Stockrabit · Analysts
Questions across 2 calls

Ashutosh Nemani

JM Financial Office

Global Health Limited

Global Health Limited CC-Feb26.pdf · 2026-02-05
Thanks for the opportunity, sir. My question is on the earlier answer you told that war of talent coming up in the next three to four years. So, I wanted to understand more about it, like particularly what locations do we see this doctor supply and nurse supply more severe as compared to other on a national level, if you could just highlight on that?
Understand. My second question is, in the next two to three years, what should be the ARPOB growth that you could assume for Medanta?

Welspun Corp Limited

Welspun Corp Limited CC-Feb26.pdf · 2026-02-02
Yes. From your commentary, it seems for the next 2 to 3 years point of view, majority growth for the company would come from the export market. So how do you see, firstly, the 50% penal tariff impact on our business? What negative does it entail for Welspun Corp?
And second question is on DI pipes. Despite domestic constraint of growth, we have shown 39 -- there has been a healthy volume growth. So just wanted to understand what has driven this growth, which market specifically?