Syrma SGS Technology Limited CC-Dec24.pdf · 2025-01-29
Yes, hello , sir. Thank you for the opportunity. So, s ir, if we understand our progress as a company over the last 2-3 year period since we went public, so does it mean that our strategy as a company is now more focused on EBITDA margin, the way you mentioned about, you know, you renegotiating the contracts, going back to the customer, versus the kind of growth we were talking about and chasing growth. You know, the working capital had expanded and that's where we also thought of doing fundraising. And now we are more of talking more on the margin front. So, what has led to this change in this thought process over the last two years? You know, you saw things changing on the customer side, demand front, competition front. If you could help us understand on this part, number one. And number two, going forward , in the order book, consumer is still high. But the industrial order book is also increasing. So, does the increasing pie of industrial and other, which is railway, IT also benefit your margin? And will we now consistently be looking at on an annual basis 7% plus kind of EBITDA margin without other income? These are my two questions.
Okay. And for this and the sustainable 20% ROCE, so what sort of margins would it require? Like 7-7.5 because the way asset turns will change depending on the product. So , what sort of margins are we looking at for that sustainable 20% ROCE number?