Questions across 9 calls

Mohit Surana

Monarch Networth

Triveni Turbine Limited

Triveni Turbine Limited CC-May26.pdf · 2026-05-19

Thank you for the opportunity. M y question is more with respect to understanding the trajectory of the EBITDA margin. As I understand, for the full year , we have achieved a level. And the project execution of the project-based orders, I mean, as you mentioned, NTPC did not execute . So, going forward, with more Aftermarket services component in our order book, do you expect the margins to improve further from here? Have you already bottomed out? Or we can see more stress because of the Middle East crisis in the near term?

Understood, and in terms of order intakes, is there a sustainable level of order intake we can expect every quarter? I mean I understand it could be lumpy.

Triveni Turbine Limited CC-Feb26.pdf · 2026-02-04

Thank you for the opportunity. So, one question with respect to data centre. In terms of the enquiry pipelines, what kind of capacity turbines, in terms of range that we are getting the enquiries for? Is it less than 50, less than 100? What kind of enquiry pipelines are we getting the enquiry for?

Right. Understood. In terms of refurbishment or for the services part of the business, are we taking orders for both steam and gas turbines, or are we limited only to the gas turbine services business?

Triveni Turbine Limited CC-Nov25.pdf · 2025-11-12

Thank you for the opportunity. A couple of questions. One, with respect to the inspection schedule. So, I believe these inspection schedules are done once the product is ready for verification. So just for my understanding, if the product is ready and if the inspection schedule has been on track in this quarter, any reason why it would take another three to six months for us to deliver and book the revenue? That is my first question, and then I'll ask the second one.

Understood. On that point, how much is the lead time for us to make the product from the time we get the orders and supply? And one another is, how much is the advance in terms of the total cost of product that we take from the customers?

SJVN Limited

SJVN Limited CC-Mar25.pdf · 2025-05-30

Sunni projects, I think those are I mean there is some court case going on regarding the case between the government of Himachal Pradesh and SJ VN. Are we still proceeding with the construction of these projects or what is the status? If you can let me know that will be great. And I have one more question which I will ask after this one?

Sir, just in case if government of HP decides to take over the projects or if they win the court case, so what will happen to all the expenses or expenditures that we have incurred on this project?

SJVN Limited CC-Sep24.pdf · 2024-11-05

Just a couple of questions. One, in the report for this quarter that is published, there's a mention of Devsari Hydroelectric Project wherein we have spent INR250 crores, and it has been put on hold. Can you please elaborate on what's the status of this? And how -- I mean, can there be a recovery of this amount? My second question is, if you can just give me a status on the Arun - 3, is there a delay? Or when can we expect the project to get commissioned?

September '25, understood. Sir, just 1 last question. There is a small -- very small amount of non-controlling interest in our results this time. Can you just give some insights on how this non-controlling interest is coming from?

SJVN Limited CC-Mar24.pdf · 2024-05-29

So, my first question is with respect to the exceptional item in the income statement. There is a 104 crore gain shown as an exceptional item for this quarter . Can you elaborate on that or the reason for that?

So, this JV will be into green energy , and apart from that it will also be involved in power generation and green hydrogen space as well

SJVN Limited CC-Dec23.pdf · 2024-02-09

Madam just one question, we had guided for a capacity of around 12 g igawatt by the end of financial year 2026 can you please let me know whether we can achieve that or will there be some kind of delay in final execution.

Understood thank you Madam and one last question related to the rooftop solar I just wanted to understand what kind of contribution that SJVN can receive in terms of revenue or tariff through the installation and out of the 40 g igawatt I mean you said three states are allotted to SJVN so how much could be the share of SJVN and what kind of numbers can we think of planned to this segment.

SJVN Limited CC-Sep23.pdf · 2023-11-09

Sir, a couple of questions. Regarding RIA, the PPAs that we enter into, will those be long-term PPAs or just for two to three years? And secondly, in the RIA model, is it only renewables that we can supply or it will be a mix of renewables and hydro? And can we supply our own generation under this model?

Sir, if you can also talk about the capex target for this year and next year as well, and how much we have achieved for this year?

NHPC Limited

NHPC Limited CC-Sep23.pdf · 2023-11-08

Hello, sir. My question is more general and related to realizations. In years when we have generation more than the design capacity, the extra energy that we produce, does that go at the same realization at the same average selling price set by the regulator? I mean, the tariff or the tariff would be very low for the extra generation.

You said Rs. 1.20 per unit.