Stockrabit · Analysts
Questions across 2 calls

Ashish Jain

Macquarie Group

JINDAL STEEL LIMITED

JINDAL STEEL LIMITED CC-May26.pdf · 2026-05-02
So, my first question is a clarification. This cost savings from slurry pipeline, which you said is INR 750 per tonne is on the full steel volumes of the company, right? Like 10 million, 11 million tonne kind of number. Is that the way to think?
Okay. Got it. Sir, secondly, in terms of our raw material security, where do we see ourselves moving in terms of, let us say, in the next 2 years or so versus where we are on thermal coking coal and iron ore? And by security, I mean backward integration.

Havells India Limited

Havells India Limited CC-Mar24.pdf · 2024-04-30
Congrats for great set of numbers. So, my first question, again, goes back to Lloyd margins. Just on the contribution margin, sequentially, we have seen 500 basis points of improvement. Am I right in saying that roughly 200-odd bps would have come just from higher volume because you also factor your depreciation cost in calculating contribution margin?
Sir, secondly, in terms of your cable business, with the capacity coming in June, I mean how fast can we ramp it up because that was one of the big as in bottlenecks for us to grow our cables business. Can we expect like 70%, 80% utilization by end of the year? Or will it be more gradual?