Questions across 44 calls

Bhoomika Nair

DAM Capital

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Dec23.pdf · 2024-01-31

Yes, good afternoon, sir. I just wanted to talk a little more about this DigiLens thing that you've announced. You know, what exactly will we be doing? I mean, we'll be doing the OSA T, the PCB, etcetera, and given that the plants are yet to be operational, do we start the PCB assembly beforehand, if you can just talk about this, and such -- and how large can this client be for us over a period of two, three years?

Okay. Got it, sir. So the other thing was on OSAT, we were looking to commission the plant in phases between 2Q of this year and 2Q of 2025. Given that the approval is yet pending, how -- by when do we expect the revenues to start kicking in? And if you ca n also talk about the bare PCB plant, whether the land has been allocated, and when does the construction of the plant is expected to begin?

Kaynes Technology India Limited CC-Sep23.pdf · 2023-11-01

Good afternoon, sir, and thank you for the opportunity. So you spoke about new client additions and servers, medical area, EVs, etcetera. So if you could just talk about what are their order sizes, what will be our wallet share, what is the kind of time frame that we have this order execution for? And alongside that, if you could also comment about where is the railway signalling, smart metering opportunity, defence, etcetera, also scaling up? What is the kind of uptake that we are seeing in those segments? Thank you.

Container Corporation of India Limited

Container Corporation of India Limited CC-Dec23.pdf · 2024-01-25

Sir, you mentioned earlier in one of your comments that with the Dadri connectivity we have seen and with the timetable trains that we are offering, there has been an increase in the shift of cargo from rail to road because of the better service...

Sorry, road to rail because of the better services that we are providing. Sir, can we get some sense on how the real coefficient has changed in this circuit, what kind of volumes have kind of move which has helped?

CG Power and Industrial Solutions Limited

CG Power and Industrial Solutions Limited CC-Dec23.pdf · 2024-01-23

Yes good evening Sir and thanks for giving me an opportunity. M ost of my questions have been answered but just you made a comment that hopefully fourth quarter is typically better and we can see an improvement in terms of both demand a nd also pricing as we move ahead could they leave in view of the upcoming elections a little bit of a weakness into the next two quarters and then normalizing post that?

As our capacity comes up right in phases over the next two years and even the peers had kind of expand ed capacity would there be that margins may not really come back to the earlier levels that we were at could there b e risk to that number as demand normalizes say down the line two, three quarters?