Stockrabit · Analysts
Questions across 7 calls

Mayank Chaturvedi

HSBC Mutual Fund

Jyoti CNC Automation Limited

Jyoti CNC Automation Limited CC-Mar25.pdf · 2025-05-26
So first on the EMS revenues. This quarter, again, there has been 0 revenue booking. For the last 2 quarters also, subdued revenue execution has come in. So could you just throw some light on the slow execution on this order book, please?
And sir, on the capex side of this new 10,000 machines, it was earlier understood that it would come in by the end of FY '26. But now it seems like it's being shifted to FY '27. Is it because of a delay in...

Triveni Turbine Limited

Triveni Turbine Limited CC-Jun25.pdf · 2025-08-05
Thank you for the opportunity. Just on your remark on revenue decline in the domestic piece of the business. I take your point that the orders inflows throughout FY 25 were slow, but still your opening order book for 1Q FY 25 was to 9% higher than what it was for 1Q FY 25. Of course, we were expecting a subdued revenue in domestic piece. But still, can you just elaborate on this 24% decline th at has come in? And is it the run rate that one should expect going forward as well?
Domestic business.
Triveni Turbine Limited CC-Sep24.pdf · 2024-11-12
Thanks for the opportu nity. So just on the other expenses piece of things , there's been a sharp fall quarter -on-quarter. So, is there any one -off gains included there? You've already said that there's a large service value contract besides that anything else that you would like to highlight here?
So, would it be right to assume now that you have a healthy vendor base . I'm assuming it is in the SADC region that you're alluding to. So, the subcontracting charges as a percentage of what you are executing in the SADC region is starting to come down , now that you're increasing the expectation?

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Jun24.pdf · 2024-07-31
Taking tips from your comments in the last question . I just wanted a clarification on the export order inflow or order book. Can you give us a split between the third-party orders book and the group entity orders that you booked from the book entity? And within that, do you say that third- party order subject relatively better margin grows for you, given that it won't be restricted by transfer pricing mechanisms?
All right. And any indicator mix there, how much would be the third-party orders and how much is group entities, just ballpark number there, in your order and flow mix?

Kirloskar Oil Engines Limited

Transformers And Rectifiers (India) Limited