Stockrabit · Analysts
Questions across 14 calls

Sabri Hazarika

Emkay Global Financial Services

Waaree Energies Limited

Waaree Energies Limited CC-May26.pdf · 2026-04-30
Yes, good afternoon. So just wanted to get some more colour on the guidance that you have given, INR7,000 crores to INR7,700 crores. So, looking at what you have mentioned that the cell will take probably one or two quarter to convert fully to G12R. And I think module capacity also we are like close to 26 gigawatt, which will probably go up by another 2 gigawatt. So how does, I mean, how d o we achieve this 20%, 30% growth, a breakup between how the revenue would be, how the production volume should be. What kind of margins, some colour on that? Thanks.
Okay, so you're expecting cell to be adding, and ingot wafer would be in FY28, right?

Adani Green Energy Limited

Mahanagar Gas Limited

Castrol India Limited

Castrol India Limited CC-Feb26.pdf · 2026-02-04
Yes. Sir, looking at your annual volume run rate of say, around 240 million liters, 250 million liters, are you like fine with the current capacity of your plant? Or is there a thought process of like expanding capacity or something like that?
Okay. And I think you've mentioned FY -- CY '25 cap ex to be somewhere at around INR130 crores, INR140 crores. So I think INR150 crores. So that is the run rate we can expect going ahead also? And CY '25 was INR150 crores or was it different?

Petronet LNG Limited

Petronet LNG Limited CC-Nov25.pdf · 2025-11-10
Good morning, So I have a few questions. Firstly, this Regas service volumes, so I think 8.25 million tons is what has been booked. Can you give us a rough indication as to how much of that would be like spot and how much of that would be term with respect to the offtakers? I know it's not your prerogative, but just to get some color on that to understand the sensitivity.
But this quarter also, the difference was there between spot and term, but still we were able to do 116 TBTU. So that is in line with that 8 million tonnes, 8.5 million tonnes. So despite the odds, we have been able to like to maintain that run rate. Is that right, for this quarter?

Adani Total Gas Limited

Adani Total Gas Limited CC-Nov25.pdf · 2025-10-29
Good morning and thank you for the opportunity. I have a few questions. The first one relates to this Gujarat VAT realignment. Can you quantify in your case what is the benefit which is accrued to the company in terms of EBITDA per scm and also whether you have any requirement to pass it on to customers or can you use it to expand your margins?
The second question is on this PNGRB zonal reapportionment where they have put CGD under Zone 1. When is it expected to get implemented because it was supposed to happen in one month and now it has been 2 -3 months. The third question is on your APM allocation and new wells gas allocation in Q2 and also the run rate currently? These are my three questions. Thank you.

Hindustan Petroleum Corporation Limited

Hindustan Petroleum Corporation Limited CC-Mar25.pdf · 2025-05-07
Good morning and congratulations on a good set of numbers. So, I have two sets of questions. Firstly, that you have given some guidance with respect to the profitability run rate, maybe like INR1,100 crores per month. So, if we assume around INR13,000 crores-INR14,000 crores of normalized profit for the company, another INR6,000 crores of depreciation. So, somehow we are at a free cash flow generation territory. And given the fact that our debt is still elevated compared to some of the peers at INR56,000 crores-INR57,000 crores, stand-alone I am talking about. So, do you have a debt reduction target in mind in terms of absolute numbers or do you think that the EBITDA itself will go up so that EBITDA could be like a better matrix?
1 to 1.1. Thanks and second set of…

Indian Oil Corporation Limited

Bharat Petroleum Corporation Limited

Bharat Petroleum Corporation Limited CC-Mar25.pdf · 2025-05-02
Congratulations on a good set of numbers. So just a bit more on the refining margin side. So, we could understand, I mean, you have less than 1 month of inventories. But is it the same across all the refineries or for Bina it is higher? Because I think Bina reported GRM was close to $15. And if I look into the various cracks and all, so sequentially, it has come down only. And OSPs have also expanded. Russian discounts have also fallen to 24% like you have said, Russian crude share. So, it's the same impact across all 3 refineries or there could be like something related to inventory, especially on Bina?
Right, sir. So, in terms of refining margin guidance, so if we consider these Q4 yields to, say, sustain over the next 1 year. So, are we seeing like $9 GRM or you think it could be like some other range, I mean some guidance on the GRM based on the current cracks?
Bharat Petroleum Corporation Limited CC-Dec24.pdf · 2025-01-23
So I have a few questions. The first one is basically in the cu rrent scenario, if I assume that diesel cracks remain at, say, around $11, $12 and petrol, say, let's assume around $5, $6 and assuming that Russian crude share goes down to, say, around 10% , 15% with possibly no discount. Then based on your configuration, what kind of GRMs your company can report?
Right, sir. Second is basically on your -- this capex plan. So what is the peak debt that you envisage, which you find comfortable for the company once you a r e l i k e a t t h e p e a k o f t h e capex cycle?

GAIL (India) Limited

Oil India Limited