Reviewed the tracker torque-tube line and galvanising bath. Agreed to add a second shift in August to cover the Khavda ramp.

Discussed the Khavda tracker dispatch timeline and pricing on the FY26 rate contract. Dispatch confirmed for 20 Jul.

Flagged rising HR coil prices and low zinc stock. Lock forward cover before the next tracker run.

Backlog review. Transmission tower order at risk on schedule, follow up on plates. Tracker output strong.