Stockrabit · Analysts
Questions across 3 calls

Saurabh Jain

Sunidhi Securities

Belrise Industries Limited

Belrise Industries Limited CC-Nov25.pdf · 2025-11-12
Hello. Congratulations to the management for the wonderful set of numbers. I have a few questions. To begin with, some color on trading business apart from that it consisted of INR920 odd crores in H1, and how it fared or weighed on your profitability during H1. Something, which can help us to value this business and your plans to hive off this business as discussed earlier?
My next question, as mentioned on the presentation slide number 10, and also you have given quite some update in your opening remarks. We have entered into SOPs of several programs during H1 and a couple of more going forward in Q3 and Q4. So, what kind of turnover these programs contributed in Q2 and in a full -fledged year, say next year FY '27, although some of these, as you mentioned, would take 18 -22 months to ramp up fully. So, what kind of revenue one can expect from these new SOPs for next fiscal?

HEG Limited

HEG Limited CC-Dec23.pdf · 2024-02-21
My question is about graphite anode facility. Recently , there has been a news article that says after Toyota, BMW has also said goodbye to electric cars. So what are your thoughts for our upcoming anode facility considering the huge CAPEX we are doing? Also, there have been other articles saying that lithium and battery performance has reached a plateau in recent years , and using silicon instead of graphite enables significantly higher energy density and faster charging. So that's why it's been focused by many Global OEMs like GM, Mercedes, even Airbus. So I know on the last call also, you had clarified that you don't seem threatened by this development, but this news has been quite persistent for the last couple of quarters and now a strong signal for after Toyota, what BMW did last week. Your thoughts please.
My last question is , if you can point out some difference or your opinion on how come our utilization is around 85% while other players are running at 40% to 60%, 65?