Stockrabit · Analysts
Questions across 4 calls

Kirtan Mehta

Firm not listed in source transcripts

NMDC Limited

NMDC Limited CC-Jun24.pdf · 2024-08-16
In terms of the Karnataka, just one follow-up. You mentioned that your initial estimate is around INR2,500 crores, INR2,600 crores and you have collected already INR1,500 crores?
And the second question was about the NMDC Steel Limited where -- would you be able to highlight what was the monthly average run rate that we actually achieved during the last quarter. We were talking about 120 KT per monthly run rate. So were we able to deliver on the same during the last quarter?

Steel Authority of India Limited

JINDAL STEEL LIMITED

JINDAL STEEL LIMITED CC-Jun24.pdf · 2024-07-24
Just in terms of the project targets, would you also highlight the timelines for the other components like pellet plant to DRI to CRM complex and plate mill, which were also targeted in the second half of the year? would there be a shift in those as well?
Sure, we'll do that. In terms of the pellet plant, would you be able to sort of highlight the current run rate, pellet plant to that we had started earlier? What is the current run rate for the same?
JINDAL STEEL LIMITED CC-Sep23.pdf · 2023-10-31
In terms of your remarks, you had referred that by doing the changes to the project scope, we are enhancing value quite significantly. From an external perspective, what we can see is the project cost, which has increased from 220 billion to 310 billion. Could you also share some of this value increases that you have done in terms of giving us some continuing numbers so that we can appreciate the value change coming through this capex changes?
And the second question was about the BOF 3. What I understood from the call is that at this point of time, we have not yet ordered the BOF 3, we are looking at Q4 FY '25 as the commissioning timeline. I just wanted to understand the project sequence in terms of sort of ordering, arriving of long -lead time, construction, commissioning, what are the typical sequence and how much time actually goes i nto a BOF construction. Would you be able to explain that sequence to us?