Stockrabit · Analysts
Questions across 37 calls

Saket Kapoor

Kapoor & Company

NMDC Limited

NMDC Limited CC-Dec23.pdf · 2024-02-15
Namaskaram Mukherjee and thank you for the opportunity. Sir when we look at our consolidated numbers there is an increase in other expenses I think so to the tune of 20 or some odd Cores if you could explain the reason that is lower the profit by that equivalent amount and also on the pellet part we are losing money under the category of pellet with a run rate of now 30-35 Crore.
When we look at the consolidated numbers then the quarterly numbers. Shall I repeat sir.

Finolex Cables Limited

Finolex Cables Limited CC-Mar24.pdf · 2024-08-14
Sir, firstly, you were alluding to the fact of the fluctuations in copper prices , which resulted into lowering of prices in the wires and cables segment. And sir, do you think that there is also a shift that is happening in terms of the demand also moving towards aluminum being a better metal of choice in the cable segment going ahead then because of the availability and the higher prices for copper?
Sir, in the extra high voltage segment that is the EHB segment, what is our current order book and current out of the sales mix?
Finolex Cables Limited CC-Jun24.pdf · 2024-08-14
Sir, firstly, you were alluding to the fact of the fluctuations in copper prices , which resulted into lowering of prices in the wires and cables segment. And sir, do you think that there is also a shift that is happening in terms of the demand also moving towards aluminum being a better metal of choice in the cable segment going ahead then because of the availability and the higher prices for copper?
Sir, in the extra high voltage segment that is the EHB segment, what is our current order book and current out of the sales mix?

HFCL Limited

Bharat Petroleum Corporation Limited

Dalmia Bharat Limited

KEC International Limited

DCM Shriram Limited

DCM Shriram Limited CC-Mar24.pdf · 2024-05-07
Thank you to the team for a very detailed investor presentation, and we hope for the continuity of the format. Sir, I missed the point on the ECH part and epichlorohydrin part of the story, if you could just explain once again my line got disconnected. The last few statements that you made.
Regarding the ECH contribution going ahead and the epoxy chloride, which you mentioned that they will start contributing in a meaningful way. So when can we expect that to happen? Amit Agarwal See, in the initial period, let's say, in the first year of operation for ECH and H2O2, the ramping up will take time. I think the meaningful contribution can happen only, let's say, in Q4 of this year and then full year impact will come in FY'26.

Usha Martin Limited

Usha Martin Limited CC-Mar24.pdf · 2024-04-29
The breakthrough we have got through the OEMs in mining segment, the capacity addition that we have undergone and also that we are envisaging, are these all towards these mining contracts only, the segment which we will be getting to?
Just for further understanding, what should be the mix . Currently the landscape which we will be operating for the mining segment and the existing 'Oceanmax’ and the other opportunity, what should be the percentage mix for mining which you are alluding to be an annuity type going ahead?

Tata Chemicals Limited

Tata Chemicals Limited CC-Mar24.pdf · 2024-04-29
Sir, you did mention about lots of material moving from Turkey to other parts of the world as there is a demand d estruction in Europe. So my question is particularly what has led to the demand destruction in Europe? And how will this situation improve g oing ahead? And what has been the import into India for the last quarter and for the full year as a whole?
Sir, if we look at the freight and forwarding the charges it has gone up by 100 crs QoQ, can you explain reason for the same ? And on the carbon capture program, we have done some work for the U.K. government, and we have spent some money on the carbon capture. Now when we have ta ken impairment, does that value also goes down? Does it have any correlatio n with the carbon capture program also?

Anupam Rasayan India Limited

NCC Limited