Stockrabit · Analysts
Questions across 15 calls

Prashant Biyani

Elara Capital

Balrampur Chini Mills Limited

Balrampur Chini Mills Limited CC-Apr26.pdf · 2026-04-28
Sir, what would be the rationale for this equity capital raise so closer to the commercial timeline of the project? You would have already tied up with finances and leverage is also not that heavy on the balance sheet.
Okay. Can you give some cost dynamics for the lactogypsum plant, How much is the output of lactogypsum when you make 1 unit of PLA? And for this plant which will make gypsum board, how much could be the revenue potential as well as tentative margins if you would have budgeted the same?

Lemon Tree Hotels Limited

Paradeep Phosphates Limited

Paradeep Phosphates Limited CC-Sep25.pdf · 2025-11-07
Yes, thank you for the opportunity. Sir , it is heartening to see what our market cap was three years back when we listed. We are investing almost similar amount today in capacity expansion. Surely, we have come a long way in a short period of time. My first question is, if you can share the year-wise split of Capex of Rs. 3,600 crores that would be helpful.
Sir, for the remaining perio d of 2026, how much should we take a s investment towards these Capex?

Chalet Hotels Limited

Chalet Hotels Limited CC-Nov25.pdf · 2025-11-05
My questions are on Athiva brand. Sir, when we are seeing regional or small or unbranded hotels tying up with large branded chains, while neither we are a small company nor a regional operator, but what made us to take this step to carve out our own brand?
Sir, can you give a detailed elaboration of your marketing strategy for Athiva as without the support of distribution network of international hotel chains, getting optimum occupancy at high ARR could be a herculean task?
Chalet Hotels Limited CC-Jun25.pdf · 2025-08-01
Sir, with delay in commencement of Hyatt Regency, Airoli and Bambolim asset in Goa, would you like to advance the construction of Trivandrum Hotel? Otherwise, the organic asset addition in FY '28 looks to be challenging.
Sure. Sir, how has July been in terms of occupancy across portfolio and in particular, for hotels, which are more dependent on FTA? And to a question which Mr. Sethi answered about taking the total portfolio size to 5,000 keys, in which micro markets would the team like to add assets now? These were my 2 questions.

The Indian Hotels Company Limited

Sumitomo Chemical India Limited

Chambal Fertilizers & Chemicals Limited

Coromandel International Limited

Coromandel International Limited CC-Jun25.pdf · 2025-07-25
Sir, congrats on great set of numbers and congrats on being elected the Co -Chairman of FAI. Sir, my first question is on the China specialty fertilizer ban. Do we have plans to start manufacturing specialty fertilizer in a big way in India and capture the market leadership here as well? And secondly, on rare earth minerals, sir, do we have any plans to enter the space of rare earth mineral extraction?
Sure. Sir, your view on what could be the NBS subsidy for H2, not the number, but directionally, how it could be, because internationally, we are seeing raw material prices have been going up?