Stockrabit · Analysts
Questions across 51 calls

Aditya Mongia

Kotak Securities

Larsen & Toubro Limited

Larsen & Toubro Limited CC-Mar24.pdf · 2024-05-08
As in two parts to my question , the first one being when you say a 10% growth against a 12 trillion pipeline, it kind of assumes that your hit rate will be more than 20%. Could you give us a sense of segments where you think you would be able to do this kind of hit rate or even better? That's the first part. The second part is, again, we are relying on domestic order inflows to grow next year. Are there certain large size programs such as Petchem that you are relying upon? Some more color would be useful. Those were the questions. Thank you.
If I may, just 3 years back, the hit rate was about 15% on an overall basis, which we expect to go to kind of 20% plus. So, I am just trying to get a sense whether certain sectors' competitive positioning has improved or the competition by itself has kind of scaled down fo r us to be confident of 20%-25% hit rate on an overall basis in domestic.
Larsen & Toubro Limited CC-Sep23.pdf · 2023-10-31
So I had two questions. The first question that I had was on getting a better sense of the improvement in working capital and the trajectory of margins. If you kind of take away the fact that domestic has not grown well then overseas have grown really well. If you just compare it to domestic or domestic, would the change in working capital be as stark as it is appearing? And whether we would the decline in margin will be less sharp than what it is?
I would want to believe that because the overseas mix is increasing in revenues, that should be an added overhang on margins -- as it is a support on working capital, it's probably an overhang on margins. And I was just trying to kind of understand that is what is leading to somewhat the Y-o-Y pressure on margins as well?

JSW Infrastructure Limited

JSW Infrastructure Limited CC-Mar24.pdf · 2024-05-03
Congratulations on a decent set of results this time and thank you for the opportunity. My first question related more to the 10% to 12% growth guidance that you've given, which basically translates into about 11 million to 13 million tons additional growth for next year. Just want to kind of get things in some perspective. Our sense is that ab out 2 million, 2.5 million tons would have h appened because of PNP and Fujairah in the last quarter. Between 7.5 million tons of growth happened just from that. It seemed as if the guidance was kind of single digit for the remaining ports. Could you give us a sense of what is the split of this growth across your third party cargo ports and the other mature assets on an organic basis?
Understood. The second thing I just want to kind of clarify. How much is the ESOP cost provisioning for the quarter gone by?
JSW Infrastructure Limited CC-Sep23.pdf · 2023-11-04
Good morning everyone and thank you for the opportunity. My first question relates to Jaigarh airport and Dhar amtar airport. I wanted to get a sense that while these airports are benefiting from wallet share gain. For how long can a very, very strong trajectory continue post which the wallet share gain from Dolvi will kind of be taken out?
So the question was that today Dolvi is kind of helping Dharamtar and Jaigarh airport fantastic growth numbers, probably du e to wallet share gain. For how long does this strong period for Dolvi and sorry, Jaigarh and Dharamtar continue, post which the wallet share gain argument gets taken out?

Adani Ports and Special Economic Zone Limited

Adani Ports and Special Economic Zone Limited CC-Mar24.pdf · 2024-05-02
Congratulations on the strong results and thank you for the opportunity. Yes. And the first question that I had was more to do with the margins in Mandra that have expanded quite meaningfully from 62%, 63% to about 65%. I wanted to get a sense that whether margins in that area can further expand to, let's say, 68%, 69% levels that you've seen at the assets that you own and maybe higher given recent price spikes taken by your competitors. And obviously, projects like Kandla that have a large capital cost associated with them.
Yes. So, just to kind of clarify more on the question, while your response is very useful, are the scope of taking validation increases in Mundra more and more from KROG? That was one of the most important questions.
Adani Ports and Special Economic Zone Limited CC-Dec23.pdf · 2024-02-01
I had 2 questions from my side. The first question was on the overall logistics business that while we've seen a lot of capex being spent, it's not reflecting the same amount in EBITDA, the value of the company. The ROIC of 6% today for that portfolio, by what time can you see that coming up to par with the ROIC of the company?
Understood. And let's say, post reaching that stage, would logistics still continue to command a fairly large part of our capex? How should we kind of think about it?

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2024-02-08
Thank you for the opportunity. I hope I'm audible to you all. First of all, congratulations on a very strong set of results. The first question that I had was more from this capacity utilization number that you are suggesting between 60% and 70%. As this mathematically tells me, there's probably a higher number of few quarters back. So have you kind of added capacity or have you kind of meaningfully debottleneck this capacity? Some more color would be useful over here.
Understood. The second question that I had was more on exports. If I recall your commentary from the last quarter, you had started talking about Europe being the next kind of definition for us from the perspective of CPCB IV. Is more progress that has happened to be kind of useful to know? And also a different question on export. We've been hearing about the capacities of U.S. plants being utilized for newer products such as, let's say, Fridley is doing the electrolyte. Does that create an opportunity for existing kind of products or new products to kind of do better in the near term beyond just the export being the driver? Thank you.
Cummins India Limited CC-Dec23.pdf · 2024-02-08
Thank you for the opportunity. I hope I'm audible to you all. First of all, congratulations on a very strong set of results. The first question that I had was more from this capacity utilization number that you are suggesting between 60% and 70%. As this mathematically tells me, there's probably a higher number of few quarters back. So have you kind of added capacity or have you kind of meaningfully debottleneck this capacity? Some more color would be useful over here.
Understood. The second question that I had was more on exports. If I recall your commentary from the last quarter, you had started talking about Europe being the next kind of definition for us from the perspective of CPCB IV. Is more progress that has happened to be kind of useful to know? And also a different question on export. We've been hearing about the capacities of U.S. plants being utilized for newer products such as, let's say, Fridley is doing the electrolyte. Does that create an opportunity for existing kind of products or new products to kind of do better in the near term beyond just the export being the driver? Thank you.

ABB India Limited

Container Corporation of India Limited

Container Corporation of India Limited CC-Sep23.pdf · 2023-11-03
My first question was on the guidance for FY '24. It seems as if from the 2Q run rate, one has to go 20% higher for the remainder of the year. Could you give us a sense of whether there are any large terminals that you're going to add? Because otherwise, given that your market share is flattening out, it's difficult to comprehend the growth?
Understood. And I'm assuming the 2Q numbers did not have any benefit of the impact of shifting of volumes from 1Q because of cyclone. Am I right in that? These are all volumes that were redestined to be in the second quarter itself?