Thank you. We can now proceed to the Q&A session.
Thank Yoy. Congratulations on a good set of numbers. Sir, I wanted to ask, firstly, the state of our current order book, and I think you just alluded to that. So the execution cycle of the current INR360-odd crores order book would be roughly 8 to 12 weeks. Would that be correct to understand?
Thanks for the opportunity. Wanted a clarification on the capex guidance over the next two years. So, this INR150 crores is largely towards R&D . What part of this will be towards the infrastructure building that you talked about?
Sure. What do we envisage that R&D spends to be like for FY25 and which areas will this be targeted at?
Hi. Good morning. Thanks for the opportunity. Firstly, I wanted to understand what sort of, like you mentioned that you're looking at about INR1,000 crores worth of inflows in FY '25. I wanted to understand within this, the Arudhra execution, what should be the value of that and often flow from the Arudhra program? And what would be the execution timelines for this year?
All right. Another, I had a couple of questions with regards to the balance sheet. So, there's a sharp jump in the other current liabilities, which has led to a substantial improvement in your networking capital cycle. Can you please explain what this jump is? How, what is the reason behind this jump? I think you want to answer this?
Broadly all my questions have been answered. One question was with regards to Switchgears. You pointed out that Switchgears has registered some strong growth in this quarter. Could you please help explain how is the market looking like for switchgears? Has there been a broader decline in margins from a business perspective? And where is our position with respect to other players in the market? And what are our aspirations with regards to the same.
Okay. That's helpful. One question with regards to how has our entry into switchgears and the kind of focus that we have in this space, are we seeing aggression from the current market players on price, for example? How is the competition dealing with our foray in this segment in a big manner?
Sir, could you please explain how price transmission actually takes place in cables and wires segment? Is it with a month lag? How are the increase or decrease in the metal prices passed on under both our cables businesses and wire businesses?
And with the wire sales picking up, do you foresee the margin should going forward be better as...
Thanks for the opportunity and congratulations team on another set of strong results. While all my segment-related questions have broadly been answered, I wanted to understand that we had -- in the 4Q call, we had given a guidance for 70 to 72 day s of NWC cycle. The current NWC cycle has come in flat at about 120 days. So are we retaining that gu idance? Well, I understand that this was an election quarter, which is why the intensity could have been higher, but could you just touch upon as to what's our guidance for FY'25 in terms of NWC cycle?
Got it. My second question is with regards to the other income. Now, other income continues to be elevated on the back of your IPO proceeds being unutilized. So how do we see this evolving over the current fiscal, the utilization of funds and how do we see the other income panning out over the next couple of quarters?
Thanks for the opportunity. I had a couple of questions with regards to the healthcare business. Just wanted to understand that you've done a top line of about 160 of about INR1.2 billion what part of this was from the core healthcare portfolio of Syrma and what part of this was from the Johari Digital company that we acquired?
Got it. Also, a longer term question in terms of our mix from consumer has increased from 20% to now 40%. Now, going ahead how do you s ee this evolve over the next 2 years to 3 years? And next year we are targeting about 45 to 46 billion in revenue. What do you think is - what do you expect is going to be the mix of this revenue?