Questions across 6 calls

Koundinya Nimmagadda

Jefferies

JSW Infrastructure Limited

JSW Infrastructure Limited CC-Dec24.pdf · 2025-01-28

Only one question, sorry for harping on the margin part. I mean you spoke about roughly 25% kind of margin from the logistics side. And on that basis, if you still need a 50% plus kind of margins, logistics should not be more than maybe 25%, 30% -- 20%, 25% of your business, which should warrant about 6x to 8x rise in your ports revenue growth vis-a-vis about 2x to 2.5x rise in the capacity. So can you help me understand this math, sir. How are you confident of you still maintaining this margin profile at 50% plus?

Sir, let me ask it differently, by FY '30, where do you think you'll confine your logistics business revenue to as a percentage of total mix?

KEI Industries Limited

KEI Industries Limited CC-Mar24.pdf · 2024-05-03

I just want to reconcile the CapEx numbers. You spoke about Chinchpada and Pathredi, you had about INR50-odd crores for FY '25. What is the expected CapEx for Sanad and total CapEx, sir, under...

And the project will be commissioned by FY '25 or FY '26 first quarter or last quarter?

Adani Energy Solutions Limited

Adani Energy Solutions Limited CC-Dec23.pdf · 2024-01-29

Yes. Hi, sir. Thanks for the opportunity. Sir, my first question is on the under-construction pipeline for Adani Energy. So, what is the current asset base that you have, and which is expected to be commissioned in the next three-four years if you can provide some color on that target pipeline there and commissioning for FY 24, 25 and 26, please?

And how much of that would be commissioned in FY 24 and FY 25, sir, of the 170 billion?

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2023-11-08

Most of my questions have been answered, but just one question on the CPCB-IV engines. When you try to deal, interact with your channel what is the kind of feedback that you are getting with respect to competition, I mean with respect to the pricing, the price point at which they are launching their products. And do you see any -- sense to what downtrading in the industry, can you provide some color on that please?

Cummins India Limited CC-Sep23.pdf · 2023-11-08

Most of my questions have been answered, but just one question on the CPCB-IV engines. When you try to deal, interact with your channel what is the kind of feedback that you are getting with respect to competition, I mean with respect to the pricing, the price point at which they are launching their products. And do you see any -- sense to what downtrading in the industry, can you provide some color on that please?

Adani Ports and Special Economic Zone Limited

Adani Ports and Special Economic Zone Limited CC-Mar25.pdf ·

Yeah. Hi, sir. Thanks for the opportunity, and thank you for the wonderful disclosures of the PPT. Sir, two questions from my end. Firstly, on the logistics business, I mean, you certainly target an improvement in our ratios over here. So, I mean, part of it is also driven by asset light business, you know, like, forwarding and trucking. So I'm also trying to understand if there is any option of, sweating out the asset. Right? How does the effect turns look like today? And because there are also these new large assets such as your original and all stuff already. So just trying to understand it from that perspective.

So I mean, was trying to understand from a return ratio perspective for your logistics. One is obviously pursuing asset line businesses like your freight forwarding. But outside that, is there an optionality to sweat the assets better because you have recently invested in large ICDs such as your with Virochannagar. So just trying to understand it from that perspective, the contribution towards certain ratios. Okay. So again, it was a bit Yeah. Go ahead. Expect the ramp up in each of the ICDs, and, we expect, therefore, incremental margins to come from these higher utilization.