Stockrabit · Analysts
Questions across 9 calls

Shashank Kanodia

ICICI Securities

PCBL Chemical Limited

HEG Limited

HEG Limited CC-Jun25.pdf · 2025-08-04
Just wanted to check what would be the capex outlook for this year and next year, given that we are heavy on the anode side, the expansion of graphite electrodes as well as some maintenance capex that is supposed to be spent? And secondly, how do you plan to fund it through -- do we see an interim debt on the balance sheet because that will be kind of a bridge loan and stuff? So if you can guide on the capex and the funding the same?
So this year, could we see INR1,000 crores of cash outflow on the capex part, anode and graphite all put together this year and next year?
HEG Limited CC-Jun24.pdf · 2024-08-20
I just wanted to check on your base graphite electrode business. So almost yourself and all your competitors are bleeding on electrodes, right? So -- and all your numbers are in the listed space as well. So, it's bleeding…
So just wanted to check on your base graphite electrode business. So yourself and your peers are bleeding to the throat. And since these are listed, even your end customers are aware of the numbers. So what prevents us as an industry of taking aggressive price hike in the system to support our profitability?

Balkrishna Industries Limited

Gabriel India Limited

Gabriel India Limited CC-Mar25.pdf · 2025-05-21
Congratulations for superlative performance. Sir, just wanted to check what will be the structure of Inalfa JV going forward, right? So right now, we are -- consolidation roughly 100% of the PAT to our consol numbers. So prudently, how do we project? So should we be building 49% of the PAT of the JV going forward? And what's the progress on that JV formation?
Okay. And sir, lastly, if you can help us pinpoint the opportunity serving of this e-bike business, sir. So I think what's the number of units sold in that particular market, the ASPs of the product? Some sort of flavor if you can give it, sir.
Gabriel India Limited CC-Jun24.pdf · 2024-08-16
Manoj, one question to you, sir. So, your name has been taken Shashank in the name of Gabriel India right? And maybe we are hearing you for the last time with Gabriel call. So, sorry, it might sound personal but if you can, I just wanted to check, are you moving for a better or a bigger role in Gabriel group, sir or are you moving out of the group?
Are you -- I just wanted to check, so, are you moving to a bigger role than the Gabriel group or are you moving out of the group?

JK Tyre & Industries Limited