Stockrabit · Analysts
Questions across 33 calls

Kirtan Mehta

BOB Capital Markets

Indraprastha Gas Limited

Indraprastha Gas Limited CC-Dec23.pdf · 2024-01-29
Recently you talked about adjusting the pricing in some of the GAs, which is helping to pick up the vehicle conversion growth. How do you see that? How could you accelerate or what are the other steps that needed to accelerate the growth in the other GAs, and what could be the potential growth that we can achieve over the next 2-3 years outside Delhi?
Would you also be considering giving some of the incentives for the conversion for thesrs? Would there be a possibility to consider them? We have seen this kind of scheme being launched in Maharashtra with some initial signs of success. So, is there a possibility of replicating in the northern area as well?

Mahanagar Gas Limited

Jindal Saw Limited

Jindal Saw Limited CC-Dec23.pdf · 2024-01-17
Thank you, sir, for giving this opportunity and congratulations for sort of good set of numbers continuing [ mid-term]. First question was about the Hunting Oil JV. We would be basically getting the API approval sometime this week and first year would be the operation. I just wanted to understand in terms of the scale of operations that could develop there eventually, what could be the capacities, revenues, and sort of the profitability there?
And when we look at sort of the India market, what percentage of the market would we be able to sort of address with this? Would it be 5%, 10%? Or it's sort of a larger range?

Coal India Limited

Coal India Limited CC-Sep23.pdf · 2023-11-21
One question coming back to the evacuation capacity. If we look at the 840 million ton production target for next year and the current evacuation capacity, where are the subsidiaries where we will need capacity -- evacuation capacity increase to deliver on the next year's target?
One more question about the MDO operations that we have started. So we have started a projection at three projects at this point of time. So what is the production run rate that we are achieving? And what would be the exit rate from the MDO production by the end of this year and the next year?

Steel Authority of India Limited

Hindalco Industries Limited

Hindalco Industries Limited CC-Sep23.pdf · 2023-11-10
Going back on alumina, do you plan to enter into any long -term offtake agreement with the Middle East smelters that you're talking about? Or would you largely follow the spot model?
Right. Another related question was we have seen sort of the alumina capacity expansion in China and effectively, China turning into sort of an exporter rather than an importer. So looking forward over, say, 5, 7 years, do we expect aluminum market to still remain in deficit globally with...

Oil India Limited

GAIL (India) Limited

Adani Total Gas Limited

Adani Total Gas Limited CC-Sep23.pdf · 2023-10-31
In terms of your previous remark that you believe that the CNG will coexist with EV, but at the same point of time , it can go in the different vehicle classes. How do you see about sort of achieving the penetration level within the GA? What should you be planning it ? Is it 35% to 40% for penetration level a good level to optimize to or where we develop our infrastructure or should we look at something like a 15 % to 20% sort of a penetration level for the G As while planning the infrastructure?
Thanks for giving me the opportunity again, and thanks for your answer on the previous question. One more question in terms of these steps that you have been using to incentivize the new vehicles into the region. We have seen recently that Mahanagar Gas has sort of come with a scheme of 1.5 lakh to 5 lakh for some of the heavy commercial vehicles. Have you used some kind of incentive in your structure? And how do you find some of the uptake against the incentive structure?

Petronet LNG Limited

Bharat Petroleum Corporation Limited

Jindal Stainless Limited