Apar Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
79%
Numeric claims
1
Consistency
contradicted
Question ledger
Nithan Aurora · Axis Mutual Fund
directthe US market we are seeing actually a very strong uh traction in the US market. It is being clearly led by u the data center opportunity there... we have already supplied to three major data center projects so far and um in the US uh the total of cables that have gone in there is in the range of about $15 million
Nithan Aurora · Axis Mutual Fund
directNo. So it's looking at all the opportunities... the US is being led by data centers but you know unlike in the case of fiber and some of the other things where they're directly and blocking capacities here. These are largely projects which are awarded to EPC players
Nithan Aurora · Axis Mutual Fund
partialwe expect that from on a medium to long-term perspective our conductor margins could be in the range of 35 to 36,000 per metric ton and this has been resulting because of the impact of high premium products... plus the tailwinds coming our way.
Fumesha · Namora Holdings
directconductor division our capacity utilization currently be about 90 to 95%age. And similarly for cables it could be close to about 85 to 90%age... around 400 400 crores would be coming from conductor division around 200 odd crores from oil division and cable would be in the range of 850 cr.
Fumesha · Namora Holdings
directno with these HVDC projects have just been uh just been awarded. So both conductor and the oil will come significantly later... the business will run through FI27, FI28 also uh in terms of the awards taking place.
Fumesha · Namora Holdings
partiala medium-siz um data center that you would supply in the US would be taking about 10 to 12 million worth of cables of just the medium voltage cables... about 25-30 million for a medium size data center in the US.
Fumesha · Namora Holdings
evasiveSo that's what we always indicate 35 to 36 plus tailwinds and uh as you can see the order book is not representing the entire uh uh requirement for the year... we don't give the guidances for next year.
Moit Kumar · ICICI Securities
directthe refinery that we source a reasonable amount of quantity and have a long-term contract with is Saudi Aramco's base oil refinery in Yanbo... from a sourcing standpoint there is not not a major impact from the refinery in the Middle East.
Moit Kumar · ICICI Securities
directGenerally we see a good growth prospects in this year there was a little bit of uh holding back of tenders last year. uh this year we expect lot of more tenders to be finalized... 45.8% is the mix uh that we had of uh premium uh products and if you look at that as a percentage of you know the current order book it's about a little over 50%.
Amit Arwani · PL Capital
directwe have already spent about 400 crores in FI26 and uh if you look at all the carry forward projects which we have into FI27 that's about 850 crores... we are seeing this is a capex towards that 10,000 crores only.
Amit Arwani · PL Capital
partialthe machineries are capable of producing uh different specification of products... the fungibility is going to remain reasonably high... There could be uh you know increased competition uh to some extent. You may lose a percentage or so in eida here or there but the overall size of the pie will continue to grow.
Amit Singh · 361 Capital
directwhatever rationalization has been done it seems like that now this is here to stay for a while. So the uncertaintity which was uh really the big problem that existed uh in the last financial year that problem is now uh at least that visibility is there... we see that at these tariffs we will grow significantly in FI27 over FI26 as far as the US market is concerned.
