Questions across 5 calls

Ashish Shah

JM Financial

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Sep23.pdf · 2023-11-06

Yes. Good morning and thank you for the opportunity. So, first of all, if you can just help us understand a bit more on the nature of the orders which have been received for the quarter. So, obviously, we have given the description in the presentation, but any more color in terms of what is the underlying product, the delivery timelines, etc., will help.

Right, sir. So, secondly, there are two particular programs in the Dharashakti and Arudhra where DL has already received these orders and we are in a preferred position for the underlying contracts and products for our scope. So, how do you see the progress in these particular programs? Do you see them materializing for us at the end of this financial year?

Kirloskar Oil Engines Limited

Kirloskar Oil Engines Limited CC-Sep23.pdf · 2023-11-03

The first question is that obviously this quarter is a difficult quarter to judge because of the pre- buying in the previous quarter. But based on the order book and inquiry levels, would you expect, let's say, the first half kind of growth momentum to sustain in the second half as well? Or you think that's something which is still evolving, and one cannot be sure of that?

In the first quarter, you did sa y that except for the impact of pre-buying, you still had a healthy, which would be +20% kind of a growth. Is that something that you saw? Because, for the quarter as such, you had seen a decline in the Power Gen segment.

KEC International Limited

KEC International Limited CC-Sep23.pdf · 2023-11-02

Sir, my question on the working capital side, while it is appreciated that on a trailing 12 -month basis, we have grown by 24% and hence that increase in net debt and working capital. But let's say, on a full year basis, do we see a net release of operating cash flows, net release of working capital and positive operating cash flows or even on a full year basis, our debt levels are likely to be higher than the previous year, because I mean, my concern is that at some point of time, I mean, if we continue growing and still th e lended absolute amount is growing, then at some point in time, the balance sheet appears very bloated. So any direction on that, sir?

Right. So sir, at the company level, where would you expect the net working capital? Are we on track for close to 120 or 110 days that we have been targeting.

Schaeffler India Limited

Schaeffler India Limited CC-Sep23.pdf · 2023-10-27

Good evening and thank you for the opportunity. Sir, you did just give the breakup region wise of the exports, any indication of the growth or degrowth in each of these geogr aphies, let us say Europe, Asia Pacific, China, what would have been the growth or the degrowth in these countries?

Sir secondly, you did talk about wind segment probably looking better in the second half of the fiscal year, I mean, for us it is a different way, but how do you see that coming up? So, you said fo r the last quarter the win d grew by 7%. Would you expect like a good double- digit growth in the quarters to come? Do you see a sizable pickup, or you think it is still somewhere in gray zone?

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Sep23.pdf · 2023-10-26

Can you talk a bit about the refrigerator capacity that we are setting up , by when do we expect that to be up and running and what is the kind of volume, revenue, margin expectations that one should start building in from that business?

In terms of the volume, how the ramp up you would expect, I mean , in terms of whatever kind of inside you may have from the production schedule or any guidance from the customer side, what's the kind of ramp one should expect from this capacity?