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Kamlesh Kotak

Asian Market Securities

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Sep23.pdf · 2023-11-09
Hello, yes, good afternoon everyone. Thanks for the opportunity. Sir, my question is a broader question about the industry. If we look at the quarterly numbers of the steel companies, volume growth has not been more than 6%- 8%, whereas the industry, all the large refractory players have reported strong volume growth across all the players. So just wanted to understand, where is it coming from? Is it incremental coming from exports market or is it that the import which is now curtailed or how we read about it, sir?
So sir, any idea you can give from industry's perspective, INR15,000 crores, how much of that would be import percentage and how much of that would be exports, if you can help us, industry level, please?