Stockrabit · Analysts
Questions across 5 calls

Chirag Shah

White Pine

Waaree Energies Limited

Waaree Energies Limited CC-Oct25.pdf · 2025-10-17
Thank you for this opportunity and congratulations for good set of numbers and an aggressive capex plan on BESS in general. I have a slightly different question. It is more from the corporate structure. Now that you have been -- you have acquired a lot of companies or created a lot of separate companies, and of which two of the companies are listed, two of the subsidiaries are listed. So, can you just indicate and in one of which is, in a sense, making modules, which is what even Waaree does. I remember Indosolar. So, can you just talk about, over long-term, how you are thinking, especially where a business is doing a similar thing that Waaree is doing? For example, Indosolar, are you looking to merge it with yourself or is it a whole growth plan? Because it's a ver y small capacity in overall scheme of things and so is the case with many of the subsidiaries on a relative basis.
Just one thing. So, if you would like to talk about the module expansion in Indosolar that you are looking at or what you are looking at Indosolar as such, after the acquisition that you have made over there?

Cohance Lifesciences Limited

Cohance Lifesciences Limited CC-Dec24.pdf · 2025-02-12
Thank you for this opportunity and congratulations for good set of numbers. Sir, I have a very basic question. Once you start the commercial supply, if you can explain the process of ramp up from the client side. So, ideally the ramp up should be at an accelerated pace in the initial phase at least. If you can just explain the process, how does the client approach the ramp up and after the initial batch of commercials, does it take another 6 months for the ramp up, or how does it work, if you can help them?
Okay, this is helpful. And sir, second is on the Oligo side. So, generally, ADC is the most spoken about space. If you can just help us understand, where are we in terms of, we know the capabilities, but from the ramp up perspective, where are we , is it a clear out story for Oligo to play out for us? If you can just give a broad perspective on how to think about Oligo?

Ramkrishna Forgings Limited

Ramkrishna Forgings Limited CC-Dec23.pdf · 2024-01-18
Sir, first question is just a simplification if you can help us so say, current revenue that we have and I am just annualizing the 9-month number, if I have to take a 2-year view, what is exactly the capacity or revenue capability that we have in standalone as well as at consolidated level? Either in terms of revenue or in terms of tonnage, however, you would li ke to highlight, so if you can first help us understand standalone because there are too many projects which are coming, some are coming in standalone, some are coming in consolidated, so if you can help us border view it will be helpful, sir?
And would it be right to assume that this 15 %-20% volume growth would be more driven by subsidiaries given the ramp up that you are looking at over there given I am putting JMT, AICL everything over there?

Zensar Technologies Limited

Zensar Technologies Limited CC-Sep23.pdf · 2023-10-17
Sir, my first question is, you mentioned in your opening remarks that Data Engineering and Analytics have seen a decline. Can you indicate why it is and how do you look at it from the next 12 to 18 months' perspective?
Sir, the second question is on the margins front. In your annual analyst meet also, you indicated your aspiration is mid-teens margins and stability in margins within a particular band. Now, since 2 quarters, you are there. If I do H1, you are almost there . And also your aspiration to reinvest in the business to build up capabilities may be at a slightly faster pace than what your peers may be doing. So, how should one look at margins from here on? Is there a case of reset on the higher side or is there a c ase of to be slightly cautious or these are normalized margins and as activity picks up, there could be significant uptick that one can see?

CEAT Limited