Yes. Hi sir. Good afternoon. Could you explain the reasons for volume decline on a year -on- year basis? And given the earlier guidance of 8.5 million tonnes to 9 million tonnes, with Q1 volume sharply down, is the guidance still remains, or do you look to cut down on the same?
Yes. Thank you, sir. What was the utilization in this quarter?
My question pertains to this Northeast expansion and also first on the Northeast expansion, what sort of incentives these plants, the grinding unit and the upcoming clinker unit bring with them?
Okay. So on an annual basis, how much would that work out?
Hi sir. Good morning. S ir, the first question is housekeeping question. Could you share what was the per kcal costing in Q4 and the blended cement mix in this quarter?
That's true. Basis the current price increase in the January -February-March we have se en pet coke prices going up by 20%. So, what sort of impact because, so first what is the pet coke share in the fuel mix?
My first question pertains to the volumes. Sequentially, the volumes are flattish. Could you throw some light that given that seasonally, Q3 is expected to be better than Q2, why we haven't been able to deliver volume growth. And while the to lling arrangement with the JP has been stopped, but we are still shipping volumes from our East plants, so how much is the volume? And why should we not -- when we are already underutilized, why should we see that Y-o-Y we have still grown except tolling?
Okay. And in terms of what would be your clinker utilization for the 9-month period at least or maybe Q3?
First question pertains to the fuel cost which you mentioned 1.58 is for the Q2 in kcal?
Yes, this was in the second quarter, right?
Hi, sir. Good afternoon. Congrats on great set of numbers. My first question is predominantly on this volume guidance, which you have given 20 million ton s that remains or there is an upward bias given that the strong volume growth you have delivered in Q1?
Just a follow-up question. See, there's a lot of capacities which are coming up in North, central and East markets. So, what is the outlook given that you are also bringing up almost 6 million tons capacities across the central and the East markets? So, what is your outlook on the pricing trend for the next 1 -2 years, given that the simultaneous ramp -up of various capacities for the next 1-2 years?
Congrats on good set of numbers. My first question pertains to incentives. How much was booked in Q2 sir, in P&L?
Okay. And sir fuel costs, you mentioned 1.94 for this year in Q2, a similar number for last year, Q2 was how much? Prashant Seth It was 2.4.
Good evening and congrats on good set of numbers. Continuing on this freight expenses which you mentioned, which have gone up by almost Rs. 145 Q-o-Q. So, all these additional costs which have come up, would you believe that this should normalize back to Rs. 1 ,400 level per ton in subsequent quarters?
Okay, great. Meanwhile, can you also share the housekeeping numbers like what is the lead distance for this quarter and fuel mix, petcoke, linkage, non-linkage and TSR?
Sir, just wanted to check the North clinker expansion, what is the progress on that?
How much time will it take for the commissioning once you start the project?
My first question pertains to this -- that incentive, which -- the railway price revision, which you mentioned as a footnote. So the contract number, the revenue contract numbers, what do the cumulative and the YTD numbers mean? Because they don't add up. If you do the YTD numbers, when you report in Q4 or in Q3, and in the fourth quarter, the provisional numbers, which you report separately, they don't add up. And also what is this cumulative number which you report, if you could explain, please?
Sir, the railway -- the supply for railway, government entities, so far in Q4 you have mentioned INR2,073 crores. And if I look at the YTD number in March, that is INR9,496 crores. But if I add up the 4 quarterly numbers, they total up to a much higher number of more than INR10,000 crores, almost INR11,000 crores, while the reported number is INR9,500 crores for full year.
Good Evening and congrats on good set of numbers. First, some housekeeping numbers. If you could share what was the fuel cost per kCal, trade mix and lead distance?
And lead distance and trade share?
Sir, could you share how much incentive has been booked in P&L in Q2 and H1? So full year, you have guided around INR130 crores to INR140 crores? H M Bangur It is about -- incentive to whom?
Incentive on the various projects that you received. While I understand y ou book incentives on the receivable on cash basis?
Congratulations on strong numbers for sure on the margins front. On the demand front, could you share what was the industry growth in Q4?
Okay. So it did not like inch up to 8%, 9% as was anticipated at the start of the quarter?
Yes. My question pertains to, first, on the regional demand and utilization in Q2. So could you throw some color you mentioned the East growth would be to the tune of 4% to 5% and on a pan-India versus 9% to 11%. So which market grew more than 10%, 11% and also re asonable utilization?
And this demand any flavor, which market or by regional basis, which market grew at what rate?
Congratulations on strong numbers for sure on the margins front. On the demand front, could you share what was the industry growth in Q4?
Okay. So it did not like inch up to 8%, 9% as was anticipated at the start of the quarter?
Hi, sir. Good afternoon. C ongrats on good numbers. If you could mention this MSR despite higher share of nontrade Q-on-Q, our MSR is positive while the industry wide we have seen 3% realization dip. And also in your capex, there is no mention on the Mundra project on a capex slide. So is there any delays? And also if you could discuss on Sanghi plant, we are seeing no capex progress and even volume ramp-up seems to be not as was earlier in when it was acquired, the plan was that the ramp -up would happen fast. So if you could share some detail on these, that would be great.
In Sanghi, what is the end plan 15 million ton which you are targeting, when would that be taken up?
Yes. Hi, sir. Good afternoon. My question pertains to first on the capex, which you mentioned Ambuja 5,000. So, this is beyond the Sanghi acquisition, right?
Okay. So, first half number has been quite low. So, second half, you're looking at an accelerated capex?
Hi, sir. Good afternoon. C ongrats on good numbers. If you could mention this MSR despite higher share of nontrade Q-on-Q, our MSR is positive while the industry wide we have seen 3% realization dip. And also in your capex, there is no mention on the Mundra project on a capex slide. So is there any delays? And also if you could discuss on Sanghi plant, we are seeing no capex progress and even volume ramp-up seems to be not as was earlier in when it was acquired, the plan was that the ramp -up would happen fast. So if you could share some detail on these, that would be great.
In Sanghi, what is the end plan 15 million ton which you are targeting, when would that be taken up?
Yes. Hi, sir. Good afternoon. My question pertains to first on the capex, which you mentioned Ambuja 5,000. So, this is beyond the Sanghi acquisition, right?
Okay. So, first half number has been quite low. So, second half, you're looking at an accelerated capex?
Congrats on good set of numbers. My first question pertains to -- could you throw color on how has been the CPVC volume growth in this quarter?
And what is the reason for this decline given that the PVC volume is seeing strong traction?