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Analyst questions

Rajesh Toshniwal

Family Office
3Calls
3Companies
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ORIENTCEM

Orient Cement Limited

All company calls
Quarter ended Jun 2026
28 Jul 2026
Open call
  1. Just had a small concern, like the asset of Orient Cement has delivered, I mean, quite impressive results after acquisition by our company. But the valuation at the time of acquisition of this asset and the valuation being offered at the time of merger, do you think, sir, that this is too I mean, too low in comparison to the acquisition price of around INR8,000 crores.

    Read in transcript
  2. I see. No, I was just trying to come to some like explanation for the wide divergence between the acquisition price and the implied price derived by the merger ratio. So I just thought that maybe some color can be thrown by the management just to reconcile the difference. That was all.

    Read in transcript
AMBUJACEM

Ambuja Cements Limited

All company calls
Quarter ended Jun 2026
28 Jul 2026
Open call
  1. Just had a small concern, like the asset of Orient Cement has delivered, I mean, quite impressive results after acquisition by our company. But the valuation at the time of acquisition of this asset and the valuation being offered at the time of merger, do you think, sir, that this is too I mean, too low in comparison to the acquisition price of around INR8,000 crores.

    Read in transcript
  2. I see. No, I was just trying to come to some like explanation for the wide divergence between the acquisition price and the implied price derived by the merger ratio. So I just thought that maybe some color can be thrown by the management just to reconcile the difference. That was all.

    Read in transcript
ACC

ACC Limited

All company calls
ACC Limited
28 Jul 2026
Open call
  1. Just had a small concern, like the asset of Orient Cement has delivered, I mean, quite impressive results after acquisition by our company. But the valuation at the time of acquisition of this asset and the valuation being offered at the time of merger, do you think, sir, that this is too I mean, too low in comparison to the acquisition price of around INR8,000 crores.

    Read in transcript
  2. I see. No, I was just trying to come to some like explanation for the wide divergence between the acquisition price and the implied price derived by the merger ratio. So I just thought that maybe some color can be thrown by the management just to reconcile the difference. That was all.

    Read in transcript