Questions across 14 calls

Dhananjay Mishra

Sunidhi Securities

Cemindia Projects Limited

Cemindia Projects Limited CC-Apr26.pdf · 2026-04-30

Am I audible, sir?

So first of all, congratulation on achieving INR10,000 crores revenue mark and we have kind of exceeded our Q3. first guidance in terms of revenue. And also in terms of order inflow on the order book. So congratulations on that, sir. And for this quarter, margin, if I exclude other income, it is showing 12%. So was there any one-off in this margin or maybe last quarter expenses hasn't incurred or if you can explain on that, one. The 12% margins, which came from particular completion of the projects, some milestone achievements? Can you explain, because you have been guiding 10% EBITDA margin?

Cemindia Projects Limited CC-Dec25.pdf · 2026-02-05

Thank you for the opportunity. Am I audible?

So just wanted to know as you said that a lot of projects got completed in this current quarter and we have seen very strong margin expansion. So I guess this is kind of one-off because we got a lot of orders completed or is it going to be kind of double-digit margin sustainable for the upcoming quarter as well?

Cemindia Projects Limited CC-Feb25.pdf · 2026-02-05

Thank you for the opportunity. Am I audible?

So just wanted to know as you said that a lot of projects got completed in this current quarter and we have seen very strong margin expansion. So I guess this is kind of one-off because we got a lot of orders completed or is it going to be kind of double-digit margin sustainable for the upcoming quarter as well?

Cemindia Projects Limited CC-Nov25.pdf · 2025-10-31

So congrats on a strong operating performance. So, could you provide the detail of the order we received in terms of which order we received in Q2 and also the INR1,000 crores we have received in post 30th September and also alone position orders?

And about L1 position, sir?

Minda Corporation Limited

Minda Corporation Limited CC-Feb26.pdf · 2026-02-05

Congratulations on the strong numbers. Sir, we have mentioned about kit value in 2-wheeler segment, including Flash Electronics. So likewise, what could be the expected kit value for the 4-wheeler and EV segment once all our products go on the same?

Okay. And you mentioned for the new orders which is into Smart TV segment, that will start in Q2 FY28, right?

Minda Corporation Limited CC-Mar25.pdf · 2025-05-27

Yes. Thanks for the opportunity. My question is with respect to Flash Electronics. So we had about INR 20 crores impact o f interest, because of this in the quarterly. And on the full year basis, it will be about INR 80 crores. So when we acquired Flash Electronics, you said that because of cross selling and synergy benefit, it will be EPS accretive from FY26 onwards. So how confident are you that it will be EPS accretive? And secondly, in this quarter also have we included in this joint venture profit number from Flash Electron for 2 months?

So what was the contribution from Flash in that, out of INR 10 crores, entirely Flash revenue?

Aditya Birla Real Estate Limited

Aditya Birla Real Estate Limited CC-Jun25.pdf · 2025-07-24

Yes, thanks for the opportunity. So, most of our launches will be coming in Q3 or later part of Q4, we have unsold inventory of close to Rs. 6,000 crores, so what kind of sales booking we are looking at in Q2 or overall FY '26?

Thank you.

NBCC (India) Limited

NBCC (India) Limited CC-Mar25.pdf · 2025-05-30

So for this year, we are targeting INR10,000 crores to INR15,000 crores to be awarded, and that includes Amrapali projects, right?

Which projects you're targeting to be awarded? I mean -- because recently, we have achieved INR60,000 crores, which all projects we are targeting to be awarded in first half?

NCC Limited

NCC Limited CC-Dec24.pdf · 2025-02-06

Hello, sir. So, in terms of pipeline, you said Rs. 2.4 lakh crore. So, any big Expressway project we are expecting in this pipeline from the Maharashtra?

No, I just wanted to know because some big projects are awaited in Maharashtra to be announced in the next 12 months, so whether we have included in those projects in our pipeline, or it is not part of our pipeline?

NCC Limited CC-Jun24.pdf · 2024-08-06

All my question s are answered , just one question again on AP part. So, given the past experience we had, although you said that this incumbent government is through development and central is also supporting this year or maybe next 4 -5 years going to support the state government and more projects will come, but in terms of our exposure, would you like to be selective and be given the past experience or you will be aggressive in bidding for just in AP?

Adani Enterprises Limited

Adani Enterprises Limited CC-Sep24.pdf · 2024-10-29

I was asking about this generation part of the thing. So for hydrogen generation, eventually we will utilize solar power and wind power, which we have now. So how are we placed in terms of - what kind of capex we are envisaging for next year in that segment?

And what kind of capacity we are going to put in that thing in terms of overall capacity in solar and wind power by let's say FY27?

Adani Enterprises Limited CC-Jun24.pdf · 2024-08-01

And so in terms of capex as you said, so how are you going to fund and what is the status of fundraising in terms of equity or debt as of now?

If this QIP happens this year or even at next year it is fine, our schedule of capex will continue as it is, right?

Adani Enterprises Limited CC-Dec23.pdf · 2024-02-01

Yes, thanks for the opportunity, and congratulation on a very good set of numbers. Sir, what is the overall capex plan for this year or what will be the next year across the segment?

So Adani New Industries largely will be in solar segment or it will be in other segments?

Jindal Saw Limited

Jindal Saw Limited CC-Sep23.pdf · 2023-10-27

Thanks for the opportunity, sir. So, congratulations on consistent goo d operating performance for last three quarters, four quarters and your initial remark, I'm hopeful that many more quarters, years will have a similar good performance. Just wanted to know in terms of, as you have given demand outlook perspective, so if you give product-wise, where we have seen in more demand, whether it is saw pipe or DI pipe or maybe stainless steel, different product categories. So where do you see more demand in terms of, and we have been witnessing, so if you give more color on that. And secondly, about this joint venture we talked about, so what kind of potential in terms of revenue we can have, because we just started the commercial operation? So, just two questions from my side.

And lastly, one more question in terms of domestic market. If you could talk about more in water segment, which states are invest ing more, we are getting orders and which states are ready to invest in water. And if you have any data on that?