Yes, good morning and thanks for the opportunity. My first question, can you help us with the inquiry pipeline of data center compared to the last year? And are we seeing Hyperscaler inquiry building up?
Understood. My second question ma'am, industrial was weak for the quarter in the fiscal. Are we seeing signs of revival in the demand across your various segments? Can you please comment on that?
Yes, good morning and thanks for the opportunity. My first question, can you help us with the inquiry pipeline of data center compared to the last year? And are we seeing Hyperscaler inquiry building up?
Understood. My second question ma'am, industrial was weak for the quarter in the fiscal. Are we seeing signs of revival in the demand across your various segments? Can you please comment on that?
My first question is, how do you think about the impact of EU FDA on your business? Do you have any color to share?
Is the impact on the cost side or from the business opportunity side? Can you please help us?
My first question is, how do you think about the impact of EU FDA on your business? Do you have any color to share?
Is the impact on the cost side or from the business opportunity side? Can you please help us?
Good afternoon and thanks for the opportunity. So my first question is can you just help us with your dependence on the Middle East for Specialty Oils business in terms of sourcing and sales?
Understood.
Good afternoon and thanks for the opportunity and congratulations on an excellent quarter and a very, very good year. My first question is on the domestic order inflow ex HVDC. Let's say, domestic order inflow plus exports, ex HVDC, it seems that we were at 90 billion last year. How do you see this developing for FY27? How is the inquiry pipeline ex HVDC in domestic market, especially?
Understood. My second question is the new transformer capacity, which you announced. Does it mean that it will produce HVDC transformers internally?
A good set of numbers. Sir my first question is order inflow ha s been very, very good for the year, but for the quarter, it seems to be tad muted. How do you think about from the opportunity perspective for the fiscal year '27, is it fair to assume a dec line for a couple of quarters before the order book picks up once again?
I understood. My question on the PSU opportunity. We were going through the NTPC green slide deck, which is available in the public domain and they we re talking about adding 6.6 gigawatts, which is part of their contracted plus awarded pipel ine, right, out of which I think barely have tied up maybe 1 gigawatt or 2 gigawatt. So a lot of capacity is still pending, but we haven't seen any closure in last maybe 8 to 9 months. How do you think about the pipeline? I'm talking particularly about NTPC?
Good afternoon, and thanks for the opportunity. My question is, sir, how do you think about capacity addition in FY27 and FY28 given the current pipeline? Can you break that capacity addition between standalone, subs and JV for the conventional and for the green.
Understood. That's very helpful, sir. My second question, sir, what is the status of the nuclear power projects? And where is Mahi Banswara right now? Do you expect the tender of the equipment and work to start in this fiscal? And the related question is what is the kind of nuclear capacity you think you'll be able to commence work in the next 1 to 2 years?
Yes, good afternoon and thanks for the opportunity. Congratulations for a very, very good year of order inflow especially for the consultancy. Last two years have been extremely good for consultancy order inflow. But how do you think about the opportunity landscape for FY27 for the order inflow for consultancy in domestic markets and the international markets?
Do you think in your opinion that we can sustain these levels for the consultancy especially the domestic market?
Good afternoon, sir and thanks for the opportunity. My first question, is it possible to share the Adjusted PAT for the quarter? And what was the profit in Subansi ri and Parbati-II in Q4 and the fiscal?
Understood. That was standalone and consolidated also, right?
My first question is on the losses at the consol level. Can you please explain why there is a loss on the consol level? Is it due to the fact that you have started booking the revenue for the new power plant, which is at a much lower PAF and maybe much lower tariff because the final tariff order is still to come? Is that the right understanding?
Is it possible to share the plant availability factor for SGEL and Buxar for the quarter and the year?
Good morning, sir. Thanks for the opportunity. My first question is, sir, can you please help us again with the one -off in the quarter in generation and explain the nature of these one -offs? I think we missed -- I think you mentioned in opening commentary, but I missed -- but I could not understand it.
Understood. And this order came in the March quarter. Am I right?
My first question on the Note number 5 of the consolidated P&L. There is an amount mentioned of INR250 crores deferred tax assets. Can you clarify whether we need to adjust or increase the taxes by INR250 crores to arrive at the profit for the quarter?
So, this has impacted our consol profit also, right? Consol profit positively.
Good evening and thanks for the opportunity. My first question is, do you have escalation clauses in long-cycle orders like Metro rail, which you've signed in this quarter?
Price escalation, c ommodity inflation, if it happens, there is escalation clauses which protect us?
My question is, sir, can you help us understand the order prospect for the data centers? Are you seeing larger prospects compared to, let's say, at the beginning of CY '25?
My first question is on the minority interest or non- controlling interest item in P&L. The sharp jump Q -o-Q. Can you please explain non-controlling interest, the minority interest, the entry in the P&L, consolidated P&L has jumped from INR8.5 crores in Q3 FY26 to INR254 crores in Q4 FY26. Can you please help explain that?
My question is more about the Q-o-Q, also there is a sharp jump Q-o-Q.
My first question is, sir, what is the loss in EBITDA in FY26 due to lower availability and lower prices realized compared to long-term rates for the infirm power we were selling. And what could have potential EBITDA for the entire fiscal? If it is possible yes?
Understood. Sir, my second question is, of course, you will again commission 5 to 6 gigawatt in th e coming fiscal. How are you seeing the on the ground transmission connectivity coming up, especially in Khavda? My question is whether do you think the infirm power is just sitting right now will completely get transferred to long-term PPAs in the next fiscal? And how do you resolve for the new capacity which is coming up?
Good afternoon, sir and thanks for the opportunity. My first question is, sir, can you help us with your expectation for capex in FY27 and FY28 for three businesses separately?
So this is for FY27, right, sir?
Good afternoon, sir. Thanks for the opportunity. I have one question on the industry side. What kind of changes are being discussed in the new BOT concession agreement? Are you guys suggesting or looking for any major changes?
But was there something specific which is holding up the new BOT bids?
My first question is on Industrial Products. The EBIT for Industrial Products hasn't grown despite strong growth in the top line and part of the reason, of course, the decline in EBIT margin compared to last year. My question is how one should think about the growth and the EBIT margin for the next 12 to 18 months in this business?
Apologies. Yes.