{"id":130916,"date":"2022-07-01T04:05:39","date_gmt":"2022-07-01T08:05:39","guid":{"rendered":"https:\/\/44.250.171.167\/?p=130916"},"modified":"2022-10-06T04:42:53","modified_gmt":"2022-10-06T08:42:53","slug":"jindal-saw-limited-q4-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/jindal-saw-limited-q4-fy22-earnings-conference-call-insights\/","title":{"rendered":"Jindal Saw Limited Q4 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Jindal Saw Limited Q4 FY22 Earnings Concall\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/_JXHpmA1UP4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Key highlights from Jindal Saw Limited (<a href=\"https:\/\/44.250.171.167\/symbol\/JINDALSAW\/\">JINDALSAW<\/a>) Q4 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Pratiksha Daftari from Aequitas Investment asked about near term impact of the export duty for the orders already booked. Neeraj Kumar CEO said the export stuck in pipeline are small in nature. JINDALSAW added that the impact on the company is insignificant.<\/li>\n<\/ul>\n<ul>\n<li>Pratiksha Daftari from Aequitas Investment enquired about DI outlook. Neeraj Kumar CEO answered that the company is seeing a good outlook on DI. One is in 2024 general election, Jaljeevan mission of govt. of India and states following of various schemes are supporting the DI business for JINDALSAW.<\/li>\n<\/ul>\n<ul>\n<li>Arijit Dutta of Kotak MF asked about competition for the company in DI pipe as a segment. Neeraj Kumar CEO clarified that JINDALSAW is constantly moving the quality and the product bar up, which will make the new comers to catch up.<\/li>\n<\/ul>\n<ul>\n<li>Arijit Dutta of Kotak MF asked about the cost of setting up a DI facility. Neeraj Kumar CEO answered that to set up a DI facility of the capacity and nature, JINDALSAW has 0.5 million ton in Gujarat. Today the replacement cost of that would be upward of INR1,000 crores, excluding blast furnace.<\/li>\n<\/ul>\n<ul>\n<li>Aashav Patel with Molecule Ventures PMS enquired that in FY22 DI pipe segment, what proportion of sale is coming from older and lower price contracts. Neeraj Kumar CEO said that in current the entire order book of USD180 million for DI is all old contract spill over to FY23. In the current year, proportion of fixed price old contract is very low.<\/li>\n<\/ul>\n<ul>\n<li>Aashav Patel with Molecule Ventures PMS asked that except Sathavahana, if the company is planning to undergo DI expansion over the existing facility. Neeraj Kumar CEO said currently the focus is on Sathavahana. If it turns successful, the path will be one and if not it will be different, need to wait and watch.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Jindal Saw Limited (JINDALSAW) Q4 FY22 Earnings Concall Q&amp;A Highlights: Pratiksha Daftari from Aequitas Investment asked about near term impact of the export duty for the orders already booked. Neeraj Kumar CEO said the export stuck in pipeline are small in nature. JINDALSAW added that the impact on the company is insignificant. [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"Jindal Saw Limited Q4 FY22 Earnings Conference Call Insights #JINDALSAW #Q4","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,12],"tags":[9799],"class_list":["post-130916","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-other-industries","tag-pipes"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":138102,"url":"https:\/\/alphastreet.com\/india\/jindal-saw-limited-jindalsaw-q2-fy23-earnings-concall-transcript\/","url_meta":{"origin":130916,"position":0},"title":"Jindal Saw Limited (JINDALSAW) Q2 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"November 14, 2022","format":false,"excerpt":"Jindal Saw Limited (NSE:JINDALSAW) Q2 FY23 Earnings Concall dated Nov. 14, 2022 Corporate Participants: Neeraj Kumar -- Group CEO and Whole-Time Director Unidentified Speaker -- Analysts: Pratiksha Daftari -- Aequitas Investment -- Analyst Saket Kapoor -- Kapoor & Company -- Analyst Anand Jhanwer -- Phillip Capital -- Analyst Neha Jain\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":132411,"url":"https:\/\/alphastreet.com\/india\/dcm-shriram-ltd-q1-fy23-earnings-conference-call-insights\/","url_meta":{"origin":130916,"position":1},"title":"DCM Shriram Ltd. Q1 FY23 Earnings Conference Call Insights","author":"Praveen","date":"August 4, 2022","format":false,"excerpt":"https:\/\/youtu.be\/nzreCCdV3Ug Key highlights from DCM Shriram Ltd. (DCMSHRIRAM) Q1 FY23 Earnings Concall Q&A Highlights: Ahmed Madha of Unifi Capital asked about the FY23 volume outlook of the sugar business. Vikram Shriram VC replied that in FY23 the weather patterns have been relatively decent. And the company expects the volume to\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":139545,"url":"https:\/\/alphastreet.com\/india\/jindal-saw-limited-jindalsaw-q3-fy23-earnings-concall-transcript\/","url_meta":{"origin":130916,"position":2},"title":"Jindal Saw Limited (JINDALSAW) Q3 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"January 31, 2023","format":false,"excerpt":"Jindal Saw Limited (NSE:JINDALSAW) Q3 FY23 Earnings Concall dated Jan. 30, 2023. Corporate Participants: Vikash Singh\u00a0--\u00a0Investor Relations Neeraj Kumar\u00a0--\u00a0Group CEO and Whole-Time Director Narendra Mantri\u00a0--\u00a0Chief Financial Officer Analysts: Riya Mehta\u00a0--\u00a0Aequitas Investments -- Analyst Deepak Poddar\u00a0--\u00a0Sapphire Capital -- Analyst Abhishek Maheshwari\u00a0--\u00a0SkyRidge Wealth Management -- Analyst Unidentified Participant\u00a0--\u00a0-- Analyst Miraj Shah\u00a0--\u00a0Arihant Capital\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":146894,"url":"https:\/\/alphastreet.com\/india\/jindal-saw-limited-jindalsaw-q4-fy23-earnings-concall-transcript\/","url_meta":{"origin":130916,"position":3},"title":"Jindal Saw Limited (JINDALSAW) Q4 FY23 Earnings Concall Transcript","author":"IRS_INDIA","date":"May 22, 2023","format":false,"excerpt":"Jindal Saw Limited (NSE:JINDALSAW) Q4 FY23 Earnings Concall dated May. 18, 2023. 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Corporate Participants: Kushal Desai\u00a0--\u00a0Chairman and Managing Director Chaitanya Desai\u00a0--\u00a0Managing Director Ramesh Iyer\u00a0--\u00a0Chief Financial Officer Analysts: Ambesh Tiwari\u00a0--\u00a0S-Ancial Technologies -- Analyst Garvit Goyal\u00a0--\u00a0Nvest Research -- Analyst Pratiksha Daftari\u00a0--\u00a0Aequitas Investments -- Analyst Charanjit Singh\u00a0--\u00a0DSP Mutual Fund -- Analyst Koushik Mohan\u00a0--\u00a0Ashika\u2026","rel":"","context":"In &quot;Earnings Call Transcripts&quot;","block_context":{"text":"Earnings Call Transcripts","link":"https:\/\/alphastreet.com\/india\/category\/transcripts\/"},"img":{"alt_text":"Earnings Conference Call Transcript","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2020\/09\/Transcript-thumbnail-e1657213425955.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":147773,"url":"https:\/\/alphastreet.com\/india\/cosmo-first-ltd-q4-fy23-earnings-conference-call-insights\/","url_meta":{"origin":130916,"position":5},"title":"Cosmo First Ltd Q4 FY23 Earnings Conference Call Insights","author":"Praveen","date":"May 31, 2023","format":false,"excerpt":"https:\/\/www.youtube.com\/watch?v=wkpcRU6VDys Key highlights from Cosmo First Ltd (COSMOFIRST) Q4 FY23 Earnings Concall Management Update: [00:03:36] COSMOFIRST said that despite the challenging market, the company's specialty margins remained intact, while semi-specialty product margins were down compared to the previous year. [00:04:49] COSMOFIRST entered into a renewable power agreement to source 40%\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/130916","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=130916"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/130916\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=130916"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=130916"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=130916"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}