Yes, thanks for the opportunity. And sir just congratulations on one of the best exhibition we had from the Indian companies in IMTEX. So, very well.
Yes, I have been there, sir.
Questions across 11 calls
Kamlesh Jain
Lotus Asset Managers
Jyoti CNC Automation Limited
So, one question on the part of EMS, like going forward currently, it's around 7% in our order book going forward, two years down the line, or three years down the line as the approval comes in. So, how do we see the mix of EMS going forward?
Okay. And when are we like that, like we used to talk about like 10,000 odd machine capacity only for dedicated for the EMS. So, when that capacity is going to come up, we are seeing a better visibility on the order coming in from EMS. So, when are we going to have that capacity coming forward, and when are we going to start the work on that new capacity?
Yes. Just one question on the part of EMS. So if you see quarter on quarter our order book has dipped by roughly around 38 % to 40%. So what is the reason for that? Is one of the order got cancelled or it has been deferred by the customer? What has happened over there, sir?
Yes. Sir last quarter if I see Q3 there was roughly around INR389 crores of order book which was from EMS a nd at the end of Q4 I see INR240 odd crores of order book based on the percentage which has been provided in the presentation. So that suggests roughly around 38% decline in your EMS order book.
Sir, just one question on the extension of the part earlier question. So, how competitive we are in comparison to, like, say, the importers' machines on the cost front? And secondly, like, say, on the product development, like 7-Axis machines, so are we moving on those machines as well for the product development? So, these two questions from my side.
On the product development, like moving to higher axis machines.
Azad Engineering Limited
Sir, just one question on the part that we have a very ambitious target of around 10 x capacity growth. So, what would be our CAPEX spread over the next like say, 3-4 or 4-5 years?
You have a balance of roughly around Rs. 200 crores CAPEX in this particular year. So, going forward like over next 3 -4 years like how the CAPEX would be there because you have stated your?
And congrats on very strong set of numbers. So, just one question on the part of your comments, which you have made in the presentation, where you highlighted that our other expenses have increased primarily because of the higher freight rates because of the Red Sea disruption. So, I believe our metal is majorly sold on the basis of ex-plant. So, does really the freight part come into play because our business model is primarily on the ex-plant basis?
And secondly, on our new facility, like what particular like construction rate we have reached at that particular location? What is the schedule for commissioning of that particular facility?
Yes. Congrats for the excellent performance on financial year. So just one question on the part of the order book. So how long or for what period this order book is executable? Like say over next three years, four years?
And sir, like how much would be the capex we would be spending like over the next four, five years? Because spending on capex would result in your revenue getting or order book getting executed. And as you have mentioned earlier as well that you have 2x asset turn. So how much capex would be paying for the next five years?
Thanks, Rakesh and Vishnu for explanation of your business. So it's a strong set of numbers and I believe a strong future ahead.
Am I audible now?
JINDAL STEEL LIMITED
Sir, I had 1 question on the part of the presentation, on 24 Slide number. There was loss of around INR 69 crores in the subsidiary in the EBITDA breach, which was let's say, INR 91 crores in the previous quarter. So was that loss more than this particular quarter?
So there was a loss quarter -on-quarter of INR 69 crores , which we have shown in Slide 24 of the presentation.
Elecon Engineering Company Limited
Sir, just one question on the part of, like, say, I'm not restricting myself to the FY2 5, but going forward, like, say, the way the CAPEX theme is playing out in India, and all your industries are in significant investment phase, like cement, steel. So, what, like, say, growth at a CAGR level do you see for next 4, 5 years?
And sir, lastly, out of our total revenue, how much will be like replacement demand and for the OEM demand?
SHREE CEMENT LIMITED
Sir, just two questions broadly, like one on the capacity addition timeline. Like when are we expecting or when are we commissioning the Rajasthan plant and the Punjab Grinding Unit and lastly, your Andhra plant? H M Bangur So this year, Andhra plant, Guntur will be completed in quarter 4 of financial '24, something like March or maybe April, May, Guntur will be completed. Nawalgarh also will be completed in quarter 4, '24. It is delayed by about three months. And these are the two units which you are talking about. The Etah Grinding Unit in UP, we are coming up, this will be just started. We have got the permissions now and we are starting the work. Cement grinding unit Baloda Bazar, also the work has started. - It will take about 18 months before it is completed. And we are putting up an integrated unit in our Pali district.. So all these things put together by this year-end, we will be 56 million tons plus. And by 31 March, 25, again 6 million tons more will come. So by 31st March '25, it will be 62 million tons. So these two are the timelines . And then in next three years, 62 million tons, we want to take it to 80 million tons.
Okay. Sir, and just on the power side, like if you just take the math, like the 75 paise per unit is the EBITDA which we have made. But even in the worst year, we have not made such a low EBITDA. So like the INR30 crores EBITDA which we hav e, just told on the call, that INR30 crores EBITDA on a sell of around 40 crores units. So it seems to be very low like -- and with the realization of INR8.5 on the revenue side? H M Bangur Right. This is because the power coal rates have come down very fast. We were stuck with the old coal which we had contracted earlier. The coal rate has come down this year itself from INR2.80 in September '22 to INR2.05 for the quarter. Coal, which we have to see that pet coke is not allowed in the power. So coal prices are such that the profitability changes by to this extent.