Stockrabit · Analysts
Questions across 3 calls

Keyur Pandya

ICICI Prudential Life Insurance Limited

Navin Fluorine International Limited

Navin Fluorine International Limited CC-May26.pdf · 2026-04-29
Sir, two questions on the HPP side. So first, the Honeywell contract, I mean, we have always talked about, annual some quantum. So have we any scope for growth or expansion from current levels both in Honeywell and in our current R32 plant? So just wanted to understand before the new R32 plant, what growth levers do we have in the HPP? That is first question?
So basically, the question was growth levers ahead of new plants. You mentioned Honeywell additional 20% and ASF, right?

PG Electroplast Limited

PG Electroplast Limited CC-Jun25.pdf · 2025-08-08
Thank you. Sir, I just want to understand first on the non-RAC side. So, how do you see any impact on the ref, washing machine business and if not so what are the expansion plans? That is first. And second, what growth do you expect in the washing machine business? That is first. And second on the compressor side. I mean it has got delayed for quite some time. So, if you can just let us know what kind of capital has already been deployed and what timeline do you expect or do you think is there any risk to our sunk cost? That is the second question. Thank you and all the best
Understood. Got it. Absolutely clear. So, tentatively what timeline we should work with for compressor business?

Havells India Limited

Havells India Limited CC-Sep24.pdf · 2024-10-17
Sir, first question on switches and switchgears, I think I couldn't hear it properly. But if I look at switch, switchgear segment's revenue growth 2-year, 3-year or 5-year, whichever period we take, it is probably a mid-single-digit kind of growth. So, have we lost share? Or if you can just throw some light what has happened in the past? And in near future, what ki nd of growth do you expect? Are you seeing any pickup led by real estate or even otherwise? That is first question.
Okay. Sir, second, switchgears and ECD, most of these segments probably -- if I look at longer periods of switchgears, we have seen contribution margin and you're in the range of 38% to 40% and ECD 23% to 25%. And we are either at the lower range or below that number. So where do we see contribution margin and in turn EBIT margin for both of these categories? Or is it a new normal?