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
12
Answered directly
71%
Numeric claims
1
Consistency
contradicted
Question ledger
Vivuchi · JP Morgan
partialthe volumes have surged in distribution business. So that has also contributed on the surge of revenue as well as the return. Second is of course the margin that we have earned during the year has been around 7,000 rupees against 4,000 odd in the previous year. Going forward the next year also we expect the same...
Vivuchi · JP Morgan
directthings are improving month on month like in May the shortfall is down to 30% when it was 50% in April... we expect this improvement to continue probably in Q2 sometime in Q2 we should see normalcy return back.
Vivuchi · JP Morgan
directwe will see a $1.2 to $2 billion aggregate capex by March 27 that we have already said... March 28 we would again see a capex up to 5,000 crores coming in, this is both organic inorganic.
Anil Sarin · K16 Advisor
partialWe have said that capex is 2030 not FY30 please. So keep in mind this is still 2030 December. So we will have FY31 to reach 5 billion... up to 28 we have already said we will be 1.2 billion and then again 5,000 crores.
Anil Sarin · K16 Advisor
directWe always had a target of 2 million tons. So we expect that to reach by 28. And mind you, we are also commissioning ammonia. So that means that ammonia distribution would form part of this 2 million gas distribution that we intend to do.
Chir Vicaria · Budrani Finance
evasiveVolumes and margins have gone up. This is expected to sustain on account of volume increase that is going to happen which will bring procurement efficiency.
Chir Vicaria · Budrani Finance
directIt depends. We have just commissioned one terminal at a cost of 525 cr. So if it's one terminal then the same if there are multiple terminals they will be in the multiple of 525.
Milot Pul Sahu · JM Financial
directin the current year we expect around 25% utilization in the first year and thereafter growing at the rate of 30-40% year on year. Distribution... somewhere around 200,000 tons to begin with and then growing 20-30% year on year. The margins range from around 2,500 to 3,000. In distribution it could go up to 5,000 rupees.
Kunal Meta · Incred Equities
partialenergy prices rising and uncertainty element being built into so the margins have improved during Q4... volumes also have jumped from around 520,000 to 750,000 that has also brought procurement efficiencies. So what was 4,000 and what has become 7,000 currently comprises part on account of volumes and part on account of margin improvement.
Kunal Meta · Incred Equities
directwhen you look at cash don't look at all standalone alone you also have to look at cash holding in its 100% subsidiaries so all put together will come to 5,930 crores.
Amit Kumar · Determined Investment
directNo. What do you mean by that? There's nothing like inventory gain which we book in P&L. We keep very low inventory. We are not here to keep more than a month inventory. So inventories are not long.
Nandan · investor
evasiveNo, we are a very conservative company and I think 25% tag growth is not small. We have achieved 32% last 5 years. Now remember the base is getting bigger and bigger. When we had first given our guidance we were at an EPS of six. Now we are at an EPS of 26.
