Stockrabit · Analysts
Questions across 5 calls

Kshitij Saraf

Tusk Investments

Kfin Technologies Limited

Kfin Technologies Limited CC-Mar25.pdf · 2025-04-29
Yes. Hi, good afternoon. Thanks for taking my question. I have just one question on the BlackRock Aladdin platform. You mentioned in the presentation that you have presence in Canada . US is not mentioned yet. So, just want to understand from a licensing perspective and a go -to-market perspective where are you as a Company and would you require those licenses and would you go ahead and acquire for those licenses?
One out of less than 10 empanelments on this platform, any sense on the win rate that you can get in terms of the other platforms vis-à-vis new and how the process is there?

JM Financial Limited

JM Financial Limited CC-Dec24.pdf · 2025-01-29
Just wanted to know on the private wealth side, our ARR AUM is up 33% Y-o-Y. This kind of slightly lower than industry, if you will, it's been on a low base. So, I just wanted to understand because we've increased our RM count from 36 to 54 Y-o-Y. So, is there some impact of weaker IB sort of disrupting the flywheel here?
Understood. And on the investment banking side, we haven't had large deals this quarter and they don't seem to be very large deals in the pipeline. So, any sort of outlook you want to share there and sort of with the RBI overhang now behind, are we push ing more on the larger deals which come through?
JM Financial Limited CC-Jun24.pdf · 2024-08-07
I wanted to know on the investment banking side, once we take out the interest component, which seems degrowing year-on-year because of the debt issuance, on the transaction side, we see around INR240 crores of revenue last year. And this quarter, this year, it's about INR265 crores. And our private wealth AUM has grown 27 -odd percent in the same period. So if you could just help understand the moving parts over here?
Understood. And -- in terms of Q1, was it a bit slow because of several macroeconomic factors? Do you see Q2 getting better, for example, we see more IPOs, a little larger sizes to INR2,000 crores to INR4,000 crores more in the second quarter?

Tata Technologies Limited

Tata Technologies Limited CC-Dec23.pdf · 2024-01-25
Hi. Good evening. Congratulations on the consistency in the performance. My first question is on the partnership. We have ARM as a partner and we have Intel as a partner. With Intel, we primarily intend to focus on the APAC and with ARM in the European region. Is that understanding correct?
Okay. The Tata Group overall announced a collaboration with NVIDIA for the drive platform with relation to 2026 -27 launches. Would Tata Technologies play a role in that whole piece?

C.E. Info Systems Limited

C.E. Info Systems Limited CC-Dec23.pdf · 2024-01-16
Hi, good evening and congratulations on the continued good performance. My question is slightly related to the use of QIP and how you're thinking about investing in the business going forward. So we've had a good addition to the business via Gtropy on the IoT side and you mentioned the plans on the drone side of the business as well. Just a bit more color on how you plan to invest this going forward would be helpful. Would it be safe to assume that majority of the cash would be used in organic activities that in the past, we relied mostly on bolt-ons?
Okay, got it. That's helpful. Thanks a lot.