Stockrabit · Analysts
Questions across 2 calls

Bhoomika Nair

DAM Capital Advisors Limited

Engineers India Limited

Thermax Limited

Thermax Limited CC-Sep24.pdf · 2024-11-14
Sir, I just want to ask about these base orders. Now if you see for over eight quarters, we have been fairly steady at the INR 2,000 crores to INR 2,500 crores range. How do you see that entire pipeline developing? How are the base orders? Do they remain in this range? Or do we see really an improvement per se on that side? Which sectors are really driving? And how is the outlook, particularly with the whole election and the change in guard? Are you seeing any further uptick in terms of the entire capex cycle from these small base orders?
Sure, sir. On the one update on the FEPL, if you can give where are we. We were impacted by the Tamil Nadu rain, et cetera. So how is that scaling up? And if you can get an update on both FEPL and TOESL, and I'll come back in the queue.