Stockrabit · Analysts
Questions across 3 calls

CA Garvit Goyal

Nvest Analytics

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Dec23.pdf · 2024-02-02
Hi, am I audible?
Good morning, sir. Congrats for a good set of numbers. My question is on the QIP utilization. So we have started utilizing the QIP for newer products. So, as far as I understand, we are investing for extended versions of the existing products only. So, for example, let's say we have three products, product one, two and three. So, currently, what we are focusing is developing one product, one point two, two point two and three point two. That is the newer products under the existing category. But considering a lot of technology focus of the defense industry and the changing army requirements in the future, are we also focused on developing the completely newer products for the R product market like product number four, five, six and so on? So, that is my first question.
Data Patterns (India) Limited CC-Sep23.pdf · 2023-11-06
Congratulations for a good set of numbers. My first question is on the new product development side. So, basically, we are developing new products in radar, EW communications, and satellite. So, what different are we doing? Like, these products, what are the new areas which existing product basket is not catering, but newer products will cater to? Because in existing product basket, we do have different kinds of radars, like tracking radars, weather radars, and satellite. We do have the satellite bus management services. So, what is the exact difference are we going to create with these new products?
Okay, that's nice to hear. Secondly, are we looking to cater only defence sector going forward? Or with our research and design capabilities, we will go beyond the defence EMS and cater to the new areas like component manufacturing for semiconductors or anything like that?

Saregama India Limited

Saregama India Limited CC-Sep23.pdf · 2023-11-02
Sir, you have earlier guided for 22% to 25% growth if we take the growth segments, then going by that we should have reached somewhere around 900 crore by FY24, but in H1 we did only 340 crore, so although we were supposed to be entirely organic growth, but even if I add Pocket Aces that will contribute in Q4, maybe around 30 crore. So, are you confident enough that we will be able to make the revenue 530 in the second half?
Understood. And sir secondly on the acquisition of Pocket Aces only, I agree it is beneficial for the Company in the longer term definitely it is going to be as you explained, but it doesn’t fall under the intended utilization of QIP, and it is not a music label, it is more of a web series creator. So, with this acquisition, don’t you think we are going against the strategy of strengthening our music IP with the songs that were released during 2005 to 2020 making at the time of QIP?