Capacities for that year should be available from the annual reports, can also be cross-checked with the gross/net block and depreciation. Some of these may also be maintenance capex which will happen every year (not sure of quantum, will be available from the presentations and ARs).
Of the top of my head I can think of:
- The LPG line (1.4m capacity but only 1M throughput)
- All CNG related capex
- Atleast half the US expansion if not full
There were irregular if no conf calls in 2018 till 20-21, improved a lot with regular conf calls in last 2 years with an additional 3 year plan detailed call in June 2021.
A 3-4 years promoters pledge of shares to hold on to some land in Mumbai (and build a business center) was released recently, with an imminent announcement promised about selling that land.
I feel the mgmt is course-correcting and doing a lot of things right now - not getting distracted by land for office HQ and trying to disposing it off, conservative with debt, looking for partners/equity in only lower profitable overseas investments, investing mostly in only higher profit areas etc., they’re willing to sell off the battery unit too (only 20-30% utilized) which surprisingly has a 100cr order book for FY23.
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