Stockrabit · Analysts
Questions across 4 calls

Anirudh Agarwal

ValueQuest Investment Advisors

Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited CC-Jun26.pdf · 2026-05-29
A couple of questions from me. First is on the data center opportunity, right? So you spoke about the multiple products that we now have which go into data centers. If you could give us some sense of the kind of opportunity that you see from data centers in quantitative terms with all the products that we have. And we obviously also mentioned that 3 gigawatts of capacity is kind of getting signed up for the next couple of years. What sort of revenue uplift or order uplift, whatever you can share on that will help us quantify the opportunity better for the company?
Sir, if you could help us with the current order backlog that we have, what percentage would be from data centers?

Nuvama Wealth Management Limited

Nuvama Wealth Management Limited CC-Dec24.pdf · 2025-02-03
Question was on the lending business. So, if you could just talk about how much capital you've allocated to the lending side? And what are the current ROE that you're making? So, you spoke about improving the ROE profile of this business. So where is it now? And what is the target ROE that you would be comfortable with in the lending side?
Got it. Second question was on the MPIS piece in the Wealth business. So, the incremental growth that we've seen in this quarter, is that also la rgely on account of increasing PMS/AIS/MF? Or there has been some activity on fixed income, MLDs or insurance in this quarter?

TBO Tek Limited

TBO Tek Limited CC-Mar24.pdf · 2024-06-06
Thanks for the opportunity and congratulations on the successful IPO. Few questions from my side. The first one was on the hotel segment; so, if you could specifically speak a little bit about the opportunities that you are seeing in both Europe and North America going ahead. So, Europe seems to have scaled up a bit this year, I am assuming aided by the acquisition, but what kind of opportunity size do you see in that business in 2-3 years, as well as some of the initiatives that you would be taking in the North America market to make inroads there?
And what is it in terms of profitability, in terms of take rates and margins etc., would those markets be better than what we do in Middle East, LATAM and so on?

R R Kabel Limited