Stockrabit · Analysts
Questions across 17 calls

Dipen Vakil

Phillip Capital

Solar Industries India Limited

Solar Industries India Limited CC-May26.pdf · 2026-05-15
Congratulations on a great execution. Sir, my first question is, sir, can you help us with the order book breakup between defense and nondefense for the INR21,300 crores order book? And what are the major orders which we can expect in the near future? Any highlight on that?
Got it, sir. Sir, my second question is, I want to understand the new product and development, which are happening at Solar. So considering that a lot of -- so can you help us understand which are the new products which are on the advanced stag es of finalization in terms of development and can come into your product portfolio soon and which are in the early stages?
Solar Industries India Limited CC-Nov25.pdf · 2025-11-11
Congratulations on a good set of numbers. Sir, my first question is relating to -- I wanted to understand if there are any expected orders in near term and some st atus on the new product development. You mentioned that Bhargavastra is there where field trials are expected to complete in March '26 but any other new products, which are under development and expected orders in near term?
Sir, any quantum that you would like to provide as to what kind of opportunities that we are looking at?
Solar Industries India Limited CC-Mar25.pdf · 2025-05-21
Congratulations on a great set of numbers. Sir, my first question is, can you share us the split between our India revenue and out of India revenue, including defense and explosives both?
Okay. Sir, can you throw some light on the new product development in the defense side, namely in your Bhargavastra, Nagastra 2? And what kind of time lines are we expecting in terms of their preparedness and getting their approval? So can you throw some light on this front?
Solar Industries India Limited CC-Dec24.pdf · 2025-02-06
Thank you for the opportunity sir and congratulations on a great set of numbers. Sir first is, your defense growth has been phenomenal for this quarter and we earlier had guided for a revenue topline of close to around 20,000 contributing from defense and that was something around close to around Rs. 1500 crores. So, any revision on that guidance that you would like to present?
Got it. Sir my next question is in the line of, sir, our core explosive business. So, this quarter has been largely flattish when we look at the domestic explosive number. So, when do you expect the market scenario to change? When do we expect the pickup in education to start coming in even in the explosive segment? The volume in first half of the year had been good. We had around 12% growth in the volume for exclusives. However, we observed that due to subdued demand due to above normal monsoon and general and state elections wide over in the country, slower mining activity had been there, which has impacted the volume in quarter three. As we go ahead, we have observed demand picking up from Jan 25, which should help in better volume from now onwards.
Solar Industries India Limited CC-Jun24.pdf · 2024-08-07
Congratulations on great margin. Sir, my first question is, sir, in this quarter, what were your major new order wins? And how was the split between Defence and other explosives? And that leading to, can you also give us a split between -- in the order book between Coal India, SCCL and Defence?
My second question is on the prices for ammonium nitrate. So how has been the prices for ammonium nitrate in the first quarter and how the trend has been going ahead up since the first quarter ended?

Hindustan Aeronautics Limited

Zen Technologies Limited

Zen Technologies Limited CC-May26.pdf · 2026-05-04
Good morning and thank you for this opportunity. Sir, my first question is regarding your arms license that you have received. So, can you tell us the scope for Zen Technologies in this arms manufacturing as to whether we are getting into the ammunition production or whether it is more about the product that you recently just displayed right now, as to what kind of new product we are expecting from this arms and basically from this arms manufacturing license?
Got it Sir. Thank you so much for that clarification. So, second question is on the line of the order inflow, the kind of order inflow, so basically, you told us about that Rs.4000 Crores of turnover cumulative in FY2027-2028. So one thing I want to understand is that what is your conversion rate in terms of from order win to execution because if it is something like one year then potentially all those Rs.3000 Crores of order wins has to be won in FY2027, so that is one thing that I want to understand and also what was the bottleneck, which led to the delay in the terms of ordering because as you rightly mentioned, ADS and simulation are right now something, which are widely required and the requirement is only increasing going ahead, so, any indication as to what led to the bottleneck into slow ordering activity from the government side as well?

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Feb26.pdf · 2026-02-06
Congratulations on a healthy execution. Sir, my first question is relating to the order inflow. So, sir, we usually mentioned that our order pipeline is close to around INR20 billion to INR30 billion in the next 18 to 24 months. And considering that we are looking at a strong order wins in fourth quarter, would you like to update on the order inflow guidance going ahead as well as to what we are seeing, especially one is overall order inflow and another is on the recurring side of what kind of recurring orders can we expect going ahead?
Got it, sir. Sir, that's very encouraging. Sir, my second question is on the Brahmos side of it. So, in this year also, major order received, we are looking at missiles from Brahmos. So, is it like a new product? And any update on the seeker trials that were ongoing from Brahmos?
Data Patterns (India) Limited CC-Jun25.pdf · 2025-08-08
Sir, my first question is on the lines of -- so this quarter, out of INR183 crores of order wins, majorly, we have won orders on the AMC side or services side of contracts. So , can you tell us more about this contract in terms of their execution period and the cyclicity or when we can -- how is the ordering pattern for it, whether they are awarded yearly? So, can you give us some - - shed some more light on these orders?
Okay. So, we can expect similar contracts to come in every 5 years or every year?
Data Patterns (India) Limited CC-Dec24.pdf · 2025-02-06
Congratulations on great margins, sir. Sir, my first question is on -- so over the years, we have moved from a revenue guidance of close to around 30% to now to 20% to 25%. Sir, so I want to know what are the challenges that we are currently facing so that -- because of which we are not able to target high growth? And what kind of triggers are expected or what kind of triggers are we looking for in such a way that we can expect a growth of close to around 30% going ahead, sir?
Got it, sir. Sir, my next question is that -- so recently, so Defen ce Secretary as well as -- has mentioned that there are some heavy ordering expected in the next couple of months. Sir, so -- and this quarter, somehow I was not able to see the order inflow guidance for full year. Sir, so what is the order inflow guidance that you are expecting for FY '25? And while I understand that you have guided for INR20 billion to INR30 billion in the next 18 months, so can you highlight two to three major orders which are expected -- which are there in that INR20 million to INR30 million guidance?
Data Patterns (India) Limited CC-Sep24.pdf · 2024-11-11
Thank you for the opportunity, sir. Sir, my first question is relating to your order inflow. So you have posted that this year we'll be getting somewhere close to around INR700 crores worth of orders in FY '25 and in next 2 to 3 years, we'll be getting somewhere close to around INR2,000 crores or INR3,000 crores worth of order. Sir, is it possible for you to tell us the kind of order pipeline which is there, which gives you confidence for such a such great order inflow. So I don't want the numbers, I understand for the competition, you may not be comfortable with numbers, but at least the areas where such tenders are out and bidding is going on?
Got it, sir. Sir, and on similar lines, you mentioned that capex also, you are going to do a capex of close to INR150 crores in next two years. So everything will be largely on the product development side or there's something which will be there also from the interest side or maybe some other acquisition side of it. So how do you see your capex stabilization in next few years?

Mazagon Dock Shipbuilders Limited

Bharat Electronics Limited