This video may be beneficial reading on the different type of pipes being manufactured by hari om(patra raw material) and sambhv(narrow width hr coil) , quality of pipe is better in case of manufactured with narrow width hr coil
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You forgot ROE & ROCE of Sambhv is way above Hariom also working capital cycle is shorter as compared to Hariom and Sambhv has done some capex which is yet to get utilized & greenfield project is going to commence in coming years which can provide growth runway as compared to Hariom
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I did some back-of-the-envelope analysis for FY27. It looks very cheap at current levels. According to my estimates, it can do 160Cr+ PAT in FY27. It’s trading at 7-8*FY27 earnings. This year, they had very good cash flow, which was a confidence booster.
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Only 137KMT capacity is backward integrated and presently at 75% of capacity utilisation and blended EBIDTA is Rs.7147. GP lines are not backward integrated and CU is 17.2 %. So the volume growth will come from GP Coils..so how did you come to Rs 7100/- EBIDTA
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It’s in the last concall, there were a lot of questions about it, but they reiterated, it will be around this level.
Hello. Thank you for the opportunity. My first question was that, to make galvanised pipes, the raw material, which you mentioned, HRC, that is currently available in the market at INR 45 per kg. So, what is the blended cost of manufacturing including the raw material and conversion cost, just for this galvanised pipelines? And what would be the average realisations currently?
Amitabha Bhattacharya: So basically, madam, in short, all of your question, I can give you
that around 6,600 to 6,800, that much of blended EBITDA, that much of per-tonne EBITDA, we are earning from the galvanised pipe and coil, this product.
Now comes to volume
Amitabha Bhattacharya: So as of today, we are on track to achieve around 14% volume growth in Q1 compared to the last quarter.
Amitabha Bhattacharya: 33,380 metric tonnes, which is almost on 40% of our Q1 FY '26 target.
and
ended up with Total Sales Volume for the Quarter - Growth of 35% YoY & 5% QoQ
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Flagging post for using AI for self promotion.
There is no value added to the trhead by the user. Request moderator to ban.
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