ilmscore | NTPC Green Energy Limited IPO Review | CA Rachana Ranade

Predictions from this Video

Total: 3
Correct: 0
Incorrect: 0
Pending: 3
Unrated: 0
Prediction
Topic
Status
The revised wind Renewable Purchase Obligation (RPO) trajectory indicates an increasing trend, with the minimum renewable energy percentage for wind expected to grow from 0.67% to 3.48%.
"renewable purchase obligation trajectory what does this mean so let's take an example of Telangana Discom only now Telangana Discom is not going to purchase only Renewable Power they are going to purchase even thermal power and all so all those will be in non-renewable category so let us say out of 100 how much is the minimum renewable energy that they have to purchase now here you can see from .67% this is expected to go up and this is only wind this is only wind that I'm talking about it is expected to grow up up up up till 3.48% so wind ka repurchase obligation is definitely on an increasing trajectory which is absolutely good"
Wind energy RPO trajectory
Pending
NTPC Green Energy plans to use 7,500 crores out of the 10,000 crores raised from its IPO for the repayment or prepayment of loans taken by its subsidiary, rather than for setting up new solar projects.
"10,000 crores is what they are wanting to mop up from the uh from the public uh of course from all the investors potential investors but the good part is 100% is it's a fresh issue entire 10,000 crores what do they intend to do with that are they going to set up new solar projects answer is no what are they going to do with that out of 10,000 cror 7,500 crores this is because this is Rupees in millions 7,500 crores will be used only for repayment or prepayment of loans which were taken by their fully owned subsidary"
NTPC Green Energy IPO proceeds utilization
Pending
Based on historical PAT figures, the speaker suggests that NTPC Green Energy might not be able to match its previous fiscal year's PAT for FY24 if growth continues at a linear doubling rate, as the current figures from the first half, when doubled, fall short of the previous full fiscal year's total.
"PAT for 30th September 2023 was 2081 million let's round it off to 2,000 million okay if I were to double that up ideally it should have gone down it should have gone up to 4,000 million but if you see here for the whole fiscal ended it was 3,447 Million so it was pretty much less as almost 20% less if I were to double it up okay now uh so from so just let me repeat this again from 2,000 million it should have gone up to 4,000 million but it ended barely at 3,500 million now if I were to use the same logic here from 1753 if I were to double that up it could have it should ideally go to 3500 million if I were to just double this number but ideally it'll be lesser than that so it may not be even able to match up the PAT number for fiscal 24 this is plain mathematics plain doubling doubling uh numbers is what I'm telling you"
NTPC Green Energy PAT growth potential
Pending