Questions across 26 calls

Mahesh Patil

ICICI Securities

JSW Energy Limited

JSW Energy Limited CC-Mar25.pdf · 2025-05-15

Yes, hi sir. Sir, my first question is on the O2 Power. So at the time of acquisition, you had mentioned that around 2.3-2.4 gigawatt should be operational by June 25. So do we have any revised timeline for that capacity?

My question is regarding the sourcing part. As you have mentioned that you are setting up the blade manufacturing unit, right? So given the revised guidelines on the domestic , increase content of domestic manufacturing for wind as well, any challenges in terms of sourcing for both solar and wind equipment for the upcoming projects?

Adani Power Limited

Adani Power Limited CC-Mar25.pdf · 2025-05-01

Hi, sir. Thanks for the opportunity. So, my first question is on the merchant power when you say merchant sales. How do you exactly define it? Does that mean all the power that is excluding the long term contracts? Does it also include the medium term contracts in the merchant sales? Do you include that?

Okay, sir. Understood. Sir my second question is on the status of the fuel supply agreement for the new upcoming capacity. So, could you throw some light on that and any tenders that are floated by the states regarding this fuel supply agreement?

SJVN Limited

SJVN Limited CC-Dec24.pdf · 2025-02-14

Just Arun project that you mentioned, largest hydro project, 5 gigawatt you mentioned, right?

Okay. And these are expected by FY '30-'31, right?

Thermax Limited

Thermax Limited CC-Dec24.pdf · 2025-02-07

Sir, my question is on the Chemicals segment. You said that Q4 is expected to be substantially better for this segment. So can you give some details on why do you think that? And my follow- up question on this segment is that the profitability seems to be a bit lower in the nine months. So if you can explain that.

Okay, sir. And sir, if I may...

Thermax Limited CC-Sep24.pdf · 2024-11-14

Sir, my question is regarding the Industrial Infra segment. So, in the first half, the PBIT that we reported INR 70 crores is inclusive of this incentive of INR 66 crores, right? My question is on the margins in this segment that are under pressure. And if we look at also on the slide 15 on the presentation, as the export orders in this segment are going up, how do you see the margins going forward? And any steps that are taken there? And what does the margin profile look like going forward?

Torrent Power Limited

Torrent Power Limited CC-Sep24.pdf · 2024-11-13

Sir, my first question is with respect to the employee cost and other expenses in Q2 that seems to be some significant increase compared to Q2 last year . Employee cost are up by 18% and other expenses around 14%. Any specific reason, any one-off items in this?

So, the second question is regarding this, our Bhiwandi franchise area wherein the agreement is expiring in Jan 2027 and as we are almost entering 2025 now, any plans and related provisions in the agreement for further extension?