Stockrabit · Analysts
Questions across 7 calls

Chetan Doshi

Firm not listed in source transcripts

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Mar25.pdf · 2025-05-28
Good evening, and thank you for giving me the opportunity to ask the question. Now, the first question is that we say that we are market leaders in India , but the results for the quarter and for the entire year, it doesn't reflect the leadership qualities and the product portfolio what we are into. And second question is, in spite of de growth, how come there is almost 50% increase in employee benefits? Even if people don't perform in the organization, you intend to increase the benefits by almost 50%?
No. Sorry to interrupt, but you see, we have much larger portfolio compared to anybody, any competitor which is there into the Indian market. So what my question is, your marketing team or the people in the organization, they are not able to exploit the market in full capacity. Otherwise, that leadership is lacking. Second thing is, since last couple of quarters, I'm highlighting last 2 to 3 days, as for it is a compulsion to declare the results, so we come up with a date and say, okay, these are our results. W here is a leadership quality. We are living in digital world and all the records. See your parent company , I am really upset with the way or the approach of RHI Magnesita India operations wherein your parent company is if you see their write up or they are very clear what they want and they are into much larger acquisitions and they operate worldwide and everything your Stefan Borgas also is very clear as this year the margins will be so and so. Even the guidance given, it is very near to what he says. Here we have excuses. This time the raw material has gone up. This time the employe e cost has gone up. This time there was some problem in the dispatches. This customer canceled the order. See, these type of excuses are not good for the organization. We have to deliver. And I think after the acquisition, almost more than one year is over. Sorry, it's a lengthy question, but these are the points. Next quarter, I expect you to come out with the results like what other MNCs do.
RHI MAGNESITA INDIA LIMITED CC-Dec24.pdf · 2025-02-12
Congratulations, Parmod and the team for the excellent set of numbers. First time we have reached a milestone of INR1,000 crores. Now the presentation this time doesn't highlight as to how you're going to sustain this figure in coming months or coming quar ters? And second question is that from the parent company, we were expecting a lot of support in terms of technology transfer, but nothing is there. This kind of presentation, I'm not at all happy with the kind of inputs given?
Products are getting well accepted in the market. Sorry?
RHI MAGNESITA INDIA LIMITED CC-Sep24.pdf · 2024-11-08
Good afternoon, gentlemen. In the current scenario, the performance and the cash flow what you have generated is really commendable. I have two questions. One, you have built up inventory in first quarter and the percentage is quite high. It has gone up from 25 % to 31%. So, first question is how much time you will require to liquidate this run up , because the raw material also you have bought in huge quantity. So, the price advantage you will get in second quarter and how much percentage you e xpect the margins to go up in the second quarter because of building up of this inventory?
And another, in the investor's presentation, you have highlighted that less lining evaluations scan. So, you are the only player or you have competition in this?
RHI MAGNESITA INDIA LIMITED CC-Jun24.pdf · 2024-08-14
Congratulations, Parmod for the promotion and the new designation, which has been given to you, much more responsibilities and congratulations for the excellent set of numbers. Now coming to the specific question is , that you have got three new contracts for blast furnace cast house and five new customers in tap hole clay. So, what is the market size for this, and by what time duration you will be completing these contracts and this technological transfer from Brazil, which is going to take place . So, what further addition will be done in the Indian market. And second question is that, regarding pellet, you have increased your market share by backing three new projects. So, what is the market size for this?
Okay. And regarding this iron making OEM projects, so it is written that, you are in long term discussions with the OEMs for coke oven and blast furnace stores. So, you have already cracked some OEM, or it is still in initial discussions are there and you plan to do it?
RHI MAGNESITA INDIA LIMITED CC-Dec23.pdf · 2024-02-14
I have a couple of questions. The employee cost on standalone basis is gone up from 39 crores to 64 crores. Now, that is almost 50% of the earlier quarter what we were paying , that bonus of 1% will not increase this much. And the second question is, how much raw material we are buying from our principles. I hope it is at arm's length, but what is the amount what we spent from our principles, and this traded goods, are these trades goods also bought from our principles?
How much your bonus provision is there on specific because next quarter you said it will not come in the balance sheet but what is the amount?
RHI MAGNESITA INDIA LIMITED CC-Sep23.pdf · 2023-11-09
Good afternoon, Parmod. And first of all, congratulations to you and the entire team. With such a short span of six months, I think you have merged two entities and the top line is just phenomenal. This type of growth, I would definitely say it needs a lot of efforts and ground level responsibilities are also taken care of. Now, my question is, in the presentation, you mentioned that the product mix or change in sales mix, what is this which is impacting you as far as your bottom line is concerned? And second question is, any customers where Hitech or Dalmia was present and RHI got an inroads in those customers? I think you need to specify if you have got the advantage of these type of customers where RHI was not present. But due to these two entities, you have got inroads and the potential of business in those customers is very high, so if that some highlight is given on this aspect, I would be grateful?
Okay, congratulations once again. And whatever you have shown in top line, we expect in coming quarters, the same should reflect in bottom line also?

Amara Raja Energy & Mobility Limited

Amara Raja Energy & Mobility Limited CC-Jun24.pdf · 2024-08-05
Congratulations for the good set of numbers. My first question is regarding your industrial segment, Indian Railways is expanding very fast. So what are the opportunities the company is looking forward for Indian business from Indian Railways? And the second question is regarding solar. Because the solar is also a big emphasis. So how we are geared up to target this market?
And one last question is, how the response is there for -- you have been participating in Auto expo in South Africa and Birmingham. So how is the response for some direct tie up with some OEMs in those places?