Star Cement Limited
Building Materials · Basic Materials
Analyst
ICICI Securities
Equibles does not estimate personal net worth.
Naveen Sahadev is recorded as Analyst at ICICI Securities. Naveen Sahadev has spoken on 6 earnings calls across 6 companies, most recently for Star Cement Limited on November 12, 2026. Those appearances were for Star Cement Limited, Nuvoco Vistas Corporation Limited, Jupiter Wagons Limited, JSW Cement Limited, Grasim Industries Limited and 1 other company. The companies whose calls Naveen Sahadev spoke on are classified in the Basic Materials and Industrials sectors.
“So my first question was on the fuel mix. So what we are gathering is, The significant increase in the premiums, the e-auction or the auction coal India is getting currently because globally the prices have shot up.”
“So I had two questions, but more on the cost front. So I'm referring to your slide number 11, wherein we are highlighting Petco prices going up to almost $187. And more importantly, the premiums in Coal India across all the subsidiaries more than doubling or going much higher in some cases.”
“As you rightly mentioned, we all are waiting for the railway wagon orders to come from the railways, but it's quite impressive to see the wheelset business order book also at about 700 odd crore.”
“Yeah, good morning, sir, and congratulations on the much faster volume ramp-up in the north region. I had two questions. One is on the RMC business, like you could talk more about the outlook of this particular business, given it is so integral to the cement as well as the GGBS that we offer.”
“One, in paint, of course, splendid journey so far. But sequential growth, because year on year I will not compare given we are in the ramp-up phase. Sequential growth of 17% is appearing broadly at par, I would say, to most of the pain companies that have reported performance.”
ICICI Securities
Analyst
Transcript header (unverified)
Star Cement Limited
Building Materials · Basic Materials
Nuvoco Vistas Corporation Limited
Building Materials · Basic Materials
Jupiter Wagons Limited
Railroads · Industrials
JSW Cement Limited
Building Materials · Basic Materials
Grasim Industries Limited
Building Materials · Basic Materials
SHREE CEMENT LIMITED
Building Materials · Basic Materials
Earnings Call for the Quarter Ended September 30, 2026
Star Cement Limited
Earnings Call for the Quarter Ended September 30, 2026
Nuvoco Vistas Corporation Limited
Earnings Call for the Quarter Ended June 30, 2026
Jupiter Wagons Limited
JSW Cement Limited Q1 FY27 Results Conference Call
JSW Cement Limited
“Grasim Industries Limited Q1 FY27 Earnings Call”
Grasim Industries Limited
Earnings Call for the Quarter Ended March 31, 2026
SHREE CEMENT LIMITED