Stockrabit · Analysts
Questions across 7 calls

Kamlesh Bagmar

Lotus Asset Managers

Jyoti CNC Automation Limited

Jyoti CNC Automation Limited CC-Feb26.pdf · 2026-02-11
Just 1 question on the part of, let's say, if we deduct stand -alone from consol. So if I see the revenue so it is down 7%-odd year-over-year. So it may be because of ramp-up in the Huron. So can you highlight , because on a consol basis, our margins are looking lower or the growth in EBITDA looking much lower while on the stand-alone, it is looking very strong. So because on stand-alone we have done INR165 crores of EBITDA while on consol basis it is INR155 crores. It may be because of like say ramp -up in the expenses at the Huron operations while the revenue has not reflected yet. So can you share some highlight or insight into the Huron operations and the gap between the earnings?
Okay. And sir, if I see margins like if I just do the math EBITDA per machine, let's say, it is roughly around INR10 lakh in this 9 months. So going forward, as our execution improves and the new capacity comes in, Huron further complements the expansion in the growth. So where do we see our margins? Like do we see significant jump in the margins because the scale and like large capacity expansion comes into play? So that would get absorbed over larger base in terms of fixed costs. So where do we see our margins? Because in the street, there is some concern that the margins , because year-over-year our margins are at INR10 lakh, which was INR11.5 lakh a year back on a 9-month basis?

Usha Martin Limited

Usha Martin Limited CC-May26.pdf · 2026-04-30
A very strong performance on the margins as well as a very good articulation of the outlook and the prospects ahead. Just one question, going forward, can we assume 6% to 7% volume growth on a CAGR basis for next 2 to 3 years or can we march ahead of that? Because honestly, we have performed very well on the execution side. But going forward, can we assume the growth will remain at 5%, 7%, given the fact that these are the industries where our product goes, the growth would remain at similar levels?
Great. And second, as we ramp up our volumes, will our margins remain at these levels or because we want to capture higher volumes, will we have to take some hit on the margins, or will the product mix will take care of the higher volumes? How would things be on the margin part?

JSW Cement Limited

JSW Cement Limited CC-Jun25.pdf · 2025-09-03
Yes, thanks for the opportunity and congrats for a strong set of numbers, sir. So, just one question on the part of your GGBS here. So, in this quarter, it was around 39 odd percent. So, going forward, what level of GGBS mixed with do we see in our blended sales volume?
As we see, like, a lot of capacity additions from JSW Steel, which has been doing significant additions over the years. So, do we see it, like, say, I believe Dolvi and upcoming expansions in Vijayanagar, that also would be largely PBFS. So, GGBS may go down, but equally our share of PBFS here, like, say, blast furnace slag cement, that will also be moving in tandem with that.

Steel Authority of India Limited

Action Construction Equipment Limited

Action Construction Equipment Limited CC-Mar25.pdf · 2025-05-27
So just based on the numbers which you provided, like the cranes which are under the subject to ADD. So how much revenue we did? I know like say 42 crawler cranes and 35 truck - mounted cranes you mentioned about -- how much is the revenue?
Okay. Okay. And sir, like on the revenue side, we have been maintaining like 15 -odd percent as a growth. So how are things that are we confident to achieve that particular guidance for this year or next year?

JINDAL STEEL LIMITED