Questions across 5 calls

Amit Rustagi

UBS

Mahanagar Gas Limited

Mahanagar Gas Limited CC-Mar24.pdf · 2024-05-10

And for posting a wonderful result on the volume front. Sir, my question pertains to the CNG stations. So we have added a historic number of 36 stations this year. So can you guide us like how many stations we can expect to add in the coming years, like FY 2025 and 2026? And when most of these stations came, where they came in first half or did the stations came in second half? And then based on the last 2 quarters, we're seeing we are posting double-digit growth. So can we expect that we can move to a grow th number of 8% to 9%, given the strong addition of CNG stations and the past 2 quarters' performance?

Got it, sir. Sir, can we consider 8% to 9% kind of volume growth in the coming quarters? Within that, we are already posting the volume growth now.

Mahanagar Gas Limited CC-Sep23.pdf · 2023-10-30

If we have to grow our volumes from here maybe let's take 0.2 or 0.3 MMCMD, where do you think that additional gas will come from? Do we have additional domestic sources like HPH T available to us or we have to move to spot LNG if we have to see a volume growth now?

And lastly on the propane pricing. Now propane prices have gone up in the third quarter. So, are we seeing some industrial volume returning back to us?

Petronet LNG Limited

Petronet LNG Limited CC-Sep23.pdf · 2023-10-30

Sir, just wanted to understand that you will be doing a another call to explain us, but I wanted to understand that what is the OPEX , what is the EBITDA ,post commission of the project and if you can give it separately like what maybe the EBITDA on ethane facility, on propane to propylene and PDH/PP and finally if you are doing something on the propane handling as well, so what are the different numbers on that , so that we know that how much EBITDA is subject to the commodity, volatility and how much is the EBITDA which can remain consistent?

Sir, just the timelines like when you will start commissioning this project, when will be the zero date and what will be the commissioning timelines?

Marico Limited

Marico Limited CC-Sep23.pdf · 2023-10-30

Thanks for taking my question. Could you explain to us like how much is the difference between the secondary and the primary growth? And like when we are talking about the second half of the year, how much should we think that we can catch up in the second half of this year itself?

Bharat Petroleum Corporation Limited

Bharat Petroleum Corporation Limited CC-Sep23.pdf · 2023-10-30

Sir, as per some market commentaries, GAIL was considering to merge some of their city gas assets with IGL, where BPCL is also one of the shareholders and the joint venture partner. So, do you think that this kind of moves are possible? And are you also considering to merge some of your city gas distribution companies with the larger players to monetize them?

There is no proposal similar to this kind of merge with IGL?