Stockrabit · Analysts
Questions across 11 calls

Girish Choudhary

Avendus Spark

Brigade Enterprises Limited

Brigade Enterprises Limited CC-May26.pdf · 2026-05-07
Yes. Hi. Thanks for the opportunity . I have a question on the cash flow. How should we look at the trajectory going ahead? Because what we have seen is the construction costs have seen a material increase, which is understandable given you also mentioned about a significant increase in the area, right? But on the collections, any reasons why they have been flattish for the year and when do you expect this to pick up?
I understand. How should we look at the collection trajectory going ahead? Because this year, we have seen impact to our operating cash flow in the sense we are seeing a decline Y -o-Y. So, can we expect a material or a significant increase in your overall operating cash flows for the year?
Brigade Enterprises Limited CC-Feb26.pdf · 2026-02-02
Firstly, I have a question on the operating cash flow, right? So, if I look at the 9-month number, we have seen a substantial decline from around INR1,550 crores to INR1,030 crores. And I see the collections have grown marginally. I understand the presales were weak this year, but I mean, in the prior years have been pretty strong and construction cost has gone up 20%-odd. But what I'm also seeing that the sales and marketing levels continue to remain elevated, right, despite limited launches. So overall, how should we interpret this? Is it largely a timing sort of issue? Or are there any other pressures from the overall cash flow point of view? So that's my first question.
Okay. And on the collections because that has dampened the overall operating cash flow, right? So, I mean, we have just seen a marginal growth this year in the first 9 months.

Sobha Limited

Sobha Limited CC-May26.pdf · 2026-05-05
Jagadish, congratulations for a strong year. My first question is on -- again, on the Hoskote launch, if you can give us some more color on the total size of the project and break it up between Phase 1, Phase 2, the GDV? And then where are we in terms of the approvals both on the design and also the RERA time lines?
Okay. Okay. And second question, in terms of -- just wanted your outlook or how to look at business development heading into fiscal ‘27? Right? In the PPT, you also mentioned about your key markets will be Hyderabad and also Mumbai, but what we can see is that there is a minimal land parcels or projects there in Hyderabad and Mumbai. So firstly, how to look at the business development in terms of the key areas? And also from a cash flow point of view, what can -- I mean, what’s your budgeted outlook for the land?
Sobha Limited CC-Oct25.pdf · 2025-10-18
Good performance despite no launches and also, I mean, encouraging to see the cash flow – overall cash flows. A couple of questions. Firstly, on the reported margins, again, we are seeing these to remain low. So how do you think about these numbers and especially the current project level margins? If you can just give some view on the margins first.
Got it. Got it. Very clear. Secondly, if you can give us some update on the Hoskote launch? I mean, where are we in terms of the overall approvals? And any thoughts on the Phase 1 JDV? So, if you can just throw some light on this project.

Leela Palaces Hotels & Resorts Limited

Leela Palaces Hotels & Resorts Limited CC-May26.pdf · 2026-04-28
Yes, hi, good evening . Thanks for the opportunity. Firstly , on Coorg, I mean, regarding your assumptions of INR 165 crores to INR 175 crores stabilized revenues, when do you think this can be achieved in year one or year two? And as a follow-up, for the 19 villas, which are expected to come up, any capex number and when will that be spent?
Okay, noted. And just on the occupancies, how should we look at for fiscal '27? The blended occupancies for the year fiscal '26 were 69%, so how should we see between your city properties and the resorts? For fiscal '26, we saw meaningful improvement in occupancy for resort properties, so how should we see for FY27?

Supreme Industries Limited

Supreme Industries Limited CC-May26.pdf · 2026-04-27
Yes. Hi, good evening. Thanks for the opportunity. F irstly, if you could give us some insights on the competitive dynamics, especially after the war where we have seen significant volatility in the resin prices. Did we see accelerated market share gains and now that the resin prices have reversed, are the small and mid manufacturers coming back strongly into the market?
Okay. In terms of the raw material availability challenges, did you hear anything about the small manufacturers facing some issues and...

DLF Limited

DLF Limited CC-Jun25.pdf · 2025-08-05
Hi good evening. Congratulations on the successful launches. Firstly, if you could help us understand the embedded gross margins, which if I refer to Slide number 10, this quarter was around 39%. It is lower than FY '25, I understand that, but why this should be lower than fiscal '24? Because we've seen like a meaningful price increase for Privana over, I mean, the last two launches. So I mean that's the first question.
Got it. Second, if you can guide us on the...

Godrej Properties Limited

Godrej Properties Limited CC-Jun25.pdf · 2025-08-01
Hi, good evening. My first question is on the business development. Now that you are running ahead of your guidance for the quarter. I was more interested to know on the land spend. This quarter, you did around INR 2,000 crores of land spend, so how should we look at this number for the year as a whole? I mean, last year, we spent close to INR 9,000 crores. And also how should we look at the debt numbers for the year?
Sure, sure. My second question is on the construction outflow run rate. Like you earlier mentioned that you are running ahead of the COC run rate. So, but basis your expected cost to complete, what can we assume the run rate for, let's say, for fiscal '26 and '27? Last year, we had spent close to INR 5,500 crores.

Kajaria Ceramics Limited

Kajaria Ceramics Limited CC-Jun25.pdf · 2025-07-22
Congratulations to the entire team for the margin performance. My first question is again on the cost reduction measures, right? You spoke about the various initiatives. But if you can help us guide on how to quantify this going ahead in the sense how much has been realized this quarter and how much more scope is left to be gained going ahead, that will be helpful. Basically just to ascertain the sustainable EBITDA margins for the company post these measures?
Okay.