A few data points required, sir. The first is how is the channel inventory in the RAC right now, if in terms of months or days, you can give. Secondly, on the order book in the project, which is INR 6,200 crores, how much is the domestic contribution? And thirdly, how is the Chennai facility operating at? Because you had highlighted that the utilization level has improved from previous year. At what level of utilization that's running at?
Questions across 10 calls
Praveen Sahay
Prabhudas Lilladher
Voltas Limited
Finolex Cables Limited
Yes. So my first question is just on the communication cable, and that's a clarification. As your numbers suggest, it's a 2%, 2.5% of our margin business. And as you had also highlighted, it's because of a low utilization this kind of a margin you have. So once the utilization will improve from here, do you see this margin profile to improve? And if it's improved, how much you can reach in this business?
And second question related to that, sir, once you bid for a certain pricing for this project, how the behavior of the raw material price pass on in such kind of projects?
So just to continue the last question, on the optical fiber. The prices, definitely on the Y -o-Y side, has been down by more than 20%. So is it fair to assume that especially in your communication cable where the revenue has been down by 11%. How much is the volume? Is it a positive volume you have?
Yes. So that is a 3 -year program, and that expectation is from Q1 or Q2 revenue to start flowing.
Kajaria Ceramics Limited
Sir, my first question related to the bathware. As 5.7% of the growth for this quarter, how is the guidance for a full year or the year ahead?
Good to hear, sir. Second question is related to the Nepal project. Earlier, you had said you have already business there, and you do around 80,000 square meter per month. And with the plant coming in, even you'll ra mp up to the 400,000 square meter per month. So that holds true. So from September or when the plant is commissioned, so October, November, we will start seeing such number improvement?
Astral Limited
I have only one question that too related to your o verall -- for the quarter overall gross margin. So gross margin of 40.5%, which you had delivered for a quarter. So how you see this number the way forward? Would you be able to maintain this? Or is there any one -off there in this quarter? Or you will see this to improve in the down the next 3 quarters because your seasonality is there in the second half?
Sir, any one-off is there in this quarter or no?
Supreme Industries Limited
First question is related to your CAPEX of 1,500-odd crore. Can you give some timeline how much is for this FY '25 and how much '26 CAPEX planned for?
So, that's what now my question is how much? Actually 60%-70% of 1,500 crore is committed for '25, right, sir?
R R Kabel Limited
So, the first is related to the volume growth only and I can see that the export has done quite well for this quarter even though we have seen in the second quarter the export we are doing very well. So, if you exclude the export for a nine month how much is the volume growth for the domestic business?
Volume growth you are talking.
Yes. Hi, sir. Thank you for taking my question. So sir, related to your wire and cable volume growth, as you had already mentioned for a first half 28% of a growth. And if I look at the first quarter, it is quite on the higher side of 36%, 37%. So the second quarter is on the lower side of a growth as compared to the first quarter.
Okay. And the next is the export has grown a faster rate this quarter as compared of the domestic. So can you give some numbers for the domestic, like how much the domestic volume grew? Is it in the teens?
Havells India Limited
Yes. Thank you for taking my question. So, the first ques tion related to the lighting business. Sir, when do you think this deflationary trend in the LED lighting to reverse?
Okay. So, as you had highlighted double -digit of volume gro wth you had seen in the lighting, so the way forward we can see such kind of volume to replicate in the revenue?
Polycab India Limited
Thank you for taking my question and many congratulations for a very good set of numbers. A few data points I need. So, can you give the capacity utilization in the wire and cable currently, as well as the contribution of cable and wire segments in the quarter? And the capex number for FY24 and FY25?
Can you bifurcate FY24 and FY25, equally?