Stockrabit · Analysts
Questions across 5 calls

Jatin Jadhav

Sahasrar Capital

Zen Technologies Limited

Zen Technologies Limited CC-Feb26.pdf · 2026-02-02
Am I audible now?
First of all, thank you so much for the opportunity. Most of my questions have been answered. But I still have a few out of curiosity. Can you describe in an unclassified or a non-technical term how Zen Technologies Counter UA suite is designed to detect, track and classify threats under the presence of, let ’s say, an enemy electronic warfare situation? I am basically highlighting the Venezuela situation wherein the enemy was doing electronic warfare on our system. So how does Zen plan to counter that or our counter US system?
Zen Technologies Limited CC-Dec24.pdf · 2025-02-17
First of all thank you so much for extending the time. So I have two questions. First on the anti-drone system, the Vyom shield, which you are talking about, and which has four layers. Sir based on my research, I have heard a lot of companies making claims that they have the best; they have the best X, Y, Z. You for sure must have been hearing them as well so in detail and in a very crisp manner could you explain what are these four layers and how are we so different because as far as my research goes one of the most effective ways of countering any drone or a swarm of drone is basically EMP directional weapons so that is the first question. Sir and second I want to understand since you have acquired ARI, I do believe it is a very good strategy of acquiring someone in the naval simulation sphere. When will we see some good traction going there? So can we easily manufacture a destroyer's simulator, an aircraft carrier simulator or the subsystems of an aircraft or a destroyer? Are we targeting those or a whole simulator system for those? Thank you.
Sir regarding that does not it make more sense to add an EMP directional weapon in the second? I am saying because there is a company in United States who have deployed Leonidas, which essentially is a directed energy weapon, which is I think deployed in Afghanistan also. So according to them, their logic is key, let us cordon off six, seven kilometers of entire airspace where any drone of whatever size might come through. And then the airspace where we see our drones also flying or let us say enemy drones might also, there we can have a more hard kill, let us say, gatling guns or Zen kamikaze drones. So that is where the question rose up.

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Mar24.pdf · 2024-05-21
Hi. So sir, basically my question was pretty much answered but I just want some clarity from you. This question is regarding your competition. So based on your competition, your EBITDA margins are around 40 and others are slightly on the lower end. So I wanted to understand, since you are saying that you will maintain these margins, is it because of the IT we have developed in-house and the products we are making in-house and integrating them as well? That's why we have a higher margin compared to other competition?
Makes sense. One more follow -up question regarding this. So as we eventually will, currently also we are in the system and we supply a complete system. So as and when, whenever we [0 59:09 need] some complete system, we command a higher margin?

Jyoti CNC Automation Limited

Jyoti CNC Automation Limited CC-Dec23.pdf · 2024-02-16
So, my question was on the basis of market dynamics, as you correctly mentioned about the potential demand and the size of the market. I did a little bit of study and I understood that there is a slight hitch towards shifting towards domestic players who manufacture high-end machines. So, there is a slight bias towards, as you mentioned, Japanese and German machines. So, I want to understand how we will tackle this problem? Like, how will we get the EMS, big EMS players to shift from the Japanese and German competition towards us? That was my first question.
Makes sense. So, it will be safe to assume that once Jyoti's machines, all high-end machines are approved, they will be very sticky in nature because this is also one feedback I got, that generally players don't shift from one type of brand to another. Is that correct?