Stockrabit · Analysts
Questions across 3 calls

Saurabh Handa

Citi Group

Vodafone Idea Limited

Vodafone Idea Limited CC-Sep24.pdf · 2024-11-14
It's kind of just a follow up on the previous question . So, just on the bank funding, if the banks are actually seeking some sort of clarity on the AGR matter, then is it fair to assume that this process can take a while? Because the way I look at it, there is no real urgency at this point because your AGR dues start becoming payable only after whatever, 10 -11 months, in fact even beyond that, the moratorium isn't placed till September.
Yes, March 26 is AGR, your spectrum payments start coming in before that. So, this thing can be a bit of a protracted issue . Is that a possibility? And the second thing is, I mean, if the TEV had already sort of given a clean chit even without a favorable resolution to the AGR matter, then why are things getting further delayed ? And there have also been some public statements made by some financial institutions saying that we will not provide lending . So, I mean, how does one view some of those? Is it that these banks are basically looking for something from the government? I mean, just some for the color would just help , and any sort of possible timelines? I know it's a hard one, but still.

Mahanagar Gas Limited

Mahanagar Gas Limited CC-Sep24.pdf · 2024-10-25
Sir, my first question is just on this APM allocation cut. Now the perception is that the CGD sector has been singled out and bearing the brunt of this whole reallocation to, say, ONGC petrochemical plant. Now in your discussions with the government and the ministry, do you get a sense that there is indeed a shift in their stance towards the priority for the sector? Or this is just something which needs to happen and a sort of one -off. And if it was a one -off, then why not do a pro rata cut across sectors why just the CGD sector?
Okay, sir. Fair enough. Sir, my second question is on the recent exclusivity, whatever end of exclusivity notices that have been sent by the PNGRB. Now in that, I think all 3 GAs of laws are covered. So what -- could you talk us through if there are any implications of this? Or would this again be subject to legal challenges, etcetera?