Kosuk Shaha · Walford PMS
partialVolume guidance for FY26 after Q1 shortfall
we assume that by the end of this year we should be able to achieve uh the growth as predicted in the earlier corn call. So we should be able to do around six lakh tons.
AGARIND / Q1-FY26 / claim-ledger
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Agarwal Industrial Corporation · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
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58%
Numeric claims
3
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contradicted
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Kosuk Shaha · Walford PMS
directReason for EBIT margin drop in vessel chartering
due to the geopolitical situation, the vessels were not optimally utilized. So they vessels were under utilization in this quarter.
Kosuk Shaha · Walford PMS
evasiveImprovement in vessel utilization in current quarter
there are improvements in this quarter because as explained these geopolitical situations no one can predict
Yash WHMA · Abnwise
evasiveConfidence in 20% volume growth guidance after Q1 decline
we would be growing at around 10% nearly 10% of the given volume. So we should be our guidance still remains at around 6 months all depending upon geopolitical again
Yash WHMA · Abnwise
directEBITDA guidance for FY26
return still remains around same level that we had given in the first quarter around 4300 more than 4300 for the year.
Tanmi · H Securities
directFY28 volume doubling target still intact?
the guidance for the FY28 still remains the same because this last quarter was one of the quarters wherein which is affected due to geopolitical situation which may not arise every year.
Tanmi · H Securities
partialBottom line outlook given lower EBITDA guidance and higher depreciation
We we had around 4100 in FY 2425. The guidance earlier was given at 4500. We still maintain. However would be adding a disclaimer at minimum 4,300.
Suesh B · Wealth Guardian
evasiveMarket share loss in Q1
the increase that you in is in terms of drums not in bulk and the bulk volume still was lower by almost 8 to 10% in the first quarter.
Suesh B · Wealth Guardian
directReason for higher tax provisioning in Q1
The difference between Q1 and Q4 is basically due to the volumes. As we assume in Q4 when we have we we see that the volumes are high does the taxation we have to pay higher taxes as per the advanced tax norms.
Suesh B · Wealth Guardian
directKey costs in shipping vertical causing margin drop
Your cost fixed cost remains the same in any business that you do. Even in the shipping side, your fixed cost of wages, crew, the shipping operation, everything remains same irrespective whether the vessel is moving or not.
Suesh B · Wealth Guardian
directCost and capacity of new Karwar acquisition
The cost the new equation is having existing capacity of more than 24,000 tons and the total capex will be more than 30 crores in this.
Kesha · Rakan investors
evasiveSignificance of underperformance vs Indian import drop
It is purely because of two reason three reasons. the geopolitical situation between India Park, US, Israel and the Middle East and the monsoons these three factors in lower imports of bitammen.