Stockrabit · Analysts
Questions across 3 calls

Uma Menon

Bernstein

Adani Power Limited

Adani Power Limited CC-May26.pdf · 2026-04-30
My first question was on the recent the 1,600- megawatt PPA with MSEDCL. Since this doesn't increase our pipeline, which project out of the list of projects will this be assigned to? And if you could also, please share the tariff details for the PPA?
My second question is on the Jaiprakash resolution plan. What exactly would Adani Power would be doing since in the presentation, it is mentioned as an implementing agency. Could you please elaborate on that, sir?
Adani Power Limited CC-Jun24.pdf · 2024-07-31
I just had a couple of questions. The first one being, if you could please provide an update on the completion of acquisition timeline on Lanco Amarkantak, and if there are any updates on other acquisitions planned, such as KSK Mahanadi and the Coastal Energen plants. Thank you. Dilip Jha So thank you for your question. Both the inorganic acquisitions of Lanco and Coastal, the award s are reserved. And we're expecting that the result will be announced very soon. So, we are waiting for the result. S. B. Khyalia The other part which you have asked is KSK Mahanadi. KSK Mahanadi is under bidding, and its submission is probably today by end of business hours. So , it is still under bidding.
Sure, sir. Thank you. And the second question is around batteries. With the lowering costs that we're seeing on batteries and the low tariffs that we saw, slightly lower than the tariffs we have seen on the SECI tenders recently. Do you see these as a threat to the merchant thermal portfolio?

Adani Green Energy Limited