Stockrabit · Analysts
Questions across 3 calls

Amit Dixit

ICICI

Vedanta Limited

Vedanta Limited CC-Sep24.pdf · 2024-11-08
Congratulations for a good set of numbers in a very trying quarter, I would say. Couple of questions from my side. The first one is essentially on aluminum cost. So, if I look in this quarter, the hot metal cost is $1,734 per ton. Our guidance for the year is lower, but alumina cost has surged. So, what confidence we have in meeting the aluminum cost guidance in this backdrop?
No, the question was more in the line because alumina prices have surged in the recent times. So, maybe the inventory that you might have had for imported alumina would have kept the cost a little bit lower in Q2. But going ahead in Q3, when that complete impact will hit us and coal mines are still some way away. So, that's what I was wondering that how can you maintain the alumina cost at the similar level as Q2?

Container Corporation of India Limited

Container Corporation of India Limited CC-Sep24.pdf · 2024-10-30
Congratulations for a great performance in spite of all odds. I have a couple of questions, sir. The first one is on the LLF. So, while we saw some kind of reversal of around 40 crores in this quarter, I just wanted to understand the broad contours of it that how do we see this LLF panning out for rest of the year and what kind of LLF provisions we should take in our own models. And secondly, why is this 40 crores provision write back? What exactly is happening over there?
Any guidance you would like to provide for FY '25, sir, on LLF?

Steel Authority of India Limited