Stockrabit · Analysts
Questions across 2 calls

Surya Narayan Nayak

Sunidhi Securities

Adani Green Energy Limited

Adani Green Energy Limited CC-Dec25.pdf · 2026-01-23
So you said that the -- before setting up the facilities, you would look at the evacuation issues and you start the BOS activities very fast. So that is fine. So you are saying that due to the grid availability issues, the evacuation is not possible and curtailments are actually creating issues as far as revenue is concerned. So I understand what is the gap that is coming from the understanding of the facilities of the evacuation and setting up the facilities. So what is lagging because ultimately, it is creating stress on the balance sheet so far as the EBITDA to net debt that is concerned, that is one thing, number one. Number two is that what is the plan of battery storage in the power areas I mean in terms of capacity of the solar to battery storage in terms of banking of the power? And lastly, in terms of EPC, we have seen that recently, your framework has changed and you have changed giving assignments to outsiders. So what is the intent of that of the shift to expedite the work and -- or let's say or to reduce the cost?
So storage facilities will it be designed for 2 hours or 4 hours?

Vardhman Textiles Limited

Vardhman Textiles Limited CC-Sep24.pdf · 2024-11-04
Sir, just my question is on the macro side . We have been present majorly into yarn side, that is over the years is not changing because our focus more on yarn rather than the fabric or garments or maybe beyond, at least on garment side, we are very much falling short of. So, my call is that now because we have enough surplus of yarn in India, and in fact India gets mileage only when the Vietnam or Bangladesh or China, the yarn scenario improves, then we don't get mileage in the margin side. So, keeping this macro things into account, so what the management think of taking the Company into an area where at least the margins will be improving overall and even the ROCE and ROE will be also improving?
So, just my basic concern is that you have been very much showing a lot of concerns towards the readymade garment area because of the labor issues. But in the yarn side also, you see the government in successive years, they have been raising the MSPs and rising MSPs, Suo Moto doesn't rise in our spread. We are also at that problem also that is not actually accessible and resultantly at least the leading garment players from the South are able to earn recent return ratios and returns than us. So, even the lowest margin happens to be around 11%, that is 10% to 11%, that is consistent. But in our case that is not. So, any sense you will be thinking on the garment side because we are hardly present there?