Stockrabit · Analysts
Questions across 5 calls

Amit Mahawar

UBS Group

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Jun25.pdf · 2025-07-29
Sandeep, I have two specific questions. First of all, congratulations on great profitability and growth. I think first is, if I compare India with some of the competing countries , GE Vernova has been a lead exporter on quality GIS products. I mean the Korean companies have a higher share of exports vis-a-vis the Indian companies. Profitability of India is still undershooting some of the competing countries when they export. You have been an exception here. I cannot include you. But in your assessment, is there a case for India to export -- gain a higher share of overall T&D equipment in the next 3 to 4 years? That's one. And you can help us with the qualitative assessment, a nd then I'll ask the second question.
Sure. The second and last question, Sandeep, i f you have HVDC, you have to choose between co-bidding with parent on HVDC or taking stand-alone product orders, which are very profitable and you are primarily private focused, which reflects in the profitability, very different from your competition. Next 3 fiscal, can you grow 15% in volume in MVA terms even when you don't take HVDC? That's my final question.

Hindustan Aeronautics Limited

Hindustan Aeronautics Limited CC-Mar25.pdf · 2025-05-16
Hi, sir, good evening. Sir, I just want to understand the dyna mics for MRO business. How will it grow and how has it grown this year? And given the light that your manufacturing has to scale up significantly in the next three years as you approach 16 plu s LCA Mark 1A execution, how will the profitability remain at the current level?
In your question, if I can clarify again, in MRO, the risk of old platforms phasing off, which might impact the MRO adversely, that naturally in the last five years grown at 14%-15% plus, right? I was just referring to the phase up in manufacturing, phase up, which might be very, very sharp in next three years. So, there is a risk of MRO declining in the next few years and particularly FY '25, if you can share the MRO number?

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2025-02-07
Great to see strong growth in domestic market. I have 2 quick questions. First is, can you let us know the 9-month market share in CPCB IV+ product vis-a-vis last year? So what is the market share we have in IV+ product this year because there's no base last year. That's why.
Can I still say it's like more than 85%, 90%, which was the case the last communication what Ashwath had given us was almost 90%. Are we maintaining that number?

ABB India Limited

ABB India Limited CC-Mar24.pdf · 2024-05-13
Sir, if you look at the global color, it seems Asia is driving a lot of demand on new electrification products, especially on the medium voltage. Do you see, for us, when we expand capacity, I mean, you spent today Rs. 150 crores, Rs. 200 crore on capacity expansion, a bulk of this going towards the electrification portfolio expansion. And to the last participant's question, any specific gaps majorly you would want to cover on the medium voltage side for data center? Because we still don't do a lot what parent does, because the market in India is still emerging. So, any color on the expansion on the EP side? And if EP will expand disproportionately in revenue share in the next 5 years? Thank you.
And a small question, second question is, globally, if parent is thinking of expanding capacities, we have some select mandates. Incrementally, do you think you'll get a more share of export mandates than your Chinese counterpart or Asian counterparts in select segments, or it is not a major change that you see? Thank you.