Questions across 4 calls

Mohammed Farooq

Pearl Capital

The Great Eastern Shipping Company Limited

The Great Eastern Shipping Company Limited CC-Jun25.pdf · 2025-08-01

Thank you. Good afternoon. Congratulations on the solid set of numbers this quarter. Given the improving spot rates as seen in the dry bulk index, the evolving tariff environment under Trump and the expected trade rerouting due to both tariffs and ongoing Russian sanctions, how do you see Q2 shaping up? Do you anticipate this next quarter’s performance to be stronger than Q1 or broadly in line based on these developments?

So, what about the demands regarding the trade issues in re-routing because of these tariffs, is there a demand increase on that because of that?

The Great Eastern Shipping Company Limited CC-Mar25.pdf · 2025-05-12

Thank you. Good afternoon. Thank you for the opportunity. With the recent imposition of U.S. tariff on Chinese goods, there is growing uncertainty in the global trade flows, particularly in commodity movement and supply chain realignment. Could you elaborate on how these development might impact the shipping tankers and dry bulk segment, either in terms of trade patterns, fleet deployment or charter rates?

Yes. The main part is that shipping impact won’t be huge, with these tariffs in this case.

The Great Eastern Shipping Company Limited CC-Sep24.pdf · 2024-11-11

Our Company has consistently delivered the quarterly average profit exceeding Rs. 600 crores for the past 10 quarters. And with over 70 years of experience and solid management and the cash reserve exceeding Rs. 6,000 crores. Now the Company operates in a sector that has experienced a turnover in the last four years . However, despite all the strong fundamentals, Company’s valuation remains notably low with the PE just of 6. Now given this, I would like to understand whether the management views the current valuation is a concern or it is not a priority at this stage. Would you please outline the steps being taken?

NMDC Limited

NMDC Limited CC-Dec23.pdf · 2024-02-15

Good morning sir. Good morning and congratulations for the good results. My question is China produces 60% of world steel and consumes almost 50% of both steel and iron ore. With China's largest real estate firm declaring bankruptcy. Do you anticipate significant headwinds ahead or do you expect China to flood Global Market with steel products. In this case how you justify thousands of Crores spent on capital expenditure in this scenario.

What do you think about like China it can dump in the world market the steel products that part.