Stockrabit · Analysts
Questions across 2 calls

Anil Sarin

K16 Advisors

Aegis Vopak Terminals Limited

Aegis Vopak Terminals Limited CC-Jun26.pdf · 2026-06-09
Good afternoon, everybody on the call. Congratulations on this superb performance. I just have one small question. You have referenced capacity increase in Kochi, Mangalore, Pipavav, etc. This capacity increase is done by Aegis Vopak directly, or is it done by Aegis Logistics?
Okay, great. So, all this capex, which is like $5 billion going from here till the end of fiscal '30, all that will be first developed by Aegis Logistics and then transferred to Aegis Vopak?

Sammaan Capital Limited

Sammaan Capital Limited CC-Nov25.pdf · 2025-10-31
Many congratulations on the conclusion of this deal. I mean at least the approvals have come and I'm sure the rest will follow. So, I think a great job done over the last many years, I've been tracking. So, I think a lot of credit is due. Also, your presentation has improved dramatically over the last 2, 3 quarters. I would request only one thing. Kindly add the disbursement amount for the quarter. I mean, there is a reference to an annualized figure, but many of us would appreciate the accurate quarterly figure. I had just one general question. Is that considering you're going to add a lot of products or some products based on consultation with the new investors and promoters. Obviously, this is in response to the large amount of equity capital that will come in. So should one assume that since the core -- the growth AUM is anyway growing at around 30%, the other products would be additive basically to take care of the extra capital that has now been absorbed or will be absorbed. Is that a fair understanding?