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: Ashish G. Jain - Macquarie Research - Analyst
: I had 2 questions. Firstly, on demand. The table that you put out in the presentation, it has a fair bit of reds this time around. So relative to that,
how has the demand changed in the last few weeks, if at all, in terms of the drivers of demand?
Question: Ashish G. Jain - Macquarie Research - Analyst
: Okay. But like where is the delta coming from versus Q4? Is it -- any specific driver or is...
Question: Ashish G. Jain - Macquarie Research - Analyst
: No, no, I know. No, no. Sir, I understand that. I'm saying that if I look at the Y-o-Y trend in Q4 and compare that with Y-o-Y trend in April, is there a
specific reason for the...
Question: Ashish G. Jain - Macquarie Research - Analyst
: Right, right. Okay. Okay. And sir, secondly, in response to earlier question, did I hear you right that pricing today is INR 30 higher by and large versus
Q4 average?
Question: Ashish G. Jain - Macquarie Research - Analyst
: So that would cover us for the cost inflation by and large, I think, going back the number you indicated...
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APRIL 29, 2022 / 10:30AM, ULTC.NS - Q4 2022 UltraTech Cement Ltd Earnings Call
Question: Ashish G. Jain - Macquarie Research - Analyst
: Okay. Okay. Got it. Got it.
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