SJVN Aug-24

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Questions and Answers

What is the total installed capacity of SJVN after adding the 90 MW project?

2,466.50 MW (correct)

2,356.50 MW

2,556.50 MW

2,400.00 MW

How much revenue is expected to be generated annually from the newly added 90 MW capacity?

Rs. 64 lakhs

Rs. 320 crores

Rs. 1,000 crores

Rs. 64 crores (correct)

What is the levelized tariff for the 669 MW Lower Arun Hydroelectric Project?

Rs. 4.49 per unit

Rs. 5.49 per unit

4.99 per unit (correct)

$5.00 per unit

What is the installed capacity of the Darzo Lui pumped storage project?

2,400 MW Signup and view all the answers

Which hydro power station recorded the highest monthly generation in July 2024?

Nathpa Jhakri Hydro Power Station Signup and view all the answers

What was the total generation for all operational projects in July 2024?

1,654.207 million units Signup and view all the answers

Which company is designated to implement the 669 MW Lower Arun Hydroelectric Project?

SJVN Lower Arun Power Development Company Private Limited Signup and view all the answers

How many solar projects are currently under construction by SJVN?

11 solar projects Signup and view all the answers

Who is the chairman and managing director of SJVN Limited?

Mr. Sushil Sharma Signup and view all the answers

What is the function of the call hosted by Elara Securities?

Earnings Conference Call Signup and view all the answers

What is the date of the Q1 FY25 earnings conference call?

August 16, 2024 Signup and view all the answers

Which role does Mr. Soumendra Das hold in SJVN Limited?

Company Secretary Signup and view all the answers

What is mentioned about the participant lines during the conference call?

They will be in the listen-only mode. Signup and view all the answers

What is the registered office address of SJVN Limited?

Shanan, Shimla – 171006, Himachal Pradesh Signup and view all the answers

Who moderated the earnings conference call?

Mr. Rupesh Sankhe Signup and view all the answers

What is the purpose of the enclosed documents mentioned in the signature section?

As stated above Signup and view all the answers

By the end of the financial year, what is the target total capacity in megawatts?

5,000 MW Signup and view all the answers

What was the incentive income reported for Q1?

Rs. 65 crores Signup and view all the answers

What is the estimated revenue guidance for the next fiscal year?

Rs. 3,200 crores Signup and view all the answers

What was the declared commercial operation date (COD) for the Raghanesda Solar Power project?

April 3, 2024 Signup and view all the answers

Which entity is purchasing power from the Raghanesda Solar Power project?

Gujarat Urja Vikas Nigam Limited Signup and view all the answers

What was the plant availability factor for Nathpa Jakhri?

104.94% Signup and view all the answers

Which sector does the regulated equity guidance pertain to?

Hydro sector Signup and view all the answers

What is the capacity of the Omkareshwar Floating Solar Project?

90 MW Signup and view all the answers

When was the head-race tunnel of the Arun-3 Hydro Electric Project completed?

June 2024 Signup and view all the answers

What is the estimated EBITDA from the Omkareshwar Solar Floating Project?

Rs. 10 crores Signup and view all the answers

What is the financing ratio for the projects mentioned?

80-20 debt equity ratio Signup and view all the answers

What total capacity in MW was awarded for wind, solar, and hybrid power projects?

1,500 MW Signup and view all the answers

Which of the following power projects is located in Madhya Pradesh?

Omkareshwar Floating Solar Project Signup and view all the answers

What was the cost of the Omkareshwar Solar Floating Project?

Rs. 649 crores Signup and view all the answers

What was the milestone achieved in the Buxar Thermal Power Project in May 2024?

Charging of the start-up power line Signup and view all the answers

How many major developments were shared during the conference call?

Three Signup and view all the answers

What is the total debt mentioned expected to add by the end of FY25?

Rs. 6,500 crore Signup and view all the answers

What was the revenue from operations for Q1 FY24-25?

Rs. 831.73 crores Signup and view all the answers

In FY25, which power plant is structured on CRC rates cost plus?

Buxar Signup and view all the answers

How much total capacity is planned to be added in FY26?

5,673 MW Signup and view all the answers

What is the targeted amount for stake dilution in SJVN Green Energy Limited?

Rs. 2000 crores Signup and view all the answers

Which entity is mentioned as part of a joint venture for solar projects?

Assam Energy Renewable Limited Signup and view all the answers

What type of bidding will the remaining projects in FY25 undergo?

Competitive bid Signup and view all the answers

Which type of power plant mentioned is categorized as a merchant power plant?

Complete merchant plant Signup and view all the answers

What was the profit after tax for Q1 of the last financial year?

Rs. 270.20 crores Signup and view all the answers

What suggestion did Vipul Kumar A. Shah provide regarding project details?

To provide presentations on projects Signup and view all the answers

What was noted about the tariffs for different projects?

Tariffs vary between different projects. Signup and view all the answers

What is the capacity of the solar projects being developed in the joint venture mentioned?

1000 MW Signup and view all the answers

What is the purpose of sending an email regarding additional queries?

To clarify queries Signup and view all the answers

How does this quarter's tariff compare to last year’s tariffs?

Lower than last year. Signup and view all the answers

What additional information did management agree to provide regarding the projects?

Project cost Signup and view all the answers

What is the approval required for the fundraising plan mentioned?

Approval from regulatory authority of DIPAM. Signup and view all the answers

Study Notes

Conference Call

Topic: Transcript of conference call with investors and analysts
Date: August 16, 2024
Purpose: to discuss financial results for the first quarter ended June 30, 2024
Attendees: Investors, analysts, and company management
Moderator: Mr. Rupesh Sankhe (Elara Securities)
Management: Mr. Sushil Sharma (Chairman & Managing Director), Mr. Soumendra Das (Company Secretary), Mr Sanjay Suri (Head, Department Finance)

Financial Results

Financial year: FY25
Quarter: Q1 (First Quarter)
Revenue: Rs. 831.73 crores (Q1 FY24-25), Rs. 664.62 crores (Q1 last year)
Profit after tax: Rs. 327.15 crores (Q1 FY24-25), Rs. 270.20 crores (Q1 last year)
Debt: Rs. 21,000 crores, estimated increase of Rs. 6500 crores in next 2 years

Projects and Developments

Raghanesda Solar Power Project (100 MW): commissioned April 3, 2024, in Gujarat
Arun-3 Hydro Electric Project (Nepal): heading excavation completed for 11.8 km long tunnel
Buxar Thermal Power Project: power reduction system ready, 400 KV Buxar Naubatpur line charged (May 2024)
Omkareshwar Floating Solar Project (90 MW, Madhya Pradesh): commissioned August 8, 2024. generating 196 million units of energy per annum
Lower Arun Hydroelectric Project: Rs. 5,792.36 crores investment approved
Darzo Lui pumped storage project (2400 MW, Mizoram): first pumped storage project added to SJVN
Nathpa Jhakri Hydro Power Station (1500 MW): highest monthly generation of 1222.170 million units (July 2024)
Revenue projections: Rs. 3,200 crores (next fiscal)

Other Information

Regulatory compliance with SEBI regulations (Regulation 30)
Fund raising: Targeted at Rs. 2,000 through SJVN Green Energy
Renewable energy projects (wind, solar): several new projects are underway
Corporate social responsibility (CSR): SJVN received a Gold Award at the 16th Exceed CSR Awards 2024.
Free Electricity scheme: SJVN has been allocated three states (Himachal Pradesh, Punjab and Arunachal Pradesh) to install rooftop solar systems on government buildings.

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Description

This quiz covers the transcript of the conference call held by SJVN Limited on August 16, 2024, discussing the financial results for the first quarter ended June 30, 2024. Participants include company management, investors, and analysts who analyze the revenue and profit figures, as well as provide insights into the company's performance.