Questions across 9 calls

Navid Virani

Bastion Research

PI Industries Limited

PI Industries Limited CC-Nov25.pdf · 2025-11-12

Yes, thank you for the opportunity. First one is on the newly commercialized products. So, we can see that there are 5 new products, which we have commercialized in H1 FY26. And I am sure there will be a couple of products planned in the 2 quarters, which are expected to come. What I wanted to understand was what is the agri versus non-agri mix in these newly commercialized products, be it H1 or coming H2?

So, it will be 100% on the agri side? Or are we looking at something. So, the reason why I am asking this question is just wanted to understand how are we progressing on the diversification aspect of the CSM business?

Supreme Industries Limited

Supreme Industries Limited CC-Sep25.pdf · 2025-10-27

Thank you for the opportunity. Sir I have a couple of questions regarding Wavin. So we see that when we have acquired Wavin, we have also acquired some technology with it. So the first question, which I want to ask is when do we expect these acquired technologies to start benefiting our piping segment?

Sure. Thank you for that clarification, very clear. Next I wanted to understand the overall outlook of the business, let's say, in 3 years to 5 years in terms of exports. So from what I'm able to understand right now, the export as a percentage of our total business today is very small. So how are we planning to build those -- the exports business and what can be the contribution of exports, let's say, 3 years, 5 years down the line? Is there any target which we are working with?

Supreme Industries Limited CC-Oct25.pdf · 2025-10-27

Thank you for the opportunity. Sir I have a couple of questions regarding Wavin. So we see that when we have acquired Wavin, we have also acquired some technology with it. So the first question, which I want to ask is when do we expect these acquired technologies to start benefiting our piping segment?

Sure. Thank you for that clarification, very clear. Next I wanted to understand the overall outlook of the business, let's say, in 3 years to 5 years in terms of exports. So from what I'm able to understand right now, the export as a percentage of our total business today is very small. So how are we planning to build those -- the exports business and what can be the contribution of exports, let's say, 3 years, 5 years down the line? Is there any target which we are working with?

Supreme Industries Limited CC-Mar25.pdf · 2025-04-24

Hi, sir. Good evening. Thank you for the opportunity. I have two-three questions regarding the acquisition that we announced for Wavin. So, firstly, can you help us understand what kind of white spaces in terms of technology or product are we being able to fill with this acquisition?

Okay. And can you just give the sense on the kind of opportunity size these technologies put together will have? If you have any sense on that.

Supreme Industries Limited CC-Dec24.pdf · 2025-01-20

Yes, sir. So, I had one question around the rapid cash depletion, which I am witnessing. So, we had almost INR1,180 crores worth of cash in Q4 FY '24 at the end. But currently, we just have INR300 crores of cash with us. I understand that we are, you know, going through a capex phase, but I still feel there is some other place where the cash is, you know, getting sucked up. Is it fair to assume that we are sitting on large inventory pile right now, which is where the cash…?

Okay. So, we are confident that the upcoming demand will help us…

Supreme Industries Limited CC-Sep23.pdf · 2023-10-30

So let's say if we see three to five years down the line, can you give us what kind of opportunity signs are we looking at in each segment in terms of exports?

Sir, do we see export opportunity increase in each of the segments.

Zee Entertainment Enterprises Limited

Zee Entertainment Enterprises Limited CC-Mar25.pdf · 2025-05-08

And first of all, congratulations on cutting losses for ZEE5 . So , just wanted clarification on revenue and profitability for ZEE5. So, if I understood correctly, what you meant to say in the answer in the previous questions was...

So wanted one clarification regarding revenue growth and profitability for ZEE5. So if I understood correctly what you answered in one of your previous questions was the revenue growth that we see in ZEE5 this quarter was also driven by syndication revenue, which is one of the nature and that resulted in a stronger profitability or a better loss ratio, which might not be steady state going forward. Is that understanding correct, sir?

Zee Entertainment Enterprises Limited CC-Sep24.pdf · 2024-10-18

Thank you for the opportunity. I have t wo questions. First one is on movies. So, we have said that we are going to intensify investments in movies which we have not done in the last few years. So, I just wanted to understand that are we working with a particular ticket size in mind beyond which we are unwilling to go as far as movies is concerned? I mean just trying to understand that even if , let's say, movie fails it doesn't really hurt us that much?

That is helpful. Second one is on the fund raise. So, from what I am able to see right now in the presentation, we have only raised a fractional of funds which we have set up, so is there a thought process on the fundraise, is there any timeline in place or that fundraise will be contingent to opportunities coming our way?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Sep23.pdf · 2023-11-01

So, sir, I just wanted to have a clarification on this OSAT facility. So currently we have a couple of MOUs signed, one with the Telangana government and one with the Karnataka government, right?

And in the openi ng remarks, you said that the Phase 1 of this OSAT facility will come in Telangana. So are we planning to have a multi -geographic presence in terms of OSAT manufacturing? Is that the right way to look at it?