Stockrabit · Analysts
Questions across 12 calls

Alisha Mahawla

Envision Capital

Caplin Point Laboratories Limited

Caplin Point Laboratories Limited CC-Dec24.pdf · 2025-02-07
Sir, firstly just a bookkeeping question. If you could share Caplin Steriles revenue and margins of the quarter?
Understood. And if you could also help us with an update on where are we in terms of our entry in the Mexico and Chile market, while we did talk about it in our opening commentary that this is a big target in the short term. And now we have more than 10-plus registrations maybe even identified manufacturing facility. So can we expect that we are going to enter these markets in big way in FY26 onwards? Would we slowly start seeing the ramp-up? Or is it still another six, eight quarters away?
Caplin Point Laboratories Limited CC-Dec23.pdf · 2024-02-09
Sir I wanted to understand the LATAM business. The growth has moderated to a very large extent versus what we used to do earlier which was 20% plus . Now we are doing low double digit . At the start of the year we had said there were multiple initiatives new products that were starting soft gel . There was some four million Onco product that was supposed to start from H2 but we are not seeing any significant pickups so just wanted to understand are there any other challenges or what is happening in a LATAM core geography right now.
Understood Sir and while I do understand that we have always been most careful of the profitability of the business that we do just wanted to understand where the next leg of growth will come from which you have explained will be once we enter the new er geographies for which the work is ongoing . My second question is on the gross margins which sequentially have declined. We did about 60% in Q2 which has come down to 56 %. Could the CFO please explain this.

Solar Industries India Limited

Solar Industries India Limited CC-Dec24.pdf · 2025-02-06
Hi sir, good morning. Thank you for the opportunity. A couple of clarifications. Earlier we mentioned that the order book, the existing order book, ex of Pinaka, execution should be 3-4 years. Is this for defense or the total 7,000 odd-crore order book? Second for Pinaka, if you could help us understand that while the execution is 8 years to 10 years, what kind of milestones or how will the ramp-up happen? And third, what will be the incremental investments that would be required for Pinaka that we may probably have to undertake? Thank you.
Sure. While I understand the execution timeline of 7 years to 12 years, will it be possible to maybe also shed a little bit color of how will the ramp up be happening?

Data Patterns (India) Limited

Gabriel India Limited

Inox Wind Limited

Inox Wind Limited CC-Sep24.pdf · 2024-10-25
Just would like some color on the competitive intensity because what we are reading is that some Chinese players are becoming competitive again and maybe setting up more capacity. While we do understand that there is ample demand and work for everybody, very soon it can turn into maybe aggressive pricing and impact on margins. So, your thoughts on that will be helpful.
And are we seeing say large corporates maybe thinking of setting up own capacity and then just outsourcing the turnkey work and in that case?

Azad Engineering Limited

Kalyan Jewellers India Limited

Tega Industries Limited

Tega Industries Limited CC-Sep23.pdf · 2023-11-09
Hi, sir, good evening. Thank you for the opportunity. So, speaking from the what the previous participant was asking, if we see H1 to H1 growth, ex- McNally, it is about 6 -7%. Is there any particular segment that is probably acting as a drag ? And also, I believe that ex -McNally, the quarterly run rate seems to have stagnated a little bit. So, are we just witnessing a slowdown in demand of particular geographies? Just some qualitative color will be helpful.
But, sir, In Q1, we did have the cyclone impact, which meant that some of the revenue would have spilled into Q2. Also, sorry, but I joined the call a little late, so you can just give the order book number again, that will be really helpful?

Zen Technologies Limited

Anupam Rasayan India Limited