Stockrabit · Analysts
Questions across 9 calls

Prateek Maheshwari

HSBC

Swiggy Limited

Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript of the Earnings Conference Call for Analysts and Investors conducted on December03, 2024 · 2024-12-03
Hi, guys. Thank you for taking my question. Since the time of DRHP, if you look at the city expansion for the quick commerce business, I think it was mentioned earlier 43 and this time it's 53 cities that you guys are at. We had the understanding that probably you guys would have reached the number of cities that you wanted. I would now expand or lower your already spent cost in terms of other infrastructure and expand it to other dark stores. So, just wanted to understand if you guys have reached somewhere in the optimum cities and now you guys will spread those investments, or we could probably see further addition of cities as well.
And Amitesh, could you also comment in these new cities that you have entered and been surprised, is there the mix of GMV different than you would have thought earlier or maybe it's different from the top eight cities that you guys would have already expanded a lot in? Could you also comment on that?
Swiggy Limited CC-Sep24.pdf · 2024-12-03
Hi, guys. Thank you for taking my question. Since the time of DRHP, if you look at the city expansion for the quick commerce business, I think it was mentioned earlier 43 and this time it's 53 cities that you guys are at. We had the understanding that probably you guys would have reached the number of cities that you wanted. I would now expand or lower your already spent cost in terms of other infrastructure and expand it to other dark stores. So, just wanted to understand if you guys have reached somewhere in the optimum cities and now you guys will spread those investments, or we could probably see further addition of cities as well.
And Amitesh, could you also comment in these new cities that you have entered and been surprised, is there the mix of GMV different than you would have thought earlier or maybe it's different from the top eight cities that you guys would have already expanded a lot in? Could you also comment on that?

SHREE CEMENT LIMITED

UltraTech Cement Limited

UltraTech Cement Limited CC-Sep24.pdf · 2024-10-21
Thank you for the opportunity, sir. Sir just wanted to ask you if there is anything to call out in your cash conversion. So I just saw that your year -- versus last year, your cash conversion has dropped to some 65%. And I think the main reason has been the decrease in your trade payables and other liabilities. So is t here -- is it a seasonal thing o r is there any change in terms? I just wanted to understand that?
Okay. And sir, just wanted to understand on the second half demand driver so would you see that the infra increasing and so the non-trade share increasing?

Ambuja Cements Limited

Ambuja Cements Limited CC-Jun24.pdf · 2024-07-31
Sir, first question I had on the prices. So sir, if I look at the two quarters, cement prices or your elevation size is down about 11%. So my question was, sir, now in the quarters ahead, you will be looking to ramp up on your Sanghi Industries’ Asset and also on the Penna. So wou ld you see that with ramp up of such asset, the prices could also further see some pressure or are you seeing the bottom is there now in this price?
Sir, I wanted to check about again the comment on the c ost front, right, so 3,650 of operating cost target by FY28. I think the ask now has become much higher about 800 per ton as well, right. And while you have given us across these segments have given us what is the potential of reduction? This again, sir, on that part, just wanted to understand, sir, is this target of 3,650 regardless of the inflation that we see because everywhere any which ways we are seeing for the last 7-8 years, we have seen 1%-2% of inflation and that would itself make this number much higher versus 3,650. So just wanted to understand is there a margin of 50 or this is at just on the current prices and the inflation would play its role?
Ambuja Cements Limited CC-Sep23.pdf · 2023-11-01
Thank you, sir, for the opportunity. Sir, I have a question on the MSA. You just made a comment that there is still some room left to kind of optimize it. I'm looking at your last 8 quarters of data, it seems like your MSA volumes have increased from 1.5 lakh tons a month to upwards of 8 lakh tons per month. So, just looking at the existing capacity base, how much is the opportunity to kind of further improve on the MSA or this MSA improvements will happen after the commissioning of new capacity? That's question number one. Sir, also I wanted to understand on the coal…

ACC Limited

ACC Limited CC-Jun24.pdf · 2024-07-31
Sir, first question I had on the prices. So sir, if I look at the two quarters, cement prices or your elevation size is down about 11%. So my question was, sir, now in the quarters ahead, you will be looking to ramp up on your Sanghi Industries’ Asset and also on the Penna. So wou ld you see that with ramp up of such asset, the prices could also further see some pressure or are you seeing the bottom is there now in this price?
Sir, I wanted to check about again the comment on the c ost front, right, so 3,650 of operating cost target by FY28. I think the ask now has become much higher about 800 per ton as well, right. And while you have given us across these segments have given us what is the potential of reduction? This again, sir, on that part, just wanted to understand, sir, is this target of 3,650 regardless of the inflation that we see because everywhere any which ways we are seeing for the last 7-8 years, we have seen 1%-2% of inflation and that would itself make this number much higher versus 3,650. So just wanted to understand is there a margin of 50 or this is at just on the current prices and the inflation would play its role?
ACC Limited CC-Sep23.pdf · 2023-11-01
Thank you, sir, for the opportunity. Sir, I have a question on the MSA. You just made a comment that there is still some room left to kind of optimize it. I'm looking at your last 8 quarters of data, it seems like your MSA volumes have increased from 1.5 lakh tons a month to upwards of 8 lakh tons per month. So, just looking at the existing capacity base, how much is the opportunity to kind of further improve on the MSA or this MSA improvements will happen after the commissioning of new capacity? That's question number one. Sir, also I wanted to understand on the coal…

Dalmia Bharat Limited

Dalmia Bharat Limited CC-Dec23.pdf · 2024-01-25
Hi, sir. Thank you so much for the opportunity. Sir, my question was in JPA. So sir, as the deal is close to completion, I wanted to understand, sir, at 9 million tons of grinding? Would you might face problems in completely utilizing the asset because probably so far the clinker is available at next 4 million tons? And also looking at it from the perspective that the markets that you're entering are probably more PPC orien ted. So obviously, the clinker to cement ratio will come down. That's my first question. Another question is, I just wanted to kind of just squeeze in. What could be the expansion opportunity on the clinker side at the Jaypee plants?