{"id":132632,"date":"2022-08-09T04:42:29","date_gmt":"2022-08-09T08:42:29","guid":{"rendered":"https:\/\/44.250.171.167\/?p=132632"},"modified":"2022-10-06T04:50:37","modified_gmt":"2022-10-06T08:50:37","slug":"adani-green-energy-limited-q1-fy23-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/adani-green-energy-limited-q1-fy23-earnings-conference-call-insights\/","title":{"rendered":"Adani Green Energy Limited Q1 FY23 Earnings Conference Call Insights"},"content":{"rendered":"<p><strong>Key highlights from Adani Green Energy Limited (<a href=\"https:\/\/44.250.171.167\/symbol\/ADANIGREEN\/\">ADANIGREEN<\/a>) Q1 FY23 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Apoorva Bahadur from Investec asked about the aggressive pump hydro plans and the capacity the company is planning to build and the timelines. Vineet Jain CEO replied that the company has just started working on pump hydro as a business case. It\u2019s difficult to give the capacity and other plans right now. In the next 6-7 months, the company will come back with the details.<\/li>\n<\/ul>\n<ul>\n<li>Apoorva Bahadur from Investec enquired if the pump hydro will be used exclusively to meet the grid deficits or it will be utilized to supply renewable power to C&amp;I customers and producing hydrogen. Vineet Jain CEO clarified that all options are possible.<\/li>\n<\/ul>\n<ul>\n<li>Apoorva Bahadur with Investec asked about the run rate EBITDA for the operational capacity. Kaushal Shah CFO replied that for 7,000 megawatt, the company has around 6,100 and another 607 megawatt, which the company is in the process of charging that could be around 500.<\/li>\n<\/ul>\n<ul>\n<li>Nikhil Devnani of Alliance Bernstein asked about the 76% fixed rate debt, how long is the fixed duration for. Vineet Jain CEO clarified that these are all more or less more than 10 years.<\/li>\n<\/ul>\n<ul>\n<li>Puneet Gulati with HSBC asked about the 1275 mw, when the company expects it to start throwing EBITDA so that it\u2019s not charged to capex. Vineet Jain CEO replied that there is a long term access issue which is expected to get resolved in 2Q23.<\/li>\n<\/ul>\n<ul>\n<li>Puneet Gulati with HSBC enquired about the new plants being commissioned, what PLF the company is getting on new tech, both on solar and wind. Kaushal Shah CFO replied that in hybrid projects the company could generate 44% CUF. And the breakup of solar and wind, solar 32% and wind 54%.<\/li>\n<\/ul>\n<ul>\n<li>Puneet Gulati with HSBC also asked about the slowing down of bidding environment. \u00a0Raj Kumar Jain Head BD said the company is not bidding the prices down. The market needs to be corrected. ADANIGREEN has a large pipeline and don\u2019t need to worry about the near term execution.<\/li>\n<\/ul>\n<ul>\n<li>Rahul Modi from ICICI Securities asked how much would be an ideal capacity addition that the company would like to see on an annual basis for the next 5-8 years. Kaushal Shah CFO answered that the company is planning 3.5 to 4 gigawatt annually, which is about greenfield. Additionally if something comes inorganic that will be above that number.<\/li>\n<\/ul>\n<ul>\n<li>Apoorva Bahadur from Investec asked about the capital cost for wind capacity. Kaushal Shah CFO said that typically it\u2019s INR4-4.5 crores for solar and for wind it is 5.5-6 crores. But it depends on a case to case basis.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Adani Green Energy Limited (ADANIGREEN) Q1 FY23 Earnings Concall Q&amp;A Highlights: Apoorva Bahadur from Investec asked about the aggressive pump hydro plans and the capacity the company is planning to build and the timelines. Vineet Jain CEO replied that the company has just started working on pump hydro as a business case. [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"Adani Green Energy Limited Q1 FY23 Earnings Conference Call Insights #ADANIGREEN #Q1 #FY23 #earnings","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,5746],"tags":[1168],"class_list":["post-132632","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-energy-stocks","tag-renewable-energy"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":148639,"url":"https:\/\/alphastreet.com\/india\/schneider-electric-infrastructure-limited-q4-fy23-earnings-conference-call-insights\/","url_meta":{"origin":132632,"position":0},"title":"Schneider Electric Infrastructure Limited Q4 FY23 Earnings Conference Call Insights","author":"Praveen","date":"June 13, 2023","format":false,"excerpt":"Key highlights from Schneider Electric Infrastructure Limited (SCHNEIDER) Q4 FY23 Earnings Concall Q&A Highlights: [00:19:00] Amar Maurya from AlfAccurate asked about the closing order book for 4Q. Mayank Holani CFO replied that order backlog at the end of March \u201923 was about INR10,735 million, while in Dec. \u201922 it was\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":145453,"url":"https:\/\/alphastreet.com\/india\/adani-enterprises-ltd-q4-fy23-earnings-conference-call-insights\/","url_meta":{"origin":132632,"position":1},"title":"Adani Enterprises Ltd. Q4 FY23 Earnings Conference Call Insights","author":"Praveen","date":"May 9, 2023","format":false,"excerpt":"Key highlights from Adani Enterprises Ltd. (ADANIENT) Q4 FY23 Earnings Concall Management Update: [00:03:21] ADANIENT said that for the first time EBITDA of incubating businesses grew by 375% to INR 5,043 crores, higher than the operating business EBITDA of INR 4,982 crores, which grew at 36%. Q&A Highlights: [00:09:22] Nikhil\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":131673,"url":"https:\/\/alphastreet.com\/india\/jsw-energy-ltd-jswenergy-q1-fy23-earnings-concall-transcript\/","url_meta":{"origin":132632,"position":2},"title":"JSW Energy Ltd (JSWENERGY) Q1 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"July 21, 2022","format":false,"excerpt":"JSW Energy Ltd (NSE: JSWENERGY) Q1 FY23 Earnings Concall dated Jul. 21, 2022 Corporate Participants: Ashwin Bajaj\u00a0--\u00a0Head, Investor Relations Prashant Jain\u00a0--\u00a0Joint Managing Director and Chief Executive Officer Pritesh Vinay\u00a0--\u00a0Director (Finance) Analysts: Rahul Modi\u00a0--\u00a0ICICI Securities -- Analyst Mohit Kumar\u00a0--\u00a0DAM Capital -- Analyst Swati Jhunjhunwala\u00a0--\u00a0VT Capital -- Analyst Nikhil Abhyankar\u00a0--\u00a0DAM Capital --\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":128204,"url":"https:\/\/alphastreet.com\/india\/power-grid-corporation-of-india-ltd-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":132632,"position":3},"title":"Power Grid Corporation of India Ltd Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"March 10, 2022","format":false,"excerpt":"https:\/\/youtu.be\/sLRIRym0ceE Key highlights from Power Grid Corporation of India Ltd (POWERGRID) Q3 FY22 Earnings Concall Q&A Highlights: Mohit Kumar asked if the company\u2019s capex target changed for FY23 after the new identified cost plus element. 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Sreekant, MD replied that it is under review and the company is looking to\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":135458,"url":"https:\/\/alphastreet.com\/india\/ntpc-limited-ntpc-q2-fy23-earnings-concall-transcript\/","url_meta":{"origin":132632,"position":4},"title":"NTPC Limited (NTPC) Q2 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"October 29, 2022","format":false,"excerpt":"NTPC Limited (NSE:NTPC) Q2 FY23 Earnings Concall dated Oct. 29, 2022 Corporate Participants: Ujjwal Bhattacharya -- Director, Projects Jaikumar Srinivasan -- Director, Finance Chandan Mondol -- Director, Commercial Analysts: Anuj Upadhyay -- HDFC Securities -- Analyst Mohit Kumar -- DAM Capital -- Analyst Aniket Mittal -- SBI Mutual Fund --\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":138001,"url":"https:\/\/alphastreet.com\/india\/nhpc-ltd-nhpc-q2-fy23-earnings-concall-transcript\/","url_meta":{"origin":132632,"position":5},"title":"NHPC LTD (NHPC) Q2 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"November 11, 2022","format":false,"excerpt":"NHPC LTD (NSE:NHPC) Q2 FY23 Earnings Concall dated Nov. 11, 022 Corporate Participants: Yamuna Kumar Chaubey\u00a0--\u00a0Chairman and Managing Director Rajendra Prasad Goyal\u00a0--\u00a0Director, Finance Analysts: Apoorva Bahadur\u00a0--\u00a0Investec -- Analyst Aniket Mittal\u00a0--\u00a0SBI Mutual Fund -- Analyst Mohit Kumar\u00a0--\u00a0DAM Capital -- Analyst Anuj Upadhyay\u00a0--\u00a0HDFC Securities -- Analyst Rupesh Sankhe\u00a0--\u00a0Elara securities private limited --\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"stock earnings conference call transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/02\/EarningsTranscript.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/132632","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=132632"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/132632\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=132632"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=132632"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=132632"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}