Stockrabit · Analysts
Questions across 2 calls

Navin Sahdev

ICICI Securities

Ambuja Cements Limited

Ambuja Cements Limited CC-Mar24.pdf · 2024-05-02
Thank you for the opportunity. Two questions. First, of course, is on the capacity expansion plan and it is very reassuring every single time that the company has maintained the target of 140 million tons in terms of cement grinding. But honestly, sir as an analyst my fear is about on the clinker expansion front because except for about 8 million tons of clinker that we are already pursuing there is not much announcement on the clinker front. Even the Mundra unit, I'm saying is not yet given a specific date or a milestone or if it has been received or not. So if you could just throw some light as to how the clinker capacities will stack up as you gave the cement capacities that will be far mor e reassuring and will help us take that into account?
Understood. This is great. Sir, my second question then was…

ACC Limited

ACC Limited CC-Mar24.pdf · 2024-05-02
Thank you for the opportunity. Two questions. First, of course, is on the capacity expansion plan and it is very reassuring every single time that the company has maintained the target of 140 million tons in terms of cement grinding. But honestly, sir as an analyst my fear is about on the clinker expansion front because except for about 8 million tons of clinker that we are already pursuing there is not much announcement on the clinker front. Even the Mundra unit, I'm saying is not yet given a specific date or a milestone or if it has been received or not. So if you could just throw some light as to how the clinker capacities will stack up as you gave the cement capacities that will be far mor e reassuring and will help us take that into account?
Understood. This is great. Sir, my second question then was…