Stockrabit · Analysts
Questions across 8 calls

Mihir Manohar

TRUST Mutual Fund

Kirloskar Oil Engines Limited

Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2026-05-14
Yes, hi. Thanks for giving the opportunity, an d congratulations on great set of numbers, very strong numbers. I wanted to understand on the capacity addition side. I mean, the 50,000 engines that we’re are expanding for Kagal. So, I mean , should one consider that coming operational second half FY28, because in 2024, you had mentioned it to come in three years. So, when should we expect that 50,000 engines to come on stream? And second question was on the 20,000 engines cap acity expansion that you are announcing. Now, here we are mentioning about INR1,400 cr ores of capex versus for 50,000 machines, it was INR700 crores capex. So, are these on the HHP side? I mean, why a higher number for machine, capex for machine? So just to understand that.
Okay. So that's because of the building, which is involved.
Kirloskar Oil Engines Limited CC-May26.pdf · 2026-05-14
Yes, hi. Thanks for giving the opportunity, an d congratulations on great set of numbers, very strong numbers. I wanted to understand on the capacity addition side. I mean, the 50,000 engines that we’re are expanding for Kagal. So, I mean , should one consider that coming operational second half FY28, because in 2024, you had mentioned it to come in three years. So, when should we expect that 50,000 engines to come on stream? And second question was on the 20,000 engines cap acity expansion that you are announcing. Now, here we are mentioning about INR1,400 cr ores of capex versus for 50,000 machines, it was INR700 crores capex. So, are these on the HHP side? I mean, why a higher number for machine, capex for machine? So just to understand that.
Okay. So that's because of the building, which is involved.

Action Construction Equipment Limited

Action Construction Equipment Limited CC-Feb26.pdf · 2026-02-04
Sir, Manufacturing, logistic and infra, mostly contributes to the 75-80% business. I mean when I see the EPC order book building factories, across all EPC business, the buildings and factories manufacturing order books are quite strong. I understand there is an increase in price which has happened, but I mean given the underlying demand which is strong, why did the volume growth not pick up? Should we see a material improvement from here given the fact that at least for EPC company, expected order book has picked up quite sharply?
Broadly, I mean, when I see the manufacturing order book across EPC companies, infra as well as building and factories, that order book has picked up quite sharply across last 1, 1.5 years. However, I agree that there has been a price increase which has been there for us because of the new norms, but the volume growth has not been ther e. Now given the fact that such high order books are there for EPC companies, should we expect much better volumes for us?

Newgen Software Technologies Limited

Newgen Software Technologies Limited CC-Jan26.pdf · 2026-01-20
Sir, at the start, you made a comment that there is AI -led uncertainty, which is being an impediment for making a decision. Can you throw some more light over here, when we say AI- led uncertainty, is it the case that the customers want more better products, more better offerings across the AI-led space? Or is it just a deferment happening because of the uncertainty which is there?
Yes. Okay. Understood. Second question was on the Middle East side. I mean, Middle East, last 4 quarters, the Y-o-Y numbers are, I mean, on the muted side. The expectation earlier was that, as travel restrictions will get eased, we will see growth coming b ack on the Middle East. So is there a challenge on the demand side? Or I mean, is it a challenge pertaining to the supply of services?
Newgen Software Technologies Limited CC-Nov25.pdf · 2025-10-28
Congratulations on a great set of numbers. I wanted to understand, sir, on the U.S. side, I mean U.S. macroeconomic situation is improving. Banking numbers also reporting good numbers, corporate profits also doing well? So should we expect acceleration of growth, particularly for U.S. for us from here on and also when we see the order booking numbers that you shared that also GSI order booking is doing well. So should we see further acceleration of growth, especially in U.S. geography from here on?
On the GI side, sir, let's say, 1H FY '26, how many number of deals have we won from GSI or let's on a broad cut basis the last 12 months versus, let's say, the 12 months or 24 months before that? Just to understand from a broader comparison, is the GSI geo traction improving us or how to understand that?

Tata Elxsi Limited

Tata Elxsi Limited CC-Sep25.pdf · 2025-10-09
Sir, you mentioned on the revival specifically European auto side. I just wanted to understand when we see the Germany car production data or exports data or the registration data, that number is not looking that encouraging. So, what is driving the revival in auto spend specifically in Europe? Is it a revival of the older programs which are already there or what is the status in development of the newer programs? Some color on that will be helpful.
Okay, understood. So, this is largely revival of the older programs which are there, right?