Stockrabit · Analysts
Questions across 30 calls

Aditya Welekar

Axis Securities

Godawari Power And Ispat limited

Godawari Power And Ispat limited CC-Mar24.pdf · 2024-05-22
So, I wanted to understand what means recently the iron ore prices have been quite volatile in international markets. In the month of January, they have increased and then they have come down and currently also they have increased again. So, what is the outlook of the international iron ore prices and also of the domestic iron ore scenario, if you can give some color on that?
Yes, thanks for that insight. Second is on an annual basis if we see that the employee expenses have increased by 17% year-over-year and other expenses have come down. So, what is the kind of run rate we can expect for FY25 and maybe as we expand in future for both employee and other expenses?

APL Apollo Tubes Limited

APL Apollo Tubes Limited CC-Mar24.pdf · 2024-05-13
Sir my question is in terms of EBITDA per ton metrics, so if we see Q4 EBITDA per ton and compare it with Q3 and Q4, there is a drop in that except for general products on a sequential basis, so what explains that? So, that is my first question.
So, my next question is on volume sales guidance, so we had a guidance of 4.6 million ton to 5 million ton sales for FY26, are we sticking with that kind of guidance for FY26? And also, in Q1 if you can indicate what kind of sales volume we can expect ? Are we seeing improvement in demand atmosphere? And from when we can expect this headwinds which we are witnessing currently during this election season to go a way? So, something on demand front and sales volume guidance for 25-26, if you can throw some color?

Vedanta Limited

Vedanta Limited CC-Mar24.pdf · 2024-04-25
Yes, thanks for the opportunity so my question is on the recent run -up in prices. We have witnessed on aluminum and zinc. So given the backdrop that Fed may postpone its rate cuts and dollar may strengthen -- so what is driving this strength in prices? And do you think this is sustainable at the level of aluminium prices, which we have seen recently at $2,600 per ton.
And my next question, continuing on the cost of production in aluminum division. So -- we have a near-term target of $1,550 per ton on cost of production in aluminum. And I mean you have already touched based upon the guidance for FY '25. So is it the least which we can achieve or to achieve the $1,550 per ton, it is contingent upon the operations of captive coal mines like Kurloi and Radhikapur, so once they get operationa l we will be able to get near the number of $1,550.

Hindustan Zinc Limited

Steel Authority of India Limited

Steel Authority of India Limited CC-Sep23.pdf · 2023-11-16
Sir, if you can just reiterate our capex expansion plans and plant-wise, how we are -- currently where we are in the stage of approvals and what will be the sequence of capex and start of expansion? When it will start? From which fiscal year? And our internal threshold when we go for an expansion, what will be our internal ratio with respect to our debt management? So -- because we have seen in the past that in the expansion phase, the debt was slightly -- I mean, the debt control is one of the concern -- area of concern. So, from that perspective, when we go for the next phase of expansion, how we will look at our capital allocation and our debt control?

Hindalco Industries Limited

Hindalco Industries Limited CC-Sep23.pdf · 2023-11-10
On the aluminum downstream side, sir, do w e expect higher shipments next year as our Sambalpur FRP will come online? And also correspondingly, our EBITDA per ton will improve because in this quarter, it was almost flat sequentially despite the shipments rising by 15%.
Understood. One -- and the last one, if you can just confirm on the commissioning date of Bay Minette facility? And will it ramp up to the full 600 Ktpa once it gets commissioned? Or it will have some ramp-up time? And do we have all the downstream facility to consume that 600 Ktpa?