Navin Sahadeo

Sir, just one question. A couple of quarters. I mean in the previous conference call, the management has focused or highlighted the importance on premiumization, so to say. Now it's clearly heartening to see that our capacity expansion announced so far is amongst the highest in the industry at 13%, 14% CAGR. And there is more to come, as you said, 80 million tons being the target.

Congratulations on a good set of numbers. Sir, a couple of questions. First, I would request a capex update. So, what is the status of the Waste Heat recovery we were planning at Karnataka?

That is 18 megawatt, right?

Okay. Okay. And sir, after -- once we complete the clinker debottlenecking at Panna, which you said is more or less done, what is our total clinker capacity? Total gray cement clinker capacity will be how much?

Hi. Good afternoon and thank you for the opportunity. Also, thank you for the detailed presentation. I think every quarter the incremental details are really helpful. I'll ask two questions. One is about the strategy that the company has for Sanghi Industries in the sense that since the acquisition is about to complete, but have we started utilizing these assets on a tolling basis or like, trying to feed the market?

Great. That's helpful. Sir, the second question was about the capex timelines and you mentioned this unit-wise. But frankly, are we moving a little slow consciously? I mean, just trying to understand it because Maratha and Bhatapara units, I think were announced as six months back. And now we are sometime around April or May of ‘23, if I'm not wrong. And now we're looking at these completing towards end of FY ‘26.

I appreciate. The only thing I was referring to the clinker…

Hi. Good afternoon and thank you for the opportunity. Also, thank you for the detailed presentation. I think every quarter the incremental details are really helpful. I'll ask two questions. One is about the strategy that the company has for Sanghi Industries in the sense that since the acquisition is about to complete, but have we started utilizing these assets on a tolling basis or like, trying to feed the market?

Great. That's helpful. Sir, the second question was about the capex timelines and you mentioned this unit-wise. But frankly, are we moving a little slow consciously? I mean, just trying to understand it because Maratha and Bhatapara units, I think were announced as six months back. And now we are sometime around April or May of ‘23, if I'm not wrong. And now we're looking at these completing towards end of FY ‘26.

I appreciate. The only thing I was referring to the clinker…

Yes. Congratulations on the good set of numbers. Sir, first question was on the fuel cost. So you already gave numbers that blended as 162 and pet coke is around 138 and current spot rates, as you understand, pet coke could be more like 130, 135 and import ed coal also around 140, 145 range. Could you share what was the average imported coal cost for Q2? If I'm not wrong, it could be more like $180.

Right. So versus that, if the current spot rate is still at 140, 145 it could still mean at least INR100 per ton saving in fuel cost in the coming quarter?

December, because you would have inventory and 180...