Adani Total Gas · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
45%
Numeric claims
0
Consistency
—
Question ledger
Yogesh Patil · Dolat Capital
partialZone 1 tariff of INR 54 for entire PNG and CNG volume... most of the GA barring two, three GAs of Gujarat, we have been benefited significantly... two, three GAs of Gujarat have very slight implication of tariff going up... from earlier INR 42 to INR 54, we'll have an implication of INR 14, around 30%.
Yogesh Patil · Dolat Capital
partialWith respect to ATGL GAs, we are seeing growth of around 31% in the vehicle addition, quarter on quarter, which is an addition of around 45,000 vehicles compared to the last quarter.
Yogesh Patil · Dolat Capital
directCurrently, our blending part is much, much lesser than what you are indicating, 2%.
Varatharajan · Antique Stock Broking Limited
directAPM allocation has increased a bit... domestic gas... would comprise of around 65%-70% of our portfolio. And the balance would be RLNG. We are not seeing much depleting this domestic gas production in the last quarter.
Varatharajan · Antique Stock Broking Limited
evasiveI would say not so much advance notice, but not a big problem also. We are seeing the allocation continue in the similar trend what it was happening earlier.
Varatharajan · Antique Stock Broking Limited
evasiveWe have bid our new work program on CNG station. Right? So 680 numbers is currently... you will see a healthy growth in our CNG station... Numbers will be healthy for both CNG in this quarter as well as for the next year.
Varatharajan · Antique Stock Broking Limited
evasiveIf you ask Faridabad... very high throughput of 6,000 odd or maybe ranging to up to 10-12,000, 15,000 kgs per station. If you ask Ahmedabad... minimum 4,000... newer geographical area... 500 kg... If I give you one generalized number... it may not actually give you the right perspective.
Kirtan Mehta · Baroda BNP Paribas Mutual Fund
evasiveFor a DODO dealer, the more important is that he has to see not only the immediate volume, but over the period where volumes are going to be heading... we are being very calibrated way that dealer should finally get a good IRR.
Kirtan Mehta · Baroda BNP Paribas Mutual Fund
partialIn the state of Gujarat, around 30,000 vehicles have been added in the last quarter. Out of that, around 43% is in Ahmedabad, and the balance is in the rest of Gujarat.
Kirtan Mehta · Baroda BNP Paribas Mutual Fund
deflectedOn the dealer margin... depend upon new geographical area... Tamil Nadu may have a very different margin versus the Ahmedabad... I think it is important that you ask them to log in our website because everything is online.
Varatharajan · Antique Stock Broking Limited
directA significant number is the OEM number... around two-thirds, one-third could be the proportion of the OEM vehicle versus retrofitted vehicle.
Varatharajan · Antique Stock Broking Limited
partialAlternate fuels, particularly the LPG propane, actually were very moderate, and the prices came down significantly during the quarter... we could manage to sustain the number of a very healthy number across the GA... industry has been requesting for some sort of connection incentive... we are seeing quite positive at the policymaker side.
