Stockrabit · Analysts
Questions across 4 calls

Arjun Khanna

Kotak Mutual Funds

SRF Limited

SRF Limited CC-Jan26.pdf · 2026-01-20
Sir, the first question is on our capex outlook. In light of what's happening globally in terms of dislocation or trade tariffs etc ., how do we envisage our capex outlook going forward? In the second quarter, we had given guidance of maybe INR2,200 crore, INR2,300 crore of capex. And if you could give us some sense of how do we see this pan out for FY27 too?
Sure. So we did see a slight slowdown in FY25 where we spent roughly INR1,200-odd crore. So given what's happening globally, you don't believe that to be a reason to attenuate our capex going forward?
SRF Limited CC-Dec23.pdf · 2024-01-31
Just carrying forward from the earlier question. In terms of the Spec Chem . from what you have indicated, essentially in the fourth quarter, if you're seeing a close call, essentially, we are, in a sense, guiding towards maybe a growth from the previous year , and the previous year fourth quarter was exceptionally strong. Is that the right understanding of your comments, sir?
Fair enough. And sir, when we look at Spec Chem . nine months, we do get some flavor on the export numbers and the fact that you have mentioned maybe a low double -digit decline in Spec Chem. essentially means they are selling a lot of products on the domestic side. Would that be the correct way of understanding this?

Bharat Forge Limited

Bharat Forge Limited CC-Mar25.pdf · 2025-05-08
Sir, thank you for taking my question. So the first question is on US manufacturing operations. Now that the tariffs are in place, etc., how do you see the further scale up of this business? You've already seen good growth on a YoY, QoQ level for US manufacturing operations . What is our outlook for FY26? Subodh Tandale: So one comment is we have been growing in the US from order book position and spread irrespective of all these tariffs. And whatever happens right now it will only help us in accelerating it. So currently I mean we can't give you numbers in that regard obviously, but we see a very strong order book and we are also ramping up our existing capacities both for steel and aluminum. So, the outlook is good. So now the focus is for us to make it happen and obviously we continue to look for more opportunities.
So if I look at the turnover of roughly 30 to 100 what we did for this quarter, what would be the utilization rates?

Balkrishna Industries Limited