Questions across 23 calls

Dhruv Jain

AMBIT Capital

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Mar24.pdf · 2024-05-18

First question was on the working capital side, right? So we have seen a very sharp improvement in working capital. So just wanted to understand the sustainability of the same, do you expect that the working capital is now normalized to 13 to 15 days kind of a number?

The second question was on the industry side. So in the last 1, 1.5 years we have seen that there has been a lot of capacities put up by brands and EMS partners. So there was that risk of insourcing for various EMS partners. However, we've seen this summer being very strong, so where are we in terms of the demand and supply in terms of capacity utilization of the AC industry as such? Do you expect that the risk that was thought to be say for two years or three years in terms of lower RAC sales would actually play out earlier?

Amber Enterprises India Limited CC-Dec23.pdf · 2024-02-12

So on the RAC side, right, so you mentioned about the insourcing trends that are going on. So just wanted to understand that even in say FY'25 and the fourth quarter, will we see similar kind of trends as in flattish kind of growth and only double digit will only start happening in FY '26? Obviously, things are dependent on the season, but some thoughts will be helpful, sir.

On these two inorganic initiatives that you have taken right, so just wanted to understand what kind of revenue potential and margin that we can see in terms of improvement? And if you could even talk about Ascent's nine months performance and how should we think about it in the next two or three years? And just one clarification there , on the electronic side, you mentioned that you will go to about 7%, 7.5% margin. So does this include the Ascent because we understand that the margins there are much higher?

The Great Eastern Shipping Company Limited

The Great Eastern Shipping Company Limited CC-Sep23.pdf · 2023-10-31

Just had a couple of questions on the offshore business. So, you mentioned that the out look remains very strong. So, I just wanted to understand from your perspective, what are the risks to this? And another question on offshore was that we understand that on the rigs side, there is a tendering process of the contract, but if you could also mention what's the sort of the way it works on the vessel side?