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Harshraj Aggarwal

YES Securities
2Calls
2Companies
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CHENNPETRO

Chennai Petroleum Corporation Limited

All company calls
Chennai Petroleum Corporation Limited CC-Mar25.pdf
2 May 2025
Open call
  1. We are present in the southern market, and we are aware that the market is in the shortfall. If you could cover some part of it, what is the shortfall and how it is going to pan out in the next few years given the demand is growing.

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  2. I have another question is on the RLNG piece. So, we are consuming RLNG as a feedstock. So, at what prices are they viable versus the alternative fuel like FO or NAPHTHA?

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  3. One last question, I wanted to understand your view on the defining market now. We have some shutdowns, some capacity reduction, some capacity is going out. And in the Indian scenario, you have seen lot of capacity that is coming up. You have a HPCL Rajasthan refinery; you have expansion at IOCL.

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ATGL

Adani Total Gas Limited

All company calls
Adani Total Gas Limited CC-Mar25.pdf
29 Apr 2025
Open call
  1. Hello. Hi, sir. Thank you for taking my question. There are a few questions. Firstly, sir, could you help us with the volume breakup of the PNG segment in the quarter and for the year?

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  2. So, sir, apart from this, now we have seen the propane prices correcting. So, obviously, how do you see the growth happening from the industrial segment?

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  3. Sir one further question on this in terms of the gas pricing. Do you think that the long-term prices which is crude linked or Henry Hub linked would be cheaper than the spot LNG or you see the spot LNG falling to a larger extent? Given the scenario in the last couple of years, the spot LNG has been on the higher side and we have the long-term contracts in place which is cheaper than the spot LNG.

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