Questions across 4 calls

Mayur Patel

360 ONE Asset Management

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Nov25.pdf · 2025-11-03

So, most of the things got covered. You said there was a lull in demand for a while. That was related to the Indian market or the export market or both markets? That's question number one.

Okay. And sir, second thing is in addition to what you said the pipeline is such that you can end up having the same base order inflow like the last year, excluding the lumpy ones , is it fair to say, in addition to that, the pipeline also includes the HVDC, one HVDC this year, which you said is under evaluation, and there could be more lumpy orders in export and Indian markets?

Premier Energies Limited

Premier Energies Limited CC-Dec24.pdf · 2025-02-03

Hi, thanks for the opportunity. Great set of numbers, Chiranjeev, and the team. So just one - most of the things got covered. Just one question INR6,900 crores of order book. Shall we assume that this is at the current, so like you delivered around 30% margins in this quarter and it's a function of whatever cost, but also a function of the price of modules in DCR and non- DCR and the price of cells which goes largely in DCR. So it is - shall we assume this orders, these orders are also at the current price and if you want to model it according to earnings for next year, we can do it that way?

Okay, got it. Fine, thanks. I don't have any other questions and all the best, Chiranjeev. Very strong set of numbers.

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2024-08-07

My question is related to the one asked by Nitin. So, Ashwath, in the past we have seen like in CPCB-II transition. First good amount of pre -buying happening before the transition and then the price hike had some dampening impact on the volumes post implementation and we did see some weakening in volumes. But this time around, you are getting for no such major drawdown on volumes despite a 35%-40% rise because of changing norms. Just confirming this confidence is coming from the current investment cycle in the country and do you have some decent color on your pipeline of inquiries , I am not asking for any specific numbers but some quali tative comments on that please?

Cummins India Limited CC-Jun24.pdf · 2024-08-07

My question is related to the one asked by Nitin. So, Ashwath, in the past we have seen like in CPCB-II transition. First good amount of pre -buying happening before the transition and then the price hike had some dampening impact on the volumes post implementation and we did see some weakening in volumes. But this time around, you are getting for no such major drawdown on volumes despite a 35%-40% rise because of changing norms. Just confirming this confidence is coming from the current investment cycle in the country and do you have some decent color on your pipeline of inquiries , I am not asking for any specific numbers but some quali tative comments on that please?