Dalmia Bharat Limited CC-Mar25.pdf · 2025-04-24
Thank you so much for the opportunity . I will start with, as I understand, the industry should grow by 7% YoY this quarter. However, we have seen a decline on a Yo Y basis. Realizations are flat, however, the players in the regions in the East have actually benefited from the increase in realizations while we have not. Third is we have moved Clinker, as you have already mentioned in the commentary; however, your overall cost seems to have declined. Now, how do we should be seeing? And of course, the benefit of increasing price of the East will be reflected with a couple of companies. And in the first quarter itself, you have seen almost like Rs. 60 gross level increase in price in the South region with a net impact of at least 30 absorbed already. How should we see Dalmia's performance in the first quarter of FY '26? And , second is on the limestone reserves. I believe Rajgangpur has been almost like a 70-year-old reserve mines. Is it not expected to exhaust by 32 or something? Any comments on that?
Can I just get in terms of price increase, regional breakup between North and South, because that should have actually offset decline in price in the South. And at the same time, I would also like to understand, I mean, the kind of volume decline, realization decline, the cost structure has actually declined quite significantly, and we paid only 6% tax in this quarter compared to 20% in the last quarter. Any specific reason for that?