Stockrabit · Analysts
Questions across 2 calls

Amit Dikshit

ICICI Securities

Zen Technologies Limited

Zen Technologies Limited CC-Mar25.pdf · 2025-05-19
Good afternoon everyone and congratulations for a good performance record quarter and record year . I have couple of questions . The first one is that in the proposed revisions to DAP we have seen that there was a mention of simulators being contemplated for reducing the testing time , have you seen any traction around that particular aspiration of the government and anything you hear on that front that is my first question.
Okay, the second one is essentially on the delay in ordering that we have seen so do you attribute this to the general delay that we saw last year, I mean because of general elections are there some more structural element to it because we saw few bulky orders being expedited but unfortunately I would say gamut of products or services did not kind of evolve but after this conflict do you see some more chance of at least ADS happening. You mentioned in your prepared remarks , but just wanted to get little bit more clarity on it . There is a budget of 40,000 Crores emergency procurement being talked about so just wanted to get a little bit more colour on that aspect.

Shyam Metalics and Energy Limited

Shyam Metalics and Energy Limited CC-Jun24.pdf · 2024-07-31
Yes. Hi. Good afternoon, everyone and thanks for the opportunity. Congratulation for a good set of numbers and adhering to the growth plan and the momentum. I have two questions here. The first one is on the aspirations along stainless steel and aluminum. What we have seen that o ver a few quarters the plans regarding both of these segments have been quite a bit. So I just wanted to understand from a three to four year perspective that what are our plans for in stainless steel? We are currently ramping up the call for 200, 400 while our margins currently might be might be lower compared to some of our peers. But what is the ultimate target over there, that is on stainless steel? On aluminum in particular, whatever our plans on the on the downstream units, particularly battery enclosure. So, if you could highlight that this would be great. That is my first question.
Thanks for a very comprehensive reply. The second question is essentially on Ram Sarup. So if I look at the capex that has been actually put on ground, the share of the -- capex that has been put by the other partners, if not in the same proportion as we have in the same proportion of the partnership. So, I just wanted to understand why we are ourselves putting a lot of capex upfront ending it. While the joint venture partner has, I think, invested around 40-odd crores up till date. So, what is the plan or thought process regarding that?