Questions across 3 calls

Amit Dixit

Lloyds Metals And Energy Limited

Lloyds Metals And Energy Limited CC-May26.pdf · 2026-05-06

Yes, hi. Good evening, everyone and congratulations for good performance. A couple of questions from my side. The first one is on Slide number 25, where you have this arrangement with Tata Steel on the BRPL project. Just wanted to understand the economics of this because you have mentioned that the free cash and the profit accruing to us is quite substantial. So just wanted to understand the capex part of it and how we are looking at operations to ensure that these kind of numbers in terms of free cash accrue to us?

Sir, just a related question to this because our expertise in laying slurry pipeline in record time is quite well documented. So is there some exclusivity that you have with Tata Steel or you can approach any other steel player because a lot of them are looking for....?

Gravita India Limited

Gravita India Limited CC-Jan26.pdf · 2026-01-23

Yes. Good afternoon, everyone, and thanks for the opportunity. A couple of questions from my side. One is more of a macro question on the adoption of EPR and BWMR. What is the progress of the trading of aluminum alloy on MCX? So, if you can briefly highlight these, because these are some of the tailwinds that will drive over performance. That is my first question.

Sir, just wanted to understand the constraints behind that because we have been expecting this for over a year and there has been a very limited progress around particularly the trading of aluminum on MCX, so just wanted to understand where the bottleneck lies or is it something regulatory or something that is being discussed with the government or there is some data that they are looking at, just wanted to understand the key constraint.

Bharat Electronics Limited

Bharat Electronics Limited CC-Nov25.pdf ·

Congratulations for a good set of numbers. A couple of questions from my side. The first one is on Project Kusha or Sudarshan Chakra, where we are on the project actually, where is the development going? And when can we exp ect some kind of order from this particular project?

That's very helpful, sir. The second question is on the -- actually the recent AON that was issued of around INR 79,000 crores. So there were various platforms, et cetera, over there as well as some electronic systems. So just wanted to get an idea that what could be the approximate share for BEL in that INR 79, 000 crores?