Questions across 7 calls

Hardik Doshi

White Whale Partners

Cartrade Tech Limited

Cartrade Tech Limited CC-Feb26.pdf · 2026-01-28

Yes. Sir, this is Hardik here. Just a couple of questions. First one was on during the quarter, we were pursuing the CarDekho deal and then kind of did not pan out. So can you just maybe spend a few minutes just explaining the rational and thought process and how we walked away from it?

Yes. Okay. Got it. And then just on the previous question in terms of the consumer growth, I think you maintained you said that you expect to sustain this kind of growth level that you've seen over the 9 months. I just wanted to understand a little better in terms of the drivers of this growth. When there's a slowdown, the OEMs and the dealers need to kind of push more and so the increase in marketing expense. But when the industry is going through a better phase, would that kind of marketing expenses sustain? And so to that extent, can we still maintain this kind of growth or not?

Concord Biotech Limited

Concord Biotech Limited CC-Nov25.pdf · 2025-11-14

Just continuing on the previous question. If you add, let's say, even INR 50 crore of revenues from these two one -offs, there is still a slight de- growth on year-on-year basis , on a decline in overall revenue. I think we get to about INR 300 crore versus INR 310 crore last year. I understand that there is this U.S. demand deferment as well that happened. Some of it would have come indirectly, as you mentioned, from the customer. Is there any way to quantify that? And the second question is, what happens to the customers in Europe who did not get the orders in time? I mean, do they kind of switch to other suppliers, and then how does this impact your long -term relationship with them?

Has this issue happened with CDSCO in the past as well, or is this the first time?

Fortis Healthcare Limited

Fortis Healthcare Limited CC-Jun24.pdf · 2024-08-07

If I see your presentation, our overall occupancy on a sequential basis has improved from 66% to 67%. Our ARPOB also on a sequential basis has improved quite healthily. But even then, when I look at the operating EBITDA margin, we are down from 22.4% to 18.5%. I understand there were some one -offs in Q4, but even adjusted for that, I think Q4 margins were 21%. It's still a pretty meaningful decline. So, any kind of one -offs in Q1 or any investments that we made? What was the reason for this dip in margins?

So, then how does this kind of change your outlook for the full year margin that you have guided to?

Fortis Healthcare Limited CC-Mar24.pdf · 2024-05-24

I just wanted to kind of clarify a couple of things regarding margin. So, I think you mentioned that the reported margins were 22.8%, but through the year adjustment at about 21%. So, I guess this happens every fourth quarter. So, what would be the like -to-like comparison for fourth quarter '23? I think you reported 17%, but if we sort of make the adjustments, what would be the margins then?

Got it. So, 16% went to 21%.

Fortis Healthcare Limited CC-Dec23.pdf · 2024-02-08

So looking at your bed expansion plan, next year, you're looking to add quite a lab on called the 2,200 beds, almost 1/3 of them 710 beds. So are you looking to exit this year at 20% kind of EBITDA margin. I mean how are you looking next year this quarter be addition or drop in occupancy next year, we'll see a lot of bed additions. So does that mean that the drop in margin next year?

Okay. So then how should we look at margins for FY '25 and what is the target?

Lemon Tree Hotels Limited

Lemon Tree Hotels Limited CC-Mar24.pdf · 2024-06-03

Yes. I just wanted to ask a bit more about the renovation costs. I do not know if I missed it, but can you break out how much of the renovation costs in the Q4? And how much of it was the CAPEX v/s OPEX? And also, what are you expecting for the Q1 and Q2?

It's about a 1.4% impact on overall EBITDA.

DOMS Industries Limited

DOMS Industries Limited CC-Mar24.pdf · 2024-05-27

Yes, I'm just following up on the question on the scholastic art material and office supplies. Those are the big two drivers. The biggest one, obviously, being scholastic art material. So, is there anything besides this capacity addition, I mean, have you done anything different that is allowing you to kind of gain market share here? And going forward, as well what is the kind of strategy and how it look out here in terms of market share gain?

Okay. And again the question I'm asking besides capacity addition is there anything different in your go-to market strategy that is driving t he market share gain? Or I mean the strategy you follow is consistent?