EKI energy concall was conducted today at 5:00 pm
Here are the Conference call updates
🧵
Here are the Conference call updates
🧵
Opening remarks
- Margins have doubled from last year
- Company has entered into a joint venture with Shell.
- The JV is related to natural ecosystem to capture CO2 from the environment.
towards backward integration as well
- Margins have doubled from last year
- Company has entered into a joint venture with Shell.
- The JV is related to natural ecosystem to capture CO2 from the environment.
towards backward integration as well
- Company is exploring new avenues of business related to carbon offsetting
- Strategy of continuous expansion, the country has expanded to Dubai and Kenya
- Company has also started nature based consultancy service and sustainability reporting, GRI reporting.
- Strategy of continuous expansion, the country has expanded to Dubai and Kenya
- Company has also started nature based consultancy service and sustainability reporting, GRI reporting.
GHC reduction technology
Carbon credits market
- Carbon credits are tradable environmental commodities which are internationally tradable
- Most of the revenue generated are from overseas company
- The ratio from international will keep on increasing
- Carbon credits are tradable environmental commodities which are internationally tradable
- Most of the revenue generated are from overseas company
- The ratio from international will keep on increasing
Financial highlights
- Ebidta and PAT margin have doubled and company is expecting it to increase in current quarters
- Debtor turnover ratio is of 16 days, inventory turnover 33 days.
- Advances to suppliers is Rs. 80 crores
- There is a very high carbon credit demand.
- Ebidta and PAT margin have doubled and company is expecting it to increase in current quarters
- Debtor turnover ratio is of 16 days, inventory turnover 33 days.
- Advances to suppliers is Rs. 80 crores
- There is a very high carbon credit demand.
- Company has already paid Rs. 80 crores of adv tax
- For next quaters there is a pipeline of 150 million carbon credits & 30 millions additional volume can be done for this coming quarter.
- 0.5$ to 15$ is range of carbon credit price, it depends on the place of its origin
- For next quaters there is a pipeline of 150 million carbon credits & 30 millions additional volume can be done for this coming quarter.
- 0.5$ to 15$ is range of carbon credit price, it depends on the place of its origin
Eki, Shell JV
- EKI will be bringing expertise and the investment will be done by Shell
- Shell will also pay money for the carbon credits but such shall depend from contract to contract
- Shell will have exclusive right to acquire the credits
- EKI will be bringing expertise and the investment will be done by Shell
- Shell will also pay money for the carbon credits but such shall depend from contract to contract
- Shell will have exclusive right to acquire the credits
Threat of future Competition
- Company has long term contracts with its customers which has provided the company with good credentials
- Company is strong enough to face the Competition through different sustainable activities eg expanding to small nations like Nepal.
- Company has long term contracts with its customers which has provided the company with good credentials
- Company is strong enough to face the Competition through different sustainable activities eg expanding to small nations like Nepal.
Risk related to carbon credit prices
- Before COP 26 there was a confusion between voluntary market and compliance market but now there is no such confusion which has reduced the risk
- Before COP 26 there was a confusion between voluntary market and compliance market but now there is no such confusion which has reduced the risk
• • •
Missing some Tweet in this thread? You can try to
force a refresh
