Stockrabit · Analysts
Questions across 28 calls

Ashish Jain

Macquarie

ACC Limited

ACC Limited CC-Mar24.pdf · 2024-05-02
Hi, sir. Good afternoon. So my first question is in the clinker capacity. Vinod sir spoke about 82 million ton clinker by 2028. So today we are 54 and, you know, shall we think that 8 million ton that is announced and 8 million ton that we will do in Sanghi. So that takes us to arou nd 70 million tons. Apart from that, there's 12 more million ton that we would be doing, which is what you spoke about 4 million ton into three. Is that the broad number?
Okay. Got it, sir. And so secondly, I may have missed this number. Did we kind of highlight that the INR500 cost reduction that we are talking about is benchmarked to a Q4 number, which was at INR4185 per ton cost?
ACC Limited CC-Sep23.pdf · 2023-11-01
Hi, sir. My first question is a follow-up of the question from the earlier participant. Is it possible to give some sense of the cost savings out of that INR400? How much is already there till this quarter? I know you spoke about that a larger part is going to come, but any rough cut number just to have a starting point for us?
So just one small follow-up. Other expenses, shall we believe, has played out completely within that INR400 number or there could be more in other areas? Because that is something which is completely in your hand in a way?

UltraTech Cement Limited

UltraTech Cement Limited CC-Mar24.pdf · 2024-04-29
So my first question is on cost, you spoke about INR200 to INR300 decline in the next, I guess, two to three years. Can you give some color on that? What will be the key driver? And does it also factor any impact of lower coal prices because that's something which may or may not be considerable.
Right. Atul, can you speak a bit more about the freight cost savings, means if you have to quantify that number, what kind of lead business reduction can we think of?

Dalmia Bharat Limited

Hindalco Industries Limited

Hindalco Industries Limited CC-Dec23.pdf · 2024-02-13
Sir, I have two questions pertaining to Novelis. Now, like Steve highlighted that large part of the cost increase was driven by commodity like steel, electrical, tiling, those kind of stuff. So, is it like more volume at a better structure is what we have shifted to? Or is it that the quality of these commodities we have reassessed given the nature of the structure? That's because, you know, these commodities driving such a steep increase in CAPEX cost, honestly, as an outsider, it's difficult to completely triangulate. And secondly, you know, one of your peers, I know this question was asked to Steve yesterday also. But their CAPEX with a similar capacity is nearly half of us. So, any comment on that will be very helpful to understand how we are different versus our peer?
Steve, out of this $4.1 billion, can you just highlight how much is civil and construction now? I think you gave earlier that you gave the breakup of the escalation in terms of 80% and 20%. But of the total number of $4.1 billion, how much will be civil and construction? Any ballpark number you can share?

Ambuja Cements Limited

Ambuja Cements Limited CC-Sep23.pdf · 2023-11-01
Hi, sir. My first question is a follow-up of the question from the earlier participant. Is it possible to give some sense of the cost savings out of that INR400? How much is already there till this quarter? I know you spoke about that a larger part is going to come, but any rough cut number just to have a starting point for us?
So just one small follow-up. Other expenses, shall we believe, has played out completely within that INR400 number or there could be more in other areas? Because that is something which is completely in your hand in a way?

Havells India Limited

Havells India Limited CC-Sep23.pdf · 2023-10-20
Sir, my first question is on the Lloyd's business. So I understand the growth focus and that it could be a drag on margins. But even on the contribution margin side, like last year, we were talking about touching closer to 10% margins and all, we are far from that. So any sense on contribution margins, that should we think will improve from here with commodities coming off and all? Or that also will remain in this mid-single-digit kind of range?
Right, sir. And sir secondly, apart from cables and w ires, can you comment if you have gained or lost market share in switches, lighting, all these, let's say, in the last 12 months or so? Any distinct trend, which is there in terms of market share?