Stockrabit · Analysts
Questions across 1 call

Bharat Shah

A SK Investment Managers Limited

Adani Power Limited

Adani Power Limited CC-Jun24.pdf · 2024-07-31
The merchant power offers flexibility and pro mise of a higher reward. But of course, there is certain risk, especially in a leverage d business. While the PPAs give us predictability, but probably will lock us down to relatively potent ial of lower returns. What is our philosophy and strategy to balance risk and reward between merchant and the PPAs?
Sorry, I missed that earlier part. My apologies. Secondly, likely given the way economy is growing and given the way it is a synergistic growth across many sectors, t herefore, GDP growth is likely to be far more burgeoning type and combining among many sectors. Plus, given the trust of growth on manufacturing and industry, energy demand growth, we are likely to overshoot all projections. So, given 11-12% kind of likely electricity demand and the growth in the coming period on a per annum basis, what kind of our growth the picture would show? What kind of multiple do we see compared to overall energy demand growth in the system?