Questions across 69 calls

Amit Anwani

PL Capital

CG Power and Industrial Solutions Limited

CG Power and Industrial Solutions Limited CC-Mar24.pdf · 2024-05-06

My question is with respect to , you mentioned in your opening remark about the intense competition in LT Motors. So, just wanted to understand from you how much is the LT Motors contribution and within the overall Motors market since LT Motor segment you mentioned is dec lining any parts or end users industry where the Motor demand is seeing ramp up and how is our strategy to deal with the LT Motor facing competition ? Is there any product mix change which you are looking for? Anything you would like to highlight on the Motor side.

So, how much was LT Motors contribution in FY24?

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2024-02-08

Yeah, thanks for taking my question. My question, sir, on the gross margin, you did alluded that many factors played role on a positive side. But I still want to understand despite exports contributing lower this quarter. With respect to product mix, if you want to give some sense to which segment products, which are higher margin would have contributed last quarter and this quarter? And that is where the better gross margin which is coming in.

Right. On the -- as you've given a very strong commentary for the domestic market now, just wanted to understand what was the capacity utilization? Any capex you are needing? Any debottlenecking, any sense on this front?

Cummins India Limited CC-Dec23.pdf · 2024-02-08

Yeah, thanks for taking my question. My question, sir, on the gross margin, you did alluded that many factors played role on a positive side. But I still want to understand despite exports contributing lower this quarter. With respect to product mix, if you want to give some sense to which segment products, which are higher margin would have contributed last quarter and this quarter? And that is where the better gross margin which is coming in.

Right. On the -- as you've given a very strong commentary for the domestic market now, just wanted to understand what was the capacity utilization? Any capex you are needing? Any debottlenecking, any sense on this front?

Triveni Turbine Limited

Triveni Turbine Limited CC-Dec23.pdf · 2024-02-06

My question again pertains to exports. So, we did highlight that there's a robustness across countries barring East Asia. Just wanted to understand, you did highlight in previous calls that you'll be penetrating newer markets. Just wanted to understand any progress on any new markets, which can bring incremental growth? And second thing is the composition of exports as you did highlight, there is a strong robustness still you are seeing on order booking following the growth which we had in the past two years. So, will export will be the high-growth area ve rsus domestic? And what could be the composition of exports in the next two, three years?

Sure. My next question on API Turbine , you witnessed a strong growth this quarter. Our sense is that the oil and gas market domestically , the CapEx is slightly getting deferred. How do you sense and what could be the growth in API Turbine and exports in domestic market? And how ha s been the contribution past 3-6 months?

Engineers India Limited

Engineers India Limited CC-Dec23.pdf · 2024-02-02

My first question is on the EBIT margin this time for turnkey, which shows a decent improvement. And at the same time, I would like to understand what is the trajectory developing for the turnkey business margins?

Right, sir. And sir, I wanted to understand on the infra order. I can see this quarter, we got one INR350 crores order for the Intelligence Bureau building. So is this in the sense we are getting that we will be bidding for more stable building projects and the infra itself -- civil infra itself will become a vertical.

KEC International Limited

KEC International Limited CC-Dec23.pdf · 2024-01-31

Thanks for the opportunity . M y question again on the conductor side so you highlighted that there would be Rs.60 Crores capex so just wanted to understand what is the capacity now and will this be the strategic capacity expansion happening over two to three years or this is just one of the near term trend and demand on the conductor side?

Right Sir the next question on the order intake so we are at roughly about Rs.13000 Crores YTD and we have been guiding Rs.23000 Crores to Rs.25000 Crores just wanted to understand are we sticking to that and second thing is despite so much robustness any sense you are getting from the domestic market though we are seeing a strong pipeline that there could be some risk to intake or spillover happening from next year onwards?

Bharat Electronics Limited

Bharat Electronics Limited CC-Jun25.pdf ·

Hi, sir. First question on the, any i mpact of supply chain since this quarter we did about 5% growth, despite very strong order book? So, first thing I wanted to understand, anything which impacted the revenue betting, because of the supply chain issue? And second, how are we dealing with the rare earth magnet ban which came from China? Any exposure there and how are we dealing with that situation?

Sure. And sir, I wanted to understand on the current order book plus… BHAMreucr / tON / cs

Bharat Electronics Limited CC-Jan24.pdf ·

My question is with respect to the non - defense side where we have been highlighting many opportunities with respect to homeland securities and sometime EVM and then related to DMRC systems. Just wanted to understand incrementally can non - defense, you did highlighted the defense pipeline, can actually ramp - up or any opportunity which you are seeing in next 6 to 12 months from any of this business segments, subsegment or verticals in non - defense which can significantly contribute to you r intake?

So, wanted to understand on c ap e x for the 9 months and guidance for FY '24 c ap e x and FY '25 c ap e x.

BEML Limited

BEML Limited CC-Feb26.pdf ·

Hi sir. Thank you so much for the opportunity. The first question, in terms of the capacity announcement, which we have done for the rolling stock, so what would be the current capacity and with this 300 additional. If I understood correctly, what is the pipeline which we are looking for? So you said, there is a 24-month time and there would be Phase 2 also. So over the next two to three years, if you could highlight parallelly what is the pipeline in terms of projects or number of cars or value that would be of great help?

Yes, sir, that was useful. Yes, yes. Yes, sir. The second question: since we are building this very strong pipeline you highlighted in terms of the requirement for suppliers and vendors, we have seen there’s been some challenges in rail & metro. So with this huge pipeline which you highlighted and the massive expansion plan, how are we working towards the sustainable supplies? Any critical components still will be probably importing or we are doing in-house, and what is the kind of outsourced portion which we will be thinking about in terms of execution going forward, since we are massively increasing the capacity?