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JA
Jayant Acharya
JSW Steel (joint managing director and CEO)
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After a Q1 earnings beat he says last quarter's demand ran '8% plus' @41:51, calls Indian prices 'sustainable' while US and European prices have risen more, and projects raw-material costs easing: 'We would project that the cost would come down in the subsequent quarters' @42:37. Reaffirms capacity expansion to 62 million tons in India (80 million with JVs) by 2032 @44:52. On the Iran war, cost impact was covered by price recovery.
“Our projections are that the steel demand in India will be between 7% to 9% and that is a kind of rate which will be maintained for the medium terms into the next few years.”
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