Questions across 7 calls

Naysar Parikh

Native Capital

SAGILITY LIMITED

SAGILITY LIMITED CC-Sep24.pdf · 2024-11-27

Hi. So the five top clients that you have, can you give an idea of what would be your share of wallets in them? How many other players are there? Typically, do they divide it with two, three players, and how does that work? And secondly, when you win new c lients, whose business are you actually winning? Because like you showed, these are long -term contracts. So it'll be for even your competition. So how do you win the new clients?

Got it. Understood. And who would be the largest player over here in the outsourced market according to you in U.S.?

Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited CC-Jun24.pdf · 2024-08-06

Am I audible?

Got it. And from your order inflow point of view for you the strongest top one, top two sectors right now are?

Schneider Electric Infrastructure Limited CC-Mar24.pdf · 2024-05-23

First one is on the order book, the order inflows that we've done this quarter, it has slowed down a bit, right? We've grown 6% whereas, obviously, we want to grow 15%, 20%. So one, what is the reason for that? And how should we look at order inflow growth in the future over the next couple of quarters?

Sorry, your voice is not clear, sorry.

Anupam Rasayan India Limited

Anupam Rasayan India Limited CC-Mar24.pdf · 2024-05-06

Just a couple of questions. One was broadly, can you give the sector mix for this quarter? And what sectors domestically are you seeing doing well relatively?

And just going forward, obviously, you mentioned the domestic sector, and some obviously , weakness there. But are you seeing that it ’s increased competition, that is why in order to maintain your profitability that there’s some weakness in our order book? Are you just not seeing those many orders flowing through?

Anupam Rasayan India Limited CC-Dec23.pdf · 2024-02-12

The first one is that, in your order book obviously, the domestic export mix is very different than what we have currently. So, just can you talk a bit about between domestic and exports in terms of the kind of product we are selling, or margin, et cetera is there a significant difference or how should we look at it?

Got it. And y ou mentioned that there is obviously some slowdown on the order intake on the domestic side. And you obviously said that there are inquiries good. So, generally, can you just give, can you talk about like are you seeing that the next few quarters, we will see separate demand at the domestic side will take some time to catch up or how should we think about it . Because generally for others, we are not seeing this kind of a domestic order book slowdown, at least on the capital good side?

Elecon Engineering Company Limited

Elecon Engineering Company Limited CC-Dec23.pdf · 2024-01-29

Yes. Hi. Thanks for your question. The first one was…

Sorry. Is this better?

Max Healthcare Institute Limited

Max Healthcare Institute Limited CC-Sep23.pdf · 2023-11-07

Yes, hi. Thanks for the opportunity. My first question was on the overall industry trend. Are you seeing still there is a gap between supply and demand growth? And do we see for the next, couple of years, there will be leverage to continuously grow price and ARPOB? How are you seeing that?

Got it. And the 2,600-bed expansion that we have, can you give us some idea in terms of how much can come in the next six months and how much in FY25?