Questions across 4 calls

Aniruddha Joshi

Firm not listed in source transcripts

JSW Dulux Limited

JSW Dulux Limited CC-Feb26.pdf · 2026-02-03

Two questions, one in terms of now there are royalty savings . Secondly, over a period of time may not be, let's say in H1 FY27, but post that we may see strong synergy benefits. A lso, the company in its new avatar wants to invest more in brand building and overall growth of the business. So how should we think about the margins? Means earlier there used to be a band in which we used to look at the margins. There was a minimum kind of a band. So how should we think in terms of the margins? That is question number one. And question number two, in terms of new product launches, how should we again see. Will the brand shift to JSW Dulux or it will remain Dulux because the company name is also getting changed to JSW Dulux . That's it from my side.

In terms of some of the pricing actions, if you can indicate which we would have initiated in the market and how has been the trade response, because the transition is also underway. But we have seen India decorative volume growth is pretty strong at 8%. So how is the trade feedback, maybe just initial 1-2 months, but whatever you can share.

JSW Dulux Limited CC-Jun25.pdf · 2025-08-05

Sir, just one question. Now that powder coatings business is going out, so whether it will be possible to share pro forma numbers for Q1 FY26, assuming if the transaction was done on 1st of April ? So, what will be the indicative numbers that will remain with the existing shareholders of the Akzo? And secondly, also, royalty will also be reduced. So, what will be the indicative net of royalty, other expenditure, if you can share these two things? That is on question number one. And question number two, now, I guess some of the trade would also have got impacted because of the change of hands as well. So, there would be some amount of impact on the trade stocking as well. So, how do we see the trade stocking in a way changing, let us say in the month of July or has it come back to completely normal or still some impact or pain is still there in the trade also? So, if you can maybe share qualitative aspects on this, it will be helpful?

Okay. Sure, sir. This is helpful. And on question one?

Crompton Greaves Consumer Electricals Limited

Crompton Greaves Consumer Electricals Limited CC-Jun25.pdf · 2025-08-07

Aniruddha Joshi from ICICI Securities. Sir, two questions on solar pumps. Congrats for the great set of numbers. In terms of if you can share more details regarding the business model, how are we doing the sourcing arrangements? Again, what are the margins in this business? And again, what are the working capital? Are these numbers closer to what Crompton's consol numbers are? And secondly, in terms of rooftop solar, which you alluded to in earlier quarter, we are entering in rooftop solar , So any further progress updates, if you want to share on that? Yes . Thanks. That's it from my side.

Okay. Sure, sir. And on rooftop solar, if you can indicate about the launch?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Dec24.pdf · 2025-01-28

Congrats for good set of numbers. Sir, if we look at the guidance of INR2,800 crores and 9 months results versus last year Q4, so we are looking at roughly 67% to 70% revenue growth in Q4 and to maintain 15% margin for the full year, we are looking at a 16% plus margin in Q4. So is this understanding correct?

Okay. Sure, sir. This is very helpful. And second and last question. Now we are seeing a massive amount of consumption slowdown. And in order to boost the consumption back, the government is coming out with various schemes like Ladki Bahin in Maharashtra or even in Delhi, we are seeing some promises, etcetera. So with that, do you think that there might be some slowdown in the investment-related projects as government may prioritize consump tion-related themes a bit more. So any broad understanding on that will help.