Stockrabit · Analysts
Questions across 3 calls

Bhavin Vithlani

SBI Mutual Funds

Carborundum Universal Limited

Carborundum Universal Limited CC-Nov25.pdf · 2025-10-31
Sir, the question number one is with respect to your comment to the earlier where I also was observing a 35% increase in capital expenditure. If you could help us what is the planned outlay for the current financial year and the next? And if you could also give us a breakup between the key projects that we are planning this capital expenditure?
Sir, pardon me for hopping this. What would be the total planned outlay for the semiconductor for the aerospace, defence, Ceramics and HP SiC over a 2 to 3-year basis, the total planned outlay for getting the project up and running in the Phase 1 of our plan?
Carborundum Universal Limited CC-Dec23.pdf · 2024-02-02
Good morning Sridharan and the team. Good performance especially on the bottomline front. So I have a few questions when we acquired the German companies , at that time we had outlined a path two double digit EBIT margins so the question here is the same I had asked previously is do you believe that those level of margins are achievable , a re the timelines that we anticipated are same changing while we are moving in the same direction and qualitatively if you could talk about what makes you believe that from a loss to a break even we could get to a double digit margin level that is the first question. Second is if I look at the standalone abrasives as a segment , then after first quarter of FY2023 prior to that we were clocking high teens growth rate. The underlying growth rate has nosedive d to low single digit sub 5% and you alluded to some competitive pressures especially in the thin wheel segment while we have seen the margins going up, so if you could talk qu alitatively on the standalone abrasive segment it seems that the margin expansion is driven by the mix change towards a higher share of bonded, which is a better margin segment and how do you see this growth rates coming back, the efforts that the company has been taking underway last time you mentioned that there are a lot of effort being taken to kind of take the growth rate up to double digit or teen , s o if yo u could kind of talk about this, last bit is in the previous participant’s question you did kind of alluded but if you could talk about the green energy segment, the hydrogen where in the previous instances we have mentioned that as the customer moves to version one to version two, there could be an intermittent st uff, but there is a significant incr ease in the content for CUMI c onsequently there could be a geometric growth from an arithmetic growth, so if you could talk more about it qualitatively and that you said that next year the growth rate for the segment as a whole can jump to 20% how does that lead to profitability and these are my three questions.
Just a followup on the last bi t, in our previous discussion we understand our content l ike in auto we say content for vehicle is the content for SOFC for Carborundum going up for that product and that itself can lead to further significant growth for the segment as a whole as you are guiding 20% growth for the segment is in itself a substantial growth?

Hitachi Energy India Limited

Hitachi Energy India Limited CC-Sep23.pdf · 2023-11-06
Good Evening Venu and congratulations for the orders, if you could help me the INR 1,700 crores orders, what would be the size of the STATCOM? You mentioned there are several others of a similar size just to get the size of the addressable pie?
Fair. The second question is because when we look through the results of your parent company where order backlog has more than doubled to greater than $20 billion. And when it comes to some of these HVDC projects and some of the other projects where there is an import dependence from your parent entities. So, if you could just help us understand about supply chain? And given that we are also seeing an upswing in India and you expect this to last for a few years. How are you dealing with the supply chain? And what is the kind of augmentation that you are doing in terms of developing the local vendors so that the 4- 5year opportunity that you are talking about, you should be able to capitalize the maximum out of it?