Stockrabit · Analysts
Questions across 6 calls

Karan Sanwal

Niveshaay

Waaree Energies Limited

Waaree Energies Limited CC-Jun25.pdf · 2025-07-30
Yes, so, sir, congratulations, for the good set of numbers. I wanted to clarify, something, related to what you already touched upon. You said about the input cost rising from China, which will be -- we'll be trying to maintain the gross margin. Just wanted to clarify whether this also includes the scenario for solar glass where the output has been cut by 30% in China while there is also ADD on glass inputs to India. So, would we be impacted on the supply chain of those solar glasses coming to us because that would still be a good portion of our raw material for us if you could clarify the same?
Okay, so supply chain wouldn’t be a problem. Apart from the cost, maybe the supply of the solar glass wouldn't be a problem for us is what I'm trying to understand here?

Dixon Technologies (India) Limited

Kaynes Technology India Limited

Nuvama Wealth Management Limited

Escorts Kubota Limited

Escorts Kubota Limited CC-Mar24.pdf · 2024-05-09
Thanks for the opportunity. I have a question regarding the Pick & Carry segment. So the Pick & Carry crane volume in the industry and for us have grown significantly. So just wanted to have your outlook for it going forward? And if you could highlight the market share that we have in the segment and how are you planning to improve those market share?
That was very helpful. And the other question would be if you could highlight the major reasons for the degrowth in the agri equipment industry?