Stockrabit · Analysts
Questions across 3 calls

Tejas Pradhan

Citi

Nuvoco Vistas Corporation Limited

Nuvoco Vistas Corporation Limited CC-Jan26.pdf · 2026-01-16
Yes. Hi sir. So, you had mentioned that you will be expecting 7% to 8% demand growth in 4th Quarter. Now from 4th Quarter last year if I am not wrong, we operated at 90 plus capacity utilization and I assume there will be a regional skew over there. So, how are we placed in terms of having capacity available both from grinding and clinker capacity perspective to sort of meet this demand growth that could be there.
Okay. Sir just to add on to that, so if I look at the presentation the cement to clinker ratio for nine months is mentioned at 1.72x at the company level, could you break this down into East and North, what could be the CK ratio in those regions?
Nuvoco Vistas Corporation Limited CC-Mar25.pdf · 2025-05-02
Hi sir. Like breakup of the refurbishment cost that you have mentioned Rs. 600 crores, Rs 600 crores and Rs. 300 crores in 3 years FY’26, ‘27, ‘28. So, just wanted to understand is this just related to the plant startup or considering that there is some CAPEX to be done in FY’28 as well. Whereas the commissioning is expected for 3rd quarter of ‘27, is this Rs. 1500 crore split into some part of CAPEX which is not required to start the plant or is that different just timing delays of like, I mean the delay in making payments to your contractors?
And just in addition to that, I mean, what would be the pace of ramp up that you would be expecting over here once you start the commissioning? How long would it take for you to fully utilize the capacities over there?

PI Industries Limited