The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Mohit Kumar - IDFC Securities Limited, Research Division - Analyst
: Sir, I have 2 questions. Sir, first on the Slide #8 where you have mentioned that the -- you're expecting a revenue of INR 80 billion over the next 24
months. So how confident we are for all of these numbers? And secondly, on the same lines, the Continuum, I'm expecting the Continuum should
be credited over next 8 to 9 months.
And sir, thirdly on this -- secondly on the LOI of 3.3 megawatts for Adani, when do we expect this to get this asset into firm contract? And third
question, sir, how much yield you're expecting higher from 3.3 megawatts compared to current machines given everything is same?
Question: Mohit Kumar - IDFC Securities Limited, Research Division - Analyst
: And lastly on Continuum order, you did -- can we expect this to -- getting to the next 6 to 8, 9 months?
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: I wanted to understand viability between solar and wind power. So there is a INR 0.50 difference between tariff. So our PPA has been -- is signed
on wind side or are we facing challenges on that for industry purposes?
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: Okay. Got it. Sir, the second question is regarding this land problem in Gujarat. So Gujarat government has still not signed the orders. So what is
the status there, sir?
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: And sir, certain bookkeeping question. So what is our receivable more than 365 days, gross receivable?
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: Sure, sir. And sir, what will be the gross debt number?
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: Gross debt number.
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: And what about gross?
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: INR 800 crores. Okay, okay.
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: So sir, what kind of interest we can expect going forward? So this quarter, we have seen a reduction of some 65 -- so around INR 45 crores quarterly
now. So this trend will continue or it will reduce further?
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: Okay. Sir, last question, we have spent INR 600 crores in last 3 years, CapEx. So this is mostly on common infra substation or grid connectivity. Just
wanted to understand how we are going to monetize this. So whether we are getting any yield if -- or how we are going to monetize it?
Question: Vinod Navalkishore Kela - AV Fincorp - Analyst
: Sir, I'm just trying to understand how we get money. So we get extra money apart from the sales, we -- like suppose INR 6.5 crores (multiple speakers).
Question: Shantanu Mantri - MK Ventures - Analyst
: Sir, just I wanted to know that at the moment, we have around INR 1,300-odd crores of receivables which is as of 31st March. And we made a
provision -- ECL provision of INR 187 crores. So I just wanted your insight that going ahead, out of these INR 1,300 crores of receivables, how much
more provision do you see that we will be needing to take, if any?
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