Bhagyanagarindia · 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
11
Answered directly
73%
Numeric claims
5
Consistency
mixed
Question ledger
Shoubam Gupta · Research desk
partialWe have achieved almost 5% AITA margin during the last two quarters. We are hopeful of maintaining 5% Teta margin throughout the next year and on a increased topline. Our topline projection... aiming for 3,000 crores in the year 9 um 2030 that is in 3 years we are planning to reach 5,000 crores in the year 2030.
Disha · Research desk
directThis year roughly about 10% of our uh growth has been in price and 30% has 35% has been in volume. Out of the 25% we are expecting 20% volume growth and 5% increase in uh prices. Between 15 to 20% should be our volume growth minimum every year.
Disha · Research desk
directWe have proposed 40 crores capex in the last in the next 2 years. We are proposing about 40 crore scapex in the next 2 years.
Disha · Research desk
partialThis products will give us roughly about 10% AITA margins and this go for AI data centers... we have started exporting to Canada and US... contribution to our top line is very very small right now but going forward in the next 3 to 5 years we hope to reach about 7 to 10% in the sectors.
Manan Sha · Research desk
directScrap is available from all over the world. The scrap coming from Gulf... has suddenly dried up... our dependence on uh scrap from Gulf is very very low compared to the rest of the industry... we are dependent on scrap from Gulf to less than 5%... our exposure to US is 35%.
Manan Sha · Research desk
directWe have very small pledge of my shares which have been given to MCX as security for our hedging. There is no pledge given to banks for raising of funds. A small percentage of my personal shareholding has been given to MCX which is less than 5%.
Weber Mishra · Research desk
directThe December quarter is mainly wrongly reported. What shares I told you I had pledged to the MCX has long been reported as sold. In this current quarter there has been a small share sale of shares from the promoters to raise a little personal money.
Vidanchal · Research desk
partialEPR has been notified only on April 1st of this year. We are ready to provide EPR services... we are the best position to take advantage of the EPR policy. But for this financial year and maybe even for the next financial year it will not have material impact.
Vidanchal · Research desk
directWe are targeting to maintain 5%. I think we are quite confident of maintaining 5%. If we maintain 5% I think we should be happy as a company. At current market prices of copper it comes to about 60 to 65 rupees.
Unnamed analyst (Mr. Mates?) · Research desk
directWe have very very high level of professionalization. Each of our plants are headed by a director... We have Surenda Bhtoria who's a CFO... In the working group only two of us me and Adwat are from the family.
Kushal Kasal · Research desk
evasiveVery difficult to break up because across product we have about 15 to 20 product mixes and the content of recycled copper in various products is different. Roughly about 5% the beta 62 rupees a kg based on 1200 rupees copper price I think is sustainable.
Raj Sharaf · Research desk
partialSourcing from Gulf has come down. Sourcing from other countries has slowed down because of transshipment in around Gulf. However, so far we have not been very badly affected. In the first quarter my volume might be slightly lower than the fourth quarter. It will be still much higher than the first quarter last year.
