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Alok Deshpande

Nuvama Institutional Equities
3Calls
3Companies
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POLYCAB

Polycab India Limited

All company calls
Polycab India Limited CC-Dec23.pdf
19 Jan 2024
Open call
  1. Congratulations on a good set of numbers. Two questions from my side. One, in the next 12 to 18 months, we have a couple of your peers coming up with new capacities in cables. I just wanted to understand that have you in the past ever seen that when new capacities come up in the sector, it has impact on pricing?

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  2. Yes, understood. Sir, just one question on FMEG. What are the two, three product lines which you think where you need to sort of work the most within FMEG in terms of either their current sizes or where you think the maximum potential is?

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  3. And Chirayu, any sense you can give us on what that contribution is ballpark currently? Is it very low? Or is it becoming meaningful? Any color on that.

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SYRMA

Syrma SGS Technology Limited

All company calls
Syrma SGS Technology Limited CC-Sep23.pdf
2 Nov 2023
Open call
  1. Good morning, sir. So just one question from my side. Sir, given that our consumer segment is growing the fastest. Do you expect a much bigger reduction in working capital given the asset turns are more and working capital reduction? So can our ROCE go up because of that?

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  2. Sure, sir. Thank you so much for your answer. Thank you.

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AMBER

Amber Enterprises India Limited

All company calls
Amber Enterprises India Limited CC-Sep23.pdf
23 Oct 2023
Open call
  1. Hi. Good morning, gentlemen. Two questions, first on the electronics division you mentioned about the gro wth and the margins if you can give us some sense on what can be the typical working capital dynamics going forward what would be the asset turns on th is that is question number one a nd secondly any outlook that you can give on the motors part of the strategy there beyond this year?

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  2. The strategy going forward on motors beyond this year?

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  3. Any chance that growth will accelerate in motors?

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