Stockrabit · Analysts
Questions across 2 calls

Jyoti Gupta

Firm not listed in source transcripts

Mazagon Dock Shipbuilders Limited

Data Patterns (India) Limited

Data Patterns (India) Limited CC-Dec24.pdf · 2025-02-06
Good set of numbers I anticipated, I mean, our numbers are in line. Two questions I have. One, while moving to exports is actually fared well for the company because of the kind of products that you're making. My first question would be, will the margins be better than what -- because last year, the entire story was about indigenization because of better margins and not looking at exports. But now everybody is moving to exports, is it because the margins look better compared to what we are anticipated going forward? Second thing is, while I understand that two things that there have been delays, but the numbers, which is inventory days, which has increased from 187 from 155 and your cash conversion cycle. Do you anticipate in FY '25, this to be elevated? Or is this going to come down from 187 in FY '25 and cash conversion to actually improve by the exit of FY '25?
Okay. Sir, one last question on the avionics part. Now when I -- when we heard the BEL saying that they'll be delivering a lot of EWs for the LCA Mark -1, while the LCA Mark -1 platform itself is delayed. Should that -- should avionics -- so -- and your -- even you have one of the products, which is your Intermediate Jet Trainers. Is there any way you are not -- is the delivery for LCA for you also happening? Or is it somewhat a bit staggered because how come the BEL is making deliveries for LCA Mark-1? And is it the same case for you or is it not?