Congratulations on the good set of numbers. I have just two questions. First of all, in the last quarter, there was a one-off. So, is there any one-off in this quarter as well?
Okay. Secondly, when can we expect that the 800 to 100 million cost optimization strategy that we have will be reflected in our books?
Congratulations on the good set of numbers. I have just two questions. First of all, in the last quarter, there was a one-off. So, is there any one-off in this quarter as well?
Okay. Secondly, when can we expect that the 800 to 100 million cost optimization strategy that we have will be reflected in our books?
I have two questions. Firstly, the net debt has gone up sequentially. On the working capital, how many days raw material inventory that we have currently for Q3?
Is there any market share gain that we have observed during the first half of the financial year from the International market?
Hi sir, thank you for the opportunity. Sir, my first question is that as I attend ed that RHI Magnesita Global Conference call where the team has guided that the overcapacity in the Indian domestic market is a big problem for the industry in Hawaii land . It can drag the growth and something like that , that sounds slightly negative. So as a leader in the refractory market in the domestic side, how we can overcome this current situation to a statistically growth part in the next couple of years? That is my first question. And the second question is that that you always mentioned that our EBITDA margin guidance will be around 15%. So how we can achieve that and what are the drivers that help us to achieve that. So if you can give a broad idea on these two particular things, how topline growth will be maintained in the situation of oversupply and the margin side, both if you can give some ideas of?
So, we can expect that by the beginning of second half of this Financial Year, I am talking about FY'26, so we can expect this kind of margin can be achievable. Is it a fair assumption to take?
Thanks for the opportunity again. In the PPT we have mentioned that there is a one- time favorable warranty provision release in Q2 FY '25. So, if you can keep some light on this, what is the thing?
So, what is the quantum for that?
Congratulations for the good set of numbers. Firstly, I just want to know that, sir right now as the presentation says that the net debt to EBITDA has come down from 0.6x to 0.3x, so can we expect any further new CAPEX plan, or acquisition to enhance the market share further?
Okay, thank you. And our another thing is that sir, can you please share the data on the capacity to use inside for Dalmia, DOCL and Hi-Tech for this quarter and the last quarter , how much improvement, is there any improvement happen or not, if you can give some data on that basis?
I think, I just missed it that are you quoting any EBITDA or the guidance from the longer -term perspective?
And one more thing, sir, as in the last -to-last call that we made a comment that we are losing orders from the SAIL as we are right now Dalmia, Hi-Tech or are the same company. So , is there any development on that side? And what kind of order flow we can expect in FY '25? You can throw some light on that.
I have a couple of questions. Firstly, sir, this quarter, you maintained the volume number and we get to the lots of niche product segment. So if you can quantify how much value -added product is contributing on the overall volume for this quarter? Or what is the target contribution we are expecting in the near term from value-added product side? That is my first question, sir.
And so right now, nickel price, again the nickel price is subdued as earlier participant mentioned. So in the Indonesian project IRR and how much cost benefit that we can expect from that project in the near term that it will come into the picture an d it will come into the full pace. So what kind of benefit we can expect from that?
Sir, I have one question that Indonesian investment on (Inaudible) 33.45, so what kind of return we can expect in the near term if you can give some light on that part?
So, any IRR you are expecting, any particular number?
I have just 1 or 2 questions. Just firstly, I just want to know how much more rail price revision benefit you can expect in the second half. That is the first question. And the second question is that what kind of debt reduction you can expect in the next 2 to 3 years as coking coal prices is happening and there is no major capex in the pipeline. So how much debt you can expect to be put down next 2 to 3 years? These are the 2 questions, sir.
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Just want to clarify that you have mentioned in the earlier comment that this quarter we are expecting Rs. 1,000 to Rs. 2,000 price hike. So, if you quantify the number how much extra delta in terms of NSR we can expect in 3Q over 2Q, if you can give some number on that?
So, my question is that how much NSR improvement we can expect company level for 3Q over 2Q?