Stockrabit · Analysts
Questions across 31 calls

Sabri Hazarika

Emkay Global

InterGlobe Aviation Limited

InterGlobe Aviation Limited CC-Jun26.pdf · 2026-05-29
Firstly, one clarification. This PRASK guidance of mid -teens, this includes the fuel surcharge or it excludes that?
Okay. Now coming to the question in terms of fuel prices, I mean there has been a lot of development. I think Delhi as well as Maharashtra, they have reduced the VAT also significantly on ATF. So do you see that it is probably the peak of the fuel pricing where we are right now, at least right now. And I think they have not passed on, I guess, there has been no pass on of the lower VAT or anything of that sort, right? So do you see fuel prices coming down here on? And from April until now, not too much of clarity is there exactly on what is the real fuel prices for the airline. So can you give some idea on that also? Thank you.
InterGlobe Aviation Limited CC-Dec24.pdf · 2025-01-24
Good evening. So first to clarify, you mentioned your current AOG that is Q3, end AOG in the 60s you have said, so is it like mid 60s or low 60s?
Fair enough, and secondly, in terms of, what we have seen is that there is a significant like fleet addition which has happened, almost like 70 aircraft have been added in the last 9 months , and you have also up the guidance of ASK significantly for Q4. So, like you said, I think December was like somewhat not that strong around 8% passenger growth, but are you expecting, like you have mentioned also that the demand is back. So, are you expecting double digit sustainable growth of the Indian market for the upcoming period?

Waaree Energies Limited

Waaree Energies Limited CC-Mar26.pdf · 2026-02-25
Yeah, first of all, thank you for hosting this call and providing the clarification. So, I just wanted some more color on the US business. So, we have got like 2.6 gigawatt capacity which you are saying. So right now what is the sale of module in US and how much of it is like produced from US itself and how much of this is exported from India? And is the cell sourcing pattern actually same for both these places?
Right. And, and I mean, it's not like in near term, but eventually cell production in US, are you like contemplating that also or right now you have got enough options to like procure cells from other countries?

GAIL (India) Limited

GAIL (India) Limited CC-Jun24.pdf · 2024-07-31
Yes, so, sir, I have a couple of questions. First ly on the marketing side, we are almost at Rs. 8,000 crore kind of run rate versus Rs. 4,500 crores that you have locked in. So, I was just wondering, was there any inventory gain impact also, which was there in Q1?
No inventory gain? And secondly, on the pipeline, it was previously taken up by another participant also. So, you said that gas cost is like continuing to decline due to which the pipeline.

Hindustan Petroleum Corporation Limited

Hindustan Petroleum Corporation Limited CC-Jan26.pdf · 2026-01-22
So I have a few small questions. Firstly, on the marketing front, I think -- I mean there isn't some decline in margins for diesel Q -o-Q, but there has been growth in the volumes because of the seasonality. LPG also improved quarter-on-quarter in terms of reduced losses. So still, I think if we do a back calculation, the total marketing earnings seems to have fallen Q -o-Q. So I don't know if it's like right way to ask it or not, but was there anything exceptional on the marketing side or that contamination affecting marketing, anything of that sort?
Got it. And secondly, on Barmer you mentioned that -- I mean, in your presentation, I think you've given INR79,000 crores of revised project cost. So is there anything further being like discussed with the government? Or this is the end of it?

Adani Enterprises Limited

Adani Enterprises Limited CC-Sep25.pdf · 2025-11-04
Yes, good evening. So, my question pertains to ANIL and the green hydrogen part. So, of course, we don't have much of an update from large players. But if we look into the SECI ammonia tender in particular, I think it has been like quite healthy given the participation and the rate which has been like achieved, I think, INR50 per kg of green ammonia. So, that number also seems quite competitive. So, any color on that? What are your thoughts on that? And what about your own plans with respect to green hydrogen?
Right. And anything you would want to share on the efficiencies or the metrics with respect to the electrolyzers, as in like per kilowatt hour or anything of that sort, or is it too premature?

Petronet LNG Limited

Indraprastha Gas Limited

Oil India Limited

Adani Total Gas Limited

Mahanagar Gas Limited

Mahanagar Gas Limited CC-Sep24.pdf · 2024-10-25
So a few questions. Firstly, I think the opex per SCMwas also higher during this quarter. So any particular reason or is it the normal run rate.
Secondly, regarding this volume, it has been like 3 quarters now that your volume growth is very strong and you have always maintained the 6% of the guidance. So is there a relook into the guidance and also the fact that what exactly is driving so much of growth? And both CNG as well as industrial, I think both of them are growing very rapidly . In CNG you have said the marketing schemes and all. But any other sector in industrial market and Industrial volume?

Bharat Petroleum Corporation Limited