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: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst
: Yes. Congratulations on a great set of numbers. The (inaudible) cost has declined on a quarter-on-quarter basis. So can you give some highlights
of how much iron ore and cooking coal and thermal coal was down? In consumption cost?
Question: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst
: And sir thermal coal would have also declined, right? It is a declining trend?
Question: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst
: And sir, as you gave guidance of NSR, which could be down 4%, 5% for next quarter. How will the costs are trending in this quarter?
Question: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst
: Sir, if you can guide on how the cost are also trending?
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AUGUST 11, 2023 / 11:45AM, JNSP.NS - Q1 2024 Jindal Steel And Power Ltd Earnings Call
Question: Kirtan Mehta - BOB Capital Markets Limited, Research Division - Analyst
: The question is basically, we were planning to undertake the CapEx review and inform the market about the sort of the revision in the CapEx plan.
Has that been completed? Any changes a part of the same? Or we are still expecting the CapEx plan to also evolve at a later date and also in the
changes, apart from the changes that you have mentioned, we are also not seeing the [TSCR] component presence? So is that also exist as an
option further?
Question: Kirtan Mehta - BOB Capital Markets Limited, Research Division - Analyst
: Fine and on the review of the CapEx? Has it been over or it's still ongoing?
Question: Kirtan Mehta - BOB Capital Markets Limited, Research Division - Analyst
: Last time, what I understand was we had made an announcement about the review being undertaken and plan was basically either to come to
the market before the -- as soon as it completes. So the exercise is still on? That is what you are confirming at this point of time?
Question: Kirtan Mehta - BOB Capital Markets Limited, Research Division - Analyst
: Fine, sir. Anything that you can share on the ideas under consideration at this time?
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