Questions across 4 calls

Kushal Shah

Firm not listed in source transcripts

Deepak Fertilizers and Petrochemicals Corporation Limited

Deepak Fertilizers and Petrochemicals Corporation Limited CC-Jun26.pdf · 2026-05-29

So my first question is in terms of percentage of HDAN and LDAN that we are going to produce from Gopalpur facility and our current facility, and it is in the light of the fact that we are oversupplied as far as HDAN is concerned. And also as an investor r aised a question in the previous quarterly call. But as far as LDAN is concerned, I think we are undersupplied, and please confirm if that is a concern?

And my second question is on the lines of that we acquired an explosive manufacturer. Could you please tell the long -term strategy of the company with respect to that particular explosive manufacturer?

Deepak Fertilizers and Petrochemicals Corporation Limited CC-Sep24.pdf · 2024-10-30

I have two questions. My first question is that we have seen many changes recently in the top management. That is Mr. Amitabh Bhargava resigned last year and now Mr. Deepak Rastogi is going to resign. We have so much of CAPEX plan then how do we plan to stabilize the top management? And with Mr. Subhash Anand, who will be joining in the position of Deepak Rastogi continue for so many years. Like do the shareholders have that kind of assurance. And second question would be on the lines of Mining Chemicals. And it’s particularly how Deepak Fertilizers would have an edge over the existing experienced miner and how difficult or easy it is to replicate the total cost of ownership model that we have built?

My question is, why do Deepak Fertilizers, a Chemical Company would have an edge over the existing miners who have several years of experience in mining or let us say infrastructure? And second part of the question is some other player comes into the market then how easy or difficult it is to replicate the total cost of ownership model for them?

Deepak Fertilizers and Petrochemicals Corporation Limited CC-Dec23.pdf · 2024-02-02

My questions are on the lines of the mining solutions business that we have, and my first question is about the nature of contracts that we have with our customer. What are the inputs we provide to our customers as in we do we make some kind of promise that we will produc e x tons of the material and what kind of return do we get like do we get the percentage of amount we will save for them? The second question is since we have no experience in downstream like we do have experience for using TAN, but we do not have experience in Mining. So, what kind of prototyping have we done in this area and what kind of customer reviews we have got till now?

Sorry to interrupt you. Is it a one-time contract or is it a long running contract for multiple years?

Lemon Tree Hotels Limited

Lemon Tree Hotels Limited CC-Nov25.pdf · 2025-11-13

Hi, thanks for the opportunity. I was looking at the city -wise RevPAR growth, which you have provided. Looking at the major cities like Delhi, Gurgaon, Bangalore, I was seeing the growth on a CAGR basis from pre-COVID to now from 2Q FY20 to 2Q FY26, it is in low to mid -single digits, which is broadly in line with the increase in replacement cost or the construction cost. I just want to understand when will this demand-supply mismatch manifest into disproportionate RevPAR growth? What can we expect over the next 3 to 4 years?

A follow-up. Can we get a range ballpark what type of RevPAR growth can we expect for the industry, not necessarily for Lemon Tree for the next 3 - 4 years in major cities, I am talking of the metros and the Hyderabad and all of those just because of the demand-supply mismatch. Because the last cycle, which we know was like 20 years old and that time the industry was more informal. So I just want to get a range how it can be.