Stockrabit · Analysts
Questions across 2 calls

Ashutosh Garud

Ambit Gpc Pms

Kirloskar Oil Engines Limited

Jindal Saw Limited

Jindal Saw Limited CC-Dec23.pdf · 2024-01-17
Hello. Am I audible?
Okay. So I just wanted to understand the broad, I mean, cycle of our industry. Historically, we have seen that this industry has been fairly cyclical. And if I see the results in the recent few quarters, we have on EBITDA level, margins we have recorded very, very good margins, which are historically very high. Especially in the current quarter, we have recorded margins which are predicted high kind of level. So just wanted some clarifications on the next two, three -year journey for ourselves? From a margin perspective, what would you like to guide on EBITDA level? And from a top line growth perspective, given the kind of utilization levels here, maybe you can throw some more light on what kind of utilization levels you have in the subsegments a part from just being in steel price? Maybe there are other subsegments which you can define for us to give us some clarity over the next two, three years journey from growth and the EBITDA margin sustainability of the same?