AIA Engineering · 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
73%
Numeric claims
2
Consistency
contradicted
Question ledger
Varun Jain · Dolat Capital
partialSir, we, Mr. Jain, we don't give, client-wise details, but broadly, you can say that, if you look at the mining volumes, on an average, around, 3,000-4,000 tons maximum would be from India.
Varun Jain · Dolat Capital
evasiveour fundamental focus in mining is actually in the opportunity outside India. The reason is, we are looking at very large, much, much bigger markets, like Latin...
Varun Jain · Dolat Capital
directBalance 75-80 may around INR 30 crore is for our new solar hybrid capacity... I would say a realistic number is in the range of about 50-55.
Varun Jain · Dolat Capital
partialmill liner-based approach is the focus on which we are working right now... the progress is happening satisfactorily, but it is taking a little time.
Priyanka Biswas · JM Financial
directCorrect. To be very clear, at least one mine in next 2-3 months, the second mine could be maybe 4-5 months.
Priyanka Biswas · JM Financial
directWe are not an Indian exporter who benefits or loses on account of, you know, the dollar change... transactional currency is U.S. dollars... currency for us is a pass-through.
Priyanka Biswas · JM Financial
directWe don't sell to Hermès or European luxury houses. Our customers are mines and cement plants... Europe FTA, by and large, we're neutral to it.
Devansh Sevani · DD Enterprise
directwe are refraining from giving any guidance on the margins... our guidance per se, on an operating side, at a much higher volume, is actually lower. We are talking of 23%-24% and not even 27%.
Bhavin Vithlani · SBI Mutual Fund
partialwe are currently operating at a little lower than 50% of our rated installed capacity... that particular capacity is still available, even at a higher level.
Bhavin Vithlani · SBI Mutual Fund
directI think so. The thing is that with the work that we have done for China and Ghana, right, which is modular plants, a lot of that is quick setup.
Vaibhav Shah · Indsec Securities
directwe have started supply. So Q3 includes supplies to Chile. And, of course, it's over 18 months... we are pretty confident that it should continue on a recurring basis.
Ravi Swaminathan · Avendus Spark
partialThe total volume lost would be in excess of 75,000-80,000 tons... I'm only happy to report that my profits have grown from INR 600 crores to INR 1,100 crores, despite losing, you know, 30% of my volume.
