Stockrabit · Analysts
Questions across 9 calls

Siddharth Mehrotra

Kotak Securities

JSW Cement Limited

JSW Cement Limited CC-May26.pdf · 2026-05-21
Congratulations on a good set of results. S ir, just wanted to know your thoughts on the industry demand as well as how we see our growth within that, especially in the context that a few of our peers have highlighted slowing demand conditions and we have a new plant in a new region. So how do we sort of build in industry growth and within that, our growth in particular?
So on a Y-o-Y basis, you would sort of expect in line with GDP growth, perhaps higher?
JSW Cement Limited CC-Feb26.pdf · 2026-02-05
Congratulations on a good set of results. I wanted to know what sort of volume guidance are you sort of building in given the fact that our major North capacity sort of slated to come online this quarter. So on a blended basis, perhaps if you could sort of give us some guidance and color on regional volume growth for next year, that would be helpful, sir?
Secondly, sir, I wanted to understand what is the strategic intent behind us se tting up this grinding facility in UAE. So what I understand our clinker is in a JV held in that geography. So I mean, we were supposed to service Dolvi from UAE. So with this new capacity coming up, what sort of time lines are we looking at, number one? A nd number two, why the strategic shift in terms of clinker utilization within UAE itself? What happens to Dolvi clinker now?

Grasim Industries Limited

Grasim Industries Limited CC-May26.pdf · 2026-05-20
Congratulations on the good set of numbers and thank you for the opportunity. Sir, continuing on the previous participant's query, we noticed that out of the sizable dividend of around 4,000 odd crores, we are going to invest roughly 2,900 odd crores in ou r NBFC business. So just wanted to understand given the fact that previously we used to distribute it to our shareholders, what will be the capital allocation strategy going ahead?
So just to sort of clarify, sir, on this, whenever we need to increase our stake, sorry, maintain our stake, that is the only time when we will be sort of using the dividends, otherwise they will be all distributed to our shareholders?

SHREE CEMENT LIMITED

SHREE CEMENT LIMITED CC-May26.pdf · 2026-05-06
Thank you, sir for the opportunity. Sir will your competitor also sort of going slow on expansion, do you think there's a chance that demand might be sort of impacted in the ongoing year? What are your thoughts on demand specifically for, say, the next 12 months?
Thanks for your thoughts on this, sir. Just another question. Sir, we've seen a fair amount of cost inflation, as you rightly pointed out. So I just wanted to check what are the prices looking like this quarter? Have we been able to mostly pass those on to the customers or do you think we need more price hikes?

Ambuja Cements Limited

ACC Limited

UltraTech Cement Limited

UltraTech Cement Limited CC-Feb26.pdf · 2026-01-24
Congratulations for a great set of numbers. Sir, just wanted to understand, given the strong volume growth we've witnessed this quarter, what is your approximation of UltraTech's market share going for this quarter? And sort of where do you sort of aspire to be, say, 2 to 3 years down the line?
Got it, sir. And just coming back to consolidation, do you think there are additional targets which you would want to sort of look at just from a consolidating point of view so that you have better control on perhaps the industry dynamics as well? Are ther e any potential opportunities still under consideration, so over the next 1 or 18 months?

The India Cements Limited

The India Cements Limited CC-Feb26.pdf · 2026-01-24
Congratulations for a great set of numbers. Sir, just wanted to understand, given the strong volume growth we've witnessed this quarter, what is your approximation of UltraTech's market share going for this quarter? And sort of where do you sort of aspire to be, say, 2 to 3 years down the line?
Got it, sir. And just coming back to consolidation, do you think there are additional targets which you would want to sort of look at just from a consolidating point of view so that you have better control on perhaps the industry dynamics as well? Are there any potential opportunities still under consideration, so over the next 1 or 18 months?

Lloyds Metals And Energy Limited

Lloyds Metals And Energy Limited CC-Mar25.pdf · 2025-04-30
I just had a small query on the volumes, which we plan to do. So sir, n ow we are almost on the verge of monsoons, while we have guided that we will get our EC soon, that will perhaps significantly impact our volume ramp-up. So I mean, can you ju st lay out the steps you have taken to ensure that the materiality of lower volumes is not there when the final volumes for this year come out?
Okay, sir. So approximately 20% of full-year volumes in monsoons, right? That is the base case assumption?