Stockrabit · Analysts
Questions across 2 calls

Raashi Chopra

Citi group

JINDAL STEEL LIMITED

Dalmia Bharat Limited

Dalmia Bharat Limited CC-Mar24.pdf · 2024-04-25
Just on the margins. In the last call, you indicated that the EBITDA per tons for the next year or so should stabilize at about INR1,100 to INR1,200. And given there, what has come through in the fourth quarter and given where prices are, that looks a little bit sort of stretched at this point. And Puneet, you had also indicated that margins should stabilize in a quarter or so in the medium term. So when we are talking about stabilizin g and talking about near term, are you suggesting that INR1,100, INR1,200 is no longer the normal and it should likely lower? That's my first question.
Okay. Are you able to quantify the one-off costs in this quarter? As in like what kind of a reversal can we see going forward?