Thank you, sir, for the opportunity. And congratulations on a very, very good quarter. My first question is, sir, what kind of advances you receive for international orders? Is it 5% of the value or 10% of the value?
Understood. And do you need any certification from the U.S. for supplying your modules, which will have your cells?
So my question is on the duties. How do you think about the impending duties which have been talked about in the United States, the anti -dumping duty and countervailing duties? When do you think that some clarity will come in, in your opinion?
My related question is that, of course, the anti -dumping duty and CVD will be imposed in the Southeast Asia. So how does it impact in any way our sourcing of cells?
Sir, I think you mentioned that in Projects & Manufacturing, you are favourably placed in the Rs 500 billion order. Does it mean that you are L1 in those orders? Is that the right understanding?
Understood, sir. My second question is, sir, have we included the order for 5.2 GW, 19 gigawatt hour solar plus project in this quarter? And is it possible to lay out the scope and difference of responsibility between you and Power China? Is it possible to give a color on the size of the project?
Congratulations on a very good order inflow in H1 FY25 despite a very high base. My question is on the first, how do you think about domestic prospects? Last year was subdued on account of general elections. The first half order inflows are also flat. The question is, are you seeing the signs of improving activity, I mean, in substantial terms in H2?
Understood, sir. My second question is on the EPC tender for the thermal power plant. Is it fair to assume that you'll not participate in the full EPC tender for thermal power plant? Having said that, EPC has a forte, right, and why are we restricting ourselves to only doing BTG? In fact, even in the NTPC bulk tender, it's a main plant package, meaning that we have to do the EPC works for the main plant. Can you help us understand? Subramanian Sarma: Okay, this is Sarma here. So, we had said earlier that in the overall thermal power plant scenario, EPC which includes BTG and balance of plant, we had seen: a) first thing was that the terms and conditions were not favorable, and 2) what we had seen is th at there were significant delays in the balance of the plant -related activities particularly multiple interfaces with various stakeholders. So, combination of that was really causing some hardship in terms of extended project duration and hold up in bank guarantees and unfavorable cash flows etc. We had decided to withdraw from the whole segment, but then later on, there had been some extensive discussions and we have been able to negotiate better terms and conditions for the BTG part. And I think it also fits well into our core capability of Manufacturing, where we have a very advanced capacity and de-risk the overall portfolio because then we are kind of more in control of our own destiny and less dependent on others. I think all that fits into our overall risk profile. And we believe that with this approach, we should be able to deliver more consistent and better results.
Yes. Good afternoon, sir, and thanks for the opportunity. My first question is on, it looks like from the order inflow is that order was driven primarily by export and HVDC. Can you please comment on the domestic order, excluding HVDC? 11/19
I was asking the question because there is a lot of activity in the domestic transmission, right. And so, to that extent, the last quarter seems to be on the weaker side. Just asking, how do you see this panning out as we go forward?
Good evening, sir. And congratulations on a very good quarter and superb last 24 months, sir. My question is about the order inflow inquiry, of course now it has increased 28 months. The question is how has been the order inflow inquiry as of now, ar e we seeing inquiry as strong as it has been there in the last 18 months?
My second question on the C&I s ide, sir given the fact that the transmission charges are supposed to go up by June ‘25 and then the re was expectation that C&I will pick up in the Q4 FY25 and Q1 FY26, are you seeing that momentum?
My first question is how do you think about the leverage given the 2 large acquisitions and a very large pipeline of under construction assets?
Understood. My second question is on the KSK Mahanadi like what is the plan here? Is there a plan to expand capacity by 1 unit or more than 1 units in the medium term? And what is the status of NCLT for the other SPV, I think the all the SPVs are under NCLT right, water and rail. Can you please help us with that?
Congratulations on a superb listing of NTPC Green. My first question is, what was the under- recovery in the coal-based power plant in 9M FY25?
Understood, sir. My second question is on the NTPC Green. I just wanted to reconfirm the number. You said 3.5 gigawatt operational capacity, 14 gigawatt of LOI awarded. Is that right?
Good Afternoon Sir. Congratulations on a very good quarter and on the prestigious award. My question is, as the -- first question is on, the one thing I observed is that you're not participating in the RE bid, a very, very selective business. How do you think about participating in RE.
Okay. I'll make it a bit louder. So one thing is that you're not participating in the RE bids or the participation is very, very limited. So, what is hindering us? And how do you think about the strategy of participating in the upcoming bids?
Good morning, sir, and thanks for taking my question. Sir, first question is on the financial numbers. Can you please help us with the large negative movement in deferred regulatory in this quarter in P&L and the nature of it?
Large negative m ovement in the deferred regulatory line item in the P&L where there is a negative of Rs 465 crores, if I am not wrong.
My first question is, sir, how do you approach a client for -- because Schneider provides -- Schneider has so many products, right? For example, let's say, a data centre guy, right? He needs a host of products, and we as a -- we provide certain products and then there's cooling product, then there are some other low -voltage products. So how does Schneider approaches the client? How does the sales happen? How do you collaborate with these other entities of Schneider?
Understood. My second question is on the -- I see a lot of 11 -kilovolt ring -- you have won in this quarter. Is this related to the way the RDSS has -- RDSS, a reform development scheme of the government of India is panning out? And are you very optimistic that this kind of orders will only increase in the next 12 to 18 months?
I joined late, so I may be repeating the question. But my question is on the pump storage hydropower plant. So where are we in terms of giving the orders? What are the timelines you are looking at? What is the kind of capital cost you are expecting?
You must have identified the site, right? So what is the timeline you are looking at? I think what is the PPA is 48 months, am I right?
The only question I have is given the fact that there is a huge amount of bidding, which has happened in the last fiscal and this first half, right? So in the sense, are you seeing a lot of inquiries, opportunities? And do you think there's a fair chance that we'll bid this guidance of INR1,500 crore additional order inflow in H2?
But we think is B2B by a wide margin, given that Power Grid has won roughly around INR80,000 crore in the first half, INR80,000 crores YTD. That's a very large amount, right?
Congratulations on a very great quarter. My question is on the other expenses. The other expenses in this quarter has seen an uptick. Would you like to call out something? Or this is linked to the revenues in general?
Understood, sir. My second question is given the fact that a large part of transmission projects have been awarded to the players in this country. Last year was INR500 billion of ordering. And this year till date, we have seen INR700 billion of ordering awarded to most of the power grid and a few private players. Are you seeing that inquiry pipeline is inching up and is becoming -- can you give us some colour?
My first question is The Tata Power Company Limited solar system manufacturing capacity. So how are you thinking about this capacity? Is there any plan to expand the capacity or integrate backward? That's the first question. And the related question is how long do you think it will take to stabilize your cell line?
Understood sir. It’s good to see sir that pumped storage project is taking off the ground, but my question was a large, bid was conducted in Maharashtra in recent past. It seems that we didn't participate in the tender. So how are you thinking about tying up this Pumped Storage Power Plant, which we are undertaking?
Sir, my first question is on the -- I think you mentioned that you received an order in October, right? Can you quantify the quantum and can you just let us know whether it is for Consultancy or Turnkey? And if you can just throw some light on the kind of, on the exact order received, the nature of order.
Understood, sir. My second question is, sir, on the BPC refinery, I think the project has taken off. My question is, has all the packages for Consultancy been decided or do you still think there are still some packages are still to be tendered out?
My first question is on the console, you just said the royalty will stop at 3 megawatts. Can you please quantify the impact and is it fair to assume that this will start contributing from F26, right? That's what I think you alluded?
I just mentioned that royalty on ECS will stop for 3 megawatt turbines. Is it possible to quantify the impact?
Yes. Good afternoon, sir. Sir first question is on the tariff order for Delhi. I think a consultation paper is yet to be issued. So what is your expectation of the final tariff order for Delhi airport, some timelines?
Is the consultation paper to be out by end of November or December?
Are you looking to raise funds in the SJVN renewables arm in this fiscal?
My second question is on this, sir, do we have to, I think you mentioned about the RE pipeline. Sir, is it possible to give us a single console number in terms of how much is operational, how much is under construction, how much is the capacity where we are L1?
And my first question is on the India defense opportunity, of course the last we have seen a pretty large order in the last few quarters coming from Indian defense industry. Do, you think that, because the election is a slowdown, there was some kind of slowdown in these order inflow. And given the fact that we are now post-election, do you think the closer of new projects will pick up, new tenders will pick up in the balance nine months?
Understood sir. And second question, is it possible to share the Huron revenues and profit during the, in the Q1 FY25?