Stockrabit · Analysts
Questions across 31 calls

Darshil Jhaveri

Crown Capital

Bank of Maharashtra

Bank of Maharashtra CC-Sep24.pdf · 2024-10-15
Sir firstly, congratulations on a great set of results. I think whatever guidance we've given, we've actually surpassed most of them. Just wanted to ask, like, would you want to revise the guidance? I think, in terms of ROA as well as NIM, we've been outperforming what we said. How do we look at it going ahead? Like would we expect it to be more robust? Like could we go to a 2% ROA and a 4% NIM?
Fair enough, sir. That makes sense. I also just wanted to know in terms of our gold loan, we said that Agri loan has also been boosted by gold loan and in general, gold loans have grown a lot. Could you just describe what's happening on ground? Is it like the price of gold has risen that is why that's helping us or just somewhat how that's been?

Transformers And Rectifiers (India) Limited

Transformers And Rectifiers (India) Limited CC-Sep24.pdf · 2024-10-08
Hello. Good evening, sir. Thank you so much for taking my question. A lot of my questions have already been answered. So just wanted to know like we have like, kind of aggressive growth targets. Like I think you were saying FY '26, INR3,500 crores, and this year also INR2,000 crores. So, any kind of risk we see, kind of like something that can be a roadblock or just like how do you see the environment? Everything going good, but then is there something that looming in the corner that can hamper us?
That's great to hear, sir. Yes, that's it from my side sir. Thank you. All the best, sir.

Manappuram Finance Limited

Granules India Limited

Granules India Limited CC-Jun24.pdf · 2024-07-30
So, just wanted to get an idea on currently how sales are panning out , so maybe, correct me if I’m wrong, but I think since the last 7 -8 quarters we were in the range of around Rs. 1,100 to Rs. 1,200 crores. And I understand that US have grown that much. But I think because of our European business that eating up all our ga ins, so now just wanted to understand like in terms of our trajectory, we could see the similar growth in US, but will the European business stabilize or how would we see our growth going forward because I think March ‘23 and ‘24 have identical numbers on the face of it, I understand in depth, there are a lot of differences, so just wante d to get a color on your perspective?
So, any kind of revenue guidance, could we have for FY25, sir?

TBO Tek Limited

TBO Tek Limited CC-Mar24.pdf · 2024-06-06
Hello, thank you for taking the question. Congratulations on the great results. Sir, you have spoken a bit about seasonality right now and the market conditions. So, I just wanted to know that we have been growing quite fast right now. So, will we be able to maintain the growth rate that what we have done in past, like maybe this year also we have grown 30%. So, our GTV we want to go double digit, but then what would be the correlation of that with our sales and profit, that is something just wanted to know how does it work in our industry?
And sir, with regards to margins, the current margins that we are doing are sustainable, right, like our EBITDA is around 19%. So, as we are growing more it will get leveraged also, so we can aim for 20% plus margins, right?

Union Bank of India

Jindal Saw Limited

Jindal Saw Limited CC-Mar24.pdf · 2024-05-08
My first question is, any other new M&A activity that's on our outlook currently that you know we are looking at? That was my first question. With terms of we are guiding maybe a volume growth of 10% to 15%, so any revenue guidance for maybe FY25 that you would like to give?
Just wanted to you know maybe ask you a bit more regarding like domestic, we are seeing a lot of growth happening and exports also, do we see the conflict escalating or you know maybe you know US also has its elections, so something that side we are seeing international we might have more pressure from the western part or any color on that, that would be great?

HFCL Limited

Can Fin Homes Limited

Can Fin Homes Limited CC-Mar24.pdf · 2024-04-30
Lot of my questions have already been answered. So I just wanted to know our NIM target of 3.5. Are you being a bit conservative, I think you already in Q4 have achieved around 4% NIM. So like NIM or that was the first question. And what kind of ROA are we targeting for FY '25?
I just wanted to know like in terms of picture, like somewhere in some affordable housing segments, you are seeing some issues. But is that even the mid -segment, are there some issues that they have been seeing industry-wide that can lead to further slowdown or inflation creeping up for some demand issues? Because supply may be launches are happening. But then on the demand side, do we see like any issues coming from that side?