Stockrabit · Analysts
Questions across 2 calls

Anuj Upadhyay

Firm not listed in source transcripts

KEC International Limited

KEC International Limited CC-Sep24.pdf · 2024-11-05
Sir, my question relates to the T&D pipeline. We have been hearing that it's closer to around INR 80,000 crores or INR 1 lakh crores of opportunity is lying ahead. But are we seeing any kind of a delay, especially in terms of the tendering, which is happening towards the PGCIL side, because we are the subcontractor, so when it gets to the PGCIL, then the flow of order comes to us. But is there any kind of a delay which has been happening because it's been quite some time we are hearing similar kind of a number, but the rate at which the orders should have happened, it's not happening.
Okay. So this INR60,000 crores or INR80,000 crores opportunity, which we are discussing, should happen over the next 1 year's time period, the bidding at least should have happened over the next 1 year time period. Is my assessment correct, sir?

Tata Power Company Limited

Tata Power Company Limited CC-Jun24.pdf · 2024-08-06
Sir you also mentioned about the evacuation facility from the Bhutan project, would be on us. Could you elaborate further on that? Would the re turn on the transmission evacuation facility will also be on a regulated basis or or how exactly is this being placed?
Okay. And any guidance on the capex, sir? Or does the capex for the hydro project includes transmission capex of cell or is purely for the plant per se and transmission capex, is this right?