Stockrabit · Analysts
Questions across 3 calls

Devang Shah

Asit C Mehta Investment

Ramkrishna Forgings Limited

Ramkrishna Forgings Limited CC-Jun25.pdf · 2025-08-01
Good evening, Sir. Just to ask you the way earlier we guided with very optimism as far as our revenue top line and bottom line. We can understand, last quarter, there was some kind of inventory correction. And in the initial remark of your commentary today, you have mentioned some kind of slowdown and certain global -related challenges is impacting the Company's performance. But certain also opportunities also you have shared in this particular call also. So, sir, I would like to know that our aspiration to have some kind of 25% kind of top line growth. And as you have mentioned, gradually, we will come back to our normalcy of a margin of somewhere 22%. So, it will not be too longer also you have mentioned to earlier participants. So, sir, that's what the only question that in this particular financial year, can we able to have a such kind of achievement by the end of FY '26? I'm not talking about the quarterly performance. I can understand it may have some kind of challenges. But my question is that by the end of FY '26, we can have some kind of possibility of achievement of top line somewhere close to 25% and also come out to some kind of 22% or some kind of plus/minus margin relatively close to that.
And my second question, sir, as you already mentioned that due to tariff -related challenges, that's what we are now witnessing as far as general geopolitical situation is concerned. Do you as we come out any kind of solution through terms of trade agreemen ts kind of thing, do you see the situation and the outcome may change in the coming quarter as well? That's what something possibility as far as...

CIE Automotive India Limited

CIE Automotive India Limited CC-Mar25.pdf · 2025-04-30
Yes, hi. Good afternoon, Sir, you addressed right now for our last participant about growth related aspect. So, sir, I just want to understand first thing, the root cause that is the order book is not transmission into revenue, the execution delay or decision making delay? That's one thing. Sir, then I will go to my next question. Just make me understand about this thing, sir, first.
If my understanding is correct , it's some kind of deferment by your client. So that's why it is being delayed, although you have been given an order book, but they're deferring because of some kind of their demand or some kind of thing is delayed. That's why sir. My understanding is correct sir?
CIE Automotive India Limited CC-Jun25.pdf · 2025-04-30
Yes, hi. Good afternoon, Sir, you addressed right now for our last participant about growth related aspect. So, sir, I just want to understand first thing, the root cause that is the order book is not transmission into revenue, the execution delay or decision making delay? That's one thing. Sir, then I will go to my next question. Just make me understand about this thing, sir, first.
If my understanding is correct , it's some kind of deferment by your client. So that's why it is being delayed, although you have been given an order book, but they're deferring because of some kind of their demand or some kind of thing is delayed. That's why sir. My understanding is correct sir?