Bansal Wire Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
67%
Numeric claims
1
Consistency
contradicted
Question ledger
Pariff Johnson · Anand Rati
partialQ1 we have started with lesser volumes. Last month our volumes were cut to an extent of 35%. However those are back we are now expecting about 80-85% kind of our volumes... other than automotive segment all other segments we still see a lack of demand.
Pariff Johnson · Anand Rati
directYes, that could definitely support our top line but that would still not translate to real earnings. At the end of today our business is still driven by volumes and a bit per ton.
Pariff Johnson · Anand Rati
partialThe order we would be receiving would be from the top four companies in India. It will be our first trial order. Once we supply that order and if the customer finds everything intact then we can expect a regular order.
Pariff Johnson · Anand Rati
partialOverall our product mix has remained the same. 55ish% of low carbon, 25 high carbon and 20% stainless steel in general. This is the broad thought process.
Pratik Singh · IIFL Capital
evasiveAutomotive sector has been doing well, there we are still able to grow. Every other sector we are seeing a very sluggish demand because of price increase in steel and the situation we are all going through.
Pratik Singh · IIFL Capital
directFrom this year there is no more negative impact on EBITDA which we foresee in terms of our regular operations. If we grow at 20% our EBITDA should also grow at 20%.
Disha · Safia Capital
evasiveRight now it is very difficult for me to give you a number because it is a very dynamic situation. But once it turns back to normal we should be able to grow at 20%.
Disha · Safia Capital
partialIn March alone we were at about 25% capacity utilization in IHTY, increasing by maybe 10-15% every month. Right now it is not contributing much but once we touch 50% capacity utilization it should turn into positive EBITDA.
Deepak · Sundaram Mutual Fund
directWe are still buying from our main suppliers but we've also included a lot of discounting limits from this year which is where you are seeing the payable going high. This is part of the discounting facility.
Deepak · Sundaram Mutual Fund
directThat 0.9 will come towards the end of 27. We will only be able to utilize that in 28. For this complete year we would still be adding some capacities here and there. From 6.8 lakh it should be at least 8 lakhs, with Sanand it might be 8.5 or 8.6.
Hit Sha · Dalal and Brocha Stock Broking
directThe balance 50% land we would be trying to sell it off to get that cash in. We have deferred our backward integration project and for the next couple of years it does not fit in our strategic investment scheme.
Pujan Sha · Molecule Ventures
directTechnology is one. To get the right people is another. We have exclusive collaborations with suppliers. There is a long approval process. Also our capex per ton is very low, industry norm is at least 50% higher.
