My question is, given the merger has, I think, materialized in this Q2. What is the total number of shares after the issuance to Groupe ADP? And am I supposed to conclude that, the OCRPS and FCCB, everything has been issued to the Groupe ADP. Is that a fair understanding?
So the number of shares outstanding should be around 10 billion -- 10.5 billion shares, right? And there is a 2.6 billion of OCRP. Is my number correct?
My first question is on the thematic monetization of the real estate. Can you please elaborate on that? How do you think about this will happen in the medium term?
Understood, sir. My seco nd question is how much of the capex has been capitalized in this fiscal? And how much is still to be left to capitalize? And if you can throw some light on the depreciation number post all the capitalization.
Congratulations on an excellent order inflow for the quarter. My first question is on the, sir, you mentioned that the order book has increased to INR 11,000 crores by the end of July. Can you just help us with the kind of order you received in July? Is it a Turnkey or Consultancy? Can you give some color?
Is it possible to name those Consultancy projects, sir?
Hi, sir. Thanks for the opportunity. So, my question is, do you see any tender from Petronet LNG or GAIL in the fiscal year?
Something big. I think they announced INR20,000 crore worth of projects last year. Are they looking for some consulting packages in the fiscal?
Congratulations on another status state of results. First question on base orders sir, base order is slightly weaker in the first half. Are you seeing increase in inquiry levels going up post the election?
Understood, sir. My second question is order inflow for us versus the group within India. Is that a market share inching as compared to group companies by Indian orders? Are you producing more products through Indians companies, so Indian companies are getting more share -- wallet share?
My question is on the solar manufacturing. Where is this profit on the module sitting in which entity?
TPSSL, right? Am I right?
Great set of numbers. My first question is, sir, is it possible to bifurcate the order inflow, the utilities interstate, intrastate and distribution or is the intrastate and distribution and indust rial, yes, if possible?
Understood, sir. My second question, sir, of course, Schneider is very strong in data center offerings and of course the other group companies have other products. So my question is do you participate along with the group companies to participate in a single data center opportunity. Is that right understanding?
My question is, sir, on the new government, do you think the old projects can be revived meaningfully if I remembe r correctly, I think orders worth 100 billion was got cancelled last time in 2019?
Sir, my second question is on the order inflow. We started with a very soft quarter in Q1 in terms of order inflow. While you are seeing that some of your competitors have received a decent amount of order inflow espec ially post June. How do you think about the order prospects for the balance of the year and which are the segments where you are more positive compared to last year?
My second question, is it possible to give some color of the order book of the solar capacity and also the fact that you have done 1379 MW sales in this quarter, is it possi ble to sale more than the capacity, I think our capacity is 4 GW, can you sale more capacity than the 4 GW normally?
Roughly 4 GW, right?
Congratulations on a very, very good quarter. My first question is on the gross margin. The gross margin improvement has been very, very sharp in the last Q-o-Q or if you look at Y-o-Y, I think is the -- it was 40% this quarter compared to last year same quarter, 32%. How much of this is sustainable? And do you think some moderation in th e margins as you go forward? That's the first question.
Understood , My question is on the order inflow. Order inflow for the quarter was slightly on the lower side, given the fact that we have seen that l ast year, a number of projects were bid out. And so my question is are you seeing a larger inqui ry and do you think that this passes into higher order inflow as you go forward?
My first question is, a number of transmission orders in India got bid FY '24.
Is it better now?
Yes, good evening, sir, and congratulations on a very good set of numbers, especially the order inflow. My first question on the order prospect, I think you mentioned th at the order prospect declined q-on-q, I think this is a very large drop and also in the annual report, I think there was a comment that Saudi Aramco is postponing the capex which could have led to this decline. Can you confirm that is the decline of is primarily related to Aramco? And does it anyway impact our the order inflow guidance for this fiscal?
Understood. My second question is a news article in the Mint that stated that L&T is eyeing the opportunity to make investments worth USD 50 billion to USD 60 billion in projects converting oil to chemicals and petrochemicals in the Mi ddle Eastern region. Are we looking to invest in those businesses? Are we looking to invest in equities in some form? Is it the right understanding?
Yes, good evening, sir, and congratulations on a very good set of numbers, especially the order inflow. My first question on the order prospect, I think you mentioned th at the order prospect declined q-on-q, I think this is a very large drop and also in the annual report, I think there was a comment that Saudi Aramco is postponing the capex which could have led to this decline. Can you confirm that is the decline of is primarily related to Aramco? And does it anyway impact our the order inflow guidance for this fiscal?
Understood. My second question is a news article in the Mint that stated that L&T is eyeing the opportunity to make investments worth USD 50 billion to USD 60 billion in projects converting oil to chemicals and petrochemicals in the Mi ddle Eastern region. Are we looking to invest in those businesses? Are we looking to invest in equities in some form? Is it the right understanding?
Can you just talk about the opportunity landscape; the break-up of Rs. 178 billion orders under negotiation? Is it possible to break this into power transformer and distribution transformers and any timelines when you expect this order to get finalized?
And is it fair to say that we are talking mostly about Interstate transmission system in India?
Congratulations on a good set of numbers. My first question is just clarification. Are you running the Ratnagiri Unit-1 on a case on basis. Is that right?
Anything in near term or medium term, do you think the next 1 year, you can start a new power plant or commencement of new construction?
Congratulations on a very good set of numbers and a very good fantastic year. My first question is in every annual report, you mention megawatt sales in a year for domestic power generation. Of course, you have shared that number, you said 30% growth. It means that the number which you've done for the entire fiscal is 6.2 gigawatt. Do you think this number is ballpark right?
My second question is, sir, what could be data center contributions to our top line last year? Is it fair to assume that you're closer to now 8% to 10%? And compared to last year, the data center opportunities, are you more positive this fiscal?
Congratulations on a very good set of numbers and a very good fantastic year. My first question is in every annual report, you mention megawatt sales in a year for domestic power generation. Of course, you have shared that number, you said 30% growth. It means that the number which you've done for the entire fiscal is 6.2 gigawatt. Do you think this number is ballpark right?
My second question is, sir, what could be data center contributions to our top line last year? Is it fair to assume that you're closer to now 8% to 10%? And compared to last year, the data center opportunities, are you more positive this fiscal?
My first question is on the renewable portfolio. Can you just let us know what is the operating asset as of now and what is the amount of projects which are under pipeline and any asset where you have won the bid?
What is the pipeline, sir?
Good evening, sir. And congratulations on a very good quarter and a fiscal. My first question is, how do you see the new EMS orders contribution in FY '25 revenues? I see there's no EMS order inflow in FY '24?
And so my second question is on the defence contribution. I think we had order book of 20 billion from defence at the beginning of FY '24. I think there was a 5 billion contribution in FY '24. How do you see this defence contribution ramping up in FY25 for the fiscal?
Sir, my first question is on the Subansiri and Parbati -II. If I remember, earlier the schedule was March ’24 for Parbati -II and June ’24 for Subansiri. It looks like it has slipped, Parbati-II to December ’24 and Subansiri complete p lant commissioning in May '26. Is that number correct, sir?
Why there's so much delay at Subansiri, sir, I think you were looking to complete this project in FY’25, if I am not wrong?