Good evening, Sir and Congratulations on a good quarter . Sir my first question is on the new GNA regulations that kicked in from October I guess, sir, have you gained any market share after the new GNA regulation kicking in and can you please quantify market share in Q3 FY24?
Is it possible to quantify the market share?
Yes. Good evening, sir. My first question is about order inflow. Order inflow is yet to see a healthy momentum. We were expecting that given the strong bidding activity for transmission projects in the last nine months, especially in the domestic market, my question is how has been the inquiry from bidders for the transmission equipment and can we expect a slightly higher order inflow as we enter calendar year 24?
My second question is sir; have you completed the study and submitted the reports for Leh-Ladakh for technical feasibility to Power Grid? And can we expect this project to progress in the next fiscal or this calendar year?
Yes. Thanks for the opportunity, sir. My first question is on the HVDC. If I remember correctly, we had asked for extension of the pipeline in the sense we are looking to execute the HVDC, you're asking for more than 60 months for the Pole 1 and Pole 2 maybe more another six months. Do you sti ll maintain that constant execute? Or do you think that things have improved the margin and we can and the Power Grid and the bidding agency can continue at the original pace? Or do you think that we need some extension?
Have you extended the timelines? Or is it the format on that? Or is the timelines?
Thanks for the opportunity . M y first question is can you participate in the 6000 HP locomotive tenders or do we need a partner to participate and are we think ing of participating?
Understood Sir. My second question is Sir opportunity for power system is going to stay for much, much longer time , I think you mentioned that you are looking to increase your product portfolio, in your opinion do you think you can develop something in the medium term or tie-up with somebody to increase your opportunity basket?
Good afternoon sir. So my first question on the coal gasification. Are you seeing some traction in those projects where we are working? And also are you seeing there something of Coal India which is expected to be known?
Do you really think the coal to chemical which was showing such a great promise and the government has factored in three trillion number by FY'30. Is it happening or do you think there is a lot of huddle?
Three questions from my side , so one is on the renewa ble pipeline, we see a lot of bidding happening, but we don't see us participating in this , is there a conscious decision not to participate in any of the renewable biddings which are happening currently or are really reassessed from this position after some time?
Do you expect to see Hybrid bids will have a lesser competition, is that a fair assessment?
My first question is on the Slide #41 where you're talking about the joint ventures' profitability. My question is if I look at Q2 FY '24 PAT contribution of JV, which has improved materially. It has account for AICTPL INR 151 crores, ACMTPL is INR 59 crores and IAVL JV is INR 59 crores. But when I look at your P&L, the joint venture associate income is nearly INR45 crores in this quarter. Am I missing something?
35, yes.
Congratulations on a very, very good set of numbers. So my first question is on the mobility margins, which has improved materially in this quarter. Is any large order which got delivered? How should one expect it to revert to the mean in the next couple of quarters?
Yes, motion.
Good morning, Sir. Few questions on my side , first on the transmission pipeline you just spoke about 1.27 trillion when do you expect the entire pipeline to get materialized or in the sense when do you expect it to get completed and is all the R FQ and R FP have floated already?
Yes, that helps Sir. My second question, is on Bhadla-Fatehgarh, I think the largest HVDC line is up for bidding what is the timeline and are we bidding for the same and then the related question is that are you facing any issues or contemplating any issues from sourcing the HVDC equipment, we understand that all the factories are full across the world?
My first question is on the Order Inflow. So, I think in the particular quarter, I think we have announced two mega orders. One was on 10th of October, which was a mega and the other was Ultra-Mega today for Middle East. But in the Press Release today, it seems you have classified both the orders as ultra-mega. Is the understanding right? And are post the orders part of Q2 or only one has been included in this -- in the order inflow?
Understood. And my second question is the domestic order booking it seems like on the H1 is slow. Are you seeing some slowness in the closing of these tenders? And how do you think about H2 -- as we enter H2 in terms of closing the -- especially the domestic tenders?
Thank you for the opportunity. First question is what are steps left for the merger of the GMR Airports Limited with listed entity and one clarifica tion, has the FCCB been issued, and the money raised from the group ADP or is it to post the merger?
Understood Sir. My second question is on the TDSAT order I think which we received quite a time back. What is the timeline for appealing against the order, any development which you think you can share with us?
My first question is on the thermal coal pipeline. You just mentioned that you are looking to award 11.2 GW (Gigawatt). How much is coming in standalone and how much you are looking to award in this fiscal and if you can name those power plants it will be very helpful.
Understood Sir. My second question is H1 was slightly muted in terms of renewable bidding, how do you see the renewable bidding pipeline in H2?
My first question is on the PTC Energy. What was the revenue, EBITDA and profit. And any update on the sale of the asset where we are right now and is there any issue with the realization as of now, or are we getting the tariffs?
Sorry, sir his line is disconnected. We’ll move on to the text questions now. We have a question from Bharanidhar V from Avendus Spark. The question is, why is the growth of long-term and medium-term volumes in the quarter negative . The purpose to introduce market coupling by regulator in PMR is to have , one uniform pricing, second reduce transmission congestion, uniform pricing and there is almost no transmission congestion. Why is market coupling needed?
Congratulations on an excellent set of numbers. I understand you're allowed to sell up to June '24, if you have the purchase order received till June '23. How has that purchase -- can you strongly indicate the activity on it a purchase order, what you have received for the older rate till June '23 and which is still pending to be supplied, in the rest of the year?
My second question is, how is the new CPCBIV being built, what is the pricing difference now as, of course, you rolled out the pricing, you must be more aware of the pricing now. So can you indicate the broad pricing difference? And the related question is how do you see this opening the export market for us?