MANGLMCEMNSEQ4 FY22May 10, 2022

Mangalam Cement Limited

2,259words
37turns
3analyst exchanges
2executives
Management on call
Yaswant Mishra
PRESIDENT CORPORATE AND CFO, MANGALAM CEMENT LIMITED
Vaibhav Agarwal
PHILLIPCAPITAL (INDIA) PRIVATE LIMITED
Key numbers — 31 extracted
18%
ings that we have done highest ever sales at Mangalam Cement during this year. We got a growth of 18% from last year. We have dispatched a highest ever PPC cement of 22.17 lakh tons in this year. Hig
22.17 lakh
this year. We got a growth of 18% from last year. We have dispatched a highest ever PPC cement of 22.17 lakh tons in this year. Highest ever collection also more than 2,000 crores around 2,047 crores and we
2,000 crore
a highest ever PPC cement of 22.17 lakh tons in this year. Highest ever collection also more than 2,000 crores around 2,047 crores and we have started dispatching maximum quantity, we have dispatched around
2,047 crore
ement of 22.17 lakh tons in this year. Highest ever collection also more than 2,000 crores around 2,047 crores and we have started dispatching maximum quantity, we have dispatched around 50,000 tons from Ali
9.66 lakh
cern right now. In fourth quarter of last financial year 22 we have sold highest ever quantity of 9.66 lakh metric ton out of our capacity of 10 lakhs per quarter. Mangalam Cement May 10,202
10 lakh
nancial year 22 we have sold highest ever quantity of 9.66 lakh metric ton out of our capacity of 10 lakhs per quarter. Mangalam Cement May 10,2022 So, these are the highlights of our work
Rs. 135 crore
u because price realization did not happen as desired. Cost of power and fuel we have paid around Rs. 135 crores additional compared to last year only in power and fuel everybody has paid and we have also paid
100%
e shall be producing around 2,200 plus in May and most probably by June end we shall be using our 100% capacity to produce and as the market is good for timber MDF industry. We hope that this year in
33.37 lakh
n and sales number of cement? Yaswant Mishra: Annual number you see our production of cement is 33.37 lakh tons and clinker is 23.96 lakh tons. Utilization is 83.43%. We have sold around 33.54 lakh tons g
23.96 lakh
Yaswant Mishra: Annual number you see our production of cement is 33.37 lakh tons and clinker is 23.96 lakh tons. Utilization is 83.43%. We have sold around 33.54 lakh tons giving a growth of 18.18% comp
83.43%
ou see our production of cement is 33.37 lakh tons and clinker is 23.96 lakh tons. Utilization is 83.43%. We have sold around 33.54 lakh tons giving a growth of 18.18% compared to last year. Keshav La
33.54 lakh
ent is 33.37 lakh tons and clinker is 23.96 lakh tons. Utilization is 83.43%. We have sold around 33.54 lakh tons giving a growth of 18.18% compared to last year. Keshav Lahoti: May I know how was the p
Advertisement
Guidance — 2 items
Vaibhav Agarwal
opening
“Mishra for his opening remarks which will be followed by interactive Q&A.”
Vaibhav Agarwal
qa
“1,200 a ton if you can give some guidance there in terms of our average power and fuel?”
Risks & concerns — 1 flagged
Highest ever collection also more than 2,000 crores around 2,047 crores and we have started dispatching maximum quantity, we have dispatched around 50,000 tons from Aligarh unit also because we were not getting fly ash earlier now we have already started getting fly ash the unit is running plus one new unit which we needed three years before has started functioning and we shall be getting fly ash from that unit also at Aligarh so availability of fly ash is not a concern right now.
— Yaswant Mishra
Advertisement
Q&A — 3 exchanges
Q
I just want to know whether this quarter we have faced any issue with respect to linkage coal?
Yaswant Mishra
We are not getting linkage coal for last two years. Our linkage coal for CPP is pending for 22 months which they are not giving because of sometime coal not available, sometime they are not able to give the racks, but 22 month pending and at present you people are aware that Coal India and railway have issued surplus not to give any coal to adhere any industry other than power so racks are also not available, so cost increase has to be on that front and we are also suffering because of that. And sir what is the business outlook for timber business? Timber business outlook is very nice we have
Q
So I was saying that could you please mention the trade and nontrade mix for this quarter?
Yaswant Mishra
Yes 65 and 35 I said I just mentioned if you have mentioned. Can you just tell like in Quarter 4 what was the pricing scenario like how much price hike were taken by you considering we are saying majority of the companies? Yes, there were price hike around Rs. 15 to Rs. 20 it happened but did not happened for the whole quarter. And further price hikes like in this April and May month that you are taken? May month also some price is taken I do not know market is not taking that very seriously or positively because discounts have also increased in the market. So, if everybody increase discounts
Q
Sir I have a couple of questions if I may sir one thing is that on the realization front for Mangalam Cement in particular the number appears to be little subdued versus the industry peers in terms of expectation what we are expecting?
Yaswant Mishra
You are correct Vaibhav Ji. The thing is like this that you are not taking that other income in considering whereas we are a single segment company we are not having another thing and these other income is not from our scrap sale or something else. These are the income which fund we have invested in the mutual fund or some other form of investment FDs or something else. So, if this was not have been invested and we have not got that other income it would have reduced my cost of borrowing also a little bit. These are those income which we could include in our profitability and if you include yo
Speaking time
Yaswant Mishra
16
Vaibhav Agarwal
6
Moderator
5
Keshav Lahoti
5
Shouvik Chakraborty
5
Advertisement
Opening remarks
Vaibhav Agarwal
Thank you Aman. Good evening everyone. On behalf of PhillipCapital (India) Private Limited we welcome you to the Q4 FY22 and FY22 Call for Mangalam Cement. On the call, we have with us Mr. Yaswant Mishra – President Corporate and CFO of the company. I would like to mention on behalf of Mangalam Cement and its management that certain statements that may be made or discussed on conference call maybe forward-looking statement related to future developments and current performance. The statements are subject to number of risks, uncertainties and other important factors which may cause the actual developments and results to differ materially from the statements made. Mangalam Cement Limited and the management of the company assumes no obligation to publicly update or alter these forward- looking statements whether as a result of new information or future events or otherwise. I will now hand over the floor to Mr. Mishra for his opening remarks which will be followed by interactive Q&A. Thank
Yaswant Mishra
Good afternoon again. This year after just when COVID happened and we all recovered practically by God grace and industry was doing good and it did much better in this year on all parameters. We at Mangalam Cement also have done our best just to inform you few things that we have done highest ever sales at Mangalam Cement during this year. We got a growth of 18% from last year. We have dispatched a highest ever PPC cement of 22.17 lakh tons in this year. Highest ever collection also more than 2,000 crores around 2,047 crores and we have started dispatching maximum quantity, we have dispatched around 50,000 tons from Aligarh unit also because we were not getting fly ash earlier now we have already started getting fly ash the unit is running plus one new unit which we needed three years before has started functioning and we shall be getting fly ash from that unit also at Aligarh so availability of fly ash is not a concern right now. In fourth quarter of last financial year 22 we have sol
Advertisement
← All transcriptsMANGLMCEM stock page →