Stockrabit · Analysts
Questions across 14 calls

Achal Lohade

JM Financial

Balrampur Chini Mills Limited

Balrampur Chini Mills Limited CC-Mar24.pdf · 2024-05-21
Sir the first question on the cane crushing again. So, if we understand correctly, basically, it is to do with the agroclimatic condition coupled with the election -related event, which has resulted into lower cane crushing for us, as well as the state as a whole. Have I understood it right?
Okay. Now, specifically for us, if you could talk about Avantika with respect to, you said 8% of sugar season 2025 will be the CO238. What was it for sugar season 2023-24 and 2022-2023, would you be able to give that number?
Balrampur Chini Mills Limited CC-Dec23.pdf · 2024-02-21
Sir, you talked about the global market. Can you talk about the India market, how big is that, how is it showing, how do you see over next four, five years, 10 years what is the kind of opportunity? Where I'm coming from is that is this the only one plant or could there be hundreds of such plants industry would look at, basis the size?
Second question is in terms of the approvals, what kind of approvals are needed to go ahead with this facility in terms of environmental or other?

Container Corporation of India Limited

Container Corporation of India Limited CC-Dec23.pdf · 2024-01-25
This is Achal Lohade here. Sir, with respect to the volumes. Given how it has panned out in first 9 months, how do you look at FY '24? And if you were to hazard a guess for FY '25, how do you look at growth in the EXIM and Domestic volumes?
Understood. Sir, if I were to just ask a bit more detailed question with respect to the DFC connection to JNPT. Is it possible to get some color as to how much of the volume in terms of thousands of millions of TEUs, which is available to us, which is yet to come on rail, whether it is currently containerized or being transported in a bulk form?
Container Corporation of India Limited CC-Sep23.pdf · 2023-11-03
Congratulations for the great set of numbers. Sir, my first question is with respect to the pricing. Is it possible to give us some sense in terms of the pricing? How do you see, given the DFC benefits kicking in especially for Dadri, is there any change in the pricing what we were charging earlier prior to DFC and now?
Understood. The second question I had was with respect to volumes. Now if you could help us understand on the existing locations, what kind of volume growth do we expect in the EXIM and the domestic segments. Domestic you've already answered, sir. On the EXIM part, how do you see the volume panning out? And in terms of the imbalance, what is the impact of that in terms of the margins? If you could give us some sense.

Crompton Greaves Consumer Electricals Limited

Crompton Greaves Consumer Electricals Limited CC-Mar24.pdf · 2024-05-16
One quick question. If you look at the other expense, I am talking about 3Q to 4Q, it has increased by about 10%. And of that, almost 80%, Rs. 14 crores is EPR cost. If I look at the top line growth, the top line growth Q-o-Q is 23%. Can you help us understand is there any reversal of provisions? If you also could help us with the A&P cost for the third quarter and fourth quarter of FY24, please?
No, I am talking about standalone. Where I am coming from is that the margins improvement is actually there in the standalone from 3Q to 4Q, a substantial margin improvement. And if I see the gross margin, they are stable Q-o-Q, while the EBITDA margin is entirely driven by the other expenses. The percentage came down, and if I look at the absolute adjusting for Rs. 14 crores of EPR impact, then the increase is hardly 2 or 3% while the top line growth is 23% to be precise. So I was just curious if there is a QoQ reduction in A&P or any reversal?

JSW Infrastructure Limited

Adani Ports and Special Economic Zone Limited

Adani Ports and Special Economic Zone Limited CC-Dec23.pdf · 2024-02-01
Two questions. One is on the coal. I see that, obviously, this quarter is also positively driven by the coal volumes. Does this coal volume come at a lower margin, same margin, better margins than the India port margins?
So what I'm saying is that there is a fair amount of delta which is playing out with respect to the coal mix, right? What I wanted to check, the handling of the coal cargo, is it margin dilutive, margin accretive or it's a similar margin?

Kajaria Ceramics Limited

Kajaria Ceramics Limited CC-Dec23.pdf · 2024-01-31
My first question was with respect to the demand scenario. I know you've already partially answered, but have you seen some improvement in January or January also looks pretty much the same what it was in October, November, December months?
Got it. Sir, a related question. You did mention that you have outgrown the industry by five , six percentage points even in the past, and the same is expected to continue. So given the numbers, what we have reported for last few quarters, is it that the industry is kind of flat or seen a slight decline? How do we look at this?

R R Kabel Limited

R R Kabel Limited CC-Dec23.pdf · 2024-01-30
Sir, can you help us understand a bit more on the export for the nine months you said the volume growth is 35% if I heard the number right, what is driving this any particular product, any particular country, what efforts are we making and what kind of growth are we seeing can we look at for next 3 years, 4 years and what will drive that?
The second question I had was with respect to the domestic you said in the domestic the growth was kind of bit subdued. Can you give the number once again for 3Q and nine months and how is the demand scenario? Is it weak particularly for us or for the industry and how do you see it evolving over the next 2 years, 3 years?

Astral Limited

Supreme Industries Limited

Havells India Limited