Apar Industries · 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
3
Consistency
contradicted
Question ledger
Umesh Raut · Nomura
partialWe will continue our guidance of 30,000 per metric ton. Despite that, we have got INR 35,000-INR 40,000 EBITDA per metric ton. For the time being, we'll continue to guide INR 30,000 per metric ton.
Umesh Raut · Nomura
partialData centers is definitely one of the major drivers. Our estimate is that the major part of the demand currently in the U.S. is actually coming because of the data centers. The second driver is also wind energy.
Umesh Raut · Nomura
evasiveExplained Section 232 tariff structure but did not provide the requested share.
Umesh Raut · Nomura
directOn a medium to long-term basis, we expect the margins to hover around 10%-12%, as we have been guiding earlier.
Umesh Raut · Nomura
declinedNo, there is no fixed pattern as such. It all depends on the composition, on the requirements, on the mixed specifications.
Amit Anwani · PL Capital
directThe answer to that is no because we run a completely hedged book. So we do not take on the risk of the metal.
Amit Anwani · PL Capital
partialFor almost two months, which is your August and September of the last quarter, the order inflow had almost completely stopped. This would definitely have a short-term impact in our booking of revenues in Q3 of FY26.
Amit Anwani · PL Capital
directThe domestic market Q2 is normally the slowest period. The power cables work really stops quite dramatically in Q2. So we took that period to actually complete all the U.S. export orders.
Amit Anwani · PL Capital
directThe EBITDA pattern for the U.S. markets across both conductors and cables have both obviously taken a hit. But we have been able to pass on this hit to the customers. So there is no net impact on our profitability.
Prathmesh Salunkhe · PL Capital
partialThere will be a definite impact in Q3 of FY26 because there were two months of really no order inflow. As we get into Q4 onwards, you will see again the momentum starting to pick up.
Nitin Arora · Axis Mutual Fund
directOn the order flow, constant inquiry has been coming. We've seen a large intake come in at the end of October. So you'll see a reasonably strong execution happening from November onwards.
Kumari Nitisha · ICICI Securities
directIt is all going as per schedule. The bulk of it will be done by March 26, and some part of it will get done by the Q1 of the next financial year.
