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: Ashish G. Jain - Macquarie Research - Analyst
: Sir, my first question is on this 25% green power that you said, can you break it up between how much is AFR and how much is WHRS?
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APRIL 28, 2023 / 10:30AM, ULTC.NS - Q4 2023 UltraTech Cement Ltd Earnings Call
Question: Ashish G. Jain - Macquarie Research - Analyst
: Okay. And sir, AFR, is it even cheaper on a calorific value basis or whichever ways you measure is more about attending the green target.
Question: Ashish G. Jain - Macquarie Research - Analyst
: Sir, secondly, on WHRS, like you had this target of 324, which you said you might exceed. But once we go to INR 150 crores, what is the potential
on WHRS we have because it should be increased substantially with the kind of clinker we are adding. Is that right? Because the reason I'm saying
otherwise, your share on green could decline in case we don't match it with incremental WHRS. Just want to understand where we stand on that.
Question: Ashish G. Jain - Macquarie Research - Analyst
: Sir, if I ask this a differently, so the 324 number, if my understanding was right, it was based on the 111 million ton capacity basis. And -- is that
right? Or this included this -- or is it based on 134 million ton? I'm not clear about that, so.
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APRIL 28, 2023 / 10:30AM, ULTC.NS - Q4 2023 UltraTech Cement Ltd Earnings Call
Question: Ashish G. Jain - Macquarie Research - Analyst
: Right. So once we go from 130 to 155 or 154, we should be adding roughly another 100 megawatts, is that right?
Question: Ashish G. Jain - Macquarie Research - Analyst
: Sir, in your presentation, in Slide 24, you have given breakup of CapEx under various heads. Can you give some color on what is included in ESG,
other CapEx and strategic investments?
Question: Ashish G. Jain - Macquarie Research - Analyst
: And others?
Question: Ashish G. Jain - Macquarie Research - Analyst
: Okay. So WHRS is part of ESG and not in those CapEx?
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