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Shravan Shah

Dol at Capital
2Calls
2Companies
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JKCEMENT

JK Cement Limited

All company calls
JK Cement Limited CC-Jun25.pdf
19 Jul 2025
Open call
  1. Hi, sir. First of all, congratulations on a great set of numbers. Most of the questions were answered. Couple of things to clarify. So, first on the cost saving, what we talked about last time, Rs. 150 to 200 over the next 2 to 3 years. And this year FY26 on an average, we were looking at Rs. 40 to 50 per ton. So, that remains intact?

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  2. Okay, great. And in terms of the green share, which is currently at 52 %. So, that we will be reaching to 61% by the end of FY26?

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  3. Okay, great. Second, sir, once the 6 million tons will start by end of this December. So, is it fair roughly to say in FY27, one can see incrementally close to a kind of a 3 million tons volume from that one can look at kind of a 50% utilization. Is that a way one can look at?

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NCC

NCC Limited

All company calls
NCC Limited CC-Jun24.pdf
6 Aug 2024
Open call
  1. Sir, just to clarify in the sense that we are saying that 15% revenue growth for this year and 23% we have already done. So, is there a possibility that this number or growth of 15% can even go up to 18%-20% for this year?

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  2. And on the margin front , in the presentation, we said that 9.5%-10%, but in your opening remarks, you said 9 .5%, so slightly on the lower band of the margi n, so that is what we are seeing, whatever the orders that we have won and we are about to execute where we are likely to see a slightly lower margin and that is what we are saying , maybe we can achieve a lower band of 9.5% of EBITDA margin?

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  3. And sir, L1 orders are two MSRDC and one another project or the values are close to Rs. 8,700 odd crores, if you can reconfirm?

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