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: Rahul Modi - ICICI Securities Limited, Research Division - Analyst
: Sir, a very brief couple of questions. Sir, firstly, on the wage negotiation. Sir, I believe we started making some provisions. So if you can help on that
account as to what is the kind of cost increases that you were envisaging and for that we are providing on a quarterly basis or an annual basis?
Question: Rahul Modi - ICICI Securities Limited, Research Division - Analyst
: Okay. Sir, any number that you think of -- which is -- can be anywhere between taking a INR 300 crore ad hoc, I believe that will be INR 1,200 crore.
But anything -- you believe you can contain it within INR 2,000 crores or INR 1,500 crores, anything like that? Any thoughts?
Question: Rahul Modi - ICICI Securities Limited, Research Division - Analyst
: Sure. Can you throw some light on what is the daily -- on an average, what is the daily offtake that we are currently seeing? And what percentage
of that is going in for power sector and the balance for non-power?
Question: Rahul Modi - ICICI Securities Limited, Research Division - Analyst
: So is this better than what we were doing in Q1 and Q2 in terms of non-power?
Question: Rahul Modi - ICICI Securities Limited, Research Division - Analyst
: Okay. Okay. Understood. Helpful. Sir, again, harping on the same point which previous participants that we are bearing the brunt of cost increase
in a significant way, whether it is diesel or wage costs, while the other people in the energy value chain are able to pass on cost, it's becoming
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NOVEMBER 24, 2021 / 10:30AM, COAL.NS - Q2 2022 Coal India Ltd Earnings Call
difficult for us. So any kind of price hike will be a big relief for the investors as a whole. So just to continue that point, so how is the debtor positioned?
Is that stabilized? Or is it, again, building up, how do you see it qualitatively?
Question: Rahul Modi - ICICI Securities Limited, Research Division - Analyst
: It is fine. It's comfortable.
Question: Rahul Modi - ICICI Securities Limited, Research Division - Analyst
: Okay. Sir, last question from my side. I'll get back in the queue, is on the CapEx on the non-coal-related activities for example, aluminum. And if
you can throw some light that are we looking to do any major CapEx from our side? Or it will just be a developmental small token which we would
like to do?
Question: Rahul Modi - ICICI Securities Limited, Research Division - Analyst
: Okay. And sir, lastly, about the solar manufacturing -- panel module manufacturing, which we had participated in the PLI. Any progress on the
same? And any technology partners you're looking at?
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