Questions across 5 calls

Mangesh Bhadang

Centrum Broking

Nuvoco Vistas Corporation Limited

Nuvoco Vistas Corporation Limited CC-Jun24.pdf · 2024-08-01

Sir, a couple of questions. Firstly, on the demand side, so just wanted to understand that post 1Q in the month of July, how the demand has been compared to expectation? And given the recent announcements in the budget regarding all the projects in Bihar, when do you expect that demand to start kicking in?

Second is on pricing. So, we have been hearing on the details on the channel check that the prices in Calcutta and Patna are at multi-year lows and a similar situation is happening around the rest of the region. So, basically after 1Q, how that pricing has changed in the month of July? And again the same question is that where do you see this stop now, where will the bottom be for these prices given the competitive intensity?

JK Cement Limited

JK Cement Limited CC-Jun24.pdf · 2024-07-20

Sir, couple of questions . So, firstly, on the paint business. Given the competition that we are seeing with new players and things, would we revise our CAPEX guidance for this business anytime soon or you think that once we move out of UP and the rest of the state, we would need more CAPEX on the scene?

Sir, on the paint business, will we be rising our CAPEX guidance support? So, would any more further CAPEX would be required in this business as we move ahead?

JK Cement Limited CC-Mar24.pdf · 2024-05-12

So, a couple of questions. First is on Toshali Cement. So, now that the acquisition is complete, what kind of contribution is expected in terms of volumes from that plant, or do you think that we need to make certain investments for that plant to basically start contributing the new fleet off.

So, this year we can expect 4-5 lakh you said, right?

Ambuja Cements Limited

Ambuja Cements Limited CC-Sep23.pdf · 2023-11-01

Sir, a couple of questions from my side. Firstly, almost 12 million tons of grinding capacity is getting commissioned in the second half of FY25. But the clinker -- associated clinker is coming in, say, post-second quarter. So is it right to assume that most of the volume growth from these expansions should follow in FY26 only?

And the second question is, what could be the capex -- actual capex for ACC and Ambuja for the next two years?

ACC Limited

ACC Limited CC-Sep23.pdf · 2023-11-01

Sir, a couple of questions from my side. Firstly, almost 12 million tons of grinding capacity is getting commissioned in the second half of FY25. But the clinker -- associated clinker is coming in, say, post-second quarter. So is it right to assume that most of the volume growth from these expansions should follow in FY26 only?

And the second question is, what could be the capex -- actual capex for ACC and Ambuja for the next two years?