Questions across 5 calls

Karan Bhatelia

MAIQ Capital

The Great Eastern Shipping Company Limited

The Great Eastern Shipping Company Limited CC-May26.pdf · 2026-05-15

Congratulations for a great set of results. Sir, you have reached a significant cash position this quarter, but we are also seeing the freight rates staying at multiyear highs and which in turn has also increased the vessel prices. Now given the parts of t he fleet are aging, I'm just trying to understand your philosophy as to whether you are comfortable to buying tonnage at these levels to capture the current yield or do you feel the IRR is too thin o r if you decide to wait for a correction, maybe what is the plan for the excess cash which you have generated?

Okay. Either way, Shiva, either increasing or maybe replacing it? I mean we have been replacing a lot at least…

The Great Eastern Shipping Company Limited CC-Nov25.pdf · 2025-11-10

Hi, sir. Good evening. Congratulations for the result. I am sorry I joined late, sir, if I am just repeating the question. Just going through an article regarding US-China trade, so I have been seeing that there has been a massive drop in the containers as well. So, how does it affect our -

I get it, sir, but just to understand, basically those containers are being transported via maybe a Kamsarmax or whatever some sort of –

The Great Eastern Shipping Company Limited CC-Jun25.pdf · 2025-08-01

Yes. Good evening, sir. Sir, congratulations on acquiring the Kamsarmax vessel. Sir, the company is engaged in substantial divestment of crude carriers over the period, so what's the major reason for this? If you could just throw some light on it.

Yes. Correct, sir. So, actually my question was, I mean, I understand the reason of selling it off, but there was no replacement for that, for you to acquire new vessels. So, is the demand lacking, or is it because of the heightened geopolitical tensions?

Welspun Corp Limited

Welspun Corp Limited CC-Feb26.pdf · 2026-02-02

Congratulations for the numbers. So my question to you was regarding the order book. So could you provide a time line or a phase plan for clearing the INR23,600 crores order book over what period?

Sir, I'm sorry this. Your voice is cracking. Can you repeat, please?

Afcons Infrastructure Limited

Afcons Infrastructure Limited CC-Mar25.pdf · 2025-05-27

Hi sir, good afternoon. So my first question is are there any projects proposed in the J&K region which we are looking at regarding the recent water treaty going on?

Got it. The second question is how do we plan to finance the upcoming projects considering we are reducing the debt-to-equity ratio and also there has been payment delays?