Stockrabit · Analysts
Questions across 31 calls

Darshil Jhaveri

Crown Capital

Aditya Infotech Limited

Aditya Infotech Limited CC-Jun26.pdf · 2026-05-28
Yes. Hi. Thank you so much for taking my question. Firstly, congratulations on a great set of results. Lot of my questions have already been answered. Just wanted to get your view, like we think we are doubling our capacity by FY28, so by when will we, you know, be at full utilization? Because if you are saying industry is growing at 20%, but if we are doubling it by next year only, so are we expecting like a higher volume growth than the --much higher growth than the 15%-20% that's happening, because that will only help us utilize our capacities better. So, what are your views, sir?
And sir, you're targeting over the next two years and like the amount of money that you're investing in this, so?

BLS International Services Limited

BLS International Services Limited CC-May26.pdf · 2026-05-20
Hello. Good evening, sir. Thank you so much for asking my question. Firstly, congratulations on the great set of results, sir. Sir, just wanted to understand in terms of our EBITDA margins, we performed really well, but the Digital business at a higher scale, I think our margins have suffered a bit. So how do you look at it like going forward, sir?
Okay. So, it's a commission business. So Fair enough, sir. So, on an overall basis, like what is the margin that we can expect because the Visa business also, we are hitting really good margins. So, in terms of capping, like I think 40% margins are really great, but can we sustain them? Like what do we look at in terms of sustainable long-term margins sir, overall, for the business or the Visa business, whatever you would be comfortable commenting, sir?

The Jammu & Kashmir Bank Limited

Zen Technologies Limited

Zen Technologies Limited CC-May26.pdf · 2026-05-04
Good morning, Sir. Thank you so much for taking my question. Sir just a bit in regards to the previous participant question only, so we are sticking to the Rs.4000 crores revenue guidance, by mathematically that means in FY2028 we will be roughly doing around Rs.3000 Crores and for that we would need at least Rs.4000 Crores may be ordered to book by this year is that fair to? So that is what we are targeting this year. Very honestly Sir we have been trying to, I think in previous calls you guided that maybe we will do Rs.1500, Rs.2000 Crores orders in hand. We are near -by that, but it is still to reach Rs.3000 Crores it is still a quite far number, so how confident are we that we will get Rs.3000 crores in this year?
Just a last question from my end. Right now because a lot of geopolitical systems are requiring a lot of forefront how is our technology catching up with people, if I would compare ourselves to all over the world how would you rate us like maybe top 10, top 15 because why I am asking that because the technology is advancing so much what are the possibilities of export orders because domestic as we know government it is not in our hands like it is going to take some time there is going to be multiple rounds maybe it gets delayed even further but exports is something because there is a lot of requirement due to the multiple wars so how our products play and what can we expect out of exports in the coming years?
Zen Technologies Limited CC-Jun25.pdf · 2025-07-28
Good morning Sir. Hi Sir so a lot of my questions are nearly answered. So I just wanted to know like in terms of order flow, so you are already in negotiations and those parts are delayed, but what about the emergency procurement? Is there a sizable opportunity available there also? And what would be the timeline for us out there, Sir?
No, one more question I have is regarding our export opportunity, like I think last day was very good for our export and this year we have 100 Crores I think our order book for export. So, I understand Indian Government has been a bit slow, but what about other places? Because I think drones right now are in thing where every country wants them, right? And it is a big threat also to every country. So how are we placed in being able to get a newer market in export? Are there any plans? Can you just elaborate a bit more on the export opportunity and what is our role in that?

Ramkrishna Forgings Limited

Ramkrishna Forgings Limited CC-May26.pdf · 2026-05-04
Hello, good evening, sir. Thank you so much for taking my question, sir. Firstly, congratulations on the great set of results, sir. Sir, just wanted to, like, confirm like in terms of casting when we are saying we'll be at near full utilization. So, did I hear correctly, sir, we could do nearly Rs. 900 crores of additional revenue from that, sir?
Okay. So, the new March capacity would be around Rs. 400 crores - Rs. 500 crores. And sir, sorry but I'm a bit new to the company. So, when we talk about the wheel sets, so we are expecting to do around 40,000 wheel sets. So, what are the unit economics of it? Like is this on a similar margin that our company does on a consolidated level and also in terms of what is the selling price? So, could you help me with that, sir?

HFCL Limited

HFCL Limited CC-May26.pdf · 2026-04-30
Sir, just one small clarification. In terms our revenue growth, we are kind of staying around 20%, 25% growth. But with the data center, you're expecting around INR500 crores. And even if I see our Q4 revenue, that was also around INR1,800 crores. So are we kind of being conservative in our revenue guidance because even if I annualize our Q4 revenue, we can maybe book higher revenue for the full year, sir. So is it possible we can overperform our guidance by -- like we can do 30%, 35% revenue?
Yes, yes, expectations. Sorry sir, expectations sir? Can we overcome the expectations?

NCC Limited

NCC Limited CC-Feb26.pdf · 2026-02-06
Sir, just wanted to know, like I know we're not giving any guidance per se, but just when we -- can you hear me, sir?
So just wanted to know when the start of the year, we were estimating around 10% growth happening. But even if we match Q4 -- last year's Q4 number, we might have a slight degrowth happening, right, around 5% to 7%. So we've kind of missed our target by 15%. So I understand JJM issues were there. So can you quantify like what was our expected revenue that we expected from JJM? And is there any other segment that has also underperformed if you can call out on that? I don't want any clients' name or anything. Maybe just a segment overall where maybe we faced a challenge. And for FY '27 also, will that challenge persist? My question is just coming from the perspective, like we understand it's a cycle that happens, right? So FY '26 had some troubles, but will that continue in FY '27? That's where I'm just coming from. So yes, I just wanted to know, like, is there any other segment? Because I think JJM was not that big part of our book where we could kind of missed it by around 1 5%. Yes, that's it from my side?

Sammaan Capital Limited

Kalyan Jewellers India Limited

Kalyan Jewellers India Limited CC-Jun25.pdf · 2025-08-07
Firstly, congratulations on a great set of results, sir. A lot of my questions have been already answered. So just wanted to know like we had a fantastic Q1. So will we be able to continue this momentum in terms of growth of over 30% and a PBT of around 5% in the coming quarters as well? And like what's our overall guidance for PBT this year, sir?
Yes, India only. And Just wanted to know in terms of Middle East, how is the market moving out there, sir? And like is there like a possibility of exporting more from the Middle East? Or how does it work out there, sir?

Jindal Saw Limited

Capri Global Capital Limited

Capri Global Capital Limited CC-Jun25.pdf · 2025-08-05
So first of all, congratulations for great set of numbers. Most of my questions have already been answered. One question related to your business model. So I mean we have fully secured and have higher lending book, but macroeconomic cycles, I mean can pressure demand collection and risk appetite. So how resilient our model across down cycles, especially in MSME and construction finance, I mean, where borrower cash flows can be volatile?
And one last question. I mean, post this fundraise of INR2,000 crores, how soon can we expect return ratios to normalize?

Tata Technologies Limited

TITAGARH RAIL SYSTEMS LIMITED

TITAGARH RAIL SYSTEMS LIMITED CC-Mar25.pdf · 2025-06-02
Hello. Good evening, sir. Thank you for taking my question. So a lot of my questions have been answered, but I got dropped in the call in the between, so I had to rejoin the queue. So just wanted to know, from an order book perspective, I think we have around INR 11,000 crores for our company itself. And I think ar ound INR 13,000 crores in the JV. So just wanted to know the execution time line for those, sir?
Fair enough, Sir. And just wanted to know, I think the railway, I think a new order, which should come in some time. So any kind of conversation that we're hearing when the new tender will come, obviously, it's all speculation, but any rough time line that you all are anticipating or preparing we foresee something coming up soon or maybe first half, second half? Anything you could just comment on, Sir?

Netweb Technologies India Limited

Netweb Technologies India Limited CC-Mar25.pdf · 2025-05-05
Good afternoon team. C ongratulations on a great set of results. So, just wanted to know like we've had such a great amount of growth and AI is also firing quite well. So over the next 2 years, what kind of revenue growth can we see, like we've done, I think, over -- this year growth has also been over 40% of last year's growth. So, just wanted to know what kind of growth are we targeting for next year?
Okay. Fair enough, sir. And sir, I just wanted to also pick your brain a bit about our order book. So, I think in the presentation, it's maintained like we have a huge pipeline. So, could you just maybe elaborate a bit like how are these -- what are these orders for pipeline? Like, I think it's around nearly INR4,000 crores. So, these are long-term contracts, short term, how are they just working?

Bank of Maharashtra

Kirloskar Oil Engines Limited

Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2025-02-12
So, I just wanted to -- from what we gather, I think Q4, we are expecting things to go a bit better. So, I just wanted to ask like we mentioned like 5-year, next plan. But in terms of revenue growth, what do we expect like it to be in the next 1 or 2 years, if you could help guide for that, like maybe a shorter-term FY '27 target or in terms of revenue and margin, that would be helpful, sir.
Okay. Fair enough, sir. And sir, just in terms of our market, like in terms of Q4, like we'll be better than last year's Q4? Or how should we look at it, sir?
Kirloskar Oil Engines Limited CC-Dec24.pdf · 2025-02-12
So, I just wanted to -- from what we gather, I think Q4, we are expecting things to go a bit better. So, I just wanted to ask like we mentioned like 5-year, next plan. But in terms of revenue growth, what do we expect like it to be in the next 1 or 2 years, if you could help guide for that, like maybe a shorter-term FY '27 target or in terms of revenue and margin, that would be helpful, sir.
Okay. Fair enough, sir. And sir, just in terms of our market, like in terms of Q4, like we'll be better than last year's Q4? Or how should we look at it, sir?

Deepak Fertilizers and Petrochemicals Corporation Limited

RBL Bank Limited