Stockrabit · Analysts
Questions across 25 calls

Pathanjali Srinivasan

Sundaram Mutual Fund

Finolex Cables Limited

Finolex Cables Limited CC-Jun26.pdf · 2026-05-29
Congrats on your new role. I have two questions. Firstly, we showed an improvement in terms of margins for our Communication Cables business. Could you explain as to what caused this? Is it like a product mix or pricing? What is the reason for this? And you also mentioned in your opening remarks that we have some contracts with customers, so the pricing may not change. So, will we benefit when the fiber prices have improved or will we not get a meaningful benefit there?
Got it, sir. And the first question?

JK Cement Limited

JK Cement Limited CC-Mar25.pdf · 2025-05-24
Hello. Sir, congrats on a very good set of numbers. I just have a few questions. So , we were indicating about the cost reduction journey, so could you tell us about where we are in that?
Okay, sure, sir. But just to follow -up on what you are saying, like if we look at it on a per ton basis, so I think our freight costs have gone up on a full year basis as a lead distance. So when you say that it has reduced on a year-on-year basis, how to understand this better?

Grasim Industries Limited

Grasim Industries Limited CC-May26.pdf · 2026-05-20
Hello sir, congrats on a good set of numbers. I have couple of questions. So firstly in your early remarks you mentioned that we are within striking distance of becoming the number two player. I think last year the number two player in India did approximat ely 10,000 crores of sales. So how close are we when we say we are within striking distance? What is our range that we are mentioning here?
Thank you. Sir, that's very comforting. Yes sir, that's that provides a lot of clarity. My second question is related to something one of the previous participants asked. So with respect to throughput per dealer, where would we stand versus the industry benchmarking and what is the leeway that is there for growth there?

KEI Industries Limited

Elecon Engineering Company Limited

Elecon Engineering Company Limited CC-Apr26.pdf · 2026-04-16
Hello, sir. Thank you for the opportunity. I have a couple of questions. So firstly, with respect to the increase in prices of input costs, how do they get passed on with respect to the order book business because you would have taken the order some time back, right?
Whatever inflation is there has already taken care of already with respectively order book. So, there will not be much impact in terms of margins for whatever existing business you have. Is that the correct way to understand?

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Feb26.pdf · 2026-02-16
I have a couple of questions. So firstly, can you t ell me what is the revenue mix for the quarter between cement and steel? And did w e get any benefits of new plant commissioning in this quarter?
Great, sir. And next question I have is, with respe ct to the quarter, we saw a fair bit of improvement in margins. So can you explain h ow this margin switch has happened? Is it because of improvement in pricing w ith respect to product mix? Or is it because of a general reduction in input cos ts? What is the lever that's helping us to generate this higher margin?

Shyam Metalics and Energy Limited

Shyam Metalics and Energy Limited CC-Nov25.pdf · 2025-11-10
I have a couple of questions. So firstly, this captive plant that -- power plant that we have shown in our presentation, I think we're doing around 100 megawatts at around INR350-odd crores. The cost seems very less. Could you explain a bit about what configuration or what type of plant this would be?
Yes. No, you feel substantially better, which is why I just wanted to figure out. We are doing something very different than what industry does.

Ambuja Cements Limited

Ambuja Cements Limited CC-Nov25.pdf · 2025-11-03
Sir, Congrats, sir, on a good set of numbers. I just have a couple of doubts. One is we have done a very good job in ramping up our capacity from the time we've acquired assets, and we are going towards the cost reduction journey. What is be hurry for us to expand very fast given that we are in a very good position where we are and our utilizations slightly dropping because of this?
Sure, sir. And just one last question, slightly arithmetic. So, our consolidated EBITDA per ton is INR1,060. Stand-alone level, I think it's INR708 for Ambuja. ACC is around INR900. How - - can you explain the bridge between this? Does this mean that because of the MSA, we get better profits at consol level? Is that the right understanding of the numbers?

UltraTech Cement Limited

UltraTech Cement Limited CC-Oct25.pdf · 2025-10-18
Congrats on a good set of numbers. Firstly, I'd like to thank you for giving such a good presentation with this like very good amount of transparency in reporting in terms of numbers with organic and inorganic. It really gives us a good amount of confidence in what you're doing. I have a few questions. First question is this pricing actions post GST, is there any kind of a window or time line for which we're not allowed to increase prices?
Okay, sir. And like just on a quarter-on-quarter, like we have seen a small fall in prices in terms of realization. What are the regions where you would say the impact of this is more?

The India Cements Limited

The India Cements Limited CC-Oct25.pdf · 2025-10-18
Congrats on a good set of numbers. Firstly, I'd like to thank you for giving such a good presentation with this like very good amount of transparency in reporting in terms of numbers with organic and inorganic. It really gives us a good amount of confidence in what you're doing. I have a few questions. First question is this pricing actions post GST, is there any kind of a window or time line for which we're not allowed to increase prices?
Okay, sir. And like just on a quarter-on-quarter, like we have seen a small fall in prices in terms of realization. What are the regions where you would say the impact of this is more?

Jindal Stainless Limited

Jindal Stainless Limited CC-Jun25.pdf · 2025-08-07
Thank you for the opportunity. A very good set of numbers. I have few doubts. So, our mix has actually broadly remained the same over the last couple of quarters , but current quarter realization was much better and profitability also in terms of cost reduction is visible . Can you give me a bridge of where this improvement is coming from?
Okay. No, so the current quarter realization has improved, our mix is broadly same compared to the previous quarter. I do not know how this increase of around Rs. 4,000 - Rs. 5,000 has happened like that is one thing. And secondly , on our cost front, there is been like a decent decrease in cost also like from the previous two quarters - three quarters. So, is there anything that is contributing to this? Can you give me a bridge of where these cost benefits are coming from?

Dalmia Bharat Limited

Gravita India Limited

Hindalco Industries Limited