APL Apollo Tubes · 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
58%
Numeric claims
1
Consistency
contradicted
Question ledger
Sukrit Dartil · Isite Fine Trade Private Limited
partialOur strategy is very clear. Right now we are close to a capacity of 5 million t and in the next two or three years we are going to build up the capacity of four 7 million t.
Sukrit Dartil · Isite Fine Trade Private Limited
partialPower how we release the unit per turn also and the cost of the unit also both the area is on the freight factor... and number three on the front of our salary cost we are targeting minimum My target is to bring down to 600 rupees per ton.
Niha Talija · Noama
directOne is the gross margin improvement which is around 200 rupees per ton... then 200 rupees per turn is coming from operating leverage benefits... and 100 rupees per ton was on account of lower expense which we booked in quarter one for ESOP.
Niha Talija · Noama
evasivewe have lot of pressure so we don't want to increase but this I very sure almost 3.5 million plus almost God is great.
Niha Talija · Noama
evasivevery frankly I'm saying but due to our brand due to our size due to our systems we we are sustainable... is very bad all three demand steel prices.
Agrin Kunga · AT investments
direct100% will be funded from internal cash flows. If you look at our operating cash flow to I beta that's like above 90%. So this will help us to fund the 100% of KEX.
Agrin Kunga · AT investments
evasiveBecause for 5 years we are talking if the everything is well the maybe we touched 10 million t... and when we cross 5 million and margin I don't think max000us I don't know what is the senate.
Adita Walakur · Access Securities
partial100 collected like right now the HR coil of for the month of October is close to 46,000 rupees per ton... if we do any import with the duties it's cost us to 52 or 53,000 per ton so this is not possible to import anything outside of the country.
Kumar Swamia · Ambit Capital
partialRight now I think from January 2025 we are total focusing on our brand leverage and the size leverage we spread our margin or pricing from others.
Aka Cha · Canada Roberto Mutual Fund
directactually in fact there was some inventory loss only in this GP per ton which you are seeing because fuel prices came down okay in the second quarter versus Q1. So there is no inventory gain in fact there is some inventory loss.
Andre Purusham · Cog Advisers
directwhatever steel price movement is there it is like 100% pass through... NSR decline by 5,000 per ton... raw material cost also came down by similar level... The only improvement in GP per ton is 200 rupees.
Sor Petra · Ask Investment Managers
directlast two years again we were ramping up our Dubai plant... now they have stabilized the utilization rates are above 70%... we will not have a negative operating leverage again... we are confident that ITA growth now will be superior than the volume growth.
