Stockrabit · Analysts
Questions across 8 calls

Mohit Pandey

Macquarie Capital

Kirloskar Oil Engines Limited

Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2025-02-12
Sir, firstly, on the domestic Power Gen business , just wanted to understand if there is any seasonality also in the business. So, would it be fair to say that from here on, we are entering into seasonally strong quarters, adjusting for any CPCB impact as well? So, would the April to June quarter be the strongest typically because of weather, etcetera? Is that a fair understanding?
Understood, sir. That is very helpful. And sir, secondly, just wanted to understand your comments on the HHP market a bit better. So, you mentioned it's growing -- the demand is strong there. So, beyond data centres, what is driving this demand strength, if you can qualitatively give colour there?
Kirloskar Oil Engines Limited CC-Dec24.pdf · 2025-02-12
Sir, firstly, on the domestic Power Gen business , just wanted to understand if there is any seasonality also in the business. So, would it be fair to say that from here on, we are entering into seasonally strong quarters, adjusting for any CPCB impact as well? So, would the April to June quarter be the strongest typically because of weather, etcetera? Is that a fair understanding?
Understood, sir. That is very helpful. And sir, secondly, just wanted to understand your comments on the HHP market a bit better. So, you mentioned it's growing -- the demand is strong there. So, beyond data centres, what is driving this demand strength, if you can qualitatively give colour there?
Kirloskar Oil Engines Limited CC-Mar24.pdf · 2024-05-09
My first question is just a follow-up. So, when you're down the line, is there scope for this import content to go down further? And in that sense, is there scope for margin expansion? That's the first question.
Very clear. And secondly, on the data center offerings, just wanted to understand if you are planning to invest in further new products for that market or do you think current offerings are sufficient to gain market share in that particular segment?

NTPC Limited

NTPC Limited CC-Dec24.pdf · 2025-01-25
Yes, good evening, sir. Thanks for the question. Firstly, if you could clarify the 7.2 gigawatt of thermal capacity that is to be tendered out by FY27, that will be predominantly on brownfield mode or greenfield also?
Yes, the question pertains to the 7.2 GW that is yet to be tendered, but that clarifies it. So, secondly, with regards to FGDs, while you mentioned the gigawatt under construction, if you could help it, what kind of commissioning is expected over FY26 and FY27?

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2024-11-08
My first question is on the demand outlook. On press release, you have mentioned you're cautiously optimistic about the near term, but optimistic about the demand outlook for the medium term. If you could share your thought process around how are you factoring in impact, if any, from potentially higher adoption of storage solutions on genset demand, ma'am. That would be my first question.
Okay. And then secondly, with regards to the Industrial segment, if you could share a sense of what proportion of the segment will see some impact of the upcoming emission norm changes, that would be very helpful.
Cummins India Limited CC-Sep24.pdf · 2024-11-08
My first question is on the demand outlook. On press release, you have mentioned you're cautiously optimistic about the near term, but optimistic about the demand outlook for the medium term. If you could share your thought process around how are you factoring in impact, if any, from potentially higher adoption of storage solutions on genset demand, ma'am. That would be my first question.
Okay. And then secondly, with regards to the Industrial segment, if you could share a sense of what proportion of the segment will see some impact of the upcoming emission norm changes, that would be very helpful.

Carborundum Universal Limited