Stockrabit · Analysts
Questions across 31 calls

Gagan Thareja

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Data Patterns (India) Limited

Data Patterns (India) Limited CC-Mar24.pdf · 2024-05-21
Sir, the first question is around the guidance that you've given. In your top line guidance, you indicated a 20% to 25% margins, outer limit of 40%, which is lower than what you've done this year. And yet, I think you indicated a profit guidance of 30%. So, I'm just sort of trying t o reconcile if the margins year-on-year are going to be slightly lower than what they have been in ‘24, then why would, the profit guidance be 30% for a sales guidance of 20% to 25%?
So, what you're suggesting is that either the top line can be more than what you're currently guiding?

Krishna Institute of Medical Sciences Limited

Krishna Institute of Medical Sciences Limited CC-Mar24.pdf · 2024-05-17
My question -- first question is around the operating margin profile. How should we think of the evolution of operating margin from the current levels over the next 3 years? And if you could give some phase-by-phase assessment '25, '26 and '27, it would be helpful because new hospitals are coming up and the old ones, as you said, can see some improvement. So on balance, how does it work out?
But are we in a position to maintain margins? Or is there a positive or negative bias to the margins going ahead at least for the next couple of years? And I'm just looking at the direction of the margins. I'm not asking...

Hindustan Aeronautics Limited

Hindustan Aeronautics Limited CC-Mar24.pdf · 2024-05-17
My first question is around the potential for sales growth ava ilable given that you have almost 90,000 crores of order book which you think next year starting with more like 1,20,000 crores of order book. Given the delivery schedules of various platforms, is it reasonable to assume that an early double-digit sort of revenue growth is consistently possible for the next 3-4 years?
Also, while in the last 2-3 years the share of ROH in your total revenues has kept on going up. I think last year it was more than 70% while now it stands at 68%. Now from here on the share of platform-based revenue will increase and does this change there fore in sales mix? First of all, how much will this sales mix cha nge by and secondly consequentl y what sort of margin implications does that have?

Alkem Laboratories Limited

Alkem Laboratories Limited CC-Dec23.pdf · 2024-02-09
Hello. Sir, the first question is on NLEM. Can you give your exposure to NLEM? And also parallelly indicate WPI being negative this year. Does that have any impact on gross margins going ahead into the next year?
And if I go by your full year FY '24 operating margin guidance of 17% and back out what that means for the fourth quarter basically means around 11.5%, if I'm able to understand it, by and large, correctly. And that would mean year-on-year, you're talking of the fourth quarter margins to come lower than last year's fourth quarter.

Coromandel International Limited

Coromandel International Limited CC-Dec23.pdf · 2024-01-31
First question pertains to the policy margins that have been enumerated, I think, 10 and 12. In your assessment, what historically for yourself and at an industry level, what have been the margins that you've seen as being cyclically average in these 3 categories of trading and manufacturing with backward integration...
Yes. So my question was that while certain margin ceilings have been set or proposed in the document, what in your experience have been the cyclical average margins that Coromandel would have seen or, for that matter, at an industry level would have been historically prevalent? Just to get an assessment of where they lie or where we can peg them versus what's normal?

Ajanta Pharma Limited

Dr. Reddy's Laboratories Limited

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Sep24.pdf ·
So, the first question is Taro comparable quarter last year would have been consolidated at 80% and this year it’s fully consolidated. Would that roughly add $25 million to $30 million of sales even if Taro sales wouldn’t have grown year-on-year simply because of the additional consolidation?
No, I get that but in in- principal, I am simply talking about the arithmetic, 20% extra consolidation would have added to sales, assuming that there is no precipitous drop in Taro sales at all.

Bharat Electronics Limited

Bharat Electronics Limited CC-Sep23.pdf ·
Sir, the first question is on the electronic fuses. One private sector participant in the electronic fuse order, Ricoh Auto, has indicated on its conference call with investors that they expect a re - tendering of the electronic fuse order because the indigenous content offered by BEL is inadequate. And probably lower than 40%. Can you throw some light on that? Is there any possibility of this order being re - tendered?
Okay. But currently, are the electronic fuses supplied to indigeneous…