Okay. And this order, will you conclude by when, tentatively?
Yes, sir. Thanks for the follow-up. Sir, on that Mozambique order that we have shipped, so what sort of margins that is looking for the export now for us?
Questions across 15 calls
Vishal Periwal
Antique Stock Broking
RITES Limited
Sir, in terms of execution, I know inflows have been pretty robust. So, when do you see execution picking up, particularly say for turnkey? Though we have orders, but on a year-on-year basis, revenue has declined last quarter also, in this quarter also. So, any color on that will be helpful, sir.
I think you did mention that in terms of our console-level growth, we are looking at 20- %-odd , which is like an incremental revenue of Rs. 500-odd crores and exports, then you mentioned segment-wise 40% execution that itself can give us Rs. 500-odd crores kind of revenue. But then like turnkey and other projects, there will be a bit of growth. So, is it fair to say probably the growth will be much more than 20-%-odd in financial year’26?
Yaa Sir, thanks for the opportunity. And first of all, congratulations on the receipt of orders and build up in order book. My question is on the margin front. Though in the previous quarters we have been alluding to it that margins will see some bit of impact. So, can we say, if I just go segment by segment, maybe consultancy EBIT margins of 40%. So, this is a new normal for us going ahead?
So just on the margins, on the consultancy, we did mention like 40% is a new normal for us. But for turnkey in this quarter the EBIT margin is roughly 1.2 kind of number.
Tata Power Company Limited
Yes, sir. Thanks for the opportunity. Sir, on the start of our Delhi distribution entity, the slide talks about there has been a lowe r demand which led to decline in revenue. But what would be the reason that it is slowing through a PAT, the decline? Because what we understand is, it is a regulated business and the PAT should matter much. So, if you can explain?
Okay, got it. In terms of our EBITDA growth, we have started at a good growth rate this year. But once a base is stabilized, maybe like the solar cell and module for this year, next year, I mean, according to you, what could be a growth driver for us that we can visualize?
My question is on the adjusted PAT number, a couple of one -offs that you mentioned. So the slide 52 has that exceptional item of Rs. 440 crore. So that's a cumulative number to take to come to adjusted PAT.
At EBITDA level, there is no exceptional that you have. So, Rs. 3800 odd crore is the recurring sort of EBITDA for us, is that correct?
Rail Vikas Nigam Limited
Yes, sir. Thanks for the opportunity. Sir, you mentioned on the order book of INR1 lakh crores. So between various sectors, will you have this data like how this is split, say, railway, power, other sectors, sir?
Okay. Sure, sir. Sure. And this BharatNet of INR7,000 crores, that is our share, right, sir?
Yes, sir. Thanks for the opportunity. Sir, the order book that we have 97,000 odd crore, can you give a break up like how the metro, highway, Railways?
Okay. So, between domestic and international, what could be the number of international, sir? Maybe a ballpark number?
Ircon International Limited
Thanks for outlining a picture like how things could be for our company in time to come. So on this front, I have couple of question. One you did mention that new opportunities like signaling , diagnostic, Kavach. So will that be, will you have that data or anything ready how big is the opportunity in these segments and any color that can be produced?
Okay, sir. And in terms of for tenders which are open right now, may be say Kavach or maybe diagnostic what could be the size of it?
NTPC Limited
Two questions from me. One, on NGEL, you did mention there could be some bit of inorganic growth. So, anything that happens, it will be over and above our capacity addition target of 3 gigawatt, 5 gigawatt, and 8 gigawatt for the next three years?
Okay. Got it, sir. And then second, for this Rajasthan Vidyut, the 50:50 JV that we have done, for our operational assets, so does this involve any investments or will this be part of our control capacity or is this just an O&M that we are doing?
Two questions. One, in brief initial commentary you mentioned that the NTPC stand-alone interest cost is roughly 6.63%. So, is it fair to say NTPC Green will have a similar number when we see interest cost come in time?
Okay. And then second, I think though you have clarified this. So, for NTPC Green, contracted and awarded PPAs as per DRHP is 11.7 GW, right, sir? And further, there are certain like line items in that list mentioned like PPA is open. So is that the same reason you mentioned like the -- in terms of tie-up and everything PPA and award is up to FY26 that we have, which is basically means it's not 11.7, it's actually 3 GW in FY25 and then 5 GW in FY26. So actually 8 GW vis- a-vis 11.7 in terms of awarded and PPA tied up to that.
NCC Limited
First is on, I think you mentioned investments in subsidiary and loans given totally to roughly Rs. 1,400 odd crores Is it possible to be broad headline subsidiary where the investment is?
So, in this smart metering one, how much?
Sir, in this quarterly presentation, the order book has a composition of mining as one of the segment. So, is that fair to understand that your order book which is working will be executed within this year and then 12-month timeframe?
So, 8% is 3 years?
SJVN Limited
So I have first question. In terms of addition target for FY '25, '26, '27, can you just highlight like how the addition will look like?
Sir, in the first half, what is the addition that we have done, in the first half?
One, maybe a bit of clarification, you might have repeated this. So, this 2,638 MW that we plan to add this year, what is the breakup between hydro and renewable based power plant in this?
Or maybe if the plant wise details are there if you can share it?
PTC India Limited
Okay. And then sir, will it be possible to share the margins what sort of margin we make in the short term? And what sort of margins are there in the long- and medium-term volume for us?
Okay. But sir, I think CMD, sir, I did mention like the volumes are moving to exchanges. But we make roughly like INR0.69. That's what -- if I got it correctly.