Questions across 6 calls

Atul Tiwari

Firm not listed in source transcripts

Power Grid Corporation of India Limited

Power Grid Corporation of India Limited CC-Nov25.pdf · 2025-11-04

Yes, thanks a lot. Sir, you gave a guidance of about Rs. 25,000 crores to Rs. 26,000 crores capitalization in FY27 and Rs. 28,000 crore in FY28. I believe in some of the previous conference calls, you have guided to Rs. 35 ,000 crores to Rs. 40,000 crore s rupees of capitalization in those years. So, is there some like persistent slowdown in the pace of capitalization that the company is seeing because of the issue or is this issue limited to this year only?

Okay, sir. And how much of transmission awarding is yet to be done as per NEP over next three years?

Mazagon Dock Shipbuilders Limited

Mazagon Dock Shipbuilders Limited CC-Nov25.pdf · 2025-10-28

Sir, my first question is on the status of P75, the 3 Scorpene Submarine order because earlier, I think in the earlier conference calls, you had indicated that the order should be signed very soon, possibly in the first half of this financial year.

Sir, my question is on your Colombo Dockyard acquisition. So could you shed some light on what are your plans for that asset? And is the acquisition complete? And if yes, how much of its revenue and EBITDA and the PBT has been booked in this quarter?

Mazagon Dock Shipbuilders Limited CC-Mar25.pdf · 2025-05-30

Yes, thanks a lot. My first question is on medium term margin profile. Over the next 2-3 years, what kind of EBITDA margin we should look at? Will the current level of EBITDA margins be maintained or perhaps be even increased from this level?

Sir, in past, the company has guided to P BT margin of 12% to 15% over medium term versus 25%-26% that we have been reporting. So now we should not work with the older guidance and assume the current level of 26 %-27% PBT margin to go up from here. Is that right in understanding?

Tata Power Company Limited

Tata Power Company Limited CC-Jun25.pdf · 2025-08-01

Yes, thank you and congrats on good set of numbers. So, my question is on the strategy regarding coal based power generation. So, now obviously as we have seen multiple other players in the industry, both on the government and the private IPP side, they are very aggressively getting into expanding the coal based capacity organically. So, what is your strategy regarding the same? You are not looking at that space anymore or you are also getting into expansion of your coal based condition capacity?

Okay, thanks.

Torrent Power Limited

Torrent Power Limited CC-Mar25.pdf · 2025-05-14

Yes, thanks a lot. Sir, just two questions. So what is the minimum guaranteed take or pay offtake for which the fixed charges you have to be paid under NVVN tender?

Okay. And, and so my second question is on this pump storage project. So, I was just trying to understand it a little more clearly. So as per the agreement, the commissioning period is 48 months. So has that clock started or the start of that clock contingent on first approvals being available and land being acquired?

Bharat Electronics Limited

Bharat Electronics Limited CC-Dec24.pdf · 2025-01-30

Sir, just one clarification. So this MRSAM orders, the y are for NGC. So this is the entire package, right? INR 140 billion, INR 150 billion in MRSAM/NGC?

So INR 250 billion to INR 300 billion for QRSAM and for this NGC/MRSAM package INR 150 billion. Is there any other large orders that you have in the pipeline over the next 3 years?