratulations for the good set of numbers as well as congratulations to the entire team of the management for successful takeover of SKS Power plant. I have got 2 questions, sir. One in fact is relating to SKS Power and second is relating to coal. Now SKS Power, as you have mentioned in your presentation that NCLT appeal has gone in your favour but the aggrieved parties have gone to the Supreme Court. So what is the opinion of our lawyers for this acquisition and this Supreme Court matter?
Does it make any material difference, particularly when you have taken the po ssession of the plant and made the payment and payment has been made to the banker. Will it make any material difference in Supreme Court?

LIC Housing Finance Limited

LIC Housing Finance Limited CC-Sep23.pdf · 2023-11-02
There is really a small request. You just simply file a letter to the excha nge where the presentation has been uploaded and press release is uploaded on the website. We had to go the website and there is all these other companies are filing the presentation and the press release direct to the -- beside uploading on the website of the company, they are filing -- and I think that their presentation and the press release to the list of exchange directly at NSE and BSE. So investors can have easy accessibility to the press release and the presentation, instead of going -- even in your letter, the letter does not have the green lines, which we can push, push and go to the website. Is it just a photocopy of the paper enclosing the filing and extra, nothing else, number one. Number two, sir, this is my suggestion. I trust the management w ill take care of filing their presentation directly to the company, sir directly to the exchange website beside uploading on the website.
Every company is filing, sir. Every company is filing presentation directly to the exchange along with the letter, here is the presentation of the company and a press release in regard to the second quarter results.