Stockrabit · Analysts
Questions across 2 calls

Aman Agarwal

Equirus

Nuvoco Vistas Corporation Limited

Nuvoco Vistas Corporation Limited CC-Dec23.pdf · 2024-01-30
Congratulations on the good EBTDA/t number. Sir, my first question was pertaining to the RMC business, RMC plus modern building material business , so just wanted to understand on your strategy for that business, now this question is coming because if we see on EBIT level , the contribution from that segment has not been anything meaningful in the last say, 12-13 quarters, so wanted to understand on the margins that we operate in this business on the EBITDA side and strategy going ahead?
Very happy to listen about like expansion plans that we have for this business. Next, I wanted a clarification or understanding on our cost efficiency program that we have running internally, where do we stand right now? We talked about some 250 per ton kind of a saving and more than half of the saving was already delivered, just wanted to understand how are those parameters shaping up and on the cost item wise , which line item do you think has the highest potential to deliver cost savings from here on?

JK Cement Limited

JK Cement Limited CC-Dec23.pdf · 2024-01-23
Yes. Sir, thank you for the opportunity and many congratulations on a strong set of results once again. Sir, on grey cement -- while I understand grey cement business has been doing very well, I just wanted more clarity on how the white business is doing. Last, you mentioned there were some realization cut, especially in the putty business due to steep competition. Just wanted an update on that, how is the current scenario?
Sure, sir. And sir, in terms of overall cost per ton, last call, you highlighted that you expect INR50 per ton kind of a saving in 3Q as well as 4Q. In 3Q, if you see, we have already posted a cost saving in excess of INR100 per ton. Would you be expecting further cost saving in 4Q on a sequential basis?