Stockrabit · Analysts
Questions across 4 calls

Ashish Kejriwal

Nu vama Wealth Management

JINDAL STEEL LIMITED

JINDAL STEEL LIMITED CC-Feb26.pdf · 2026-01-31
Yes. Hi. Thank you for the opportunity. First of all, many congratulations for successfully ramping up faster than expected your blast furnace as well as BOF capacity. That is commendable. Sir, my question is on the cost part as well as realization. If you look at, you have clearly mentioned about Rs. 350 crores of startup cost, which could be regarded as one off. But if you can just be more detailed into that or what could be that, whether it is one you have said higher coke consumption as well as the coke ratio and what else is there? And what do you think that this number could be there in fourth quarter or have we stabilized by December in this? That is my first question?
Sir that means that Q3, when we are talking about roughly Rs. 7,000 per ton EBITDA, I think we can begin with Rs. 8,500 per ton EBITDA because this is largely over. Is that assumption right?
JINDAL STEEL LIMITED CC-Sep24.pdf · 2024-11-06
Three quick questions. One, in coal mines, last quarter we said that we are on the verge of expanding the existing EC limit of Utkal C and Gare Palma. Where we are on that? And second question is, have you said that we are running at a peak capacity utilization for our DRI plant at Angul? If that's the case, what is the overall capacity utilization at Angul-In Q2? And third is, in terms of sales volume, last quarter also mentioned that we will be selling more than 2 million tons each quarter. And this quarter, tho ugh volumes have been down on production because of the shutdown , but sales volume was lower than the production volume also. So, are we getting any hit because of the logistic or some slowdown in demand or what could be the thing which can explain that?
My question was at what capacity utilization we are working with in Angul overall 6 million ton and sales volume in second quarter, why it is lower than the production volume also?

Hindustan Zinc Limited

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Mar24.pdf · 2024-05-29
Many congratulations, sir, for good set of numbers after disappointing Q3. So , my question is on terms of volume because if I look at the sales volume , at least we are not seeing any sales volume increase from third quarter to 4th Quarter. It is more or less flat, whereas we have already seen higher volume in second quarter of last year. So, why we are not able to increase volumes or in terms of capacit y utilization, if you can share what is the capacity utilization of Dalmia assets and our erstwhile RHI assets?
So, sir, is it possible to share how much is the export volume as a percentage of total volume in a Quarter 4 versus quarter three?