Stockrabit · Analysts
Questions across 6 calls

Karan Gupta

ACMIIL

Blue Star Limited

Transformers And Rectifiers (India) Limited

Transformers And Rectifiers (India) Limited CC-Apr26.pdf · 2026-04-21
Yes, so my question is more on the margin side. Considering the competitive bidding in the industry, what will be the margin on EBITDA level consol basis over 2 to 3 years? So this -- one thing is the competitive bidding in the industry. And the second thing is that you are doing the backward integration, and you're seeing 2% to 3% kind of lever in the margin you can get. So my point is in the next 2 to 3 years, what will be the margin side? It will be compensated by the backward integration you are doing or it will improve further from the mark of 16%, 17%?
So basically, payment has got delayed?

Poly Medicure Limited

Vijaya Diagnostic Centre Limited

Vijaya Diagnostic Centre Limited CC-Nov25.pdf · 2025-11-04
Yes, hi. First question is regarding the industry as a whole. We have seen the couple of quarters good growth. So, what is now the industry competitiveness -- any price cutting from the competitors to get the market share and all these things?
Okay. Okay. And for this direct-to-customer channel, we have 93% kind of share. So, in the future, do we think that we are diluting this maybe some percentage will go to B2B side? This kind of change in its strategy to build for the market share and growth or because we are sticking with this B2C channel?

Acutaas Chemicals Limited

Sai Life Sciences Limited

Sai Life Sciences Limited CC-Jun25.pdf · 2025-08-08
One question regarding the revenue split. We are targeting that ou r CRO space will be close to 40% something or 50% something in the overall pie, considering the lumpiness in the CDMO, as we are also seeing the other peers that are quoting numbers. So, what's the target for the CRO to take ahead?
Okay, so in the CDMO space, we are not seeing any demand scenario where the customers are maybe not expanding or not giving the orders. This kind of scenario, we are not expecting in the CDMO space.