Stockrabit · Analysts
Questions across 22 calls

Nikhil Abhyankar

ICICI Securities

Cemindia Projects Limited

Cemindia Projects Limited CC-Jun24.pdf · 2024-08-08
I just wanted to understand our decision as to why not to bid for road projects. And just to follow up on that, a lot of BoT projects have been approved recently. That is quite a huge opportunity. So, will we be looking to do the EPC part of these BoT projects?
Since we are already executing an EPC part of the BoT project in UP, there are a few power projects coming up in UP as well. So, will you be looking to participate in that, the EPC portion of it?

Thermax Limited

Adani Enterprises Limited

Transformers And Rectifiers (India) Limited

Adani Power Limited

NCC Limited

TITAGARH RAIL SYSTEMS LIMITED

JSW Infrastructure Limited

JSW Infrastructure Limited CC-Dec23.pdf · 2024-02-02
Thank you, sir. Thanks for the opportunity and congrats on a good set of numbers. My first question is basically for clarification. You mentioned that there is a railway line at the PNP port that you have recently acquired. So how exactly will it help our Jaigarh volumes?
Okay, understood. The next question is regarding Kenny. So what exactly is, how much do we have to pay as revenue share to the government? And the second, what is usually the debt to equity ratio for these capexes?

Engineers India Limited

Suzlon Energy Limited

Suzlon Energy Limited CC-Dec23.pdf · 2024-01-31
Congrats on a good set of numbers. Sir, my first question is regarding the profitability of WTG segment. Sir it has been low in the first 9 months. So what exactly is the reason for this, sir? And how will be the trend be going forward?
Okay. And sir, the second thing was regarding -- it is an industry-specific question. So recently, pure wind tenders have seen -- like if the tender is for, say, 100 MW, the bidding is done only for 20, 30, 40 MW. So what exactly is the reason for this? What are the problems that IPPs are facing?

Adani Green Energy Limited

Adani Green Energy Limited CC-Dec23.pdf · 2024-01-30
Thank you, sir. Thanks for the opportunity. Sir, we haven't seen you participating in new bids while they are also getting undersubscribed, a lot of bids. So, can you just throw some light? When can we see you start participating? And in terms of preferen ce, what will be your preference, solar, wind, hybrid, or even FDRE?
Understood, sir. So, you mentioned that you're facing some problems in improving your execution capacity. So, what kind of problems are we facing? Is it like supply chain? Is it land acquisition or what?

Hitachi Energy India Limited

NAVA LIMITED

Adani Energy Solutions Limited

Inox Wind Limited