Questions across 11 calls

Naushad Chaudhary

Aditya Birla Mutual Fund

Aditya Infotech Limited

Aditya Infotech Limited CC-Jun26.pdf · 2026-05-28

Yes. Hi. Thank you and congrats on a very good set of numbers. Just one clarification on the margin side, sir, till last quarter we had a view of this business is expected to do 12% to 13% kind of margins for us and within a quarter it has, moved up to 14%-15% expectation. So, in last one year just wanted to understand last one -two quarter what has changed which is leading to this kind of expectation and this 14%-15% is a new normal for your business or could FY 2028 be different?...

Perfect. And last, so initially on the export side we had a view that we are -- our hands are full and tight for the domestic demand, so we may think after two -three years we may think of export opportunity. Any thoughts and development that side, and how it could look like in next 3-4 years?

Whirlpool of India Limited

Whirlpool of India Limited CC-May26.pdf · 2026-05-22

Yes, hi. Thank you for the opportunity and congrats for a decent set of number in a very challenging time. First, wanted to understand on the AC piece of business, what would have been the full year revenue contribution from AC? What is our aspiration for next two, three years in this category? And how much capital it would require to reach to our aspirational number?

Any specific market where you will be more aggressive on the AC business?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Feb26.pdf · 2026-02-06

Sir, 2 data points. I want in the order book, what is the percentage of order book is from the ODM and product engineering? What would be that percentage? And what is the absolute revenue of Iskra and August in 3Q?

Revenue share from the Iskra and August in 3Q, absolute revenue?

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Feb26.pdf · 2026-01-30

Just one clarification, sir. Apologies if I'm repeating. I joined a bit late. Did you share your order book number? Can you reshare it if you have already shared?

Yes.

Syrma SGS Technology Limited CC-Nov25.pdf · 2025-11-11

I have few clarifications. First, if you can quantify what was the PLI incentives...

First, I wanted to check if you can quantify what was the PLI incentive we booked in this quarter and what was -- and for the same quarter last year?

PI Industries Limited

PI Industries Limited CC-Jun25.pdf · 2025-08-13

Thank you for taking my question. 2-3 clarifications. First, on the biologics regulatory issue registration requirement. Let's assume in the next 1-2 quarters, if things get settled, how the industry shape would look like versus what it is today? Can it consolidate? Can it benefit players like you? How you see post-issue gets resolved?

Yes.

Voltas Limited

Voltas Limited CC-Jun25.pdf · 2025-08-08

Two clarifications, sir. Firstly, on inventory. Can you share the absolute number because three, four months making it average and thinking, which month should I take becomes very difficult. So three, four months of the peak summer or the soft season, very difficult to understand the actual number. So it would be better if you can share the absolute number of inventory at Voltas level.

Should it be around 1 million, if I...

Tata Chemicals Limited

Tata Chemicals Limited CC-Jun25.pdf · 2025-07-25

Thank you. A few basic clarifications, sir. First on the soda ash prices in different geographies, just want to check are different geography prices more or less largely correlated? Or do they move in different directions?

Historically, the prices in different geographies are...

SRF Limited

SRF Limited CC-Jun25.pdf · 2025-07-24

Congrats on a good set of numbers. 2- 3 quick clarification. First, you touched upon R467 A, which is our in-house developed baby. Just wanted to understand the current revenue size, and can this be big for us in the future in the next 4 - 5 years.

Sure. Second, on the fresh land acquisition, similar or larger size of compared to Dahej, any development there or if anything you would like to touch upon?

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Jul25.pdf · 2025-07-22

Hi, thanks for the opportunity. Two questions. First, we have multiple projects in hand. Many of them are new for us. So, just wanted to understand from a management bandwidth product if you can help us understand how are we positioned? What are the key hirings we have done in last one year? And what are the gaps or is there any difficulty in terms of fixing the requirement of the management?

And second, on the cell phone business, just wanted to understand, does your export business give you better ASP versus domestic? And if that is the case, can the productivity for the staff or straight to the margin of export business could be better than the domestic?

KEI Industries Limited

KEI Industries Limited CC-Dec24.pdf · 2025-01-22

Thanks for the opportunity. Just one clarification, sir. We understand the EHV is a better-margin product and would be a growth driver, but looking at from the overall business economics point of view in terms of the -- of overall trade terms in terms of the length of the contract in this business versus our base business and given the kind of the raw material we deal with, don't we think incrementally from a business economics point of view, volatility point of view we are heading -- incrementally it will be slightly weaker versus what we have today in the -- terms of overall business because the -- within your...

We understand and appreciate that, but just -- and I understand from a growth point of view, we have to be in all the products, b ut it was just a clarification t hat given a choice of if you get decent growth in your base business, would you still be -- I know we have to do EHV, but from an understanding point of view, would you rate your base business economics are much better than -- versus the EHV business?