Dalmia Bharat · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
63%
Numeric claims
1
Consistency
contradicted
Question ledger
Jashandep Singh Chhatta · Nura
directwhen we said that the run rate for the next year is about 20 crores. So this new incentive is also included. So this incentive is including the retrospective side effect that is why the figures have been stated that uh 37 cr into the previous year and 9 cr in the first half but the impact will come in the coming years also that is included in the run rate of 20 crores per year.
Jashandep Singh Chhatta · Nura
partialeast is uh you know one of the lowest per capita consumption regions in the country and the headroom for growth here is quite high... my belief is that e should definitely uh be slightly above than the you know national average and I think 7 to 8% growth in east should be uh quite easily possible
Jashandep Singh Chhatta · Nura
evasivethe blended cost will go up as we seen that the petrol prices have gone up but of course we'll try to mitigate this by increasing the blend of the domestic coal which is slightly cheaper
Indra Raja Garval · CLSA
directWe have roughly in the ballpark of 45 to 50 rupees per ton is what we have structurally extracted... we gave a guide to the 150 to 200 we have down six quarters we are roughly 50s in the bank.
Indra Raja Garval · CLSA
evasiveI think we are just 20 days into the quarter. Uh right now if you were to ask that question yes we are excited with the green shoots but too early for us to count money. Uh early signs are good.
Amit Mura · Access Capital
directSo next year also we expect the capex to be around 4,000 crores and for the next two years I think the capex could be in the range of about 8 to 9,000 crores.
Amit Mura · Access Capital
directdiscounting and selling is definitely not a strategy on the table... the NSR drop is not, you know, an outlier to the industry. Uh it would be one shade better only and discounting is not uh on the table as a strategy to sell and the profitable growth remains our objective.
Navin Sardi · ICS Securities
evasivewe are now actively pursuing JP project detailing uh you know sorry JM project detailing... every single element that goes into creating the project is happening and is well on track.
Navin Sardi · ICS Securities
partialthe over capacity in this sector is here to stay at least for the next foreseeable future... pricing is going to move up over the medium term and I remain um you know cautious in the short term but uh you know reasonably optimistic in the medium to long term.
Panakin · HSBC
directI would this is what we expect. I think the momentum has picked up in December. We expect the same to roll on in quarter 4 might be you know a little here and there. So we high single digit is what our expectation is for the industry.
Panakin · HSBC
directThis is definitely not the new normal... you should look at uh mid60s to high 60s only as a future path this is what we are you know committed to deliver
Satya Jen · Ambit Capital
partialon JSLM um things are going as per plan. Uh we we expect uh you know a large part of the land acquisition for grinding units etc is already done... our priority is Jesselm made right now because from a a return perspective we think that um this will offer better returns
