Questions across 6 calls

Manav Gogia

Yes Securities Limited

Godawari Power And Ispat limited

Godawari Power And Ispat limited CC-May26.pdf · 2026-05-20

So, first of all, a lot of congratulations on a good set of numbers for the quarter. My first question is on the iron ore mining guidance. I might have missed in the opening remarks, but for FY '27, if we go to Slide #17, we have a guidance of 3.4 million tons for FY '27. So now, I think last call we were guiding that we would be doing somewhere around 4.5 million to 5 million tons. So, what's changed? Is there some delays in the ore production? Can you please just help me with that?

Thank you for that. And this 3.4 also includes ore from Boria Tibu, or is it purely Ari Dongri?

Godawari Power And Ispat limited CC-Jun25.pdf · 2025-08-06

So one question I had, we are probably also nearing the greenfield steel plant coming up and along with the INR1,600 crores of capex that you have announced. Can you give me the capex outline for the next couple of years? And how do you see th e debt part going up, especially if the steel plant kicks in, do we intend to take on more debt for the greenfield steel plant?

Sure, sir. And sir, the steel capex, do I assume that it should be peaking out more during FY '28 rather than FY '27? Is that the logic?

Godawari Power And Ispat limited CC-Dec24.pdf · 2025-02-13

Just building up on Vikash's question on the steel plant. You mentioned that your -- according to your competition, it came out to be around INR8,000 crores. So did this include the coke oven as well? Because as I recall, we were not setting up a coke oven trial.

Sure, sir. And sir, as I recall from the one of our past calls, we had stated that the minimum requirement that the company needed to set up an HRC plant was for 2 MTPA. So now how with the new -- how currently the discussions are going for the new plant, what sort of route are we going to go for? Will we still go for an HRC plant? Or are we evaluating to expand?

Hindustan Zinc Limited

Hindustan Zinc Limited CC-Oct25.pdf · 2025-10-17

First of all, congratulations on the good set of numbers. Sir, my first question comes around the 250 KTPA smelter project, which is costing about INR12,000 crores. And now we have a tailings project of INR3,800 crores coming up. So how do we see the capex shaping up for the next couple of fiscals, particularly '27 and '28?

And sir, for FY '26, we have USD350 million to USD400 million growth capex. What would be the total inclusive of the maintenance capex for this particular year?

Hindustan Zinc Limited CC-Jun25.pdf · 2025-07-18

Hi. Good evening and thank you so much for the opportunity. You know, it was very good to see that the Zinc COP was on the lower end of the cost guidance, and we have more or less stated the factors behind the same. I just wanted to have one question on what would be the current renewable power mix in the total energy mix and what would be our coal mix for the same?

Yes, and can you give the breakup of the coal mix as well, you know, locally sourced and imported ones?

Shyam Metalics and Energy Limited

Shyam Metalics and Energy Limited CC-Jun24.pdf · 2024-07-31

Yes, sir. So, one question I had was on the cost front. On Q -o-Q basis, the cost of material consumed, went up by 11% on sort of joined the call late, so I might have missed this. Can you just underline the factors behind this rise in the cost of material?

Okay.