Questions across 12 calls

Sahil Sanghvi

Monarch Networth

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Jun26.pdf · 2026-05-30

My first question is if you can help me understand what is the total revenue that we have achieved in th e Dalmia assets and the margins for FY '26, just to get a broad understanding of how we have grown on that asset? Yes. And the second question would be to understand, as we've mentioned in the presentation that there is huge competition in the cement side also, and we've lost some bit of business. So, what's exactly happening over there? How are we trying to regain some of the business? And what will be our focus points when it comes to the cement side?

Got it. Got it. So just to get the margin number right, if you can reiterate what was the margin number in FY '26 at Dalmia?

RHI MAGNESITA INDIA LIMITED CC-Feb26.pdf · 2026-02-16

Congratulations again for a record revenue number. My first question is, if you can help me understand what is the percentage of im ports that is posing a big competition to our Indian market. I mean, what is t he percentage to our total demand, if you can give some number? And also, what kind of products are these? Are these largely brakes or just a bit of co lour on that? What kind of products are these?

I think, sorry, I'll just rephrase my question. I m eant as a country, the kind of imports that we are having, which is posing a threa t to the overall -- how it's getting an oversupplied market. So just that, on th at colour, I mean, Parmod, sir, did allude to a lot of imports coming. So yes…

RHI MAGNESITA INDIA LIMITED CC-Jun25.pdf · 2025-08-11

Congratulations for a really good set of numbers, keeping aside the margins, which will definitely recover. Now my question is regarding the 4 PRO model. I mean, just wanted some more details about what new are we doing in this model? How different is it from the total refractory management contracts that we had earlier? And is this something which gives us more margins than the usual way of selling these products?

Sure, sure, sir. Sure, sir. This is helpful. And good to hear that we are doing something over and above how the industry works. Secondly, on exports, do we have sort of a new understanding as to how we want to ramp up exports? I mean, I believe we were wo rking on some new ways of doing it. I mean, maybe through our entities or something else, but anything on -- any progress on the export front?

RHI MAGNESITA INDIA LIMITED CC-Dec24.pdf · 2025-02-12

Parmod sir and Azim. Many congratulations. It was really good to see the INR1,000 crores mark and in such a challenging time, sir. And this has come with a very good mix of product portfolio also. So really good to see that, sir. Sir, would it be possible to give me the contri bution from the iron DRI pellet side in our total revenues in, say, 3Q, a percentage or absolute number, anything possible?

12%. Any sort of comparable number you would have what was this last year? Was it really present or this is very negligible?

RHI MAGNESITA INDIA LIMITED CC-Mar24.pdf · 2024-05-29

Good evening , sir, and congratulations for a very good set of numbers despite very difficult demand situations. My first question is regarding the Dalmia facility . So, you said that the utilization levels were roughly 64%, right? That's for Q4 or for the full year?

So now, you know, depending on whatever CAPEX you have done, small CAPEX at Dalmia and whatever full -year capacity we have, what is the optimum revenue you think you can perform at Dalmia of scale?

RHI MAGNESITA INDIA LIMITED CC-Dec23.pdf · 2024-02-14

Sir my first question is regarding the Red Sea issue, since we are sourcing a lot of raw material from outside, is that a really concerning factor the freight cost going up , the container availability being affected, leaps time increasing and would that really impact our RM cost and margins going ahead?

I have heard that some of these annual contracts may not revise in January and some of these steel plants have been asking for price guards up to the magnitude of 5% to 7%. Are we seeing a similar pressure on price cuts and would that come in from Q4?

RHI MAGNESITA INDIA LIMITED CC-Sep23.pdf · 2023-11-09

Yes. Thank you for the opportunity and first of all, very congratulations to Sagar sir, ma'am and the whole team for a very commendable turnaround at Dalmia-OCL. A couple of my questions have been already answered. But I just wanted to understand, do we have any further land at Bhiwadi for the expansion or the Jamshedpur plant will be the sole plant for flow control now?

Right, sir. Would you be able to guide us on what was the export percentage of the revenue right now? I mean, current levels or Q2 levels?

Godawari Power And Ispat limited

Godawari Power And Ispat limited CC-Feb26.pdf · 2026-02-09

My first question is despite 6 lakh ton of pellet production, the sales that we've done seems to be pretty low. I mean, I understand some part of the pellet goes into forward integration, but still, I believe, as compared to the previous few quarters, we've not sold enough. So any particular reason you want to flag off on this?

Right. Good to hear that. So we're still targeting a 3 million ton of production this year?

Godawari Power And Ispat limited CC-Nov25.pdf · 2025-11-17

My question is more on the BESS side. I think we've heard announcements from Ola and Adani to enter this particular part of the project. They will be doing something similar on this line. How similar is what we are doing and what they are doing? Would that be a lot of competition to handle for us?

Got it. And secondly, just to understand the kind of iron ore that we'll be mining in FY '27, you said about 5 million to 5.5 million tons. Is that correct for FY '27?

Godawari Power And Ispat limited CC-Jun25.pdf · 2025-08-06

My first question is roughly any understanding as to how much of the current demand for this vessel imported?

So you're saying roughly 80%, 90% of the demand has been imported for this product?

Godawari Power And Ispat limited CC-Mar25.pdf · 2025-05-21

I appreciate the volumes that you have done in pellet in just 1 quarter, and warm welcome to Dinesh sir also. My first question is, I see that the ore mining target is 3 million tons, and we are also targeting a 3 million ton pellet production. So I believe we will require more than 3 million tons of ore. So just if you can break down your ore requirements with respect to Ari Dongri, Boria Tibu and some external buying for the pellets.

Got it. Got it. And roughly, just wanted to understand the demand scenario. So monsoon right now will be a little weak. But otherwise, any kind of -- I mean, any kind of slowdown are you seeing from the ground level?

Godawari Power And Ispat limited CC-Dec24.pdf · 2025-02-13

My first question is, sir, we are seeing a drop in the realization of the pellet in Q3. Now if I check the steel at Raipur prices, I don't see that kind of Q-on-Q drop, and Y-o-Y, it's quite flat. So if you can help us understand because the drop in prices really hits our margins. So what was the reason for the low price for the pellet?

Right, sir. And would you be able to give us a quantum of the dispatches or the export shipment we were expecting the production to be somewhere around 40,000, 420,000 for pellets, which we have done around 3 lakh?