Congratulations on excellent number and very exciting projects over the next 5 years. What would be the year-wise capex, if you can guide for next 2 or 3 years? Total consolidated.
INR2,000 Crores. And coal tar pitch, you are at 6 lakh tons. So there, no capex is happening?
Sir, congratulations on overall good set of numbers and getting EC raised to 26 million ton s. Overall, good...
Can you hear me now?
I wanted to understand from the presentation, what do you mean by effective cap acity versus installed capacity?
Pillow also and flooring also because we keep on showing 2 numbers.
Sir, I missed on the margin guidance, w hat you gave of FY '25, you're maintaining sales guidance. What is the revised EBITDA guidance for fiscal '25?
Okay. And yes, I heard that you said that there was contribution margin impact of 1%, ocean freight of 40 bps and rupee depreciation of 30 bps. So that -- you also said that this will last for 1 or 2 quarters more only?
Congratulations to the entire team for the record turnover and decent profits. Two, three questions, first on the margin side. As you mentioned that the container freight continues to hit margins, so can you give us more granular data on what kind of sales are happening on FOB, and what kind of sales are happening where we have to take into account freight, and what has been the trend for last 12 months? And when does this normalize?
Second question is on advanced textile and domestic retail. How are this shaping up, both in terms of growth and in terms of margin profile vis-a-vis our other businesses?
Congrats on excellent growth across both the businesses. If I see your presentation, your bath linen utilization almost has reached 94%. So, what would be the optimum utilization or debottlenecking from the existing 90,000 tons? And secondly, I think you all also announced 6,400 tons of Jacquard towel expansion, so how much time that would take to ramp it up to 100% since the demand looks very strong in US market in this category?
Sure. Second on flooring business is ramping up well, both on top line across markets and margins are improving. So, what kind of optimum margins at what capacity utilization you are looking at? You have already reached 9%, I belie ve at optimum level it would be 15%, 16% odd. So, when can we see that kind of operating margin in flooring business?
Good afternoon Sir. Congrats on record results mainly on the topline front and very good performance on the flooring front , a few questions if I s ee the capacity utilization it has been increasing dramatically for the last two quarters and in September quarter bath linen has crossed 90, rugs and carpets 98 and bedsheets 81 so considering the current b uoyancy in the US market should we expect second half to be at a similar level or what is the outlook?
How much time this would take for debottlenecking, you are mainly looking on the bath linen side right?
Good Evening sir. Congrats on great numbers. Just on the guidance part, you're giving a 10% to 11% top line guidance, but if I'm trying to break this, flooring would be growing at much more, say, 20% - 25%. I think your Flooring business target for next year is INR1,300 – 1,400 crores or more than that. Then Home Textile is less growth rate becomes less than 8% and if I'm seeing this year's number, you had a very strong volume growth across towels, bedlinen, rugs.I think if you see the numbers, terry towel was 38% volume growth, bedlinen was 35% volume growth, rugs was 45% volume growth. Even considering FY '23 last year was a decline and so the growth rate was much higher on a very lower base, but even if I try to compare on our FY '22 numbers, which were all-time high numbers on that number, your volume growth is still in double digits. So what I failed to understand is in FY '25, we have capacity, but you are expecting a low single- digit volume growth, if I try to tally your guidance with the Home Textile volume growth.
INR300 crores - 340 crores. Okay. And the third one in the balance sheet there were some receivables from the government and some subsidy receivable. What was that number as on 31st March, '24?
Good afternoon, sir. Overall good set of numbers and a very strong order intake and a very strong guidance for next year. So just a few questions. I think you mentioned in first 45 days of this quarter, you have received fresh orders of around INR1,100 crores. That's the number you mentioned. I missed that number.
Okay. So you mentioned there is INR10,600 crores L1 plus this INR1,200 and already our order intake for line 1 was INR14,600 crores. So for the entire fiscal, we would be crossing an order intake of over INR25,000 crores, right sir?
Good to see the ramp-up on the Birla Opus side. Just a few questions on the Paints business. If you can share the number of distributors and retail touch points currently in the Paints business and also the number of tinting machines which are already installed?
So, you said you'll be hitting 50,000 by the end of the year, right? And currently, already, we have a pan-India presence, right? Your presentation mentioned 4,300 towns?
Yes, good afternoon, sir. Overall, good set of numbers. Sir, since you have diverse product segments, probably you don't disclose the breakup of the pipes between different segments. But if you can give some guidance on, how are the margins across different products like Seamless pipe, DI pipes, and your line pipes, in order of preference, like which would be the highest and which would be the lowest. Thi s is one. And that from the current quarter, the South India DI division also you have given the numbers, 44,000 tons was sold from that unit. So, how are the margins on that business vis-a-vis your in-house DI pipes?
That is a percentage of sales, sir?