Stockrabit · Analysts
Questions across 4 calls

Aritra Banerjee

Nomura

Waaree Energies Limited

Waaree Energies Limited CC-Mar26.pdf · 2026-02-25
Yes, hi. Thank you for taking my question. So my first question is regarding the sourcing of cells from, you know, overseas region. So now that this duty has been imposed, so do you envisage, you know, demand for cells from those regions going up and leading to a higher price and increase in sourcing cost? And if so, what will be the impact on margins that you foresee going forward then?
Okay, sir. Sir, my next question is regarding the order inflows. So apparently a few US companies have, you know, mentioned de-booking or cancellation of certain orders. So, for your orders, do you expect any cancellation or do you expect the order inflow momentum slowing down in the US going forward?
Waaree Energies Limited CC-Oct25.pdf · 2025-10-17
Yes, hi. Thank you for taking my question and congratulations on a fantastic quarter. So, I just wanted an update regarding the PLI capex and what is the sort of PLI incentives that we're breaking in for FY27 and FY26, if you could give a flavor on that?
Understood, sir. And on the overall capex plan, since you have announced a INR25,000 crores capex plan, so for the FY26 or 28, could you give the rough breakup of the annual capex that will be occurring each year?

JSW Infrastructure Limited

JSW Infrastructure Limited CC-Dec25.pdf · 2026-01-16
Congratulations on a good quarter with a strong set of numbers. My first question is regarding the slurry pipeline. So if you could please provide a bit of color regarding the kind of margin profile or the return profile that one might expect from this asset?
Two-third, okay. Okay. And sir, another question is basis the guidance that you have given for FY '26, sir, basis that for 4Q, there seems to be a bit of a higher growth rate of around 20%, 21%, if my calculation is correct. So could you please shed some light on what will be driving this high sort of growth rate in the fourth quarter for us to meet the guidance for FY '26?