Indraprastha Gas Ltd

The transcript from the Indraprastha Gas Limited earnings call does not explicitly mention "current," "expected orderbook," or "pending orders." However, relevant operational and investment plans that hint at future business growth and project pipeline include: - Targeting 1 million new CNG connections annually, with significant infrastructure investments in new Geographical Areas (GAs). - CapEx guidance of around Rs. 1,400 to Rs. 1,500 crores for FY25 and FY26, focused primarily on: - Compressed Biogas (CBG) plants - LNG stations setup - Plans to commission close to 60 new CNG stations in the last quarter of FY24. - LOIs for 20 CBG plants, of which 5 have been commissioned; aiming to set up 10 more CBG plants themselves. - Expanding pipeline infrastructure to GA boundaries to facilitate competitive pricing and volume growth. - Aggressive focus on industrial and commercial gas volume expansion supported by pricing rationalization. No direct orderbook or pending orders data was disclosed.

- There is no specific mention of any current or planned fundraising through equity in the provided transcript. - On CapEx funding: The company plans to maintain capital expenditure of around Rs. 1,400 to Rs. 1,500 crores next year, focusing on CBG and LNG segments plus setting up new infrastructure. - It is mentioned that if there are acquisition opportunities, the related amount would be separate and not included in the regular CapEx guidance, but no explicit mention of raising funds through debt or equity for acquisitions. - Overall, no direct information on new debt or equity fundraising was shared in this earnings call excerpt.

- Targeting around Rs. 1,400 to Rs. 1,500 crores CapEx for next year focusing on CBG (Compressed Bio-Gas) and LNG segments, including setting up LNG stations and CBG plants. (Page 13) - Planning huge infrastructure investments in GAs (Geographical Areas) with pipeline laying up to GA boundaries to facilitate tank filling outside GA areas. (Page 14) - Commissioned 27 CNG stations so far; 10 LNG stations planned in near future targeting long-haul vehicle conversions from diesel to LNG. (Page 3, 14) - Setting up 10 CBG plants themselves plus working with partners for 20 CBG plants (5 commissioned, 10 under construction, 9 more to be announced), aiming to ramp up bio-gas supply. Timeline for ramp-up 8-12 months with some plants coming online by June-July FY25, others by last quarter FY25. (Pages 7, 14) - Emphasis on large CNG stations for commercial vehicles like dumpers to support scheme-based vehicle conversions. (Page 5, 14) - Potential acquisition opportunities considered separately from CapEx budget. (Page 13)

- Targeting 10 MMSCMD volumes by end of FY25, up from around 8.5 MMSCMD currently. - Expect year-on-year volume growth to increase from the current ~4% to 6-7% post-FY25 due to additional infrastructure and new CNG stations. - Aggressive focus on industrial and commercial segments to boost volumes, leveraging price advantages. - Plan to add 1 million vehicle conversions every year across vast Geographic Areas (GAs), with significant investments in pipeline and station infrastructure. - New CBG and LNG initiatives expected to contribute around 20% of Rs. 1,400-1,500 crore CAPEX, with 10 new CBG plants to be operational by FY25. - Infrastructure expansion, including 60 new CNG stations, expected to drive increased volumes. - Despite DTC bus electrification causing some volume loss, conversions of dumpers and commercial vehicles targeted to offset this. - Overall aim to sustain EBITDA margin around Rs. 7.5-8 per SCM alongside volume growth.

- Targeting volume growth to reach 10 MMSCMD by FY25 end, implying an approximate 18% increase from current volumes. - Expect volume growth to potentially accelerate from 4% to 6-7% post-FY25 due to infrastructure expansion, biogas availability, CBG and LNG initiatives, and new CNG station operations both in Delhi and other regions (Page 14). - EBITDA per SCM targeted to be in the range of Rs. 7.5 to Rs. 8, with focus on maintaining margins despite some price adjustments (Page 13). - Overall profitability expected to be sustained by higher volume growth, even if margins per SCM slightly decline in segments like industrial (Page 13). - Robust Capex plans of Rs. 1,400 to 1,500 crores annually focusing on CBG plants and LNG stations to drive long-term growth (Page 13). - Growth driven by expanding infrastructure, vehicle conversions, and competitive pricing strategies in new GAs (Page 14).