Questions across 3 calls

Charanjit Singh

DSP Mutual Funds

AIA Engineering Limited

AIA Engineering Limited CC-Mar24.pdf · 2024-05-14

Sir, my first question is regarding our stan ds on whether we will be keen to now put up any capacities i n the other locatio ns apart from India, looking at the kind of duty s tructure restrictions, now this is the fourth geography which we have seen. So, what are your thoughts on that in terms of doing some capital allocation in the international markets?

The other question is now, if you look at the overall mining production growth globally, now there have been also discussion that maybe those numbers will go up as you know copper and other commodities are se eing increased demand. So, what is your thoughts in terms of when you are looking at this production growth picking up , while conversion from for ge to high chrome is one of the most important factor, but overall underlying volumes itself, if it goes up, it benefits us. So, just if you can touch upon on the overall production growth what you are seeing in the markets?

Apar Industries Limited

Apar Industries Limited CC-Sep23.pdf · 2023-10-26

Thanks for the opportunity and congratulations on great set of numbers. S ir my first question is regarding exports so in the previous call your commentary on exports was really cautious, but despite that we have delivered a very strong growth in the exports in both conductors as well as cables segment. If you can touch upon, on the ground how the export markets are shaping up, and the various projects which you would see in the interna tional markets, basically U.S. markets on the renewable side. So what are the key markets which you are seeing and how the traction is you know going on the ground that is on the export side?

So Sir, if you have to look at the kind of grid ramp up which is happening in US and the European markets and take a maybe a little longer term view rather than quarterly view on the export markets then how you would see that market from demand supply perspective and overall growth perspective?

Bharat Electronics Limited

Bharat Electronics Limited CC-Sep23.pdf ·

Hello, sir. Congratulation s on a good sets of numbers. My first question is on the working capital side. If you can touch upon, how should we see the working capital going forward in the second half, with a lot more focus of the government side on maybe the populist measures. So, i f we can see some kind of delay in receivables, or if you can touch upon that?

Okay. And, sir, if you look at, what is the kind of level of indigenous content right now in the overall revenues, what we are doing? And in the current order backlog also, what will be the level of indigenous content we'll have? Bha nu Srivastava: See, we are an electronics company, so around 30% imported components are always there, around 28% to 30%. We are aware that all chips, ICs, components, where that infrastructure is not there in the country. Over and above, if it is our own design products, the indigenous content, the remaining will be indigenous content. If it is an imported content like what I told about LRSAM or any ToT projects, their indigenous content will be less than import content will be high. So, you can say that, 30% component and overall around 35% to 40% will be our import content.