Stockrabit · Analysts
Questions across 1 call

Tarang Agarwal

Oldbridge

Hindalco Industries Limited

Hindalco Industries Limited CC-Dec24.pdf · 2025-02-14
Hi. Good evening, sir. A couple of questions. The first one, sir, once Meenakshi kicks in, I mean, you get great raw material security, but how does it make the cost structure more efficient? I mean, what are the cost savings that you are expecting to do? A broad cut would be helpful. The second is on TC/RC, TC/RC is from 20.4 cents per poun d to I think 5.6 cents per pound, and there are various aspects to this business, right, downstr eam percentage, silver, gold, sulfuric acid and TC/RC. So how should we really capture this reduction in TC/RC for your copper business going forward? I mean, would that Rs. 2,500 crores number that you are operating at, on an annualized basis, would that be maintained? Or you see a downside to it? Just wanted to get a sense of how should we look at it.
Sir, Meenakshi.