Aegis Logistics · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
32%
Numeric claims
0
Consistency
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Question ledger
Julian · Admiral Gestion
evasiveevery time Q1 is always a little softer and like I said we have achieved the highest ever liquid revenue lifetime what we have done in Q1. So we are okay as far as liquid is concerned and from ensuing quarters you will see as the product mix improves
Julian · Admiral Gestion
partialdistribution margins please look at on a yearly basis they are generally around 3,000 rupees. Last year we clocked 3,500. This year also we expect to be around the same. Currently in Q1 we have done around 2,500 rupees.
Julian · Admiral Gestion
evasivewe have examined all the macro market conditions, competition, everything and after having confidence in all the parameters we have decided to go ahead. the so-called LPG infrastructure that you have referred to there are news item saying that BW has withdrawn from so we don't know the fate
Abishek Jane · Alphaacurate Advisors
deflectedWe don't give outlook on the throughput that we are going to achieve but the only guidance that we have given is that we strive for a 25% CAGR growth in our EPS year on year
Abishek Jane · Alphaacurate Advisors
directstatic capacity put up in Mangalore is 82,000 metric t equivalent to around 6 million tons of throughput capacity and pipawa is 48,000 metric tons which would be where we would be able to do a 4 million kind of throughput.
Abishek Jane · Alphaacurate Advisors
partialthroughput we did 1.16 million tons right 1.16 million y and utilization we don't do like that so okay before these two cryogenic terminals we had a capacity of 9.6 million tons.
Abishek Jane · Alphaacurate Advisors
evasivesometimes you get take or pay contracts and you earn money. So those I cannot say they are one-off. They could repeat but they do come once in a while.
Yash Nandwani · IIFL Capital
directyou should be happy that finally what we have been saying over a number of years is happening... they don't have their own terminals. So probably they would be coming to store at our terminals only.
Yash Nandwani · IIFL Capital
evasiveas and when the opportunity comes in any new energy any new port or any other infrastructure. The company will decide whether it falls within our benchmark returns and then decide where housed it will bring maximum value.
Neil Opal Sahu · JM Financial
evasiveI wish I knew the answer. So, it all depends on we continuously keep reviewing all our assets and where housed would bring maximum value. As of today there's nothing more to speak about on this.
Vinit Jane · Sidi Capital
partialI may not be able to give you territory-wise break up including Mangalore but I can tell you for sure that we will see an upside in this year as compared to the previous year.
Vinit Jane · Sidi Capital
evasiveThere is nothing like major projects housed in the JV or not. Like we have said every opportunity is to be seen in isolation... The opportunities are coming thick and fast. They are becoming bigger and bigger.
