Stockrabit · Analysts
Questions across 2 calls

Ravi Swaminathan

Avendus

Whirlpool of India Limited

Whirlpool of India Limited CC-Jun24.pdf · 2024-08-01
Hi Sir and thanks alot for taking my question and congratulations on good set of numbers. I know this quarter had been good because of the strong summer season. But in general, the demand environment, especially post COVID had been slightly soft. If you could give some commentary on the demand scenario on a normalized basis. How it is on a pan India level. Probably you can give a commentary on how good rural is, urban is, that will be great.
Understood sir. And my second question is with respect to pricing, we know it's a very competitive market, it had been competitive, it is competitive and likely to be competitive. But some factor like pricing probably would be at the margin. So, at the margin, has things improved over the probably past couple of years, or is it at the same level, or 100%, so the elbow room for you to increase prices in your products, has it improved?

Carborundum Universal Limited

Carborundum Universal Limited CC-Jun24.pdf · 2024-07-31
My first question is with respect to the ceramics and refractories business. You had mentioned that, this quarter ’s decline had been because of the engineered ceramics that loss of business from the single customer and refractories also slowing down a bit. Just wanted to check with you, is there a bottoming out that is happening with respect to that business from that single customer and why there has been a weakness with respect to refractories? Is it more related to election related issues or something of that sort?
And if you could talk more about any progresses with respect to some of the special and specific areas that we are looking at like high-purity silicon carbide? Last call you had mentioned that you would be adding per month 6 tons. And similarly, graphene, synthetic graphite, if you can talk about incrementally, what has happened in these segments in the past 3 months and over the 3-to-5-year period, cumulatively, any ballpark numbers in terms of revenue and profitability that can pan out in these sub-segments?