Stockrabit · Analysts
Questions across 6 calls

Kunal Kothari

Centrum Broking

APL Apollo Tubes Limited

NMDC Limited

NMDC Limited CC-Mar24.pdf · 2024-05-29
Sir, my first question is in regard to the overall demand supply scenario for the iron ore in India, so from current level of the iron ore production, how much you see the volume will be add on in FY'25. And compared to that, how much will be the India demand? And also added to that, for the incremental volume addition expectation for FY'25, what will be the share of NMDC?
Because according to my knowledge, even OMC is adding up the capacity. So I think they have received the EC limit to add up the capacity of around 6 million tons. So that will also flow in -- add up in the overall volume in FY'25. So...

Jindal Stainless Limited

Usha Martin Limited

Usha Martin Limited CC-Mar24.pdf · 2024-04-29
You mentioned about the expected volume growth from 15,000 to 20,000 tons in FY25. Will it be coming from wire rope segment only or it will be divided among the three?
Okay. In LRPC, can you help us to understand that what will be the realization per ton difference between what is the product range in LRPC that we are selling today and with the new product range that we are coming within in the plasticated and galvanized? Similarly, both on the realization part and the margin front, what change that we can look forward?
Usha Martin Limited CC-Dec23.pdf · 2024-02-07
As you mentioned that there was a dip in the realization on the LRPC segment while our wire rope segment is doing well. So, I would like to understand from you what variables we can track properly to understand the changing business environment for the products we are in. To get a fair understanding of whether the coming quarter will be better or if the coming year will be a bit softer because of certain changes in dynamics, what exactly can help us to understand the business dynamics of our business better?
Let me frame my question in a better way. Currently, we are doing nearly 20% of margin. What variables or factors could have an impact and cause our margins fall to say, 15% or 17% or what factors could take it to 25% margin? Can you help me to understand it in a simpler way that these are the factors that is important for the Company?

Vedanta Limited