Stockrabit · Analysts
Questions across 19 calls

Garvit Goyal

Nvest Analytics Advisory, LLP

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Nov25.pdf · 2025-11-13
Congrats for a good set of numbers. My first question is on -- I just want to understand and know about the new products that are currently into development. And maybe in the next 6 to 12 months, we are going to launch these products. So can you put some color on this area, sir?
And sir, overall, what is the expected TAM for all those programs? See, it's my second question only, ma'am. So I think you can allow me. So yes, just to understand what is the expected TAM for all these programs, the products that is currently under development, sir?

Solar Industries India Limited

Solar Industries India Limited CC-Nov25.pdf · 2025-11-11
Sir, just one question on loitering munitions. So in a recent trial, we showcased our product and where one of the Hyderabad-based company al so participated and demonstrated their capabilities. And I think they won the trial as well. So can you spend a few minutes on like what is happening, particularly on the side of loit ering munitions because I'm seeing a lot of new players are entering into the space, demonstrating their capabilities and outperforming significantly. So how -- can you spend some ti me on explaining like what are the dynamics changing in this particular space? What kind of demand outlook are people seeing there?
And what kind of size of opportunity as a w hole do you see, particularly from light munition side in the next, say, 2 to 3 years, sir?

Netweb Technologies India Limited

Netweb Technologies India Limited CC-Mar25.pdf · 2025-05-05
Congrats for a good set of numbers. My first question is on the AI segment. You are mentioning, we are going very fast and the numbers are saying the same thing. I want to understand the key drivers for this particular segment and where do you see this seg ment three years to 5 years ahead as an overall contributor to our total revenue, sir? So that is my first question?
And what percentage are we targeting as a mix to our total revenues in next 3 years to 4 years?

KPIT Technologies Limited

KPIT Technologies Limited CC-Sep24.pdf · 2024-10-23
Congrats for a good set of numbers. I have two questions. One is like considering that we do have cash and cash equivalent of approx. INR950 crores, right? So, I want to understand from you two things. One is how management read to the numbers specifically INR 2,880 crores QIP what is the thought process behind it? Secondly, you mentioned about three areas. Can you put some more color on all those three areas, like what is the thought process, how we are looking to diversify from the existing business by going into these three areas? So, these are my questions.
One more question on the demand environment. Like you mentioned for next 1, 2, 3 quarters going to slowdown. So how do you see the FY '26 from this kind of situation?

KEC International Limited

Action Construction Equipment Limited

Action Construction Equipment Limited CC-Dec24.pdf · 2025-02-10
I want to understand on our export. While we understand domestic demand is driven by infra, manufacturing and real estate. But considering the geopolitical tensions and expected trade war, do you see any risk to our internal targets? Because I think while giving the medium-term guidance, we are accounting for exports in a decent manner. So can you put some color on that? Like how exports are going to shape up from here?
Looking at the current environment, so do you see the situation is going -- situations are going to improve in FY '26 as far as the exports are concerned?
Action Construction Equipment Limited CC-Sep24.pdf · 2024-11-11
Congrats for a decent set of numbers. Sir, like you mentioned that you will be having capacity of INR5,100 crores by the end of this financial year. My question is like how the ramp-up will happen, like with this kind of capacity at the beginning of FY '26, how do you look at FY '26 and FY '27 in the terms of execution or ramping up this total capacity?
Understood, sir. Like at the beginning of, I think, FY '24 also we were kind of expecting a growth of 25% CAGR for next 3 years, right, so is that target intact?
Action Construction Equipment Limited CC-Jun24.pdf · 2024-08-01
Congrats for a good set of numbers. My first question is on the EBITDA margin. So if I calculate your EBITDA margins excluding other income, there is impact of 300 basis points on a Q-on-Q basis. So I want to understand the reason for the same, because as I remember in the previous con call, while answering to my question on EBITDA margins, you said we will sustain 16% EBITDA margin in the coming quarter. So what happened suddenly that there is a fall in our EBITDA margin, sir?
With 13%, sir. If I exclude other income.

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Dec24.pdf · 2025-01-28
Congrats for a good set of numbers. I have 2 questions. One is on b road macroeconomic environment. So our company caters to various end industries like auto industrial, aerospace, including railways and semiconductor as well. Can you please honestly guid e on like based on whatever discussions happening with the respective ministries like we all know that it's all capex story. And we all know our government is expected to play a great role here. So do you see budget cut at their end? Or are they looking to take back step here and mobilizing the funds from growth of the nation to any other area? Or are they looking to do it to c ontrol the fiscal deficit? So what's your take on this?
So in the upcoming budget, you are very much posting towards our end industries, right?

CG Power and Industrial Solutions Limited

CG Power and Industrial Solutions Limited CC-Dec24.pdf · 2025-01-28
Congrats for a decent numbers. Sir, we are getting a very decent order inflows on Power Systems segment. So I want to understand from you like what is driving these order inflows? Like who are our key customers here from where we are getting these orders? Are these the grid expansion EPC players or someone else? And I also want to understand like what portion of the existing order book is from the domestic market in power segment and what portion is for the exports?
Okay. And my second question is on our Sanand facility. So do you see any risk to the internal revenue projections that we earlier had from that facility because of China's DeepSeek, which claims to be using lesser GPUs. So does that affect the prices of the chips that we are looking to manufacture there?

Elecon Engineering Company Limited

Elecon Engineering Company Limited CC-Dec24.pdf · 2025-01-23
I have 3 questions. One is like in this quarter, while our order book has grown, our top line performance has fallen short of expectations. In PPT, it is mentioned that domestic steel and sugar industries are experiencing some challenges on the capex inves tment. Does that indicate like our customers in these sectors are delaying the deliveries of our gears? That is one. And if so, what factors gives us the confidence to achieve INR 750-plus crores kind of revenue in Q4 and meet the FY '25 guidance despite these challenges? That is my first question, sir.
Understood. And building on the same question, assuming we execute current orders in Q4 and achieve the guidance you are seeing, I would note that persistent demand issues in key industries you mentioned, will impact our future order inflows. And if that is the case, should not it affect our revenue visibility in FY '26?

Jupiter Wagons Limited

Jupiter Wagons Limited CC-Sep24.pdf · 2024-11-11
Sir, can you clarify the number of wagons sold during the first half of FY '25? Is the company on track to meet the annual target of selling over 10,000 wagons? Or has this target has been impacted?
Understood. sir, further considering one of our peers like Texmaco, they had some lower wagon sales than our company in FY '24. But if I am looking at H1 number, they sold almost 5,300 wagons. So, is there any indication like we are losing on our market share to them?

Caplin Point Laboratories Limited

Caplin Point Laboratories Limited CC-Jun24.pdf · 2024-08-07
Congrats for a good set of numbers. I have 3 questions. One is on the U.S. side. Can you provide some insight into the factors that contributed to decreas e in revenue for Caplin Steriles from INR100 crores last quarter to INR80 crores in this quarter? Additionally, can you also share expectations of growth guidance for Caplin Steriles in FY25 over FY24? That is my first question.
Growth guidance for Caplin Steriles, like last time you mentioned INR300 crores by FY24. So, what is the guidance for FY25?
Caplin Point Laboratories Limited CC-Mar24.pdf · 2024-05-16
Congrats for a good set of numbers. I have three questions , starting with the Mexico side. So, we have six injectable products approved in Mexico, and shortlisted around 25 potential products also that we are going to file over the next 24 months. Sir my question is, how do you see the things shaping up in Mexico over the next two to three years in terms of our market share in the target market of Mexico and Mexico’s overall contribution to our top line?
And sir, can you also comment on the status of U.S. FDA approvals for our facilities , that is for all existing facilities, are these approvals in place? Or do we expect any kind of audit for the softgel capacities that we have commissioned recently?