Stockrabit · Analysts
Questions across 85 calls

Amit Murarka

Axis Capital

JINDAL STEEL LIMITED

JINDAL STEEL LIMITED CC-Sep23.pdf · 2023-10-31
So just my question was on volumes. So like we have generally seen volume stagnated i n this range of 1.9 million to 2 million tons quarterly and the utilization has not been crossing broadly like 80%, 85%. So once you ramp up your capacity in the next like 2 to 3 years, what's your plan to kind of get volumes now with these bigger capacities sort of given that the current one is not going beyond the point?
Sure. Sure. Got it. And any guidance on the coal volume ramp-up, the captive mines?

GAIL (India) Limited

GAIL (India) Limited CC-Sep23.pdf · 2023-10-31
Hi this is Amit Murarka. On that issue of the internal feed stock gas cost or the internal system used gas for transmission while you say that you are kind of in discussion with PNGRB for review of the gas cost but is there any precedent when a single factor has been taken up for review before the 5-year review period or will this be an exception if this is done by PNGRB.
But Sir on the other hand like what is it integrated tariff you are anyways realizing a higher tariff if I am not wrong because of the zonal distribution so any ways you are realizing higher tariff.

Petronet LNG Limited

JSW Steel Limited

JSW Steel Limited CC-Sep23.pdf · 2023-10-20
So, just on the question on the import parity and the import volumes. So, we have been seeing like a steady drop in export realization, I mean, the Chinese export prices as well as the regional prices that India is h olding up and in fact growing. So, just wondering what holds back the importers from kind of benefiting from this arbitrage that you're seeing in the local prices and import prices. Could you help understand what are the roadblocks they would be facing in this regard to not import more in that sense?
Yes, correct. That's the question that since there is such a big gap now like, but still imports have not risen as much as probably they would have.

UltraTech Cement Limited