Stockrabit · Analysts
Questions across 8 calls

Bhoomika Nair

DAM Capital Advisors

Kalpataru Projects International Limited

Kalpataru Projects International Limited CC-Sep25.pdf · 2025-10-31
Yes. Sir, just on Linje, I just wanted to understand how is the outlook out there, and we were looking at some fundraising opportunities. If you can just throw some color on ordering activity there? What are the prospects? How are we looking at that business because we've seen a very strong momentum this year, both in terms of revenues, and I think also profitability has picked up quite a bit. So if you can just talk on that part of the business a little more in detail?
Okay. Got it. Got it. Sir, the other thing is in terms of working capital, despite the strong execution in the first half, we've not really seen working capital kind of rising and that has also been in control. Now as we continue to see further momentum into the second half and perhaps some uptake from more of the water railways, etce, how do you see the working capital for the rest of the year and the year-end debt looking like per se?

Havells India Limited

Havells India Limited CC-Mar25.pdf · 2025-04-22
Sir, my first question is on the cables and wires segment. You've seen a very strong quarter. If you can just talk about the volume versus the value mix because we've also expanded capacity and benefits of that has also come through. So how has that panned out? And if you can give some color between cables and wires , because I think you also mentioned about industrial segment not being very strong. So if you can just comment on that first.
Okay. My second question is on the switchgear side. We've seen a fairly decent growth for the quarter, and we've seen margins reviving back to its historical levels in terms of both contribution and the EBIT levels. Now would this be something, which we should look at a sustainable level per se as we are going ahead? And how is the B2B segment kind of performing within this?

Carborundum Universal Limited

Carborundum Universal Limited CC-Sep24.pdf · 2024-11-04
Yes. Sir, just a couple of clarifications . Let me start with Electro minerals. Now while Foskor has seen a weaker -than-anticipated performance, but if I look at it on a standalone basis , last two, three quarters was weak, and we started seeing some improvement in the current quarter. And if I remember earlier you had mentioned that there was some dumping by the Chinese guys both out here and SiC prices had also fallen, which was impacting VAW. So, if you can just comment on that, while the pain seems to sustain in Foskor, there seems to be some improvement on standalone as also in VAW, if you can just throw some light on that aspect?
Sir, also in terms of within EMD we were looking at high performance materials, and we are setting up the HPSIC plant. If you can just comment on that, where are we in terms of t he construction, when does the plant get commissioned? How can we see scale up of that plant over the next few years, while it will get operational soon, but most of a scale-up perspective because it's a smaller project right now. What is the feedback that you're getting from the market? How quickly can you scale it up? Will it be a long-term process to scale it up? Or can we kind of scale it up much faster? So, some thoughts on that, sir.

Container Corporation of India Limited

Container Corporation of India Limited CC-Dec24.pdf · 2024-01-31
Sir, if you could just share first the originating volumes for the quarter?
Right. Now so this -- just to understand this drop in realizations. While obviously, volumes have been a bit of a challenge, particularly in EXIM, but the realization drop has got to do with some mix change, the distance is falling or exactly what has driven this decline in the realization because you said there has not been any drop or any changes in our pricing strategy, per se.

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Jun24.pdf · 2024-07-30
Sir, just wanted to understand in terms of our backward integration on our display modules we were looking to commission the plant by the year-end of 25 million capacity. A is that on track and how do you expect for the first year of operation which is FY '26, how will it scale up? What kind of revenues and margins we can see on that and how do we expect further backward integration in this space?
Sure. So, sir with this what is our current value addition? And where do you see yourself with these various collaborations to broadly get to in a period of, say, 3 to 4 years?

Engineers India Limited

Engineers India Limited CC-Mar24.pdf · 2024-05-30
Yes. Sir, just wanted to understand, you said about INR1,800 crores of order intake. Is it possible to get a break up between how much would have been consultancy versus LSTK of this INR1,800 crores?
Sure. Thanks. The other question was regarding international orders. We were expecting one from Nigeria, some more in MENA region, including Saudi and Abu Dhabi. So if you can just give some -- what is the status out there? When do we expect these orders to come through? And how large can possibly the size be of these three large orders?