Questions across 23 calls

Anuj Upadhyay

Investec

NTPC Limited

NTPC Limited CC-Dec23.pdf · 2024-01-30

Sir, my first question belongs to the under recovery, which you mentioned in nine months, we had around INR740 crores of under recovery, and we target to bring it down. Any number you want to put or where we would like to end up FY24 figures for the under recovery?

INR400 crores to INR450 crores. Okay. Second is on the capacity addition, sir. So, while the renewable target has been mentioned, how about the conventional things? So, like year-to-date, we have added close to 1.6 gigawatt of capacity. And if I'm correct, we had given a consolidated target of adding somewhere close to 6 to 7 GW on an annual basis, of which roughly 3 gigawatt was renewable. So how are the balance 4 GW of conventional capacity panning out? Are we sticking to the timeline for FY24, FY25, FY26 numbers? Or there is some kind of a change we expect?

Tata Power Company Limited

Tata Power Company Limited CC-Sep23.pdf · 2023-11-08

Question relates to the ₹ 1158Cr of EPC project which we have canceled off. Could you just elaborate further which project exactly it was and why the need to cancel it off now considering the fact that the module prices have almost come down significantly?

And considering your earlier remarks to question which was asked by a few of my colleagues , is it a shift in a strategy that our focus would largely be catering to most about the C &I (Commercial & Industrial) category of consumers rather than the DISCOM from the IPP scale? Because the scale of t endering which has been happening in the first half and the rate of the project winning which we are having specifically for the IPP side doesn't match. On the other hand, we have been getting good orders from the C &I on the rooftop…. So just to understand, is there any strategic shift or calculated bidding which we are doing?

Adani Green Energy Limited

Adani Green Energy Limited CC-Sep23.pdf · 2023-10-31

Yes thanks for the opportunity I just want to understand you know fact to the trend that the module prices are now falling so what incremental of the escalation we can assume only IRR for the project which we have already been pitted but yet to be tendered out? Secondly, also want to you know get a sense of your assumption on where the module prices could remain going ahead say in the near term six seven months and over time period whether it expected to remain at the similar level or it could oscillate from here on?

Yes, that’s helpful. But one, just to reconfirm you mentioned change in one cent bring about 1% or 2% kind of variation in IRR?