Hi sir. Thank you for the opportunity. Sir, would it be possible for you to provide some color on regional utilization levels and profitability for us?
Sir even utilization levels?
Questions across 10 calls
Ritesh Shah
Investec Capital
JK Cement Limited
Hi, sir. Thanks for the opportunity, sir. I have a couple of questions. Sir, first is, would it be possible for you to dissect the fuel mix, given you hinted on the linkage, so what is pet coke? How much is linkage? How much is non-linkage? And any indication of how that will play out in the next quarter?
Okay. And sir, how much will be linkage over here?
Yes. Hi, sir. Thanks for the opportunity. Sir, a couple of questions. One is what was the incentive quantum for this quarter?
Rs. 70 crores, sir. Great. Great , sir . Sir, secondly, can you update us on Toshali and Saifco, specifically on Toshali, any update on the limestone? The quantum of CapEx that we have done so far and incrementally, how should we look at it? And the same thing on Saifco, basically, how are we looking at it?
Thank you for the opportunity. A couple of questions. Sir, can you give the total number for paints, grouts and adhesives? And if you could break it up, that would be great, along with the EBITDA that we clocked in the last fiscal?
And, sir, margins?
I just wanted some clarity on the J &K venture. I was just looking at the number of limestone leases in the state. There are several of them including several in the names of Mr. Trambu. I think he is a key owner from where we are looking at the asset , looking to buy the asset from. So, the question is what is the sort of competitive intensity you look in the region and how is it that we were able to pick this asset and nobody else in the industry?
And so there are multiple limestone leases across different districts over there. Do you think after your move, the competition in the region will actually increase?
First is, can you please provide some color on the UAE business , the shipments, the volumes that we had for the full year , if at all there were shipments from UAE to India and how are we looking at this asset going forward?
Second question is, can you provide some details on the market sizing and market share on both white cement as well as wall p utty? And have we retained our market share or is it something which has gone down, how should one understand that?
Supreme Industries Limited
Hi, sir. Congratulations on a good set of numbers. Sir, a few questions. Sir, how should we understand PVC resin prices, resin made via carbide route and resin made -- resin which is made by EDC, VCM route?
Sure, sir. That helps.
Dalmia Bharat Limited
Sir, a couple of questions on Northeast. I appreciate we don't give region-wise profitability, but if you could give some sense of utilization levels or directionally on the profitability and how much it does contribute at the company level. So that's the first question. The second question is, what is our coal sourcing strategy specifically for the North east plants. The reason to ask this is there have been recent unfortunate events in the region. So just to ensure that we are insulated from any of those rathole, mining, which happened. And lastly, again, the market leader has actually made indirect foray into the region. So what is our strategy incrementally to combat or ensure that our market share remains good and we also protect our profitability. These are the 3 buckets for Northeast.
Sir, specifically on coal sourcing?
Hindustan Zinc Limited
First, a couple of questions on the mining part. Bamnia Kalan finally I think it has come to fore. Sir, can you detail over here? Basically, you indicated that we have secured the regulatory approvals. So, what sort of regulatory approvals we have? How should we read into resource , reserves and timelines on the mining output over here?
Sir, what are the timelines that we are looking at over here?
The India Cements Limited
Two quick questions, Sir, first, you indicated, fuel cost on a consumption basis for this quarter I think at 2.04. Sir, how should we look at this number for the quarter ahead? And if you can highlight if you have any inventory for pet coke or coal and what is the average costing over there?
Second question is sir, how should we look at the cement prices on north of south and south of south -- are there significant trends or the price increases what you are hearing about nearly Rs.50 per bag, is it across the entire four, five southern states?