Questions across 6 calls

CA Garvit Goyal

NVEST Analytics Advisory LLP

Caplin Point Laboratories Limited

Caplin Point Laboratories Limited CC-Jun25.pdf · 2025-08-07

Good evening, sir and congrats for decent execution in a tough quarter. My first question is on the geopolitical event considering these kind of events are happening and our growing exposure in the US where there is a rising risk of tariff on pharma, so, how Caplin is going to mitigate the same and do you think like is it going to result in any slowdown in our growth in the near term at least?

Understood, sir. And that means for now, whatever the rate that we are growing, we will continue that, right?

Tube Investments of India Limited

Tube Investments of India Limited CC-Sep24.pdf · 2024-11-05

My first question is like in the last quarter, you mentioned about double-digit growth that we are seeking at a consolidated level. So, when I look at H1 numbers this year, we are up by 16% Y- o-Y in revenue terms, right? But if I look at the bottom line, that is declining due to fall in the margin. So, can you comment, like, how do you look at this scenario? And do you see we will be able to improve our ma rgins from here on and the top line as well hand in hand in near to medium term? So that is my first question, sir.

That onetime expense, you talked about what is that? What is the nature of that trend?

Tube Investments of India Limited CC-Jun24.pdf · 2024-08-02

I have three questions. First one is on the traditional businesses. So see, despite manufacturing activities are at their historical peak in India. If we look at the growth in our Engineering, Power, Metal Formed Products, Gear segment and the Industrial segment, we find that except Power segment, other segments are growing nearly at a single digit. So I am not able to understand why the environment is so strong and we have the internal capabilities in the products we deliver. Why the growth number is too low for us. And if it is because of the high base, then what are the new initiatives are we doing in these areas to increase our growth trajectory. Because even if I take our railway initiative, we should be doing tremendously well looking at the overall industry. So kindly put some color on it, sir.

I'm talking about consolidated number, sir?

Solar Industries India Limited

Solar Industries India Limited CC-Jun24.pdf · 2024-08-07

Just one question on the Defence sector. In your annual report, you mentioned and you are anticipating a decent order inflows from the Defence sector in the next 2 to 3 years, which will drive our significant growth in this segment. So given that our existing order book is INR2,500 crores, of which I think we are expecting INR1,300 crores to be executed this year itself. . So could you please elaborate on what are the major products constituted in the existing order book and the specific products that we expect to receive in the future orders? And additionally, can you also quantify the size of the order inflows that we are expecting in, say, next 2 to 3 years?

Understood, sir. And sir, what are the orders that are in currently pipeline for R&D purpose in the Defence sector that we are currently working on?

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Jun24.pdf · 2024-07-30

Good evening, sir. Congrats for a good set of numbers. My first question is I was checking your previous earning presentations where you used to guide for 25% to 30% top -line growth. Then it got reduced to 25%, and in recent PPTs, it is 20% to 25%. So further, if I look at YoY growth last year and this quarter too, we are showing only 15% growth in our top line. And same numbers are there for bottom line if I exclude the interest income, which we are getting on the QIP money, right? So my question is what is wrong in the terms of executing the order book? Are we facing any challenges because of which we are not able to meet our own guidance? Kindly put some color on this. And secondly, like a previous participant also mentioned about delays in supplying to the HAL due to some engine supply falling short from GE. So how do you see this is going to impact for our next nine months?

Secondly, sir, you mentioned 1,000 crores order inflow this year. So, is it for FY25 or FY25 and FY26 aggregate basis?

APL Apollo Tubes Limited

APL Apollo Tubes Limited CC-Sep23.pdf · 2023-10-30

Thanks for the opportunity and congrats for a good set of n umbers. Just want to know about the guidance like earlier in Q4 FY2023 concall you had mentioned that we will be able to achieve somewhere around 3 million t onne for FY2024 then what is the reason for this reduction in the guidance?

That is good Sir and does it mean you mentioned like October and November are not doing that much well due to festive season and the difference between the prices so what was the run rate in October?