Stockrabit · Analysts
Questions across 2 calls

Parikshit Kabra

Pkeday

Gravita India Limited

Gravita India Limited CC-Nov25.pdf · 2025-10-31
I just wanted to do a follow-up on the previous gentleman's question about the volumes and your explanation. If I understood correctly, you implied that when you source scrap abroad and you find that you're getting a better price in India, you bring the scrap to India and you process it in India and then you sell it. Because of this, are you saying that your capacity abroad where you would have ideally liked to use that scrap is lying idle and hence, your volumes are not rising?
Then are you essentially saying that, look, there is no demand problem abroad, but you are purposely bringing the scrap to India because your overall margins improve in India. Surely, even if your margins don't increase by utilizing your full capacity ther e and selling it here or there and using your sourcing lead in India and utilizing your capacity in India and selling it in India, your absolute profit would rise because of overall volume increase and revenue increase even if the margins come down?

Multi Commodity Exchange of India Limited

Multi Commodity Exchange of India Limited CC-Dec24.pdf · 2025-01-21
Hi, thank you for the opportunity. So, I'm actually struggling a little bit in terms, as an investor, to figuring out, you know, how to underwrite the growth of the company. Because yes, on the one hand, you're uniquely positioned to tap into this growing market. But on the other hand, in terms of any form of operational guidance in terms of how we are adding more clients, what our target for the clients that we'll be adding over the year or the instruments, we're left a little bit in the dark. So, number one request is, can we start at least showing the number of active clients on a quarter-on-quarter basis in our presentation so that we can at least start tracking that number?
Okay. I apologize then. I seem to have missed it. I thought I had gone through it in detail, but fair enough. And secondly, in terms of actually adding clients, you mentioned briefly just now that you're doing awareness campaigns. But is it possible to understand this more? Like, what were we doing before? What are we doing now? Are we adding new avenues to increase awareness? Are we adding new features, not just products, but new features that enable certain type of clients to increase their trading volumes, so on and so forth?