NTPC Q2 FY 2009-10

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Mr. A. K. Singhal:We are trying to do it, it will happen in the last quarter of the current year.Mr. Bhavin Mitlani:Okay. All the capacities will…..Mr. A. K. Singhal:All the capacity will come in the last quarter of the current year.Mr. Bhavin Mitlani:Okay, so the true benefit will be reflective next year?Mr. A. K. Singhal:Partly it may come; for Dadri I unit it may come.Mr. Bhavin Mitlani:Okay fine, thank you so much.Operator:Thank you sir.Next in line, we have a question comes from Shubadip Mitra from BNK Securities. Youmay go ahead, please.Mr. Shubadip Mitra:Good afternoon sir.Mr. A. K. Singhal:Good afternoon Shubadip, how are you?Mr. Shubadip Mitra:Great sir. How are you doing?Mr. A. K. Singhal:Fine, thank you.14
Mr. Shubadip Mitra:Sir, this is with regard to Kahalgaon and Farakka, I understand that currently at least forthis month, the PLF is on the lower side. What I want to understand is would theshortage of coal, whether it is with regard to the problem from Coal India side or becauseof a problem on the railway side, it is beyond our control per se. So does that affect ourmandated ROE from these two plants also?Mr. A. K. Singhal:It wouldn’t be. We are making an effort to implement a contingency plan to ensure thatto the extent what we can do it. We are trying to salvage the situation.Mr. Shubadip Mitra:I see. And, the JV that we have signed with Coal India for the further capex of those coalmines, these are expected to be operational by when sir?Mr. A. K. Singhal:We have first signed the Joint Venture Agreement and now company will be formedshortly. It will take quite some time. By the time we will start actually mining the coal itwill take three to four years time from now.Mr. Shubadip Mitra:I understand. Sir, lastly, is there any portion of the imported coal that is coming in goingto be getting allocated towards Kahalgaon and Farakka?Mr. A. K. Singhal:Definitely it will be.Mr. Shubadip Mitra:So, have we started receiving the incremental amount of imported coal?Mr. A. K. Singhal:No, not yet.Mr. Shubadip Mitra:I see. So, any timelines on that front sir?15
Page 1 and 2: NTPCQ2 FY 2009-10TRANSCRIPTION REPO
Page 3 and 4: Today the company has announced the
Page 5 and 6: If we carry out one off adjustments
Page 7 and 8: Coming back to our joint ventures,
Page 9 and 10: Hello sir. Sir, first of all congra
Page 11 and 12: One time expense?Mr. A. K. Singhal:
Page 13: Next in line, we have a question fr
Page 17 and 18: Thank you sir.Our next question com
Page 19 and 20: For Q2, that same number is about 2
Page 21 and 22: Great sir. Thanks very much.Operato
Page 23 and 24: Mr. Shankar K.:No, I don’t want t
Page 25 and 26: Okay sir, so should we then ignore

NTPC Q2 FY 2009-10

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