Questions across 5 calls

Amit Anwani

Prabhudas Lilladher

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Feb26.pdf · 2026-01-28

First question, sir, on the base order inflow for 9 months which is about 6,100 versus 7,700 and we understand that there was an export order. So just wanted to understand the status of one export order we were expecting from the parent, is it expected in 4Q? And on the base order side, what are the opportunities that are still there in terms of pipeline or areas and what is our kind of estimate or confidence on the base order growth for 4Q and even for next year? So if you could highlight the pipeline there?

Right, sir. Sir, next question on the Chinese news which was circulating. Are you seeing any impact to you, any assessment you guys have done, if at all the government reverses or relaxes that order, which was there 4, 5 years back for Chinese players to bid for HVDC or T&D orders? So any colour on that, any impact or any assessment?

Larsen & Toubro Limited

Larsen & Toubro Limited CC-Sep24.pdf · 2024-10-30

So, my question is on the Hydrocarbon prospect. You highlighted that there's been Rs 80,000- Rs 90,000 reduction in Hydrocarbon order prospects for H2. Just wanted to broadly understand, has the pace of ordering slowed down or is there anything which we are not considering now as a prospect order for H2? Is that the reason for the reduction in hydrocarbon prospects? Subramanian Sarma: No, see the reduction what PR was talking about is with respect to last quarter same time and as he had explained that we had a large contract, two of them, Rs. 40,000 crores were awarded to us and but as such in this financial year and first half , we have secured awards . We are performing as per our budget, and it is as per our forecast. So, I said I do not see any slowdown or any loss of momentum. It is only in comparison to the lumpy big jobs we had last year and that is the nature of the business, I mean never know that maybe we will get similar lumpy large jobs in the second h alf. So, we have a still strong pipeline , and we are bidding for some large projects and we will have to wait and see how it unfolds in the second half.

My second question, sir, on the order prospect overall. So, we have seen that the prospect has been quite lumpy last year from international markets and this year also there's been substantial orders from international markets. Now we have been doing thermal also, BTG, as you highlighted. So, broadly for the domestic market, next 18 months, which areas or projects where we are seeing momentum? And are we overall seeing the domestic order intake also picking up strongly in next 12, 18 months since now the major events are over with respect to elections and many things are behind us. I just wanted to understand the 18-24 months perspective and major order prospects in domestic markets.

Larsen & Toubro Limited CC-Mar24.pdf · 2024-05-08

My question is with respect to the new initiatives which we talked about, we have done one electrolyzer, alkaline -based electrolyzer project in Hazira, and we jus t talked about the semiconductor fab lab. Wanted to understand the investments required here for capacity creation, and any investment done so far, and when can these new initiatives including data center can contribute meaningfully to the revenues over the next 2-3 years?

So, my next question is on Hyderabad Metro. You did highlight that at least 40,000 ridership got impacted because of the free woman scheme. I think that now would not be there for at least next two to three years. So, is that going to delay our restructuring plan in Hyderabad Metro? And second thing, wanted to understand the Rs 2,500-crore interest free loan, which we were supposed to get as a part of restructuring and refinancing, is that on track? And third, what kind of monetization amount we are expecting in FY’25? This year I think it was about Rs 1,050. So, what could be the number next year we are expecting?

Triveni Turbine Limited

Triveni Turbine Limited CC-Sep23.pdf · 2023-11-02

Congrats for the strong set of numbers. My first question on the capacity expansion, which we did in Sompura. And we just talked about some turbine capacity per year after the expansion. Is there any further requirement since we are now penetrating into more global markets and have got pretty healthy enquiry pipeline? Is there any reassessment that we need more CapEx?

Sure Sir. I wanted to understand any assessment on the market share globally as we are expanding in new geographies. So first, on global addressable market and our standing with respect to market share, and what is our experience with respect to competition in the new markets, where we have entered from the global players operating in zero to 100 MW?

Carborundum Universal Limited

Carborundum Universal Limited CC-Sep23.pdf · 2023-10-30

My first question is on AWUKO and RHODIUS. So, AWUKO, this quarter we did some 0.86 million losses versus 0.7 million, which actually widened . So, just wanted to understand from you are we on track on the long-term plans on these two subsidiaries, you guided breakeven for AWUKO by next year and I think 12% to 13% margin for RHODIUS by FY'26, so just wanted to have an update on these two subsidiaries.

My question on Retail Abrasives which you already did highlighted, but you did mention that you are expecting to come back here and the growth in standalone Abrasive you are confident of some 8% to 10%. So, how are we dealing this Chinese competition which you already did highlight? And what would be our strategy that we are confident of growth despite these challenges here?