Stockrabit · Analysts
Questions across 4 calls

Vipraw Srivastava

InCred Capital

HEG Limited

HEG Limited CC-Jun24.pdf · 2024-08-20
Right. First question was on the -- investment in GrafTech, which you have done in U.S. So that stock is getting a notification from the exchange for delisting -- potential delisting because stock price has come below $1. So in that event, what happens to your investment? And how do you plan to mitigate that strategy?
Right. Fine. Fair enough. Second question, sir, a few quarters before, the management said that HEG power cost is competitive with China. I mean, the figure which I remember was around INR 5.5 per kilowatt hour. So what -- how has that changed? At what price does HEG plans to procure the power now? Is it below INR5.5? Because in China, in Mongolia, power cost is around INR5 to INR6 only per kilowatt hour. So I don't see much of a difference there, but what is HEG's management view on that?
HEG Limited CC-Sep23.pdf · 2023-11-16
Yes. So just had a question on the European business of HEG. So, there is a duty right on import of graphite electrodes in Europe, but the structure is different for HEG -- so I want to understand how does the duty affect you? And Europe is also coming up with this carbon border tax thing, obviously, which will result in a reduction of blast furnaces. But then will the duty hinder your business in Europe? How do you see it? So just some thoughts on that.
Right. Right. Right. So just a follow-up on this. So, your peer in US, that's GrafTech, so they disclosed their selling realization prices every quarter. So, what I've realized is that the price with seller electrodes, it's very high compared to what HEG and other player sell. So due to this price difference, are we gaining market share in US or Europe? How is this shaping up? Or do this offer something incremental, that's why they're charging a higher price? Just wanted to have some thoughts on that.

Syrma SGS Technology Limited

PG Electroplast Limited

PG Electroplast Limited CC-Jun24.pdf · 2024-07-25
Just two questions. So, regarding the IT PLI thing in the Q4 call, management was saying that there was some issue with the elections and some OEM was actually investigating whether to invest or not. So, how is that progressing? How is the IT PLI thing applying to environments for that going ahead? Any thoughts on that?
Noted. So, the target, the sales target for ITPLI is , I guess, 750 crores for the first year. So, by when will PG need to achieve that ? And how optimistic is the management of achieving that sales target?