Stockrabit · Analysts
Questions across 6 calls

Abhishek Maheshwari

SkyRidge Wealth Management

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2024-01-29
Thank you for the opportunity. And congratulations on a good set of numbers and an improvement in margins. So I think first question would be -- I think it would be on everyone's my mind right now. Can you throw some light on the supply chain resil iency that we have, not just from India, but also from Thailand where we source our Jasmine Rice from? And with respect to Jasmine Rice, do we use the specific root? Or do we the use the Suez Canal only for exports to US? So , can you just throw some light on the supply chain situation? Thank you.
Okay. So sir, a follow -up on that. So I think i n last two, three years, this is the second time that you are facing a freight cost situation. So at the peak of container shortages during COVID, when the freight cost had gone up 6-7 times, are you seeing the cost moving up to the highest level? Or is it still very manageable at this point?
LT Foods Limited CC-Dec23.pdf · 2024-01-29
Thank you for the opportunity. And congratulations on a good set of numbers and an improvement in margins. So I think first question would be -- I think it would be on everyone's my mind right now. Can you throw some light on the supply chain resil iency that we have, not just from India, but also from Thailand where we source our Jasmine Rice from? And with respect to Jasmine Rice, do we use the specific root? Or do we the use the Suez Canal only for exports to US? So , can you just throw some light on the supply chain situation? Thank you.
Okay. So sir, a follow -up on that. So I think i n last two, three years, this is the second time that you are facing a freight cost situation. So at the peak of container shortages during COVID, when the freight cost had gone up 6-7 times, are you seeing the cost moving up to the highest level? Or is it still very manageable at this point?

Ircon International Limited

Jindal Saw Limited

Jindal Saw Limited CC-Dec23.pdf · 2024-01-17
Am I audible?
Thank you for the opportunity sir, glad to be back. Sir, so first question is regarding your exports to Saudi Arabia. I'm assuming the bulk of your revenues come from -- a whole lot of revenues come from Saudi Arabia. And the situation in Red Sea, it's not as if we can take Cape of Good Hope route, right, but we can take the Persian Gulf route to export our products to Saudi, right? Is that helping you? Or are you seeing some pressure on exports due to this?