Questions across 4 calls

Aashish Upganlawar

InvesQ PMS

Waaree Energies Limited

Waaree Energies Limited CC-Dec24.pdf · 2025-01-31

Thank you so much for this. I wanted to understand a bit in detail since our order book is almost half overseas. And so is the U.S. market largely dependent on IRS for viability of the solar capacities that are getting installed there? And if not, then what happens to the overall supplies that we do from here? If that were to be diverted, maybe in India or other countries, does our profitability suffer? So overall, from Waaree perspective or from the sector's perspective, can you just help us understand all these things? How, whether there can be a possibility w ith the kind of capacities being put in India? There are also kind of reports that basically there can be a oversupply situation maybe 3 years in. So with all these concerns, it will help us as investors to understand your perspective on this.

Yes, but sir, don't you think that profitability of the industry overall...

Waaree Energies Limited CC-Sep24.pdf · 2024-11-19

Sir, the quoted capacity that you mentioned around 12 gigawatts and the numbers that we spoke about, I think 3.3 gigawatts for the first half. So this would be maybe 50% on the utilization, roughly maybe. So can you explain to me why the demand you say is very, very strong? So why this situation?

Okay. Secondly, this 20 gigawatts of order book that we said, so how much is US in that? And I mean is it in line with the cell capacities that we are putting in? Because the cell capacities seem to be much lower if US is a bigger portion of that.

Premier Energies Limited

Premier Energies Limited CC-Sep24.pdf · 2024-11-08

Thank you so much. Sir, on the question that was asked on your standard for the US capacity, is it possible to give some more insights whether current IRA, can the new government basically scrap it?

Yeah, so I just wanted to understand the margin profile at an integrated facility. I mean, as you go backwards, how do the margins move? If you're a module manufacturer with your skill, maybe. And when you're doing cell plus module and then wafers plus cell plus module. Just for understanding, we need to know.

CCL Products (India) Limited

CCL Products (India) Limited CC-Sep24.pdf · 2024-11-06

So most of the questions have been -- answers have already been given. So sir, on the raw material scenario, what basically I understand is that the crop has not been good in Brazil, Vietnam this year also. And prices probably -- would you say that those have been -- have peaked now? I mean, or is there any other disruption that is there or maybe some other event that one needs to track around there?

Okay. And -- but that doesn't maybe solve the issues on the working capital that we have with the elevated coffee prices, maybe helps the P&L as such in terms of profit growth somewhere. So is there any other lever because I think in the initial part of the call, you said that some value addition has helped in terms of per kg realization of the EBITDA for us. Are there any other mitigation measures to elevate the profitability so that the ROCE is actually improved because working capital, it all depends on coffee prices, actually.