Q2 2025 SJVN Ltd Earnings Call Transcript
Key Points
- SJVN Ltd (BOM:533206) has successfully commissioned a 90 MW solar project in Omkareshwar Floating Solar Park, adding approximately 64 crore to annual revenue.
- The company has received approval for a significant investment of 5,792.36 crore for a 669 MW hydroelectric project in Nepal.
- SJVN Ltd has been allotted the Darzo Lui PSP 2,400 MW pumped storage project in Mizoram, marking its first entry into pumped storage projects.
- The company achieved record power generation in the second quarter, with the Nepal Park project reaching its highest ever quarterly generation.
- SJVN Ltd has been recognized with the Pollution Control Waste Management and Recycling Excellence Award, highlighting its commitment to environmental sustainability.
- There are delays in some projects due to land acquisition issues and supply chain challenges, particularly in solar projects requiring domestic content.
- The Buxar thermal project has faced delays due to rail infrastructure issues, pushing the commissioning timeline to June 2025.
- Interest costs have increased, impacting financial performance, with expectations of similar costs in upcoming quarters.
- There are challenges in signing Power Purchase Agreements (PPAs) for some renewable energy projects, potentially risking project cancellations.
- The company faces difficulties in executing projects where land acquisition is required, leading to potential delays in project timelines.
Ladies and gentlemen, good day. And welcome to conference call to discuss SJVN Limited Q2 FY25 earnings hosted by Elara Securities Private Limited.
As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing * then 0 on your Touchstone phone. Please note that this conference is being recorded.
I now hand the conference over to Mr. Rupesh Sankhe from Elara Securities Private Limited. Thank you and over to you, sir.
Good afternoon, everyone on behalf of Elara Securities, we welcome you all for the Q2 FY25 conference call of SJVN. I take this opportunity to welcome the management of SJVN, represented by Mr. Akhileshwar Singh Director of Finance, Mr. Soumendra Das, company secretary. We will begin the call with a brief overview by the management followed by your next session. I will now hand over the call to say
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