Stockrabit · Analysts
Questions across 11 calls

Deepak Lalwani

Unifi Capital

Angel One Limited

Angel One Limited · 2026-07-16
First question is on the client acquisition side. So we've seen some moderation in this quarter. So is that a deliberate approach that we have taken to control costs, etcetera., or are we seeing some challenge on ground to acquire new customers, given that the leader has become more active, his client active market share has gone up slightly from March levels. Just wanted to touch upon that.
I understand that. Sir, the cost related to these client acquisitions, if you just divide the cost by the client acquisition run rate, it seems to be on the higher side. So I understand there is an IPL cost associated with it, but apart from the lumpy IPL cost, is there a structural increase in our cost to acquire new clients, or will we be getting back to our older levels of client acquisitions?

Redington Limited

Redington Limited CC-May26.pdf · 2026-05-14
Understood, sir. And could you just call out how should we think about both these line items for FY27 akin to what we have seen in Saudi Arabia and your provisioning style there in the earlier quarters, do you expect some of this to reverse maybe in the first half? Or is it more second half led?
Noted, sir. Sir, my second question is specifically on the Mobility segment, where we have seen that India has grown extremely well and premiumization continues. But mobility, even if you adjust for ex Vodafone, if you knock out that element, in the rest of the world has not grown as fast as India is growing. Could you explain how we should think about the mobility aspect?
Redington Limited CC-Nov25.pdf · 2025-11-06
Congratulations, team, for a stellar performance from a delivery standpoint. It's a very strong execution quarter. So, kudos to the entire management team and the efforts that you have been doing to turn around the business. It's a great reflection this quarter of the efforts and the reaping of rewards of the same? So, with that, I have a couple of questions. The first one is, sir, could you call out that due to Arena Connect, what will be the extent of revenue, EBITDA, interest and debt reduction that we will see in Turkey?
Sir, could you specifically also speak about the $20 million receivables that we had spoken about earlier? Will there be any incremental provisioning required for the same? And also, what do you think would be the key timelines in which the Connect business would wind down? And when will that start to reflect in the operational uptick in our numbers?

R R Kabel Limited

R R Kabel Limited CC-May26.pdf · 2026-04-30
Hello, sir. Thank you for the opportunity. Sir, I wanted to understand what is the wires and cables mix in domestic and export separately? A connected question to that is that, I wanted to understand the macro, the end markets that we are servicing, the use cases that we are servicing, and what kind of growth that you're envisaging for both the products across geographies, domestic and export, if you can elaborate on the macro also, please? Thanks.
Sure. Sir, this year, RR Kabel has performed remarkably well. If you have to pick out two, three pointers as to what has exactly changed in the way we do business, or the strategic changes that you've brought in the Company. If you have to pick up two, three pointers that has mainly driven this, can you please spell out the strategy that the Company has undertaken? Also going forward, we see that this industry is going to have many new players. So how are we internally placed to tackle this? Thanks.
R R Kabel Limited CC-Sep23.pdf · 2023-11-08
Yes, so thank you for the opportunity. My question was on the export piece. We have seen that the growth in this quarter was better than the domestic business. So is there any seasonality element here or structurally our company's revenues will be inclined towards the export business? Just wanted to get your sense on this element?
Sure, got it. And so given that we have lower margins in the export business, but in this quarter we were able to show higher margins despite higher export mix. So is there any change in the product mix that you have done in the export piece? And how is the profitability improving in the export business?

Jindal Saw Limited

Jindal Saw Limited CC-Dec24.pdf · 2025-01-28
I wanted to clarify on two numbers. So, you mentioned that some amount of the order book has been deferred in January. So, if you can indicate the quantum of that and also the revenues which got slipped into Q4 the shipments which got delayed you can indicate these two amounts.
The order book mix , so barring the 20% export mix , if you can give us a sense on how the various avenues of order inflows are panning out. Firstly, what is the mix of state and central funded projects, firstly, that? And how the various avenues are playing out for us, the center, the state, exports and the oil and gas?
Jindal Saw Limited CC-Sep24.pdf · 2024-10-21
Hello sir. Thank you for the opportunity. Sir my question was on the order book and your commentary on the top line that you made. See, basically, our order book is down sequentially, not by a big margin, but slightly. So can you just indicate where is -- what is the reason for this? Whether it is dom estic market or whether is it export? If you can pin down where exactly the order inflows are lower today and your outlook for this going forward?
And this export opportunity that you're talking about, your 12% share going to 25%. Can you pin down which countries are you focusing on and which segment, whether it is water or oil and gas?

Supreme Industries Limited

Welspun Corp Limited

Welspun Corp Limited CC-Jun24.pdf · 2024-08-08
Good presentation, sir, on simplifying all business segments. So on the U.S. business, my question was on any de -- bottleneck in terms of demand? Is it relating to approvals from the government, which are getting delayed because of the elections or has there been any change in the economics of the capex for putting up the pipeline? What is causing the delay?
Right, sir. And given the high cost nature of that geography, can you indicate the breakeven level in terms of volume that we should do to be profitable there?