Schneider Electric Infrastructure Limited CC-Sep24.pdf · 2024-11-18
Congratulations on very good numbers on both P&L and balance sheet, and it was quite commendable to see very strong cash flow generation in the quarter and cash position improving significantly, ma'am. Special congratulations to Suparna ma'am. I just want to know like probably, is there anything specific, which would have led to a jump in our cash flow, and can we expect it to be sustainable going forward? That was my first question. My second question is on -- if you can give us a perspective, how is exports doing for us? What is the outlook? And what is the current revenue share? If you can provide some perspective, are we probably looking at some of the products? Like I believe definitely, once vacuum interrupters factory comes up, definitely, that will help. But beyond that, how is exports doing for us and what are the prospects? And my third question is on capacity utilization for our core products, transformers and switchgears. And are we also looking at increasing capacities in these products? And what is the capex plan? And my -- sorry, my fourth question is on services business. So we definitely, as per the revenue -- as the order inflow breakup shows that services intake seems to be quite strong at ranging between 17% to 19% for last few quarters. But somehow probably the revenue share continues to be 11% to 13%. So if you can help me improve -- provide perspective on that as well.
Yes, yes.