Stockrabit · Analysts
Questions across 3 calls

Naman Parmar

Niveshaay Investments

Jain Resource Recycling Limited

Jain Resource Recycling Limited CC-May26.pdf · 2026-05-18
Yes. Hi sir. Thank you so much for the opportunity. So, just wanted your whole understanding on how is the whole realization usually work for you? Like you specifically mentioned about the changes in the LME has typically impacted your realization. A nd your scrap sourcing realization would have been increased, that's why there is an impact on the EBITDA per ton. But if you can explain the process, how it is currently going on? And in future there will be no such variation? Because the price of the copper and aluminium are quite very volatile in the current situation, and in future also there can be a very big movement. So how you are seeing this specifically?
Okay, understood. So now your hedging purpose will be very much sorted for the long-term contracts, right? That's the right understanding.

R R Kabel Limited

Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited CC-Jun25.pdf · 2025-08-08
Firstly, I wanted to understand how is the capex progressing and when it will be getting live, in which quarter in FY '27?
Okay. And secondly, on the industry side, so don't you think that a lot of players have increased their capacity? And given that there is a very big demand from the renewable and data centers and all that, but don't you think th ere is a very competitive pressures on the various equipment and that's why the margin has been impacted? Or what's the take on the industry outlook?