Sir, again, congrats on a good set of result s. Just an extension of the export question only. See, when I've gone through your presentations, you're already exporting radars. You've always mentioned that. This particular quarter, you have mentioned that it's the first fully developed radar on the export side by Data Patterns. Any sense you can give on how it changes your export market potential? Does it change it at all? Can you get more inquiries because of this that you all have fully developed it? Just want to understand that bit?
Questions across 7 calls
Lavina Quadros
Jefferies
Data Patterns (India) Limited
Yes. Sir, I just wanted to understand a flavor from you on -- there are a lot of concerns that whether in India, defence indigenization is going to get slowed down, defence spend is going to get slowed down, ordering activity will slow down. I wanted to understand from you, are you seeing any changes on the ground particularly? So this budget commentary has clearly not been for capex anymore. But just wanted a sense -- but defence spend has been good. So I wanted a sense from you on what is the kind of movement you're actually seeing in terms of ordering activity, tendering? If y ou could just give your thoughts? Thanks.
All right. And sir, lastly, one more just aspect. I know everyone's asked about exports already. But let's say, between a lot of commentary on government-to-government discussions on exports of products, be it to Southeast Asia, like, fo r example, orders were expected for HAL, BEL, there have clearly been quite a few delays. Now just generally, again, are you seeing scope on pickup on that side or any commentary that, let's say, the larger companies start getting orders sooner because ev entually, it will flow down to you all apart from your own individual efforts in those countries. Any thoughts over there?
ABB India Limited
Just wanted to check, sir, on the robotics arm, I am sorry if I missed it if it was discussed earlier. But on the robotics arm, given the parent has sold it at a valuation, earlier there was a thought that maybe the robotics arms gets listed separately. I mean , how are the Indian shareholders going to get compensated for it? Just to understand. Will the arm be separated out? Or will the valuation be in line with what is being offered to the parent?
Sir, just lastly on this only. So, listing is unlikely, but a separate valuation will be decided and then you will follow the due course process. Broadly at least as of now that is what seems to be the case.
Hindustan Aeronautics Limited
Just two questions. One is on Defence. Firstly, how much was e xports as a percentage of your sales in FY24? And any color you can share on the Defence exports the government is planning to take it from 20,000 crores to 60,000? I would believe that HAL would have a very big role to play in this. So, any comments you would like to give there?
Container Corporation of India Limited
Sir, just wanted to understand two or three things. Your depreciation is lower by INR80 crores approximate run rate. INR25 crores, I understand, is because of the depreciation policy change. What about the balance INR50 crores? Is it a sustainable reduction because of a quarterly basis? Secondly, our realization in EXIM was down about 10%, right? I know you addressed it a little bit, but just a little more color there, please?
So you're effectively saying I should look at the 9-month depreciation trend not focus so much on the quarter, right, for the trend ahead?
Congrats on a good set of numbers. Just wanted a sense from you on how Container Corp's market share has done in the last quarter? There's been an issue with market share being on a downward trend. So how has it done in the last quarter? And what are the steps being taken over the next 12 months? And what are your expectations hereon?
Okay. And sir, lastly, DFC benefits in this quarter and originating volumes, if you could share?
Blue Star Limited
Congrats on a good set of numbers . I just wanted to understand the INR 1,000 Cr that you have raised in the QIP. Could you just outline your investment capex plans for the next 3 to 4 years? And in which areas would you be spending? If you can give a broad sense as well, that would be great.
No, in deep freezers. Commercial refrigeration?