Questions across 2 calls

Kaustubh Pawaskar

Sharekhan

Welspun Living Limited

Welspun Living Limited CC-Sep24.pdf · 2024-10-28

Sir, Red Sea has been a risk to our profitability for a while and it has been impacting our profitability, though we are achieving good numbers at the revenue level. So, are we looking at any alternatives or alternative route option? Or is it something which is feasible for us so that we can have better numbers and the profitability level? Or something on that front have we given a thought on it or some other alternative which will help us to see margins inching up for us?

And ma’am, my second question to you, in your initial comments you mentioned and you gave some optimism about the improving demand environment in the U.S. market. So, can you just give us a broader perspective on the same? Whether this will continue or it is something which is just at this level? And still, it is kind of a wait and watch scenario, you do not have exact indication whether this will have better prospects for us in the near term and the long term.

Balrampur Chini Mills Limited

Balrampur Chini Mills Limited CC-Dec23.pdf · 2024-02-21

Just one question from the government scheme perspective. Like in ethanol what we have seen, government has a clear strategy that ethanol blending should be around 20% over the next five years. So, do you expect some kind of initiative coming in from government point of view that as ma'am said, that single use plastic is around 5 milion tons. Even not five years, over the next 10 years, at least 15% to 20% of the single use plastics should be converted or should be replaced by PLA, such kind of initiative you expect from the government end, which will give a clear picture for you and the other companies or industries to come up with such kind of projects?

And you don't expect pricing to be an issue because as ma'am said that it is two times the prices are higher compared to what the current traditional plastics being used in the market, so it should not be an issue for us, we expect the demand to be better for this product?