Stockrabit · Analysts
Questions across 2 calls

Sumit Kishore

Axis Capital Limited

Indian Energy Exchange Limited

Indian Energy Exchange Limited CC-Sep24.pdf · 2024-10-25
During the September quarter, the REC volumes kept coming off from July, which was a very good month, followed by a lower number in August and further decline in September. What was the dynamic here, although REC in each of these months were much higher than the prior period on a year-on-year basis? And what is the likely road map going forward now that REC prices have come off so substantially?
Very clear. The second question is that in a quarter where India's power demand growth was barely up 0.5%, IEX electricity volume growth was up 23%. So aside from the factors of better fuel availability, lower cost, better liquidity, were there any other factors or anything structural, which would imply that the momentum of growth would continue going forward as possibly power demand actually may pick up at the all-India level? Your thoughts there, please.

Tata Power Company Limited

Tata Power Company Limited CC-Mar24.pdf · 2024-05-08
My first question is that in the last annual meet, you all had laid down a plan to double revenue, EBITDA and profit over FY '23 to '27 timeframe. FY '24 has ended with a 10% consolidated revenue and 12% reported profit growth. And in the r enewable, EBITDA, profit growth was in single digits. So, I mean, at this stage, would you review the roadmap of FY '27 growth and basically sum it up for the 3 main business segments you are in?
Sure. My second question is regarding DISCOM privatization over the next 1 year. Do you have any expectations of progress in priva tization of DISCOMs? And what opportunities are on the anvil?