Questions across 25 calls

Alok Deora

Motilal Oswal

Adani Ports and Special Economic Zone Limited

Adani Ports and Special Economic Zone Limited CC-Sep23.pdf · 2023-11-09

Congratulations on good numbers. Sir, I just had a couple of questions. One is what's the outlook on volume growth for FY '25? Because like this year, we are still maintaining the guidance of around 390 million to 400 million tonnes. So what number we could be expecting for next year based on the current ports which we are having?

Got it, got it. And also on the logistics business, how we are seeing that shaping up at the ground level? And whether we have been -- we have already seen the integration with the ports business, which we were -- which you had mentioned around some time back that we are looking to be it integrated with the ports business and become a one -stop solution for the clients. So that has already played out in a big way or it's kind of still a long way to go with that?

Adani Ports and Special Economic Zone Limited CC-Mar25.pdf ·

Hi, good afternoon. So congratulations on pretty good set of numbers. Just had a couple of questions. First is on the EBITDA number has actually come up even higher than what we had estimated as for the revised guidance. So and while the volumes have been slightly on the lower side, so basically, the EBITDA per ton has kind of improved. So just wanted to understand, is this a phenomenon which we'll see going through FY26 as well? That is question number one. Question number two is just on the logistics business, what has really happened because we have seen a massive jump in the growth in for Q4. So is that sustainable? Or is there any kind of one off you know, volumes which we could gather there? Yeah.

So sure.

Container Corporation of India Limited

Container Corporation of India Limited CC-Sep23.pdf · 2023-11-03

Sir, just on the capex number, if you would highlight what the capex are looking for this year and next year? Any change from what you've forecasted before?

Sure. And sir, I missed, I think, the first question where you, I think, spoke about LLF. So LLF now this year, how much we are penciling in? Because during the first quarter, you had mentioned about INR500 crores for FY '24 and now till date, we have -- I mean, in the first half, we have done around INR210 crores-or-so. So what is the full year number now for LLF?

IRB Infrastructure Developers Limited

IRB Infrastructure Developers Limited CC-Mar24.pdf ·

So, just a couple of questions. So, first on the ordering pipeline, because now we have started the new financial year, so are there any indications of any bids being opened now or will practically we'll see it in from November, December onwards only?

Sure. And just some color on this, interest expenses or the finance expenses the component of a onetime expense also in that, s o how do we see this expense moving now, the interest expense?

IRB Infrastructure Developers Limited CC-Dec23.pdf ·

Sir, just wanted to understand firstly on the ordering front this year has been muted in terms of NHAI awarding w e have seen almost like 1000 kilometers of projects being awarded as against the targets which would have been close to 5000 kilometers or so. So, what's your thoughts here because we just have kind of effectively this month where projects could be awarded and there are many contractors who have not really received any awards. So, just your input on that?

You have been mentioning about this BOT toll coming in a big way, but do you see anything materializing it this year in the next couple of months?