Stockrabit · Analysts
Questions across 8 calls

Aman Agrawal

Equirus Securities

Nuvoco Vistas Corporation Limited

Nuvoco Vistas Corporation Limited CC-Jun24.pdf · 2024-08-01
So, first was again on the situation in the core markets of Bihar, West Bengal and Jharkhand. Last time, we mentioned we have started seeing improving since March, but the end market has actually kind of degrown. So, wanted to understand how is the situation right now? And on the volumes front, do we see a degrowth again in the second quarter?
Just secondly on the capacity front, if we dissect more into the state-wise, is it a case that we are facing shortages capacity constraints in any of the region on the eastern side?

Dalmia Bharat Limited

Dalmia Bharat Limited CC-Jun24.pdf · 2024-07-19
Yes. Thank you, sir. Thank you for the opportunity and congrats on a good recovery in margin. Sir with respect to the cost reduction target , if you can just elaborate on the 150 to 200 per ton reduction that you are expecting over three years one was that. And second if you can provide some more details on the captive coal mines that we have been highlighting?
And the captive coal mine,if you can just provide additional details when are we expecting that and what kind of output can we expect out of the same?

APL Apollo Tubes Limited

APL Apollo Tubes Limited CC-Dec23.pdf · 2024-01-29
So, just a clarification upfront basis the 3Q volumes that we have seen for multiple E RW Steel Tubes companies, we have seen a case where few other companies have grown a bit better than APL Apollo, is there by any chance a case where those companies are benefiting at the expense of APL. Any kind of market share shift that we have seen or is this mainly because of demand shift from primary market to secondary market?
Another question while I understand the dip in the volume of general product, any particular reason why light structure volumes have shown such kind of a degrowth in Q3?
APL Apollo Tubes Limited CC-Sep23.pdf · 2023-10-30
Many congratulations on wonderful s et of numbers again, so firstly on the inventory gain or loss impact did we see anything of that sort in 2Q in the current reported numbers?
Sure and secondly on our value added product mix there has been some sideways movement for last four to five quarters now we are trading at around 55% value added product mix which is clearly low from our previous highs of around 63% which we saw I guess in FY2022 on the movement towards VAP 70% VAP share this quarter is it mainly because of affected Apollo Z volumes or was there any other impact in this quarter?

UltraTech Cement Limited

UltraTech Cement Limited CC-Dec23.pdf · 2024-01-19
One question from my end on the Eastern market. So many peers have been highlighting for quite some time about the slowness in demand in the Eastern market, especially in states like West Bengal and Bihar. What would be your take on that? What was the key reason why demand is still not panning out as buoyant as other regions?
Okay. Second, just lastly on industry growth that you would be expecting for 3Q. I'm sure you said that UltraTech has kind of grew better than the industry. Any number you would like to assign for the industry on...

Ambuja Cements Limited

ACC Limited