Good set of numbers. I just want to know, do you have the exact margins as of this quarter, the exact margins for each segment?
What you see there at the top is the revenue breakup, b ut for margins on each segment, I don't see exactly to be there?
Questions across 6 calls
Anand B
Ksema Wealth Private Limited
Saregama India Limited
Netweb Technologies India Limited
Good evening, sir. Congratulations on a good set of numbers. I have three questions. The first one is regarding your import components and your hedging policy for that. So, do you have a hedging policy for any import, the prices of any import fluctuations and just give a sense of what you have in that?
Okay. That is good. And second thing, in your 1st Quarter concall, you mentioned that you have some plans regarding quantum computing. Can you just elaborate a bit on like what sort of plans you have in quantum computing? Is it like making quantum computers or related to software in quantum computing? Can you elaborate on that?
Congratulations on a good set of numbers. The first question is since the two orders have -- strategic orders have come, previously, you've given revenue guidance of 35% to 40% year-on- year and EBITDA margin of 14% and PAT margin guide is of 10% to 10.5%, so after these orders have come, do you have any revised guidance for FY '26?
Okay. But the realization of these orders will come by FY '27?
Yes. I believe one of the questions that previously been answered regarding AI segment. I wanted to drive your attention to the -- yes, the high-performance computing segment. Currently, the segment revenue contribution from that is around 35%, as you mentioned in the presentation. And where can we see that and the private cloud segment to grow in the next 3 years, 4 years?
Okay. This is for the next 3 years, 4 years, we'll maintain around 35% to 40%?
RITES Limited
Okay. And final question, what sort of revenue division that you see between these four key segments this year and next year as well?
Okay. So, I think to annual also, but just to get some clarification. So let's say, if the share of export revenue goes up, does that mean, like, the share of revenue, let's say, turnkey or leasing comes down because of that? Or how does it work? Like, what grows vis-a-vis to another?
Okay. And you said like in Q2 or Q3, you'll be able to see realization of the impact in locomotives or just two or three?
I'm asking for, like, a segment breakup between the verticals, consultancy, export, leasing, turnkey in terms of percentage for FY26. Do you have an estimate?