Sir, if you can also comment on what is the status of land and transmission connectivity for the projects that you intend to execute over next 3 years?
Yes, renewable.
Questions across 48 calls
Puneet Gulati
HSBC
NTPC Limited
Can you also lay down what is the expected commissioning size on the thermal side for this year and next year? And how is the progress on those?
Okay. That's helpful. And in terms of your projects, which are awarding out, Sipat and Darlipali you said is now done, right? What are the next 3 in pipeline? And what is the status for ratification of PPAs there?
Thank you so much. Sir, basically, out of the 16.8, the breakup is the 9.6 and 7 GW, right? That's how one should read in terms of this?
And what is the timeline of the award for all of this , and which one will be the first one to go?
GAIL (India) Limited
Yes, thank you so much for the opportunity. My first is if you can also talk about any long-term PPAs that you are looking to tie up at this stage to reduce this kind of marketing volatility?
Okay. So, the loss that you incurred was 450 crore because of a shortage of volume. That should go away from next year onwards.
Thank you so much and congratulations on great numbers. My first question is on your guidance for FY2025? Why betting for lower marketing margins for FY2025 versus FY2024 or are you just being conservative?
So it is fair to assume that there is a 100% probability of Rs.4000 Crores marketing margin?
Acme Solar Holdings Limited
Yes, thank you so much and congratulations on good performance, good capacity commissioning and a detailed presentation. My first question is with respect to the capacity that are highlighted under the LOA. Can you talk a bit about how soon can we see them getting converted and, and if you think of any capacity we could be at risk of not getting converted into?
Just a bit of clarification on the solar one 300 MW where you talk about order reserved . This presumably it is yet to see PPA done, right, and order is the CERC order you're talking about or the PPA?
Lodha Developers Limited
Congrats on great numbers. My first question is we've seen a nice healthy pickup in the collections without the increase in construction cost. Can you give some sense on whether the collection would continue? Or is there some large amount which got recorded in this quarter?
Right. And in terms of newer markets, so you've got Pune and Bangalore both out of the experiment stage. And are you evaluating any other market beyond these?
Congrats on good performance. My first question is, you talked about Bangalore moving from pilot stage to main stage. What does it really mean? I mean how would your capital commitments and pace of execution change? What should we think of in terms of future launches and sales guidance?
Understood. So that means your business development activity and all would kind of double from what you did last time?
The Phoenix Mills Limited
My first question is , if you can give some color on what you are seeing in the first 25 days of this month, how is the start of the festive season and this month in terms of consumption level?
Just a small observation here, in your other category for last quarter, this is sharp 21% decline, I know it is just a small part of your overall business, but what all does it capture?
DLF Limited
Congratulations on good progress. My first question is with respect to the launch approvals. If you can update us on where you are in approval stage for various launches, Goa -- Dahlias, you said you've got approvals, when is the formal launch expected, and the other projects like the rest of the phases of Privana?
And Aakash if you can talk a bit on the Dahlias side. Initially, the expectation was it will be a INR50,000 crore realization product. Now at least the media report seems to be suggesting INR80,000 per square feet, and much larger area sizes as well. If you can comment something on the Dahlias business.
Congratulations on good progress. My first question is with respect to the launch approvals. If you can update us on where you are in approval stage for various launches, Goa -- Dahlias, you said you've got approvals, when is the formal launch expected, and the other projects like the rest of the phases of Privana?
And Aakash if you can talk a bit on the Dahlias side. Initially, the expectation was it will be a INR50,000 crore realization product. Now at least the media report seems to be suggesting INR80,000 per square feet, and much larger area sizes as well. If you can comment something on the Dahlias business.
Yes, Thank you so much and congratulations on great numbers. My first question is on the margin side. If I were to take out the other income, which was higher if you can comment on that as well and excluding the other income the margins were a little weak. What all products have gone into that margin recognition if you can give some color, it will be very useful?
What was that number?
Yes, Thank you so much and congratulations on good collection run rate. My first question is actually with respect to that only. Out of the Rs. 2,100 crore s of collection this quarter, how much of it is attributable to Chennai and how much do you think is a sustainable run rate on a quarterly basis?
Just 15% despite a huge sales launch pipeline?
Oberoi Realty Limited
Congratulations on the great new launch for Thane. My first question is if you can comment on how do you think about launching new projects given that demand is not a problem for you. Most of the approvals I presume for Borivali and Goregaon are in place. So how are you deciding on phasing these launches? What is the broad criteria that you are using?
Can you also talk a bit about your launch timing for starting work at I-Ven, Glaxo Worli land, and also the Adarsh Nagar project?
Tata Power Company Limited
Congrats on good performance. My first question is on your pumped storage. Can you talk a bit about where you are in terms of approvals, et cetera? And what all more do you need before you start construction?
And have you placed orders for the equipment yet?
My question is with respect to the future commissioning for Tata Power Renewables. Since ALMM will come in place, what kind of module price do you expect post 31st March 2024? I'm sure you would have tied up for those already. If you can give some color on the module prices there?
If you comment on what is the progress in pump storage, have you placed orders for equipment, etc.,?
Godrej Properties Limited
My first question is with respect to your 27,000 crores guidance. How much of this should we think will come from sustenance sales, how much of it is dependent on new launches?
So, will it be possible to share what is the value of unsold inventory that you have?
Congratulations on good pre-sale. My first question is on NCR market, which has become a substantial part of your sales bookings number as well. The market pricing also has been quite strong. What are your thoughts on NCR m arket? Do you think this kind of run rate of almost INR2,000 crores, INR3,000 crores that you are doing from -- on a quarterly basis from NCR will be sustainable. And how do you expect the market to absorb such high price inventory going forward?
Understood. That's helpful. Secondly, on your cash flow perspective, when do you think will the firm reach a situation where operating cash flows will actually start exceeding the business development related expenses. Or do you think that is something that one should not be aspiring for?
Adani Power Limited
Yes, so thank you so much and congratulations on good numbers. My question is on a new capacity. Can you talk about how much existing capacity you already have which is not tied up with PPA, and what is the plan for new capacity commissioning in terms of timeline, which is without a PPA?
Does it have any PPA for this 1.6?
Sobha Limited
My first question is on the margins. Look, there was an expectation that margins will now started turning around by the second half of this fiscal. What is the new guidance now? And what's still holding back the margins?
Understood. That's helpful. Secondly, you guide for future projected cash flow. Are those cash flow calculations assume the current price realizat ion? Or are they still based on what you've historically done maybe in previous quarters? Have you revised those numbers up?