Stockrabit · Analysts
Questions across 10 calls

Arafat Saiyed

Incred Research

Data Patterns (India) Limited

KEC International Limited

KEC International Limited CC-Sep24.pdf · 2024-11-05
Hi and thanks for taking my question. S ir, my first question is on the tender pipeline you discussed. Let's say, out of INR1,50,000 crores of pipeline what is our expected win ratio for the current pipeline and also how it was in the past?
Okay. Got it. And sir, second question is on margin profile. Let's say, can you just break up the margin profile to T&D and non -T&D? I believe the margin was, let's say, around 10% in the past. It's now come down to below 10%. So can you give us any ballpa rk figure on the margin, which was for, let's say, across segment especially T&D and non-T&D?

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Jun24.pdf · 2024-08-06
Yes. Hi, sir. Thanks for taking my question. And congrats on strong sales growth. So, my first question is on the business model. Where do you see Syrma over the next few years? Let's say, are you looking to follow the model of Dixon or Keynes, which has a 14% EBITDA margin? Although, let's say, in smart metering, the margin, let's say, Kaynes enjoys almost 14 percent, while your skills have been for 4% to 5% margin. So, can you just elaborate on that?
Okay. And, sir, coming to your guidance, so let's say for FY '25, you're guiding for 45 % to 50% revenue growth. So, let's say, does that mean that over the next three quarters, your revenue growth will be moderate to around 34%? Is that correct?

Kalpataru Projects International Limited

Kalpataru Projects International Limited CC-Jun24.pdf · 2024-07-30
My first question is on the pipeline. Can you pl ease quantify in terms of value what kind of order pipeline you are looking for next 1 year?
And sir my next question is on divestment of non-cores. So can you please let's say -- in terms of let's say what may happen in FY '25 and now you're looking for FY '26 in terms of divestment of non-core. And also, what amount you are expecting from, let's say, the divestment? And again lastly on, let's say, the likely to be, let's say, gain or burn from this investment over the last few years you have done?

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Dec23.pdf · 2024-02-12
Just want to understand more about the Ascent. What is the current order book of Ascent and which sector this company is companies focusing mainly into because if you look at the margin of 19%, 20%, nobody makes in the PCB board and all , so I just want to understand more on that?
Next question is on your revenue mix. So right now, AC is around 38%. So I just want to want how this mix will change over the next three years considering various things happening on non- AC side especially railway s and a gain P CBA. So just want to understand more about th e revenue, EBITDA structure in FY'26?

Kaynes Technology India Limited