Ashapura Minechem · 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
46%
Numeric claims
1
Consistency
contradicted
Question ledger
Ain Nahhata · Pami Financial Services
partialSo our Bofa port capacity will increase I think from five or so up to approximately 10 close to 10 million tons. We are also now working on our other port to expand the capacity which may be by the end of FY27 28.
Ain Nahhata · Pami Financial Services
partialTo our understanding it will be an impediment for newer players in the industry because along with their mining permits they would also have to apply for their own quotas.
Kisha · Sapphire Capital
directBallpark as we had said earlier that our target for the year after next is 15 million and this year we are expecting broadly a range of 10 to 12 million tons for next year.
Kisha · Sapphire Capital
evasiveI think that largely we expect the business to be stable and improve. Most of our initiatives are kind of medium-term and till then we expect like a stable growth probably maybe a little bit better than previous year or same.
Mayur Shawat · Invest for Edu
directFor at least next one or two year there won't be any tax liability at least to Ashapura.
Mayur Shawat · Invest for Edu
evasiveHonestly we are hopeful that maybe the pain as far as prices is concerned will be short term maybe another quarter or so. We think that at least another quarter and then monsoon quarter is typically a low volume quarter.
Sut · ZTO Capital
partialI think we have mentioned in our press release in quarter 4 our EBITDA per metric ton has come in $5.9.
Nalen Sha · NVS Brokerage
evasiveQuarter 4 of course we had a sharp drop in EBITDA which was also anticipated. I think quarter one may be similar or maybe little bit more difficult to be fair because of the uncertainty and the elevated fuel prices.
Nalen Sha · NVS Brokerage
evasiveWe are currently evaluating models wherein the capex can be handled by our potential vendors or partners and we are looking at perhaps a build operate transfer kind of a model. Nothing is finalized yet.
Nahar Pia · Millie Capital
partialOurs would be considered as a low to medium grade maybe somewhere ballpark in the range of 40 to 50%. However, the important part is that this is beneficiable which means after washing it can be upgraded to export quality.
Manprit Aurora · Aurora Wealth Advisers
directOur concessions are free from any such terms and conditions and government also recognizes the difference between us and very large Chinese players. So as of now there is no requirement implicit or explicit that Ashapura group will be required to put a refinery.
Harshett · Robo Capital
partialWe have guided for 10 to 12 million tons whatever number you pick and you can even considering today's price approx 70 at least $700 million from Guinea should come and India should continue growing.
