Questions across 5 calls

Aman Jain

Bernstein

Emmvee Photovoltaic Power Limited

Emmvee Photovoltaic Power Limited CC-May26.pdf · 2026-04-29

Yes, thanks for taking my question. So, I just want to understand one thing. If we see quarter -on- quarter, our revenues are up around 67%, but our production is up only by 30%. And if we look even if we look at inventory, you know, it’s directionally going up ; it’s not like the old inventory getting used up. So, I just wanted to understand where these extra revenues are coming from?

Got it. Makes sense. But sir, you’ve said that the revenues have also sorry, the realizations also been in the similar range over the last quarter. So, I mean, I’m not able to understand, so how that extra revenue?

Waaree Energies Limited

Waaree Energies Limited CC-Jan26.pdf · 2026-01-22

Thanks for taking my question. So, I just wanted some color regarding US revenue for this quarter. The first question being, is it all US locally manufactured or does it include e xport numbers also?

Thank you. Will it be possible for you to give the split between two?

Waaree Energies Limited CC-Jun25.pdf · 2025-07-30

Actually, I have a couple of questions. My first question is regarding the 6 gigawatt integrated facility, which is being shifted from Odisha to Gujarat and Maharashtra, like you mentioned. And it's great to hear the execution is on track. But won't you need to obtain all fresh clearances, permissions, and require land, you know, like before starting the construction? Can all that realistically be done in the next 12 to 18 months? I would appreciate some color on that.

Okay, that's great to hear. My second question is regarding the non-FEOC rule in that One Beautiful Bill Act. I mean, the extent to which non-FEOC rule applies is unclear to me. I mean, whether it is limited just to the company ownership, or it extends across the entire value chain. I mean, if you can throw some color on that, how is it going to materialize?

Premier Energies Limited

Premier Energies Limited CC-Jun25.pdf · 2025-07-28

Hello. Yes, hi. Thank you for taking my questions. Just one question. If you look at depreciation number, it has declined Q-on-Q even when we are adding new assets. So I just wanted to check with you why is that?

Premier Energies Limited CC-Dec24.pdf · 2025-02-03

Yes. Hi, sir. Congratulations on the great set of numbers and thank you for taking my questions. So, I have two questions. First, rooftop solar. If you can get some color like how much is it contributing to our domestic sales?

Got it. Thank you. And my second question like in terms of order, in terms of execution, if you can give some color. So, supposedly by the time of delivery if the input prices go up, so how the order book is executed? Is it indexed to some variable and do the customers have an option to exit? Is it binding? And if you can throw some color over there?