Stockrabit · Analysts
Questions across 7 calls

Gaurav Nigam

Tunga Investments

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-May26.pdf · 2026-05-06
I just have one question on the demand environment. I mean , leaving aside the one -off client issues and the client trimming that we are undertaking , I wanted to hear your comments on the overall end client spending in the BFSI sector specifically. Are we seeing any sustainable uptick in spending in this client segment? And any colo ur on what would drive that? Because I think in the previous question, you mentioned that you are not so concerned about that segment. So any colour or further drill down would be helpful.
Got it. Just a quick follow-up, sir. So while there’s shift of pool from one bucket to another, are we seeing any increased pool size or the pool size remains similar across the end client industries within BFSI?

Jindal Saw Limited

Jindal Saw Limited CC-May26.pdf · 2026-04-28
Yes, sir. Sir, I have two questions on the stainless-steel pipes business. The first one is on the stainless-steel seamless pipes business, sir. We are hearing a lot of [PSC 0:33:13] players adding capacity and they are receiving approval in the critical piping segment as well. So wanted to get a sense from you on it impact on our overall business, both in terms of capacity -- overall industry capacity and on the margins in this business? That's question number one on stainless steel pipes. And second one is on the welded stainless- steel pipes. I wanted to get a sense from you because I think there has been some decline in the overall margins in this business. So how are the things shaping up? And how do you think about that business going forward?
Okay. Sorry, sir, are you talking about the seamless business or welded or both?

Elecon Engineering Company Limited

Elecon Engineering Company Limited CC-Jan26.pdf · 2026-01-09
Yes, sir. Sir, I have one question on the gear division. What was the mix of engineered gears in this quarter's revenue and on the gears specifically, you mentioned about the revenue deferral which happened. So, would you be able to quantify how much was this revenue deferral that you are talking about?
Understood, sir. So, that was question number one. Just a quick on the second question on the export side, I mean we had indicated our OEM count that we had acquired, had tied up. Can you update on that business, what is their status and how much business did we do with them in this quarter or in 9 months, whatever you are comfortable with?

Niva Bupa Health Insurance Company Limited

Niva Bupa Health Insurance Company Limited CC-Mar25.pdf · 2025-05-07
Hi, sir. Thank you for taking my question. The first question was on the term that you use. Just wanted clarification. You use the term claim inflation . I think some of your peers use the term medical inflation. Is there a definition difference or just you are using the same definition?
Okay. Some of your peers are talking about double -digit inflation while you are experiencing mid- single-digit inflation. That's correct, right? Just to clarify.

Anand Rathi Wealth Limited

Grasim Industries Limited

Grasim Industries Limited CC-Sep23.pdf · 2023-11-15
Yes, sir, thank you for taking my question. Sir, I have one question to start with on the paint business and a conceptual question. As this business has two very important d ecision makers, one is the consumers and second is the influencers like dealers and contractors. When we think about Birla Opus as the new paints plant coming into market, it's a very conceptual level. What are the levels that this new brand has to influence these two important stakeholders?
Got it. Okay. How should we think about the profit pool of the paint industry over the next two years, three years?

Sapphire Foods India Limited

Sapphire Foods India Limited CC-Sep23.pdf · 2023-11-02
I have two questions on KFC. Just wanted to check on the first. As we have said in KFC, we have optimized the store sizes. And what has been the improvement on revenue per square feet on a pre-COVID to now? Any sense of proportion would be helpful, sir.
Got it, sir. Understood. And sir, one more question on the KFC business. On the KFC portfolio, if I were to look at like, let's say, 3 years down the line, how should we think about the restaurant EBITDA margin? And how should we think about the leverage on the corporate overhead? I'm just trying to get to like how should we think about the KFC portfolio net EBITDA margin pre Ind-AS on a...