Stockrabit · Analysts
Questions across 57 calls

Indrajit Agarwal

CLSA

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Jun24.pdf · 2024-07-30
Hi, good evening, sir. Thank you for the opportunity. Two questions. First, on a mobile phone. As you mentioned you will be doing somewhere close to 25 million to 30 million assets this year and maybe that number will grow much faster next year. Post that, where do you see this number evolving? And what are the growth opportunities we have because we are already working with some of the top brands? Do you see this business saturating for us?
Sure. That is helpful. Secondly, on IT products, is there any delay that we are facing in having the products rolled out because if I recall earlier, our target was tablets by April and laptops by September. So, we are now hearing more like third quarter of this fiscal. I understand these are small [inaudible 34:31] issues. But are there any bigger concerns that is there in this business?
Dixon Technologies (India) Limited CC-Mar24.pdf · 2024-05-15
Can you highlight what was the mobile phone export number for FY '23? And of the 28 million-30 million overall sales that we are going to do next year, what proporti on can be exports?
Sure. That is helpful. Second, on the laptop manufacturing part, right? So if I reca ll correctly, we earlier guided for tablets in April and laptops in Septe mber or somewhere around it, do those tenants still hold or the tablets are moves back to customer as well?
Dixon Technologies (India) Limited CC-Dec23.pdf · 2024-01-31
I have a question on the lighting segment. So you mentioned the competitive intensity remains high. Is it from other contract manufacturers or in -sourcing where the brand is also putting a dent on the overall manufacturing ecosystem? And second, on those lines, the decline that we are seeing, is it also because of market share loss? Or we are largely in line with the industry?
So do we think the worst is over on this? Or going ahead, there could be some more loss of market share in the next few quarters?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Mar24.pdf · 2024-05-17
My first question is on your medium-term aspiration. If I recall correctly, you had an aspiration of getting to a billion dollar revenue by FY' 28, of which 75% is EMS and 25% is other businesses. Does that timeline still hold or because of the current delays, we could see a year or a couple of years of slippages in that?
So when we get to this number, our margins will be materially bett er than this right, because PCB manufacturing and OSAT is significantly better margin business than EMS globally. So do you think that the margins could trend up even more from the current level?

Amber Enterprises India Limited

UltraTech Cement Limited

SHREE CEMENT LIMITED

SHREE CEMENT LIMITED CC-Mar24.pdf · 2024-05-15
I have 2 questions. First, any color on how the regional demand has been in your key markets in fourth quarter? Subhash Jajoo: –As far as the current quarter is concerned, the demand growth was mainly in the Eastern market, where we grew by almost 20% quarter on quarter , followed by North, where the growth was around 5%. In South, there was a slight decline of around 9% to 10%. So overall, the growth was around 7%.
Sure. That's helpful, sir. And Thank you Mr. Jajoo for initially highlighting the cash flow and capacity expansion philosophy of the company. But if you look at the balance sheet, you have about INR5,000 crores to INR6,000 crores of cash that is sitting and your organic capex would more than be sufficient from your current cash flows, you'll throw up much more cash flows than what you need. So what is the thought process in the use of cash in the next 3 years?

Syrma SGS Technology Limited

JINDAL STEEL LIMITED

Ambuja Cements Limited

Ambuja Cements Limited CC-Mar24.pdf · 2024-05-02
Hi, sir. Thank you for the opportunity. A couple of questions. First, again, on the industry, right? So you have been growing much ahead of most of the peers. But if you look at some of the larger guys, they have also had double digit growth. So who do you think is losing market share? And what happens to them going ahead? Do you think the smaller players become less and less relevant in the next three years, five years?
Thank you. My second question is on the coal blocks that we have won. Historically, what we have seen is Indian coal cannot cater to the kilns given that they are generally low calorific value. So the coal mines that we have won, are they sufficient or adequate for kilns or these are just for blending purpose? How do you see that?

ACC Limited

ACC Limited CC-Mar24.pdf · 2024-05-02
Hi, sir. Thank you for the opportunity. A couple of questions. First, again, on the industry, right? So you have been growing much ahead of most of the peers. But if you look at some of the larger guys, they have also had double digit growth. So who do you think is losing market share? And what happens to them going ahead? Do you think the smaller players become less and less relevant in the next three years, five years?
Thank you. My second question is on the coal blocks that we have won. Historically, what we have seen is Indian coal cannot cater to the kilns given that they are generally low calorific value. So the coal mines that we have won, are they sufficient or adequate for kilns or these are just for blending purpose? How do you see that?

Vedanta Limited

Dalmia Bharat Limited

Dalmia Bharat Limited CC-Mar24.pdf · 2024-04-25
Sir, I have a question, which is more on a strategy or a medium-term viewpoint, not just on this quarter. So what role does operating leverage play in our business? We understand variable cost is one part, which is ma ybe power and fuel , freight etc. But even after such strong volume growth, we have not really seen the benefits of operating leverage in the last few quarters. So going ahead, where do we think we can really beat the Street on costs, particularly not on volume growth, but on fixed cost recovery?
When you say brand building, is it more of advertisement or more of dealer incentive and dealer discounting? How should we look at ?

Coal India Limited