I have a couple of questions . One is on the product mix, so what was the product mix between 200, 300 and 400 in this quarter? And did the reduced level of exports actually alter this product mix in any way?
And since our export level was reduced, so had we maintained a similar level of export, so would this product mix have been any different or is it being normalized product mix that you are looking at?
I have a couple of questions. The first one is essentially on iron ore royalty per ton of steel . If we see in standalone statement, that has dropped significantly QoQ. So, just wanted to understand the key drivers of the same.
Yes. The next question is essentially that there is a significant change in payables that I see almost Rs. 8,339 crores payables and other liabilities in the cash flow negative. So, just wanted to understand the key drivers behind it as well, so these are the two questions.
I have a couple of questions. The first one is essentially on the cost. We have seen a very impressive performance on cost. The cost of production has declined year on year as well as quarter-on-quarter. I just wanted to get the overall drivers of that. Whether it was due to increased linkage materialization or due to lower coal cost or what are the key factors responsible for lower cost and how much of it is sustainable? Also, if you can give the outlook for Q3, that would be great.
The second question is essentially on grade improvement. You indicated that grade has improved from 7.1% to 7.4%. From the written commentary, it seems that Rampura Agucha production was down in this quarter. Even with Rampura Agucha production down, your grade has improved. If you can highlight what were the key drivers behind this grade improvement because traditionally we understood that Rampura Agucha has possibly the highest grade of zinc available.
I would just plug in a few questions before the line gets actually populated. So, my question is more on the strategic view. If you look at the budget allocation for naval fleet in the interim budget then the allocation is very, very static. I understand that there are deliveries to be made, so most of this budget allocation could be towards the committed liabilities. Now since there is no increase compared to last year's revised estimate, is it reasonable to expect that some of this ordering that we are expecting might be pushed to next financial year?
The second question is essentially if I look at your order inflow for this year now this has been pretty impressive in fact compared to other shipbuilders if we look at it, so do we expect some more orders in the remaining part of the FY24 or we are mostly done for this year?
G ood morning , everyone and thanks for the opportunity . First of all congratulations for a go od set of numbers and very robust order inflow this year. I have a couple of questions. The first one is essentially on the revenue. So, if I look at the revenue growth so far, it has remained quiet , I would say, subdued. And we guided for around 12% to 15 % growth for this year. So, given that ask rate for Q4 is quite steep, what kind of revenue growth we can expect for FY '24? And there was INR 400 crores of spillover in last quarter. And this quarter also, you mentioned in the notes that because of the ong oing Israel - Palestine conflict, there could have been a certain shortfall. So if possible, if you can highlight on these points. That is the first question.
Okay, so that's very comforting. The second question is essentially on the order book. Now, we have a very, very significant order book of INR 76,000 - odd crores . Is it possible to mention the average execution period of this? So, it will be executed over wh at time frame. This is what I wanted to ask, because some of these orders are pretty particularly pertaining to shipyards and all that, seem to be quite long - ranged orders. So, I wanted more of actually clarity on the FY '25 earnings, what we can expect as a result of execution of this order book. So, if you can just mention the average execution period of this order book, that would be great.