Stockrabit · Analysts
Questions across 6 calls

Anupam Gupta

IIFL

Tube Investments of India Limited

Tube Investments of India Limited CC-Jun25.pdf · 2025-08-04
Yes, good morning. So firstly on the core business, what was the sort of volume growth that we saw for the engineering segment and the metal formed product business in this quarter? And let us say have you seen the en tire steel price movement passed on fully or do we still have further downside from the steel prices in the next few quarters?
No, what I referred to was, so basically, your revenue grow th appears low because steel prices are being passed on. So that is what I was referring to in terms of downsides on the reported revenue growth. That is the question.
Tube Investments of India Limited CC-Mar25.pdf · 2025-05-16
Yes thanks for the opportunity. So Sir basically coming back to t he core business which is engineering and metal formed, can you please talk about how did the exports fare in this quarter and possi bly break it up between the engineering division as well as for the industrial chains which we export and similarly how was the performance for the large diameter tubes for which the new capacity was under construction in the last year?
Okay I understand. And similarly in the metal form ed product business also, although there was marginal growth, but marg ins there continue d to remain weak. So what is plaguing the margins for the metal fo rmed product business?

AIA Engineering Limited

AIA Engineering Limited CC-Dec24.pdf · 2025-02-07
Sir, a few questions. Firstly, the U.S. tariffs came into being in the third quarter. Any impact we have seen of that so far?
No impact. Okay. Okay. Understand. And the second question is on the volume commentary, which you said that, let say, 2, 3 quarters down the line, possibly you'll come back to that run rate of adding 30,000 incrementally every year. But just to dwell there, what is -- so let's say, if it was a problem of destocking of certain customers, which you said will come back in, let's say, March and June sort of quarters, what is stopping us from recovering the volume which we lost versus last year? So we were at 290,000 last year. Has there been a customer loss, which has resulted in a reset to 250,000, 260,000 or what is it that is resetting it at a lower level versus recovering it faster?
AIA Engineering Limited CC-Mar24.pdf · 2024-05-14
So, just couple of questions, firstly on the volume side of it , so obviously the conversion has been slower than what every one has been expecting. W ould you at any point of time ascribe this to maybe slightly more intense competition from the incumbents in this case, let us say when you say Peru and Chile, obviously the f orge incumbent there is pretty large in those regions. So, is the volume conversion in a way also being slow because the incumbent is giving you intense competition for that shift to happen?
And couple of book keeping questions. Firstly, now th at you have trimmed down the capacity addition part of it, what should be the CAPEX one should build for FY25 and FY26 including what you are going for power?