Stockrabit · Analysts
Questions across 2 calls

Parikshit Kabra

Pkeday Advisors

Gravita India Limited

Gravita India Limited CC-Mar24.pdf · 2024-05-02
I wanted to understand that last quarter, our EBITDA margins rose up to 11% because we were diverting to new customers and using the cheaper raw materials. This time, it ’s come down to 8%. Can you explain that, how that has happened? And what should we expect in the next couple of quarters from an EBITDA margin perspective?
So, the second question that I had was that I understand that Red Sea issue has created some level of issues for us, and we have missed our long-term guidance. But divided into shorter term, we have missed it this year. And next year, you have given a guidance on a top line of 25%. But can you break this down, like in the sense like what are we expecting next quarter? Or is this 25% growth is also going to be backloaded towards the third and fourth quarter? Or can we start expecting that from the first quarter itself?
Gravita India Limited CC-Sep23.pdf · 2023-11-01
Hi thanks so much. Congratulations on your results. Great set of numbers. I wanted to touch upon something that other people hav e already touched upon is basically the lithium opportunity but not from the angle of recycling lithium but this is obviously going to impact the lead market as well maybe not in the next couple of years but maybe in five years , six years so I just wanted to get a sense from the management over the next five to six years how do you see the lead market total addressable market evolving and Gravita’s market share within that.
It is not there. If I know this has been the line for a while but we know that the consumption will significantly drop right.