Questions across 5 calls

Jai Chauhan

Trinetra Asset Managers

Triveni Turbine Limited

Triveni Turbine Limited CC-Feb26.pdf · 2026-02-04

Good afternoon and thank you for the opportunity. I just had one question. Could you help us understand beyond customer relationships, what are the key in-house capabilities and system levels that differentiate Triveni from precision engineering suppliers? And how does outsourcing fits into this model?

So, let me like reframe the question a bit. Like, for example, at a value chain level, which capabilities are considered core and retained in-house, versus outsourced? And like just beyond customer relationships, is there any key technical or system level differentiator that separate Triveni from precision component manufacturers?

Polycab India Limited

Polycab India Limited CC-Oct25.pdf · 2025-10-17

So, my question is on the FMEG segment. With solar products now being the largest category, could you elaborate on the margin profile of the solar business and versus the rest of the FMEG portfolio? And looking ahead, what are the key strategic levers beyond solar that will drive segment margin from the current low towards the ambition of 8% to 10% under the Project Spring?

Understandable, sir. And on the FMEG side, what I have seen around the industry is like if you take an example of fans, if you see Atomberg as they're focusing on marketing, distribution, everything and then they are outsourcing their contract manufacturin g. So, like what was the rationale behind doing everything in-house?

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Jun25.pdf · 2025-08-11

Yes, so my question was pertaining to management has highlighted the margin is expected from both secured price increase and lower input costs. Could you provide some color on the balance between these two drivers, specifically how much of the anticipated margin improvement in Q2 and Q3 will come from sustainable price hikesAnd how has the competitive environment evolved to allow for these price increases now as I remember management mentioning that it was challenging just a few months ago? This is my question, sir.

Right, sir. Understood. So sir, can we assume that this lower cost RM, alumina prices that you might will be -- is sitting in the inventory will be consumed from Q2? And what kind of margins can we expect in the coming quarters?

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Jun25.pdf · 2025-08-08

So I just have 1 question. Like with comp anies like Astra Microwave also working with RF & Microwave and radar domains, what are your key differentiators when competing for tenders? And how does it work exactly, sir?

Right, sir. Understood. But if you look at -- if I look at the competitor, like for example , Astra case, if you take an example, they're also doing complete subsystems like in radar domains. And I just wanted to understand like how does this work in the tender system when you apply for the key competency that you have in the specific product? And like how do you win tenders for the same? Is it divided between the companies? And how does it work exactly?

Choice International Limited

Choice International Limited CC-Jul25.pdf · 2025-07-22

I just had a question. How much in-capital revenue are you expecting per new branch and what is the revenue per branch at FY25 and what is the target for FY26 for revenue per branch? if you track that, can you please give some insights on that?

Understood. Actually, I wanted to get more insights on the unit economics. But s ir, as you mentioned, I just wanted to get more insights on what is the product mix like broking, lending versus bank you are seeing from these newer locations compared to your more established ones?