Stockrabit · Analysts
Questions across 12 calls

Jyoti Singh

Arihant Capital Markets Limited

Minda Corporation Limited

Minda Corporation Limited CC-Feb26.pdf · 2026-02-05
Yes. Sir, my first question is while the shift to Information & Connected System is driving top line growth, but consolidated EBITDA margin have remained stagnant around 11.5%. Can you bridge the path to your target of 12.5%. Specifically, how much of this margin expansion is dependent on the localization of high-tech electronics versus the pure operating leverage?
Okay. Got it, sir. So sir, you have announced around INR 2,000 crores capex plan to triple revenue by 2030. So how will this massive investment translate into a 15% plus ROCE? And at what stage do we expect to see the peak of this capital intensity?
Minda Corporation Limited CC-Nov25.pdf · 2025-11-06
Congratulation on the good set of number. So my question is on the die casting and plastic side. So what proportion of die casting revenue comes from EV application, like motor housing and battery trades versus ICE component? And another, with two new die casting plant that under construction, so what kind of utilization level that we are expected at SOP? And what incremental revenue capacity are we planning to add? I will add more.
Okay. And just one more on the export side, like earlier we discussed. So how is the company leveraging cost competitiven ess to gain market share in Europe, given Flash's strong OEM base there?

Cyient Limited

Cyient Limited CC-Jan26.pdf · 2026-01-22
Thank you for the opportunity, and congratulations on the good show on the DET side. So, sir, just wanted to know that in DET, our EBITDA margin expanded to 12.4% despite wage hike s. So, what portion of this improvement is structural versus cyclical or forex-related. And another, will it be fair to assume, like high-single digit to low double-digit revenue growth trajectory for DET in s27. So, what’s your take on that side?
Okay. Sorry, sir, I missed on the margin side.

Samvardhana Motherson International Limited

Samvardhana Motherson International Limited CC-Nov25.pdf · 2025-11-13
Thank you, sir, for the opportunity and congratulation s on the good set of numbers. So I just wanted to understand our acquisition of Yutaka, which we have done for the thermal management and rotor stator portfolio for hybrid opportunities globally. Can you guide us more on that ? And I also wanted to understand our consumer electronic s in terms of revenue contribution. Can this business , what if you can guide us, what is our target for the next few years, 3 to 5 years?
Yes, sir.

Saregama India Limited

Saregama India Limited CC-Nov25.pdf · 2025-11-05
Sir, just wanted to understand the current situation of the more newer platform and then people are shifting from YouTube and Spotify to Instagram reels. They are spending more hours comparatively than they used to spend on YouTube and other platforms. Now the shift of hours and shift of people more on the Instagram toward and how -- I know we are getting some revenue from the Meta, but still a major chunk is coming from YouTube and Spotify. So jus t wanted to understand the technology and then revenue driver for us in a more clear view?
Sure, sir. So sir, our Video and OTT segment revenue saw a sharp decline, that is a drop of around 39% this quarter. So could you walk us through what drove that and timing of release or seasonality or anything?

CIE Automotive India Limited

CIE Automotive India Limited CC-Jul25.pdf · 2025-07-22
So sir, basically, I wanted to understand what is current capacity utilization we are having. And also, like we talked about on the new product side. So if we can give a little bit deeper knowledge on the content per vehicle, if there is a much increase from the existing product. So that will help us to understand better for the future recovery. And also, like you mentioned, H2 will be better than H1 led by the industry growth. So apart from the industry, what are all products and what are all OEMs that we are expecting good demand that will lead to better growth because also we wanted to understand more on a growth perspective?
CIE Automotive India Limited CC-Mar24.pdf · 2024-05-03
Sir, I have two questions. First is on the XUV 3X O side. So if you can explain like how big is the order? And second, on the consolidated basis, if we see Europe, that is still a degrowth. So when we can expect a good recovery or you can say on a profit si de. So as you were talking about second half, so is there any certainty on that side, if you can explain?
Okay. Thank you so much, sir. And sir, last, if you can guide us on the capex side for the CY'24?

Indian Railway Catering And Tourism Corporation Limited

JK Tyre & Industries Limited

Amara Raja Energy & Mobility Limited

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-Dec23.pdf · 2024-01-24
Congratulations on the impressive set of numbers despite a slight decline on the TCV side. That raised my concern….earlier, you discussed on the earnings call that TCV is going to be better in the upcoming quarter. So sir, if you can explain TCV to me, segment wise. That will be really helpful. And another question on the revenue mix side, earlier, you separately disclosed Europe in the mix. This time, you have not. So if you can comment on that. Thank you.
Yes. Second question was on the revenue mix side . It seems we have not separately disclosed revenue for Europe this time. So could you explain on that front? Or could you tell me how much percent that we are contributing from Europe?