Questions across 3 calls

Ashutosh Parashar

Mirabilis Investment Trust

Vijaya Diagnostic Centre Limited

Vijaya Diagnostic Centre Limited CC-Jun24.pdf · 2024-08-06

Thanks for the opportunity, congrats on great set of performance , continued out performance within the industry, so my question was on the expansion that we have taken over the last couple of years. So we have seen the operational breakeven for the labs happening quite quickly in one to three quarters. So just wanted to understand what is driving this faster breakeven? Is it due to more contribution from the radiology business during the initial phases of operations of hubs, or some other reason for that?

And sir, how does the mix between the radiology and pathology business pan out in a typical hub, say, in the first year versus four, five years later? What is the mix change?

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Jun24.pdf · 2024-08-06

Sir I was trying to calculate the order intake for this qu arter for the consumer segment a nd I could be off by some margin, but it does seem that of the INR1200 crores order intake, roughly about INR500 crores is from the consumer segment. While this number was a bit lower in the previous quarter and I also understand that the execution pace for consumer has increased, but on the other hand it seems that the incremental order still carries a large portion of the consumer segment. So I wanted to understand the nature of these orders and by nature I mean the margins of the incremental consumer orders?

Right sir. But specifically for this INR400 crores order intake I mean for the INR500, INR600 crores that we executed, large part was the FTTH orders. So does this incremental INR400 also constitute the FTTH orders or is it something else broadly I mean just in terms of mix si ze, if you can get some context?

Sapphire Foods India Limited

Sapphire Foods India Limited CC-Jun24.pdf · 2024-07-30

So just a couple of questions. Sir, first question is on the line of corporate costs. So in the last few quarters, this has ranged between like INR 32 crores to INR 34 crores of quarterly run rate which jumped to like INR38 crores, INR39 crores this quarter. So any sense on the progression of this in the coming quarters? How should we see this going ahead? And what sort of leverage can we get on this front? And second question would be on the Pizza Hut store addition front. So like we understand that the addition will be quite muted over the next couple of quarters, at least, given the demand trends and this would be true for both the franchises in India. So given this muted trends of store addition, how is Yum! thinking about its growth strategy in India based on your conversation with the brand owners? So any sense on that would be helpful.