Stockrabit · Analysts
Questions across 2 calls

Amit Murarka

Firm not listed in source transcripts

Petronet LNG Limited

Petronet LNG Limited CC-Dec24.pdf · 2025-01-28
First question is on Dahej Terminal, you are just around the corner on the 5-million-ton expansion and the current capacity kind of at least in Q3 has not achieved 100%. So, I was just thinking what is the plan on the ramp up of this 5 million ton and how much of this is under firm offtaker agreements, just could you provide some clarity on that?
And would you be able to at least give ballpark guidance or how we can think of a ramp up on this 5 million tons, like between let us say year 1, year 2, FY'26, FY'27?

JINDAL STEEL LIMITED

JINDAL STEEL LIMITED CC-Jun24.pdf · 2024-07-24
My question is on product mix. So you mentioned that you did 0.45million tons of HRC in this quarter. So did all of that come from a shift from semis to HRC? Or was there some reduction in some other products also?
Sure. Also, I mean, I frankly couldn't understand it fully in the -- I think one of the earlier questions, you explained why there's only a 1% drop in realization versus what we are seeing at least and the market pricing that you see? I mean could you just please explain that one more time?