Stockrabit · Analysts
Questions across 3 calls

Vivekanand S

Ambit Capital

Mahanagar Gas Limited

Mahanagar Gas Limited CC-Feb26.pdf · 2026-02-09
So my first question is on the volume drivers. So previously, you've spoken about triggering volume growth by acquiring customers who have larger consumption objectives like fleet owners, and you have run CNG Mahotsavs in the past. So is there any update on the schemes that you are running to acquire customers and improve volume growth in your core areas? That's question one? And the second one related to volume drivers is the committee that was formed to explore pollution concerns in Mumbai, the pollution concerns have become perhaps even more prolonged, right, in the sense the problem is more severe than before. So do you think that the government mandate to push some of these vehicle segments, particularly LCVs or medium commercial vehicles could come in, say, in FY '27 or '28 since you're part of the panel? That's question one. I'll ask the next one after this?
Okay. My second question is on the recent India-U.S. trade deal where India has committed to purchasing more from the U.S. Have you received any communication from the government to perhaps explore purchase of more energy from the U.S. or ink more contracts with GAIL, such that you can downstream the energy -- U.S. energy?

Vodafone Idea Limited

Vodafone Idea Limited CC-Jun25.pdf · 2025-08-18
I have 2 questions. The first one is on churn. So, it seems that your churn levels have moderated from the times that we saw the tariff hike , resulting in some subscribers migrating to BSNL. Have these customers returned to the network? And how should we think about churn here on, because you have now expanded your population coverage for broadband to almost 84% ? So, I want you to just discuss the interplay between population coverage expansion and churn. And if possible, if you can provide some colour on the population coverage in your relevant 17 circles for 4G, that will be great. That's question 1. The second question is on the Capex number. So cumulatively, since the FPO, you have done Capex of around INR 120 billion. And you are saying that you are on track to do the INR 500 billion to INR 550 billion Capex predicated on funding. But there seems to be some slippage in the Capex trajectory. So last quarter, you had said some Capex under implementation of INR 50 billion to INR 60 billion. And it seems that you have done much less than that Capex under implementation. So, with the current balance sheet and visibility, how far will you go on Capex? That's my second question.
Yes. Just one follow-up here. So, you are saying that the churn is also due to your network not having 5G coverage. Did I get that correct? And you are now saying that with 5G rollout in more and more cities, churn will come down further. Is that a factor?

Oil India Limited

Oil India Limited CC-Dec24.pdf · 2025-02-08
Sir my first question is on NRL. You had spoken about getting additional approvals for petrochemical as well. What is the status of the total capex that is envisaged for NRL? And if you could give us an update on the time lines for that to come onstream? And simultaneously, how is the progress of the DNPL debottlenecking that you are doing? That's question one. I have one more on Oil India. Maybe we'll talk about that after NRL's answer.
Okay. Could you also give us an update on the 3 to 9 MMTPA capacity expansion and the DNPL debottlenecking that you were planning simultaneously?