Stockrabit · Analysts
Questions across 27 calls

Lokesh Manik

Vallum Capital

C.E. Info Systems Limited

K.P.R. Mill Limited

Saregama India Limited

Saregama India Limited CC-Dec23.pdf · 2024-02-09
Vikram the first question is on your thesis that given in 18 months, we see many people go behind the paid wall. It is just to play Devil's Advocate. We've seen this in the global markets. In India, here we are quite lower on the per capita income front. So just want to get a sense of what gives you the confidence that people will shift towards prepaid economy. That is -- that was the first part.
Vikram, my second ques tion was on live event vertical -- so globally, what we are seeing is Music is dominated usually by the non-film music and single artist? Is that a trend you're seeing in India, or you would have some statistics in terms of what percentage is film -music and non- film music?
Saregama India Limited CC-Sep23.pdf · 2023-11-02
Couple of questions from my end, one was a clarification. In your presentation under music license and monetization, you did mention that strong revenue growth in medium to long term despite short term pressure due to minimum guarantees going on. Clarification was this was solely attributed to the music apps that are going behind the wall, they are going to pay.
, okay great. Second was on the live artist management. In the event, let’s say does not work out and the artist is not successful, how is the exit plan then, do we have any liability to carry forward for the next 5, 10 years or the contract period that we get into, how does it work?

Kaynes Technology India Limited

Blue Star Limited

Blue Star Limited CC-Dec23.pdf · 2024-01-31
Just a couple on the bookkeeping side. In the EMP segment if you can just share the breakup between exports and domestic in your order book? And in the UCP side, the breakup between RAC and non-RAC for this quarter and YoY, that would be great?
On the trend that you mentioned, where you will see consolidation in the retail segment more towards the modern retail front, would this reduce your bargaining power and would it have an impact on your margins, you would have a higher bargaining power with standalone outlets versus modern retail?

Balkrishna Industries Limited

Balkrishna Industries Limited CC-Sep23.pdf · 2023-10-23
Good morning Rajiv and team. Rajiv ji, my question was on the capex on the mo uld capacity, so could you throw some light on a few fronts. Do we expect the number of SKUs to go up from 3,200, what are you targeting there? Secondly, what cost saving are you expecting from this expansion? And the last one is historical, how have we accounted for the mould expense? Is it through stores and spares, directed to raw material or through maintenance capex? Just some clarity on that front.
Sure, sir, yes.