Stockrabit · Analysts
Questions across 2 calls

Arijit Dutta

Kotak Mutual Fund

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Jun25.pdf · 2025-08-11
Congratulations for a good set of numbers. I have three questions, starting with the first one, which is on the volumes. Sir, this quarter have seen some bit of volumes growth, which is admirable. I just want to understand in the volumes, if we have any one -off kind of thing, which is related to commissioning of a blast furnace, which will not be kind of repetitive, which will come after a while again.
Perfect. Good to hear that. Sir, second question is on the pricing part. Domestically, how you are seeing the competition level because there are a lot of overlapping capacity with everyone entering each others territory. Last quarter, you have given a ve ry, very categorically answered that the competition is increasing. How we are seeing on the overall market scenario now undercutting the prices and the intensity of competition, sir?
RHI MAGNESITA INDIA LIMITED CC-Jun24.pdf · 2024-08-14
I have few questions, starting from your assessment of raw material prices, which have moved up significantly, the freight container availability is a problem. The freight prices are doubled or tripled at the same point of time you are struggling to pass on the cost rise to the customer for various reasons. How do you get the confidence of increasing your margin in this scenario . So, what would be the trigger that we can, if you can share some bit?
Thank you for the elaborate answer. Sir, on the recycling part, how much you have recycled in Q4, Q1 and what is the expectation in Q2 and Q3?