Stockrabit · Analysts
Questions across 2 calls

Saurabh Mashruwala

Firm not listed in source transcripts

Torrent Power Limited

Torrent Power Limited CC-May26.pdf · 2026-05-13
So one-off item is basically UNOSUGEN power purchase cost, which we have kept it for FY 24-25 and true-up was due by March in the last quarter of -- we got a true-up in the last quarter of March. So, in the last part of March, they have kept the power UNOSUGEN power purchase costs particularly, and they have made a disallowance of INR171 crores. That is one -off the items for the UNOSUGEN power projects. But as we highlighted, we informed that in the earlier quarter, similar allowance was given by INR273 crores. We made a provision earlier, which was allowed by the regulators in the previous quarter. So, we are hopeful that this will also will get approved in due course.
March, yes. Before March. Before 31st of March '26.
Torrent Power Limited CC-Jun25.pdf · 2025-08-05
So see, the quarter has been impacted mainly by the merchant sales because of the early onset of monsoon as well as elevated gas price. So our NVVN tender, which is operational from 15th of March and will be continued till 15th of October. So it will be split into two quarters. So whatever supply has not happened under NVVN tender will going to happen -- going forward in Q2, possibly something may spill over the Q3 also.
Q1 capex is about INR350 crores.