Stockrabit · Analysts
Questions across 2 calls

Nikhil Nigania

AB Bernstein

Adani Power Limited

Adani Power Limited CC-Dec24.pdf · 2025-01-30
My question is on the 12.5 gigawatt pipeline. So, am I correct to understand the BTG orders have been placed for the entire quantum? And then accordingly, but do we have PPA visibility? I understand only for the Maharashtra contract and with Reliance Industries. Other than that, then what is the plan in terms of split between merchant and PPA in terms of capacity? And B, have we achieved financial closure for this entire quantum?
Appreciate your response. My second related question is, I understand the need for states to sign baseload PPAs with coal plants. But given this incremental trend of solar plus 4 -hour battery, solar plus 2 -hour battery, which is coming at INR 3, INR 3.5, do you see any risk to the ordering so many plants without PPAs?

Adani Green Energy Limited

Adani Green Energy Limited CC-Jun24.pdf · 2024-07-26
Yes. Hi. Thank you for taking my question. My question is just a reclarification firstly on the short-term market sale. So, am I correct to understand 15% of volume sold in the last quarter on the short-term market or was it a higher number and what was the contribution of that in the revenues as well?
Just for one clarification then, we are able to sell it on the merchant market, the infirm power because the evacuation is not ready at the customer end is that the primary reason or just because we are ahead of schedule or the LD date we are allowed to do that?