Stockrabit · Analysts
Questions across 6 calls

Deepak Mandhana

Avighna Investments

Aptus Value Housing Finance India Limited

Aptus Value Housing Finance India Limited CC-Jun24.pdf · 2024-08-02
I have 2 questions. One what would be your average loan tenure? And what would be your average loan to value in each of the segments, housing loan, quasi housing loan and your small business and personal loans?
And the second question is a follow-up on this. Now, considering your most of the loan book is on the fixed rate, so going forward, obviously, because of the direction from Fed as well, they would start reducing rates. So, probably the Indian banks, the RBI would also start reducing rates. So, how do you see that business? Because people, if you have a fixed rate, so there would be a difficulty in getting the old customers in terms of the tenure that you have given to stay with you because they would want to do a BT with some other financiers.

Deepak Fertilizers and Petrochemicals Corporation Limited

Deepak Fertilizers and Petrochemicals Corporation Limited CC-Jun24.pdf · 2024-08-01
I have two sets of questions. One is pertaining to the TAN business. So we are doing capex for the Gopalpur plant, but I believe 6 months back, can you just give me what is the export percentage of our TAN business and the domestic?
The reason why I'm asking this is because Coal and BHEL have signed a JV for setting up 2,000 ton per day ammonia nitrate plant. So obviously, they will also be by the time ready be somewhere around the time we commission Gopalpur plant. So would that not lead us with an excess supply in the market? And wouldn't it impact on our revenue and also on our profits?

LT Foods Limited

Petronet LNG Limited

Petronet LNG Limited CC-Jun24.pdf · 2024-07-24
I just wanted to ask , the trade receivables use o r pay, which is subject to the settlement or disputed amount. If I look at the total dues were worth close to Rs. 1,800 crores, out of which you have already provided close to Rs. 500 crores. Now when I read your results, it says that the bank guarantees for the calendar year 2021 and 2022 has been received. One, what is the update on the bank guarantees for the calendar year 2023?
And just one more thing in terms of count of number of customers, what is the number of customers that the amount is distributed with?

Supreme Industries Limited