Questions across 4 calls

Alok Deora

Motilal Oswal Financial Services

JSW Infrastructure Limited

JSW Infrastructure Limited CC-Mar25.pdf · 2025-04-30

So, just had a few questions. First is on the port side. So, this iron ore volumes particularly have been lower even in this quarter, which it was the same thing in the last quarter as well. So where do we see that going for Paradip iron ore volumes because that's coming at around 2 million tonnes.

Sure. And sir, you started your comments with about global uncertainty and challenges in supply chain and -- so, how do we see the movement in volume shaping up ahead? I mean you also mentioned about the 10% growth in cargo volume for FY '26. So is that like a base case scenario or could there be any downside or upside risk to that number? Just wanted your thoughts on that?

JSW Infrastructure Limited CC-Mar24.pdf · 2024-05-03

Good evening, sir, and congratulations on very good nu mbers. So, sir, just first on the volume, we have done pretty decent volumes in this quarter and full year. So, what is the outlook there for the next couple of years on the volume growth, assuming that we are at this capacity and some capacity additions w ill also happen? So, what's the growth we are looking at as far as tonnage is concerned?

Got it, sir. And, sir, we are talking about a pretty massive jump in capacity over the next five years or so. It's almost more than doubling capacity. So, it's a related question to the previous question which came through. Are those kind of projects which are upcoming? Or how is the situation? Because it's like 170

IRB Infrastructure Developers Limited

IRB Infrastructure Developers Limited CC-Jun24.pdf ·

Hi, Sir. Good evening. So just a couple of questions. One is similar to the previous question. So, you know if you look in on overall basis also there has been hardly any awarding b y NHAI till date in this financial year and typically we don't see many projects coming in during the monsoon period as well. So is it fair to assume that anything material will only come by from November, December onwards and also many people are struggling, many contractors are struggling for orders so will there be decent competition?

Sure. So, the consultations or you know to and fro has that been completed now or it could it's still in like a dialogue state?

IRB Infrastructure Developers Limited CC-Sep24.pdf ·

Sir, just a few questions. First is on the execution, which has been pretty soft even on Y-o-Y basis if we see. So just wanted to understand what's happened, is it just because of the monsoon or any other reason also could be attributed to this? And how has October been for us and whether this could continue a little bit in 3Q as well?

Sure. Just couple of data points. The other income has jumped quite a lot, even Q-on-Q and Y-o-Year, so any one-time included in that?