Nigel D'Souza

Parmod Sagar, Managing Director and CEO of RHI Magnesita says price increases will help the company deliver a stronger revenue performance in the second half of the year.

Vedanta's Executive Director, Arun Misra, and CFO, Ajay Goel highlighted key milestones, including the submission of the demerger scheme to the National Company Law Tribunal (NCLT) and the initial hearing in October, with expectations to finalise the process by the end of the current fiscal year (FY25).

Ola Electric Mobility has been facing a wave of customer complaints for delays in servicing malfunctioning vehicles, unmet delivery timelines, and unfulfilled service promises.

Shree Cement Managing Director Neeraj Akhoury remains firm on the company's organic growth path, viewing it as more cost-effective and strategically aligned than pursuing acquisitions in the cement sector.

Satish Pai, Managing Director of Hindalco said that aluminium prices are currently between $2,500 and $2,600 per tonne due to optimism around China's stimulus effects, strong performance in the US economy, and the ongoing tight balance between aluminum supply and demand.

Saurabh Gadgil, MD of PN Gadgil Jewellers, reported that the company's studded jewellery ratio has remained steady at 10-11% compared to last year. The goal is to increase this share to 15% within the next 2-3 years

Macquarie's Sandeep Bhatia expects the Nifty 50 index to fall another 10% in the next three to six months, despite the benchmark index already correcting 10% from its record high levels of 26,277 on September 27.

Ashish Bhandari, MD and CEO of Thermax, remains cautiously optimistic about the second half of the year, hoping to see these projects materialise.

Luke Barrs, Managing Director of Fundamental Equity at Goldman Sachs Asset Management observed that while this decade may be pivotal for India, the entire century could belong to the country. He sees extensive opportunities for capital investment in both private and public sectors, with substantial return potential across various asset classes.

Shantanu Roy, CMD of BEML said that the contribution of different sectors to BEML's revenue is likely to change in the coming years. He projected that from FY25-26 and FY26-27, there would be a significant shift in the verticals contributing to the company's topline.