Stockrabit · Analysts
Questions across 2 calls

Bhavik Shah

Invexa Capital LLP

Afcons Infrastructure Limited

Afcons Infrastructure Limited CC-May26.pdf · 2026-05-19
Hello, sir. My first question is regarding the current order book. Can you help me with the split of, say, the fixed price order book in it and the variable cost order book in it? And also in the fixed cost, how much of it is going to be impacted, say, with the margins, which may not be at our normal margins now?
In the projects you mentioned in Bangladesh, Maldives, Tanzania and Benin, you executed this quarter. What will be the quantum of these? Because you were saying the large impact came from these projects. What is the quantum of these projects?

Adani Green Energy Limited

Adani Green Energy Limited CC-Dec25.pdf · 2026-01-23
Sir my first question is I'm failing to understand, like, why is the revenue going down despite our capacity is increasing? Like, I'm thinking like as of September end, we had 16.7 gigawatts which is operational. So ideally, the entire thing should have been come into revenue in the December quarter, right? So when I just divide the revenue with the operational capacity, it is less than INR0.65 lakh per megawatt. So what am I missing here? Is there some one-off or like there is something which is missing?
Right, sir. Sir, just can you throw some light on the curtailment part? Like, why we didn't have this issue in the last quarter? And why is it coming up now in this quarter? So how much is the gap in terms of the evacuation which you are having? And will it like in the next year continue to be there?