Stockrabit · Analysts
Questions across 2 calls

Praveer Sinha

Firm not listed in source transcripts

Tata Power Company Limited

Tata Power Company Limited CC-Dec24.pdf · 2025-02-04
See, we still do not have details, but whatever little that we know of the whole process of approval, and these are nuclear plants, so they have a very stringent requirement of getting approval not only from the forest and the environment aspect, but also from the Atomic Energy Regulatory Board. It all takes about 24 months. And thereafter, the construction period is 4 to 5 years. So it's a little longish, but I can assure you that these projects are today becoming very common in various parts of the world. And I think that many of the new technol ogies coming in, we should be in a position to implement it much faster in the country. But these are very early days. Let's get more details, and then we'll be able to share with you the real time lines and implementation for that.
So already the module approved list of module manufacturer is already in place since last year, 1st April 2024. And the approved list of cell manufacturers will get implemented from 1st June 2026. And I think it has already been extended. It's earlier for sales, it was 1st April '26. Now it has been extended to 1st July 2026. And I don't expect that this will get extended beyond that.
Tata Power Company Limited CC-Jun24.pdf · 2024-08-06
So as you are aware, we have more than 5 gigawatts of utility scale renewals, which is under implementation, which includes some of the enterp rise orders also, which is the group captive for Tata Steel and some of the other industries. In addition to this, there is nearly 3 gigawatts of third-party EPC, which is under implementation. So we have nearly 8 gigawatt of projects, which is under implementation now. And we are fully tied up for all the projects for this financial year where we expect to do more than 3 gigawatts of implementation and next year of 4 gigawatts. So we wanted to ensure that first we implement all these projects, at least, major quantum of these projects get completed in this year, before we started bidding for new projects going further. Also, what we have found is that while the renewable projects can be implemented in 24 months, the availability of evacuation arrangement transmission lines are taking much longer. And we expect the new set of transmission lines to only come in FY '27 and '28. So that's why we don't want to take a project and then get stuck with them, which stuck because of the transmission or the evacuation arrangements not being available. So we will definitely look at accelerating some of these projects. But our objective is that we will be participating more in complex and hybrid projects and FDRE projects then just lean in our solar and wind projects. And you will see in this quarter, a large number of hybrid and FDRE projects are going to come, and we will be aggressively bidding.
Absolutely right. So the 5 gigawatt of our own and 2 gigawatts to 2.5 gigawatts of others.