Questions across 5 calls

Kavish Parekh

360 One Capital

Zee Entertainment Enterprises Limited

Zee Entertainment Enterprises Limited CC-May26.pdf · 2026-05-19

Punit, continuing a question asked by one of the earlier participants on Zee Music. So, value unlocking, you did mention that you may look at it at some point in the future. But if I remember, a few quarters ago, you had mentioned that you are open to disclosing the metrics, maybe revenues, maybe some operational metrics for Zee Music. Any thoughts on that? Why was that not disclosed?

Understood. But are you open to any such partnerships? Or maybe whenever you happen to think about value unlocking, that would be more of a, say, demerger route or something on those lines?

Saregama India Limited

Saregama India Limited CC-May26.pdf · 2026-05-14

Congratulations on a great set of numbers for two quarters in a row. My first question pertains to one of the notes accounts you put. You seem to have written back provisions worth INR 99 million during the quarter. Could you share what do the provisions pertain to and where exactly is the impact reflected?

So, does this in any way impact your revenue items? Or is it entirely on the royalty line item, the cost side of it?

Garden Reach Shipbuilders & Engineers Limited

Garden Reach Shipbuilders & Engineers Limited CC-May26.pdf · 2026-05-12

Hi, sir. Thanks for the opportunity. While you did highlight that the order for NGC could be signed sometime in this quarter, could you also share more details on the likely vendor ecosystem for the project, including the potential key suppliers and their respective workshares?

So, sir, what I was trying to understand is, specific to the NGC program, who would be the key vendors for you for the project? And it would also be helpful if you could share the electronics content within the overall program. So, what proportion of the program value could be attributable to electronics and which major systems would this include?

PVR INOX Limited

PVR INOX Limited CC-May26.pdf · 2026-05-11

Congratulations on a good set of numbers. Sir, your initial capital -light screens are now almost 8, 10 months old. How would you assess the progress on this initiative so far across both the FOCO, asset-light models, what have been the key learnings, positive challenges or areas where further improvement is required? And could you also quantify the margins you are generating on such screens today?

Got it. And on the expansion plan, 75 net scree ns added this year, what is the plan for F Y27 in terms of gross additions? Would it be around 100, 120? Apologies if I missed this number earlier.

Affle 3i Limited

Affle 3i Limited CC-May26.pdf · 2026-05-11

Congratulations on a steady set of numbers. Kapil, a couple of bookkeeping questions. Our other expenses declined 3% in FY2026 after rising about 40 - odd percent in FY2025. Would you attribute this entire decline to moderation in business promotion expenses? Or is there some other efficiency driving this? How do we look at movement in other expenses going forward? And could you also explain the movement in other income? It declined about 17% in FY2026. Is this all treasury related? Or is there something more to this?

Sure. And on the other income?