Thank you so much. So will look forward to your evening presentation. But primarily, can you talk about any big gaps that you currently have in your portfolio that you would want to address with Rs. 2,000 Crores of capex?
Understood. That's very helpful. And how should one think about phasing this capacity over the next 2, 3 years?
My first question is with respect to the cash flows first. There seems to have been some increase in marketing brokerage cost for the quarter and also overheads. How should one think about these trends?
And from the taxation perspective also, should one think that you've been getting the benefit of tax refunds, is that era largely over or…?
Thank so much for the opportunity. My first question is actually on your collection, which has notably gone up this quarter. Is that a sustainable run rate one should think of from a quarterly perspective, or has there been some previous quarters views which have got accumulated in this quarter as well?
Okay, so 10% - 15% growth this year, full year, and then next year also similar number?
Yes, thank you so much, and congrats on good performance. My first question is on Odisha, where you've been giving phenomenal performance year -after-year. Do you still see room for more efficiencies, or should we sort of pencil in future growth more from regulated equity growth only?
Understood. And lastly, if you can comment on the regulatory asset wind down in Delhi DISCOM. Supreme Court had indicated an intention to wind this down. Any progress there?
Congratulations on good numbers. First, if you can quantify what sort of impact you had in March on account of these Middle East-related disruptions?
Right. And even on the margin side, you said you had a higher share of institutional sales than usual. And today, you said it's about 90% of business happens through channel. What would that number have been for last quarter?
Can you also give some sense of breakup between what is the difference in the performance within Wires and Cables separately?
Understood. And in terms of price hike, can you also divide between how much price hike you took in the previous quarter? What did you do in the current quarter starting January? And how much do you still need to take to make up for the commodity inflation?
Congrats on good performance. My first question is with respect to the gross margins and EBITDA. They still seem to be a bit lower than what you’ve been guiding historically. When should we see expansion of this margin? And any particular reason you would like to highlight for this quarter?
Okay. My second question is, number one, you had this Row House plan, which you converted to apartment. How should we think about this in the scheme of what you are viewing in the market?
Congrats on great performance. My first question is, if you can give some color on what you’re seeing on the ground in terms of demand environment. Some of your peers at least in Gurugram seem to be talking about a bit of softness. If you can share your experience across geographies, that will be very helpful?
Okay. And also Noida and some color on how you foresee pricing?
Yes, thank you so much and good luck for this year. My first question, the continuance of this EBITDA guidance of 33% on project level, how much of overhead should be built in from here? And do you think this is conservative because you also have a lot of backward integration? How should one think about the benefits of backward integration into your margins versus the sales velocity?
Understood. And a couple of quarters back you talked about m argins improving dramatically. We haven’t seen that in the second half, is that something one should expect and to expect in ‘26 or is it still some while away?
Thank you so much and congrats on good performance in this tough quarter. My first question is, have you had any communication with Qatar so far as to what is the status of the trains from which you buy and when the war ends, how soon can they start supplying?
Okay. So, no impact on your trains at all, right? That is very clear now.
Congrats on great performance. My question is if you can elaborate a bit on what has been the key drivers of your margin expansion in this quarter, especially when you face some bit of challenges on the freight side and the Middle East and supply side?
Okay. So okay. So no adverse impact there. So whatever 70 bps margin that you lost has more...?
Yes. Thank you so much and congrats on your performance. My question is if you can also, in your presales, give some color on how should one think about the mix of projects, whether you're inclined more towards mid-prem ium or more mid-income and also volume and value growth that you see in the market and for your presales guidance?
And volume growth, should one assume a strong volume growth into this year? Or is it be more value growth driven?
Thank you so much and congratulations on good performance. My first question is with respect to the upcoming malls in Kolkata and Surat and also your residential project. Is it possible to get some sense of timeline as to what quarter for 2027 should we ex pect those?
Okay, and the residential Kolkata?
My first question is, if you can talk a bit about how are you thinking about potential construction -related issues given that everybody is ramping up construction and there is noise around slowness in construction activity. What are you doing in terms of t echnology or any new construction methodologies that you're looking to employ?
Okay. That's helpful. And secondly, in your opening comments, you talked about increase in collections into the next few quarters. Can you talk a bit about what's really changing, which will allow you to increase the pace of collections?
Great performance here. If you can talk a bit about, how are you really mitigating the negative impact of commodity inflation in your costs, it'll be very helpful?
There is no hedging of commodity that you do here?
Congratulations on great performance. On the leasing side in Mumbai, can you talk about what kind of rentals are you seeing currently for the area that you've leased?
Okay. Secondly, on the construction side, the spend has gone down a bit on a quarter-to-quarter basis. How should one think about the second half of the spend?
Yes. My question is on the battery side. You talked about 5000 MW of battery with thermal projects and 5020 MW with solar. Can you also elaborate on the timeline of execution for these projects?
And when is the date of award likely to be?
Yes, thank you so much. My first question is just a bit of clarification on the revenues that you're earning from PPA-based capacity currently sold on merchant basis. You're recognizing it on revenue. You're not capitalizing it. Is that understanding correct?
Okay. Secondly, if you can also talk about the progress on the PSP side. How much have you spent so far there?
Yes, thank you so much. And my first question is on the transmission side of the business. What do you see as a potential bidding pipeline for the second half of this year and how aggressive you are likely to go in this phase?
Okay. And what share do you assume for yourself?
My first question is on your new product development. So you h ave a bulk of your pipeline coming from S144. Where are you in the next leg of development for higher MW turbines? And do you even see a need for that or are you happy with this product at this point in time?
Understood. That's very helpful. And secondly, we also keep on hearing lower wind speeds. What do you think is a solution? Is there a better product need ed or do you think that's what developers will have to now factor in their estimates as well?