Stockrabit · Analysts
Questions across 3 calls

Harsh Shah

Dalal & Broacha

Aegis Vopak Terminals Limited

Manappuram Finance Limited

Manappuram Finance Limited CC-Dec24.pdf · 2025-02-13
A few questions from my side. So firstly, on the gross margin front. So if you could kind of help us understand the dip in the gross margin, especially on a sequential basis. So even if I adjust the increase in the raw material cost, the dip in the margins at the gross margin front is almost by around 250 to 300 basis points. So one question is that -- so when I do consolidate minus standalone to find out the subsidiary gross margin, it seems that there has been some one-off or maybe I don't know the reason for the drop in gross margin at the subsidiary level. So if you could kind of help us understand?
But , I'm not understanding how is my gross margin kind of getting impacted at the subsidiary level?

Poly Medicure Limited

Poly Medicure Limited CC-Mar24.pdf · 2024-05-20
Couple of questions from my side. Sir, firstly, on Europe, I mean, the growth that you are seeing. So what is the major driver for growth in Europe? Is it a case where we are gaining market share or the market itself is growing at such a pace that we are seeing such number.
And secondly, on China. So you did mention earlier in your comments that even some sort of China Plus One theme is kind of playing out in our advantage. So how big is China's kind of role in the overall medtech space? I mean, if you could give some sense.