Namaskar, sir. Sir, firstly, on the bid pipeline, if you could throw some light where we are L1 currently for both these segments?
And sir, then for this current year, how should our EBITDA blended margin profile should be or how should both the segment s margin profile we should factor in for the current financial year? And in terms of the revenue growth also, what should be the range that we should expect for this year ’s execution?
Sir, firstly, this on 14th August we had given an announcement for Bharat Small Modular Reactor. If you could just elaborate, what kind of opportunity are we eyeing in this space ? And if you could give us some more color on this?
So, it is a one which will be a testimony for going ahead. Once we execute the same...
Yes. Hello, sir. Hope I'm audible.
Yes, sir. Firstly, what are the signs of the incremental demand from the solar glass manufacturers? Particularly , some new capacities were anticipated to commercialize for the current financial year . And what's the outlook going ahead, especially from the solar glass? And then, sir, the update on the re -initiation of the anti -dumping duties, what's the update on the same? This is my first question.
As you were mentioning about incremental volume from the bicarb also, so there were some regulatory changes with respect to flue gas treatment at the power plants. So, are we continuing with our supply to the players in power plants, or how are the installations going ahead? And if you could just give some color.
Sir, there was a global soda ash conference that was scheduled in the month of October. So, if you could give us some color, what are the key takeaways from the same? And sir, taking into account the global inventory levels, they were at alarming 1.7 million. Some number was there. So, how has that moved post the second quarter? Post September onwards, how are the inventory globally shaping up? If you could just give some color on that, sir.
Yes, Namaskar, Sir. And thank you for this opportunity. Firstly, can you provide us with the import number in tonnage for the quarter and for the year as a whole? As you mentioned that MIP did not play any role. So, post the imposition of MIP, how have things been? And also, any update on ADD Sir?
Can I ask what are the current utilization levels and what are the capacity additions for both soda ash, bicarbonate and salt? So, if you could just give some color for the next financial year, how are the capacities likely to be set?
Thank you for the opportunity. Sir, firstly, with the introduction of the minimum import price, the threshold level of 20,000 odd level p er ton, how does this suffice a lot of this import issue which you have alluded to in terms of the same flowing from China and other geographies into the country, and thereby supporting our margins and also improve levels of utilization levels for the Indian operations?
Okay. Sir, you are mentioning that the realizations are currently higher than the MIP mentioned.
Sir, firstly, if you could please explain the key reason in ter ms of our profitability taking a dip for the alumina segment year-on-year? And if you c ould give us some colour on what are the current price trends with respect to alumina?
Okay. And sir, how are we positioning in this $310 mark? Have w e contracted for the entire year in terms of that? Or are the current spot price s are hovering in those levels? What have we [Inaudible] how have we [Inaudible]
Namaskar, Nahata ji.
Sir, I have been in queue since the beginning. So, the call was very exhaustive and detailed. So, sir, congratulations to all of you for that. Very detailed one. So, I have only one observation. And if Jain sir, can shed some light on that. When we look at our revenues on a consolidated basis, the revenue is at INR1,211 crores. And when we look down at the profitability, the profit from the telecom product is at INR202 crores with revenue of telecom product at INR722 crores. Jain sir?
Sir, firstly, when we look at our consolidated revenue for the telecom product, although the revenue rises, there is a revenue increase by Rs. 92 crores, the contribution to the profitability is 30%, that is Rs. 29 crores. So what goes into this telecom products specifically when we consolidate our numbers?
Okay. Sir, we have also seen the promoter stake also coming down over the last 2 financial years. That is through the open market selling, especially through your entity. So what should investors read into this gradual reduction in your stake in the company. And again, we are coming with a QIP proposal. So that would again further dilute our holding going ahead. So what message that you are giving to the investing community by these frequent selling
Namaste Nahata Ji. And thank you for the opportunity. Sir, just a question , it is hearting to see that you guided for a higher mix of telecom product to be turnkey. But when we look at our margins, they are lower for the product segment. So, what should be penciling in going ahead? And also, sir, for the turnkey part, are there one -off any receivables pending or one -off any payments that have been included in the profitability, I am just referring to our 9-month number, rather than the Quarter 1 . And just to elaborate the same, sir, for the 9 months, we find the telecom product at INR 1,863 crores and turnkey project at INR 1,400 crores , whereas the profitability is INR 128 crores for telecom product and INR 300 crores for turnkey. So, what explains, and what should we will be penciling in going ahead?
Yes, yes. Thank you, sir. Sir, firstly, sir, you were mentioning about the NEOM project getting affected because of the oil prices. So can you just throw some more light what you were trying to convey, sir?
Secondly, sir, you mentioned about this Chinese entry into the EPC segment as a supplier, would be benefiting us? So sir in our cable segment the capex that we and other people have done , is there any threat for them participating there in the cable segment and then lowering of margins. Because they compete on lower levels margins. So how will that happen?
Sir, firstly, I have only -- I seek few clarifications. Firstly, you mentioned about the gas pipeline part of the story not gaining traction domestically, so could we allude to the reason why is that the reason? And are we going through the gas pipeline EP C through spur infra only? That is what our arm is for the same? And secondly, towards this Kavach opportunity part also, sir, what is the scope of work that comes under the Kavach? Is it regarding laying out of network also, the network connectivity, in terms of the Internet connectivity that wherein are we playing any role? And thirdly, sir, BharatNet Project, we were not one of the bidders there. Have you -- have we evaluated that part of the story? Because that also provides a huge scope of work in the telecom network and also with lots of work that are played by the EPC players. So these were my three understanding.
I asked about the opportunity in Kavach. What is the network aspect in it and what is the scope of work exactly in Kavach what we play in. Because I think the network is -- too is the biggest one.
Sir, as you alluded to the fact that the impact of the higher Pet Coke prices and also the lowering of the GSTthe compensation also will get mitigated with the other cost rationalization. So, what should be the steady-state number for EBITDA per ton that we can look forward for the second half? And so we have seen this decline of EBITDA, quarterly EBITDA from 883 to 696. So, if you could just give the factors that has led to the decline because the volume decline was only marginal?
Sir, can you give me the last year’s annual numbers? What was our volume? We have the first half right now, and how was the second half numbers were, sir?
Thank you for the opportunity. Firstly, sir for the EBITDA per ton number, you mentioned the number of INR650 also. INR650 is for the second quarter or if you could just correct me there. INR782 is for the H1?
Okay. And average is INR782. So that was significantly higher for the first quarter?
Yes. Namaskar sir. Thank you for this opportunity. Sir, firstly in terms of our offshore segment, for this quarter, although the revenue has been down Q-on-Q, the profitability has moved up from Rs. 82 crores to Rs. 126 crores. So, what has contributed to this?
Can you provide the split between the vessels and the rig revenue for this quarter and also for the preceding quarter?
To take the discussion forward on the OF and the OFC prices. So you were alluding to the fact that the prices for OFC has mov ed up from an average of 2.5 to 3.5. This is what just -- that is for the fiber and -- that is the fiber price, okay. Then what are the fiber cable prices, OFC prices?
If we take the utilization levels for the optic fiber cable for our company and also for the country, domestically, how have the utilization levels been for the last fiscal? And what kind of uptick we have seen in the utilization levels for the current 2 months of this fiscal?
Sir, when we look at the segmental reporting under the EPC projects, we find a sequential decline also and a substantial decline on a year-on-year basis in the revenue. And -- yes, yes, please.
Okay. And sir, like you said, t he interest, other income and other finance costs that you mentioned, our finance cost in the first 9 months is INR41 crores compared to INR27 crores. So, what are the key reasons, sir, why our interest costs are higher? And we have raised also, I think, some QIP money. So, how are we using that and the debt numbers?
Namaskar, sir and thank you for the opportunity. Sir, firstly, on this Alumina part of the story, if you could give us how our product mix be there that required higher of Alumina requirement. And going ahead, how will this content of Alumina remain or how much increased percentage is there since you have mentioned in your opening remark also higher percentage of Alumina in the product mix?
Okay. Okay, sir. Sir, can you quantify it out of the, because since it is difficult , because it is product base…
Sir, firstly, my question is regarding the inventory buildup, the change in inventory line item...
One minute. Now you can hear me, sir?
Sir, firstly, if you could allude to us what kind of volume growth are we looking in terms of the fillers from the OEM, taking into account the current trends in the auto industry, what should be pencilling in going ahead?
And can you comment on the raw material part? And o ne more question is pertaining to the application in the data center industry. Sir, there have been talks of our products being into cables and as a coolant and can you comment on our play into the data centers electrification part or it is just a misnomer?