Stockrabit · Analysts
Questions across 3 calls

Jonas Bhutta

Aditya Birla Mutual Fund

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Sep24.pdf · 2024-11-08
Hi, good afternoon, gentlemen. At the outset, wishing you guys a Happy Diwali. Couple of questions. Firstly, if you can help us better understand the volume mix, how much percent of our sales in the second quarter and the first half was driven by iron making, which apparently is slightly lower realizations. So, how much of that impacted our realizations and margins? The second was, you know, we were on this journey to reduce imports of key raw materials. Where in the cycle are we currently in that process? Because what I saw was the purchase of traded goods was materially higher, both on a Q-o-Q basis and on a year -on-year basis in the second quarter this year. So, that's the first question and then I'll come back for the second once we're done with this.
The imports, sir, our strategic intent was that progressively reduce imports. While, if I see the purchase of traded goods as a line item, that's materially increased this quarter.

ABB India Limited

ABB India Limited CC-Mar24.pdf · 2024-05-13
Had 2 sort of longish questions, but both related to the drives portfolio of the Company. Again, drawing from the annual report, we saw that the drives and traction motor business sort of grew almost 40% YoY. But it was also sort of compensated with a higher imports in terms of raw material. So, despite a higher import content and pricing pre ssure for standard products, just wanted to understand how is the motion segment showing such high margins, one? The second, which is drives related again, is if you can give us an overview on the drives market and is it growing at the same pace at ABB's own growth in the drives business, particularly your LVMV? And will the adoption of maybe an i3 or i4 motor standard take away some of the need for drives in the future? Those are my two questions.
Sir, just one quick one. What percent of our drives’ portfolio is localized? That's my final question.