Stockrabit · Analysts
Questions across 5 calls

Ashish Kejriwal

Firm not listed in source transcripts

Steel Authority of India Limited

Steel Authority of India Limited CC-May26.pdf · 2026-05-16
Yes. Thank you, Michelle. Thank you, everyone. Sir, quickly last question for me. Two things, because t he kind of price increase which we have seen until April, and you mentioned that May was more or less, you can say, rollover from April. So by looking at the current prices, do you think that there is a possibility of some kind of demand slowdown or buyers are resisting the price hikes? As well as the way government capex has been there in fourth quarter, do you think that there could be a possibility of some slowdown in that, especially in the environment on the back of this Middle East crisis? That's one. And secondly, in terms of cost, you have mentioned about the cost increase of coking coal in first quarter. But overall cost guidance, if you can help us what kind of cost increase you are witnessing in first quarter versus fourth quarter, that will be helpful. Thank you.
Great, sir. Thank you so much. And I would request you for our closing remarks then.
Steel Authority of India Limited CC-Feb26.pdf · 2026-02-02
Thank you, sir. Just before closing, one question from me also. We are talking about 19.5 million tonnes of sales volume guidance for FY26 which means that i n 9 months we have already done around 14.6. So, do you want to say that our 4 th Quarter volume will be more or less lower than 3 rd Quarter? Because 14.6 we have already done and we have done 5.15 in 3 rd Quarter. So, how is the volume in 4th Quarter?
But overall, do you think that we can do 5.5 million tonnes? Because if that happens, then total volume will cross 20 million tonnes.

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Nov25.pdf · 2025-11-12
Thanks for the opportunity. Good morning everyone. Sir, quickly, 3 questions. In your remarks, you mentioned that we are soon going to have EBITDA margin similar to FY '25 level. So you are expecting that to come in fourth quarter or you are talking about overall FY '26 EBITDA margin to be similar to FY '25, which was around 13%?
Okay. And sir, this is being driven by what -- because when you said that we are able to take some price hikes in some of the specialty markets. But overall, if you look at the prices this quarter, it was also somewhat lower than last quarter. And second t hing is, earlier, we were expecting that because of lower alumina prices getting hit in P&L in second quarter, we may end up with the margins of 13%, 14% this quarter only. But now we understand that magnesite cost has increased so much that margins have been affected. My question was, one, how much price hike we were able to take in roughly what percentage of our volume? And second, if you can say about alumina and magnesite cost, how much is this is combining with the total cost?

JINDAL STEEL LIMITED