Questions across 3 calls

Joseph George

IIFL Securities

Craftsman Automation Limited

Craftsman Automation Limited CC-Dec24.pdf · 2025-01-30

I have 2 questions. One is, you mentioned that Sunbeam had a negative EBIT and similarly the Bhiwadi plant was also below EBIT breakeven. So, when we think about, say, FY '26, would it be fair to assume that on a full year basis, Sunbeam would be at least EBIT neutral in FY '26? And similarly, when do you expect Bhiwadi plant to become EBIT neutral?

Understood, sir. And the second question that I had was in relation to your aluminium segment. So, when I look at the aluminium segment EBIT at the consolidated level, it is about INR 72 crores of EBIT. And at the stand -alone level, it's about INR 20 crores of EBIT, which means that the subsidiaries have a positive EBIT contribution of about INR 52 crores. Now the EBIT for Sunbeam is minus 9, as you mentioned, which means that the residue is about INR61 crores of positive EBIT. Is that entirely DR Axion? Or is there any other element there?

InterGlobe Aviation Limited

InterGlobe Aviation Limited CC-Dec24.pdf · 2025-01-24

Hi, thank you, just one question, trying to get my hands around the mark-to-market loss. So, out of the total cash balance that you have of about Rs. 40,000 crores approximately, how much is dollar denominated?

So, when I look at the total liabilities, total debt including the lease liabilities, that is about Rs. 65,000 crores and if I were to deduct say Rs. 14,000 crores of dollar denominated cash works out to slightly more than Rs. 50,000 crores. So, I am trying to figure out how does the 2% change in the currency from 2Q end to 3Q end result in Rs. 1,400 crore of forex?

Balkrishna Industries Limited

Balkrishna Industries Limited CC-Sep23.pdf · 2023-10-23

A couple of questions. One, when the RM market was coming off the last two quarters or three quarters, you had cut prices to pass on some benefit. Now that RM basket is starting to increase again, are you likely to increase -- or have you already increased prices? Or are you likely to increase prices, effectively reversing what you did when the basket was coming off?

Okay, understood. The second question was in relation to the advanced carbon black project. When is it likely to be commissioned? And I'm guessing the entire output will be for external sales, third-party sales, that is not so captive. And how much can it add to revenue whenever it ramps up to 80%, 90% ideal production?