Stockrabit · Analysts
Questions across 5 calls

Garvit Goyal

Serene Alpha

Elecon Engineering Company Limited

Elecon Engineering Company Limited · 2026-07-13
Hi, thank you for the opportunity. Most of my questions are answered, but I still wanted to get more clarity on the demand side. Two things are there. Number one is the international market where the tariff situation is more of clear now as compared to las t year and government has signed many FTAs now specifically with the European and domestic side of it we are seeing steel, power, defense, shipbuilding, all are doing well. I also want you to put some color on sugar how you are seeing the outlook there on. So , considering all these all these things and also the orders order book that we are getting, right? And why we are thinking about again this lower double-digit that again is not making sense from our perspective because demand environment is good and what I understand is if a company in a good demand environment and capability like you people, right? You've been working for so long time and the in the kind of capability in the kind of market share do we have, why we are not able to reap the fruit from this? That's what I wanted to understand sir.
Okay. And regarding the pass on like previous participant also raised this question, 5% increase for our kind of company should not be a big problem in passing on, isn't it? Like are you really facing some challenges even in the domestic market in the term s of the competitive intensity that you people are not able to pass on the same? Is that the situation right now?

Acutaas Chemicals Limited

Acutaas Chemicals Limited CC-May26.pdf · 2026-04-30
Good evening, sir and congrats for a good set of numbers. My first question is on the goodwill. Can you please elaborate on this increase in the goodwill happened in FY26 over FY25. Specifically if this pertains to the Indichem which is a newly incorporated entity. I would like to understand what is the rationale for goodwill at this stage? And can y ou also give some clarity on the basis for which the management is showing the confidence on the recover of this total goodwill of INR104 crores? That's my first question, sir.
Regarding this partnership, this JV, what is the back ground of that partner, what kind of expertise they are bringing -- because this JV is not having any revenue so far. So booking the goodwill is something which I'm not able to understand. Maybe they are bringing some tech. So can you please elaborate on that part?

Caplin Point Laboratories Limited

Caplin Point Laboratories Limited CC-Feb26.pdf · 2026-02-05
Good evening, sir. First question is on Oncology's API facility. It is getting further delayed, sir. Earlier we were speaking about Q1 FY27 and this PPT, we have mentioned Q3 FY27. While I understand that we are doing the capex via internal accruals and all, but sir, these delays are now going beyond the normalcy. I'm sure like an efficient and experienced capita l allocator like you, this must be in your mind because ultimately we have to grow the business. So for that we need the assets at the right time. So what is your view on it, sir, like why are th ese delays happening on a consistent basis? So that's my first question.
When you say the ecosystem is not extraordinary, like what kind of challenges are we facing? Can you further elaborate that?

Action Construction Equipment Limited

GE Vernova T&D India Limited