Stockrabit · Analysts
Questions across 35 calls

Deepak Krishnan

Kotak Institutional Equities

KEC International Limited

KEC International Limited CC-Mar25.pdf · 2024-07-29
Hi, sir. Just wanted to sort of check, where are we in terms of -- we had sort of a rating downgrade a couple of months ago from one of the rating agencies.
Yes. I just wanted to understand, so we had sort of a rating downgrade a couple of months ago from one of the rating agencies. So, where are we on that? Like, do we think that something could kind of incrementally change towards a positive in the next couple of months? And that's the capital raise or a potential capital raise have anything to do with our ratings as well?
KEC International Limited CC-Jun24.pdf · 2024-07-29
Hi, sir. Just wanted to sort of check, where are we in terms of -- we had sort of a rating downgrade a couple of months ago from one of the rating agencies.
Yes. I just wanted to understand, so we had sort of a rating downgrade a couple of months ago from one of the rating agencies. So, where are we on that? Like, do we think that something could kind of incrementally change towards a positive in the next couple of months? And that's the capital raise or a potential capital raise have anything to do with our ratings as well?

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Jun24.pdf · 2024-07-27
Sir, just maybe one question given that the PLI scheme sort of reopened again. How are we looking at that? Are we looking at any specific categories or in general expansion into existing basis? How are we specifically targeting the PLI scheme or will we stay completely away from that.
Sure, sir. And maybe just in terms of -- you said overall industry growth rate was 35%. How much was the RAC growth rate for us, RAC, RAC components for the summer season? Because some of our peers have seen growth in the range of 60 plus. So I just wanted to sort of reconcile how has market share moved specifically within the outsourcing players in this particular quarter or this particular summer as such, both Q4 and 1Q together?

Cochin Shipyard Limited

Cochin Shipyard Limited CC-Sep23.pdf · 2023-11-20
Yes, I just wanted to sort of look at your EBITDA margin performance, a stellar performance of 20 percentage 1H. And now you're saying PAT margin will be 16% to 17%, whereas earlier you had indi cated in the FY '23 earnings call that PAT -- EBITDA margins will be 14% to 15% for the year. So, are we sort of raising the margin guidance and what sort of driven the strong performance in 1H?
So even EBITDA should be in the similar range, 18% to 19%? Is that understanding correct?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Mar24.pdf · 2024-05-17
Maybe just one sort of question to understand your margin guidan ce, because you're investing in PCB and OSAT, would that also include any investment impact, could that impact our margin guidance or this is inclusive of whatever little investments that we're doing this year as well?
I just wanted to understand essentially the margin guidance includes any impact of investments being done for future growth like PCB and OSAT which will not have a negative impact, right, this is a blended margin inclusive of all of this, the 100-basis points improvement?

Dixon Technologies (India) Limited

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Mar24.pdf · 2024-05-13
Hi, si r. I hope you can hear me fine. Just sort of getting into the similar sort of question because the peer that does business or retail probably has networking capital based in the 10 - day sort of range. Still, if I assume like a best case in a INR45, INR46,00 crores top line next year and INR320 crores of EBITDA, with about 60 days, we still are not sure of how we will sort of generate positive OCF. So could you kind of help us as to what gives us confidence that 60 days we should be sort of enough in terms of OCF? Because next year again, because there will be growth after that, right. We will be stocking up inventory for FY '26 growth. So I just wanted to sort of dwell into how are we looking at positive OCF specifically?
Maybe just one final follow -up. What is the actual networking capital days in the home -to- fiber business? Like what kind of networking capital do we have for that particular client?

Kalpataru Projects International Limited

Kalpataru Projects International Limited CC-Mar24.pdf · 2024-05-09
On your revenue for this year, we were initially guiding a t a standalone level of 20% plus. We were expecting that some of the pickup in the Chennai projects, all of that could kind of come through. Any reason why we've sort of come up at the lower end, and do we expect that some of this sort of comes back in FY25?
Yes, maybe just a follow -up one. We wanted to understand any progress on the road sector divestment. We were looking at one of the projects and just wanted to understand this infusion issue on logistics. How is this? What are we considering this for? And would there be any other future infusion as well?

IRB Infrastructure Developers Limited

IRB Infrastructure Developers Limited CC-Jun24.pdf ·
Hi Sir, I just wanted to sort of understand we've been hoping for this BOT, TOT bids to come through and they were about INR 45,000 crores worth of projects initially expected to be bid out on BOT basis. A re we close to getting bid finalizations for L1 on any projects and what do you think is the timeline for sort of BOT wins to come through for IRB?
So maybe in Q2, is it a possibility or would it be you know Q3 and Q4 when actual awards would come through.
IRB Infrastructure Developers Limited CC-Sep24.pdf ·
Sir, maybe just one question , so you indicated that EPC revenue pipeline for next two years is Rs. 60 crores to Rs. 100 crores. We did about Rs. 4,900 crores in FY ’24, so i n case there are sort of no wins , how are we looking at EPC revenues for this particular year, the construction revenue for this particular year as well as sort of for FY ‘26?
Sure. And maybe just wanted to understand , till what time would we sort of continue to see losses from associates, like what are we expecting for the full year and when does this sort of impact of fair value go away and the impact of all the new assets come through and we start seeing , we are seeing cash flow but we are not seeing profitability , when does that start showing up in the associate line positive, is it FY26 or would it be FY27?

Bharat Electronics Limited