The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Siddharth Gadekar - Equirus Securities Private Limited, Research Division - Analyst
: Sir, just one thing on the stand-alone operations. Now if I look at your realization terms increased by INR 3,000 almost sequentially. But when I look
at the cost, what explains this kind of a cause jump because we are looking at our EBITDA per tonne has declined by almost INR 1,000 on a sequential
basis. Is there anything I'm missing in this?
Question: Siddharth Gadekar - Equirus Securities Private Limited, Research Division - Analyst
:
Question: Siddharth Gadekar - Equirus Securities Private Limited, Research Division - Analyst
: Okay. So adjusting for that our sequential increase is very sharp because normally if I look at the prices, coking coal prices would have been up by
$10 or $15 per tonne and iron ore also would be in a similar range, but that doesn't explain that kind of a caution to you?
Question: Siddharth Gadekar - Equirus Securities Private Limited, Research Division - Analyst
: Okay. Got it. But now are we carrying any high cost inventory again into the first quarter? Or how should we look at it in terms of coking coal. In
terms of coking coal and iron ore prices going ahead now first on a consumption basis?
Question: Siddharth Gadekar - Equirus Securities Private Limited, Research Division - Analyst
: Okay. And in terms of our pellet capacities, we were expecting to commission it so almost 12 million tonne of added capacity this year. So in terms
of our utilization, is it fair to assume that we could be at 100% capacity utilization by next year end? Or it will take even more time?
Question: Kirtan Mehta - BOB Capital Markets Limited, Research Division - Analyst
: Just a clarification on the coal block again. In terms of you have indicated 3.5 million in mining plan. Is it for Utkal C and Gare Palma both together
for this year? Or is it related to one particular mine?
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MAY 16, 2023 / 12:00PM, JNSP.NS - Full Year 2023 Jindal Steel And Power Ltd Earnings Call
Question: Kirtan Mehta - BOB Capital Markets Limited, Research Division - Analyst
: Okay. And would you be able to indicate similar mining plan for Gare Palma and the other assets, which could also probably come sometime during
either this year or the next?
Question: Kirtan Mehta - BOB Capital Markets Limited, Research Division - Analyst
: Sure, sir. One more question was about you have been reviewing some of the internal practices and has like -- we have taken some of the write-off
in the overseas mining subsidiaries earlier. We are again being some more additional area this time as well. We are also reviewing the CapEx plan
again for the comprehensive net as well. So I just wanted to understand from the management side that which are the areas, which you have
reviewed so far and feel comfortable about? And which are the areas where there is a still review ongoing apart from the CapEx -- overall CapEx
plan?
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