Stockrabit · Analysts
Questions across 4 calls

Atul Mehra

Motilal Oswal Asset Management

Whirlpool of India Limited

Whirlpool of India Limited CC-May26.pdf · 2026-05-22
Yes, hi sir. Good evening and thanks for the opportunity. Sir, firstly wanted to get a sense of now that we are an independent company away from the parent, what is the vision that we have aligned out for the next three years, five years? Because like I think Aditya was mentioning, we are not constrained now like how we were in the past, right? So I'm sure when you are looking at the drawing board, you guys would have had a three-year, five-year strategy roadmap. So, if you can outline that, that is my first question, sir.
Got it. Sir, secondly my question is, you know, in this thought process of utilizing cash towards potential synergistic acquisitions, etcetera, etcetera, my only apprehension on this is, you know, you have a stock which is according to you trading at attractive valuations because you have bought stock in the open market, right? So, as a CEO, you believe the stock is undervalued and you have bought it in the open market, but for some reason it appears that you don't want to deploy that cash for a buyback. So it is very strange from the perspective that you have a stock which is trading at, you know, one-third its valuation it was trading at in the past. The management believes it's undervalued, you guys have bought the stock in your own personal portfolios, right? But despite that, you are not considering a buyback. So, it is very strange and bizarre why despite having no use of cash and despite a very attractive in terms of valuation on the stock, the Board and the management is not considering a buyback. It's really not understandable if you can elaborate a little bit on that.

SAGILITY LIMITED

SAGILITY LIMITED CC-Mar25.pdf · 2025-05-15
Yeah. Hi, good morning, and congratulations on very strong performance. My question is given how the landscape is likely evolving in U.S. healthcare with Trump administration and so on, do you see that like the opportunities for M&A could be very interesti ng and could be perhaps sizable also in some other cases. Given that in a dynamic kind of environment, you will always see in terms of something, which is available in distress or whatever. So anything that comes to mind or in your radar on that particular sense?
Got it. Got it. And secondly, I have a question for Srini. So Srini, while you have spoken about the debt repayment schedule, is there a provision to prepay it in advance, or are there any in terms of cost implications around the early prepayment?

Mankind Pharma Limited

Mankind Pharma Limited CC-Mar24.pdf · 2024-05-16
So basically, just on this enabling resolution of INR7,500 crores. Normally, like if you provide the specific number of INR7,500 crores, it would imply that there is some calculation that has gone behind this number. Maybe you are eyeing a particular target, which is in final stages of negotiation etc. So can you just basically walk us through what is the thought process of this enabling resolution of INR7,500 crores?
Right. Got it, sir. Just one small follow-up on that. So I think in the past, the largest acquisition that we have done is about INR1,900-odd crores. So is there a time limit to the kind of acquisition that you might do in the future, like any particular number beyond wh ich you would not go ahead and like the size will be too big for us to absorb? Is there an outer limit to the acquisition size that we can go ahead with?

The Phoenix Mills Limited

The Phoenix Mills Limited CC-Sep23.pdf ·
Good morning and thanks for the opportunity. So just one question in terms of with this outlay of Rs. 4,800 crores till FY27 that we mentioned. And given that along the way we will have renewals and escalations from existing customers. What is the operating cash flow trajectory we will get to in your opinion from the current Rs. 2,000 crore number that we add, can this be more like Rs. 4,000 crores if we were to go by the current plan?
No guidance. Just based on calculation.