Stockrabit · Analysts
Questions across 5 calls

Jayesh Shah

OHM Portfolio

Cemindia Projects Limited

Cemindia Projects Limited CC-Dec25.pdf · 2026-02-05
Hello, sir. Thank you for the opportunity. My question again relates to the Vadhavan Port delays that you talked about in this quarter where apparently, we have seen a revenue loss, but your margins are actually better. So how should we think about it because if your revenue loss is due to work not being done, then that means that you have not been able to deploy your people or equipment and you have -- resulted back into revenue loss. Then is there also corresponding expenses that should have come in or does it mean that the rest of the business was at much higher margins? That's my first question?
No, so do we understand that INR200 crores to INR300 crores revenue loss is the unbilled item, in which case the expenses are also booked. So perhaps your margins are better than what you have reported?
Cemindia Projects Limited CC-Feb25.pdf · 2026-02-05
Hello, sir. Thank you for the opportunity. My question again relates to the Vadhavan Port delays that you talked about in this quarter where apparently, we have seen a revenue loss, but your margins are actually better. So how should we think about it because if your revenue loss is due to work not being done, then that means that you have not been able to deploy your people or equipment and you have -- resulted back into revenue loss. Then is there also corresponding expenses that should have come in or does it mean that the rest of the business was at much higher margins? That's my first question?
No, so do we understand that INR200 crores to INR300 crores revenue loss is the unbilled item, in which case the expenses are also booked. So perhaps your margins are better than what you have reported?

International Gemological Institute Limited

Gravita India Limited

Gravita India Limited CC-Nov25.pdf · 2025-10-31
My first question is in your opening line comment that your loss of volumes is basically an arbitrage on the margins, which is why you have higher margins. Can you explain this better? Because what we have seen is first quarter also, you have lacked on vol umes and so in second quarter. Second quarter, probably the GST explanation is there. What is the real constraint? Is it the inventory o r is it lifting of the OEMs? Does this mean that overall, you have lost market share in the first half vis-a-vis other players?
What you're trying to say is that if I gross up the volume from your international business that your volume growth is in line, is it?

Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited CC-Jun25.pdf · 2025-08-08
Sir, you have been saying that you would mainta in your guidance. So for the benefit of us, can you exactly tell us what is the guidance that you have been saying that you would maintain?
Okay. Just to understand better, and I'm not asking for any numbers. If I look at the first quarter, what is effectively the capacity utilization? And what is the peak level of revenues we can achieve based on the current capacity and after the capex that is going on without giving the time frame. So I'm just looking at a theoretical capa city here if possible. And company is operating at what capacity utilization right now to have this kind of turnover of INR 400 crores -- sorry, INR 600 crores.