Stockrabit · Analysts
Questions across 85 calls

Amit Murarka

Axis Capital

UltraTech Cement Limited

UltraTech Cement Limited CC-Oct25.pdf · 2025-10-18
Just on this expansion plan that you've announced. So, like after this, I just wanted to know like how much more scope is there given that this is just focused on North and West. And I'm guessing there is scope even in East, South, those markets as well. So , what is the additional scope for brownfield expansion that exists in the portfolio?
Understood. And also, while we spelled out the other expenses, reasons for the other expenses jump, even raw material has moved up, is there some one-off even in that?

The India Cements Limited

The India Cements Limited CC-Oct25.pdf · 2025-10-18
Just on this expansion plan that you've announced. So, like after this, I just wanted to know like how much more scope is there given that this is just focused on North and West. And I'm guessing there is scope even in East, South, those markets as well. So , what is the additional scope for brownfield expansion that exists in the portfolio?
Understood. And also, while we spelled out the other expenses, reasons for the other expenses jump, even raw material has moved up, is there some one-off even in that?

Dalmia Bharat Limited

Dalmia Bharat Limited CC-Jul25.pdf · 2025-07-23
Yes, hi. Thanks for the opportunity. So, my first question is on volume and market share. So, like you have been flat Y-o-Y even if I exclude the volume of tolling last year. So generally, the understanding is South and East markets did well in Q1 versus last year. So, could you just talk a bit about the market share losses and how do you plan to arrest it?
Sure. And just a question on production. It seems like there is inventory sitting at the end of the quarter. So how much really was the production? And what is the inventory sitting at the exit June?

JINDAL STEEL LIMITED

JINDAL STEEL LIMITED CC-Jun25.pdf · 2025-08-13
Yes. Hi. Good afternoon, and congrats on the great results. So, just on the Angul commissioning, would you be able to also provide some guidance on volume that we can expect from the BF-2 and BOF-2 this year and next year?
Okay. Sure. Also, I was just seeing the presentation like the sectoral split of volumes. So, like auto seems to be only 3%, whereas flats are 44%. So, I believe flats earlier used to be like 20% - 25% range, which is your plates. So, where does this increase come from then, if not from auto?

Mahanagar Gas Limited

JK Cement Limited

Steel Authority of India Limited

Hindalco Industries Limited

SHREE CEMENT LIMITED

SHREE CEMENT LIMITED CC-Mar25.pdf · 2025-05-14
My first question is on volume. We have seen generally industry kind of do high-single digit volume growth off late, but our volume rate still remains in low single digits. So I wanted to understand that what is the outlook now for volume for FY '26, particularly as we are commissioning large capacities in Q1 also?
So when we pursue like you're saying the high single-digit volume growth in the target maybe this year, which broadly I understand will be in line with industry. So then is it fair to say that the capacity utilization, whether it stays subdued for you? I mean which we have been seeing this to be in the range of 65%-odd for the last year or so. So then the new expansion also will remain same.

Hindustan Petroleum Corporation Limited

Ambuja Cements Limited

Ambuja Cements Limited CC-Mar25.pdf · 2025-04-29
So my first question actually is on ACC. So there were a few like transactions in ACC, which I just wanted to understand better. So one, there was some land purchase under ACC Mineral Resources, which was for about INR680-odd crores. So could you help understand like to what is this land for? And by when can we expect -- I believe new capacities also are planned on this. So some clarity on that, please.
Yes. So this is helpful. So the land purchases for coal mines largely is w hat I understand then. And some…
Ambuja Cements Limited CC-Dec24.pdf · 2025-01-29
Yes. So just on the operating performance, frankly, like adjusted for incentives, it seems like quite a weak quarter operationally and in terms of EBITDA per ton, it's only INR537 per ton, if I just remove the onetime incentive in the numbers. So just wondering why the performance has dropped so much sequentially like it is lower realization as well as higher costs, so just wondering about the numbers here.
And -- but realization is also down Q-o-Q. So, I was a bit surprised with that also because we know that there were price hikes in December, and January. I mean industry has seen improvement, but here both ACC and now even Ambuja has reported a Q-o-Q drop?

ACC Limited

ACC Limited CC-Mar25.pdf · 2025-04-29
So my first question actually is on ACC. So there were a few like transactions in ACC, which I just wanted to understand better. So one, there was some land purchase under ACC Mineral Resources, which was for about INR680-odd crores. So could you help understand like to what is this land for? And by when can we expect -- I believe new capacities also are planned on this. So some clarity on that, please.
Yes. So this is helpful. So the land purchases for coal mines largely is w hat I understand then. And some…

GAIL (India) Limited