Questions across 9 calls

Ankita Shah

Elara Capital

Afcons Infrastructure Limited

Afcons Infrastructure Limited CC-May26.pdf · 2026-05-19

Yes, hi. Sir, I am referring to your last call that you mentioned that nearly one -third of your Q4 target is already achieved in the first 40 days. Most approval on related to project delays have been resolved. Execution pace to normalize from 4Q and 11% looks sustainable. Amid all this commentary that you gave, what is it that you did not see coming through, which impacted the balance 50 days of project execution and margins? What are the key projects that actually impacted this and you did not see it coming through?

So, do you mean to say, okay, can we read it this way that a large part of this impact has been on account of your international projects, which is 30%?

Container Corporation of India Limited

Container Corporation of India Limited CC-Feb26.pdf · 2026-01-30

Hi. Thank you for the opportunity. Sir, this is on the guidance, so if we assume a risk of DFC getting delayed further, then in that scenario how much the growth guidance of 15% growth on the EXIM side and similarly, on growth on the domestic side, how much would that get lower in case if there is further delay in DFC that could happen? That is the contingency risk that I was looking at.

Okay. And the increase in CAPEX number that you have mentioned from Rs. 860 crores to Rs. 1,000 crores this is for FY 2026 or from FY 2027 onwards?

Container Corporation of India Limited CC-Jun25.pdf · 2025-08-06

Sir, the new terminal additions that you are doing, is this on the EXIM side or domestic side?

So our current terminals, it is around, I think, around 60 terminals. Are they fully utilized?

Container Corporation of India Limited CC-Sep23.pdf · 2023-11-03

Congratulations, sir, on a good performance. Sir, my question was on the realization side. Could you throw some light on increase in realization in EXIM for the quarter by 6% and decline in realization in domestic by 9%. So the reasons for the same?

Yes, yes, realization for the year.

NBCC (India) Limited

NBCC (India) Limited CC-Nov25.pdf · 2025-11-14

Congratulations on good performance. So, my first question is on the Real estate side, when we had completed properties, which was ready to be sold. So, when are we expecting to see traction on the real estate revenues? The first half looks to be relatively muted.

Yes. So, for this year, how much real estate revenues are...

JSW Infrastructure Limited

JSW Infrastructure Limited CC-Mar25.pdf · 2025-04-30

Sir, only 1 question on margins. Given th at the mix is going to change, also you're expecting improvement in the logistics segment. So how is margins expected to pan out in FY '26 -'27, given that our port expansion is going to be more back-ended? So how the consolidated margins expected to pan out?

JSW Infrastructure Limited CC-Dec24.pdf · 2025-01-28

Just one question, sir, on the hedging cost. So what is our total exposure? And is this hedged at the quarter end date and this will be done every quarter?

Got it. So do you do this on this $400 million of exposure?

NCC Limited

NCC Limited CC-Sep24.pdf · 2024-11-07

Out of the total inflow that is received in this year, including the L1, how much portion of projects will be from the state of Maharashtra?

Not order book sir, inflows.

Adani Ports and Special Economic Zone Limited

Adani Ports and Special Economic Zone Limited CC-Mar24.pdf · 2024-05-02

Hi, thanks for the opportunity and congratulations on a good set of numbers. Sir, I wanted to understand on the SEZ income why is it that it is structurally coming down? And what is the view on that going forward?

Sure. Definitely. I wanted to get your thoughts on SEZ income, sir, earlier. It used to be a big number, then it has structurally come down.