Stockrabit · Analysts
Questions across 3 calls

Garvit Goyal

Nvest Analytical Advisory

Waaree Energies Limited

Waaree Energies Limited CC-Mar25.pdf · 2025-04-23
Good morning, sir. Congrats for a decent set of numbers. Most of my questions are answered. I just want to spend a few minutes on the demand outlook. I agree we are having a decent order book in hand that is going to be executed in FY26. But I want to understand from you in the terms of what kind of order inflow are we expecting from India as well as U.S.? Are we facing any challenges in the terms of newer orders that will contribute, let's say, FY27 onwards or the order flow is still going to be the decent one that we were earlier expecting? Thank you very much.
Understood sir. And sir what percentage of your order book is driven by like a solar EPC players and what kind of conversations are you having with them like who was the biggest customer in that particular area and what kind of demand they are anticipating this particular category, particularly in India?

Caplin Point Laboratories Limited

Caplin Point Laboratories Limited CC-Dec24.pdf · 2025-02-07
My first question is, you mentioned in the presentation that meaningful revenue is expected from non-U.S. business in FY26. So can we finally say like our efforts in the last two to three years are going to generate fruits in FY 26? And can we expect significant top line and bottom-line growth in this year? Like is it going to be the inflection point for Caplin here onwards? Can we expect to grow like at a higher pace than the previous year, sir? So that is my first question.
Understood, sir. And secondly, on the U.S. imposing tariff on China. So can you please highlight like how it is going to impact our sales in Caplin Steriles?

Elecon Engineering Company Limited