Sir, firstly, on the margin side for the 4Q. So can you quantify the amount of claims and provision reversal for the quarter?
So for 4Q, what would be the number?
Questions across 22 calls
Vaibhav Shah
JM Financial
Cemindia Projects Limited
Yes. Can you provide some clarity on the Bangladesh order status right now?
What is the outstanding book as of December in the Bangladesh order?
Yes. Can you provide some clarity on the Bangladesh order status right now?
What is the outstanding book as of December in the Bangladesh order?
Sir, on the other income, what could be a normalized number going ahead on a quarterly basis?
On the other income front, on a quarterly basis, we can expect somewhere around INR10 crores, INR15-odd crores.
Sir, we have seen a sharp reduction in the interest cost for the quarter from INR62-odd crores to INR50-odd crores despite the debt increasing on a Q-o-Q basis. So what has led to the sharp fall?
So if the debt remains at similar levels in the next few quarters, so we can expect a similar interest cost around INR50-odd crores or if there is a possibility of an increase?
Sir, you mentioned that we have done close to INR400 crores of work in the Bangladesh project. So how have been the payments so far?
Okay. And then what was the mobilize advance in the project?
Sir, what would be your current debt level?
What would be the value of mobilization advances?
NCC Limited
Yes. Sir, so what would be our outstanding order backlog in JJM?
What would be our outstanding order backlog in JJM including all the states?
How much have we invested in the smart meter projects as equity?
And what would be the total investment in the time period?
Sir, out of our current standalone order book as of September, what would be the executable portion, a ballpark number would do?
What I meant was, how much is currently under execution? What is the value for which the execution is yet to start?
First, we mentioned that our exposure to AP, so receivables would be around Rs. 150 crores for Capital City and for running projects around Rs. 350 to Rs. 400 crores?
So, total amount is roughly Rs. 500-Rs. 550 odd crores. So, what was this amount as of March ‘24?
Sir, out of the total cash of INR1044 crores, what would be the margin money?
Yes.
KEC International Limited
Yes. Sir, firstly, on the Civil side, what would be our JM exposure right now in terms of order book and receivables?
So sir, if you look at our order backlog of INR11,000 crores from the Civil segment, if I remove this INR1,400 crores, it will be roughly around INR9,000 crores, INR9,500-odd crores, if I remove the JJM part . So is that portion, which is roughly around 10%, 11% of the order book impacting the execution so much? Or...
So firstly, on the water side, what is our outstanding receivables? And have we received any money in first quarter or in Q2 so far?
And outstanding receivables?
Yes. Thank you for the opportunity. Sir, for the cables business, so we did a revenue of around INR1,450 crores in FY '24. So, what kind of number you are looking for '25 and '26? As you mentioned that, in '26, we can reach around INR2,800 crores, INR2,900, so what would be the growth in next two years?
So, '26 revenue, including conductor, should be around INR2,800 crores. So, we should double cable revenue?
Yes. Thank you for the opportunity. Sir, for the cables business, so we did a revenue of around INR1,450 crores in FY '24. So, what kind of number you are looking for '25 and '26? As you mentioned that, in '26, we can reach around INR2,800 crores, INR2,900, so what would be the growth in next two years?
So, '26 revenue, including conductor, should be around INR2,800 crores. So, we should double cable revenue?
Kalpataru Projects International Limited
Sir, firstly, on the international subsidiaries. So how do you see the growth in Fasttel in the next couple of years?
And LMG?
Sir, what are the outstanding receivables from JJM as of March?
Okay. And sir, this INR 1,500 crore number, what time frame do we expect to recover?
IRB Infrastructure Developers Limited
Hi, Sir. Sir , w e have seen quite muted activity on the BOT awarding for FY25 while the pipeline was quite strong at the mid of the year. So how is the pipeline shipping over 26 and how do you see the improvement in awarding especially on the BOT side for FY26?
OK. And secondly on TOT side, what is the you mentioned that two products are active right now, but how is the overall pipeline shaping up? So, we expect more TOT projects in this year?
TITAGARH RAIL SYSTEMS LIMITED
Sir, a couple of clarifications. So if Pune metro order completed in March '24?
So some revenue would be -- we would be booking in FY '25 as well a partial revenue?