Stockrabit · Analysts
Questions across 5 calls

Girish Achhipalia

Morgan Stanley

Tata Power Company Limited

Tata Power Company Limited CC-Feb26.pdf · 2026-02-04
Thank you, sir. So, my question was on your Wafer and Ingot plan, where are we right now and what is the size and any state incentives? That was the first question, sir.
Okay. And from China, we are seeing wafer and polysilicon prices increase. Currently, we have, I think, more than 5 gigawatts under construction. So, how much of an equity IRR impact does this cost? Because you would be sourcing some of the raw materials from there, if you can quantify?

NTPC Limited

Kaynes Technology India Limited

Havells India Limited

Havells India Limited CC-Mar25.pdf · 2025-04-22
Thanks for the opportunity . I just had a couple of bookkeeping questions and one question on solar. So on bookkeeping, can you help us with the Lloyd channel mix currently, and do you expect that to change in the next few years? And the second one was on capex. If you can help with what do you expect to spend in the next 1 year or 2-3 years? And if high-level color can be given on segment level? And finally, on solar one clarification. The investment that is done, I wanted to understand, are you not getting volumes? Or are you not getting quality volumes, which kind of prompted you for this decision to secure this investment?
Can you just answer on the broader company level capex, please? And if any segment level details can be given, Cable & Wires…

Larsen & Toubro Limited