Stockrabit · Analysts
Questions across 4 calls

Darshika Khemka

AV Fincorp

Finolex Cables Limited

Finolex Cables Limited CC-Nov25.pdf · 2025-11-14
I had two questions. Firstly, what is the status of the current case that is going on? Is there any progress, or is it still sub judice? When do we expect a settlement if there are chances of any? The second question is that what is the kind of guidance that we are giving for the electrical cables, communication cables, and the FMEG segment for the next few years until '27, '28? And in the light of the current market scenario, also, a guidance for the current year would be extremely helpful, both on the revenue and the margins.
All right. You had in the last con call mentioned that we have the capability of doing INR 6,500 crores in revenues from the electrical cable segment at a peak level. By when do we aim to achieve that? What is the similar number for the communication cable segment?

Allied Blenders and Distillers Limited

Allied Blenders and Distillers Limited CC-Sep24.pdf · 2024-10-30
Thank you for the opportunity and congratulations. So I would like to delve on the Telangana topic a little deeper. In the first Q1 con call, you had given us a number of the receivables from Telangana, which was around INR384 crores, if I'm not wrong. What is the current number? And what is the kind of reduction that we are expecting by the end of Q3 and by the end of Q4?
Also, could you please help me with a breakdown of the receivables of INR1,500 crores by state, if possible, or probably by the entity? Like, basically a broad breakdown of the entire receivable.

Radico Khaitan Limited

Radico Khaitan Limited CC-Sep24.pdf · 2024-10-25
I have a couple of questions. Firstly, in the opening remarks, you mentioned that in the Regular & Below category, the volumes were affected due to certain specific states. Can you give us more details on this?
That was really helpful, sir. Secondly, could you give us some details on the kind of volumes that you’re currently doing in the Luxury and Semi-luxury category of products? And what is the average realization like for the company? So, the reason why I ask this question is that we don’t make significant volumes in this category right now. But as the volumes increase, our EBITDA margins could also increase. So, what I’m trying to hint is, once you’re making substantial volumes, our margins could substantially increase, right? So, considering this scenario, what could be our target EBITDA margin?

Ramkrishna Forgings Limited

Ramkrishna Forgings Limited CC-Dec23.pdf · 2024-01-18
Sir, as far as I understand our margin expansion in FY22 and 23 was a combination of two factors, one being operational things that the Company has done and also the tailwinds from the industry, would you be able to bifurcate and sort of help us break down that how much has come from tailwinds and how much from Company related efforts and how much of that basically would be sustainable? What I want to understand is that once this industry tailwind goes away, would our margins fall?
And I had one more question, what was the CAPEX that we have incurred for the warm forging expansion?