Stockrabit · Analysts
Questions across 11 calls

Aman Soni

Nvest Analytics Advisory LLP

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Feb26.pdf · 2026-02-06
Sir, most of my questions are answered. Just one clarification on this industry-wide shipbuilding capex happening over the next few years. So how does management assess the addressable opportunity here? Like any of our product categories falling into that opportunity, sir?
Understood, sir. And secondly, on the export part, you are very bullish on export as exp ort will provide better revenue visibility as well as you mentioned to one of the participants. So, going ahead, like currently, it is 9%, 10% of our revenue in this quarter. Over the years, how much percentage of exports do you expect to the overall top line?

Netweb Technologies India Limited

Netweb Technologies India Limited CC-Jan26.pdf · 2026-01-19
Firstly, congrats for good set of numbers. Sir with the recent spike in the commodity price especially copper, this is critical for power transmission and datacenter infrastructure. How do you see the impact on economies and timelines of AI led datacenters deployment in India? Are you observing any deferment of orders demand slowdown or longer decision cycle for customers due to high power and infra cost or does the AI driven demand remain largely insulated?
Okay sir, thank you. Understood.

PG Electroplast Limited

PG Electroplast Limited CC-Jun25.pdf · 2025-08-08
Good afternoon, sir. Sir, continuing with the previous participant, we are pushing our investment plan to next year, but what I am not understanding is because you mentioned it is mainly because of the monsoon season, right, so it should be a temporary thing kind of. So, in this case, if we are shifting our CAPEX, there must be some strong reason for it. So, are you people witnessing any kind of change in the customer sentiments which are getting affected as a cascading effect of the global headwind which we are witnessing right now – is that the course which is resulting in the shifting of the CAPEX? So, that is my first question.
Understood. And you also mentioned about the price erosion thing and that is why we are estimating it in our margins as well. So, I want to understand more towards it like is it mainly because we have to clear our inventory or is it like we are seeing more of raw material kind of inflation and like you mentioned after November there will be pickup in demand. So, do you see like margins will also start picking up from then?

Action Construction Equipment Limited

Action Construction Equipment Limited CC-Sep24.pdf · 2024-11-11
Congrats for a decent set of numbers despite extended monsoons. Sir, my first question is on the agri segment. Like in last quarter, we talked about due to extended monsoons this quarter should be good for agri segment and we grew Q -on-Q basis. But if we see Y -on-Y basis, the volume numbers have decreased from 818 to 724 this quarter. So could you please help us to understand the reasons behind the same?
Understood, sir. Secondly, on our guidance, like in last quarter, we were talking about 15% to 20% range, but now sir has mentioned like 15% -plus. So despite tough first half, we delivered a growth of around 12.5% and second half is expected to be good as far as the construction industry is concerned. So why we are talking about 15% -plus? Why we are not talking about like upper side of the guidance that we have earlier given?

Caplin Point Laboratories Limited

Caplin Point Laboratories Limited CC-Sep24.pdf · 2024-11-07
Congrats for a good set of numbers. Like three quarters ago, I asked the same questions on delays happening on capex plans. At that time, you mentioned about oncology API is delayed on account of some addition happened on lan d acquisition at Thervoy Kandigai. But if I compare the same time line given at that time with the time lines as of today, there is still this time line gap that is increasing by two quarters. Same thing happens in other projects like OSD facility. So, my question is whether is it due to any regulatory problems that we are facing or any anticipation of poor demand outlook or at execution level only, we are facing any lack of capabilities or any other hindrances. So kindly put some color on that, sir?
Understood, sir. Like I was just asking from the like I agree, we are using internal funds for these projects. That's fine. But still the money that is getting stuck or the delays that are happening, if they are completed on time, that will add value to the shareholders only. That is fine. Secondly, sir, from the U.S. side, like someone earlier asked about the resistance from U.S. So, are you witnessing any near-term headwind on account of this?

Computer Age Management Services Limited

Computer Age Management Services Limited CC-Sep24.pdf · 2024-10-29
Congrats for a good set of numbers. Most of my questions are already answered. Just one question, like I was checking on your quarterly numbers 2 years back. So we were in the range of INR200 crores to INR250 crores kind of numbers. But we see last 4 quart ers, we are consistently delivering decent numbers and currently quarterly run rate is approximately INR350 crores. So from here on, how do you look -- how this trend is going to be for the next, say, 2 to 3 years?

KPIT Technologies Limited

Tejas Networks Limited

PCBL Chemical Limited

Azad Engineering Limited

Azad Engineering Limited CC-Jun24.pdf · 2024-08-09
Congrats for the good set of numbers. My question is, is there any update on delivery timeline for the first batch of fully integrated ATGG engines? This was initially scheduled to commence in early calendar year 2026. And what is the size of the opportunity in this?
My second question is, given that the company previously imported 50% to 55% of its raw material and has aimed to reduce this to 40% in Financial Year ‘24, could you provide any update on the current status of the company's import content?