Stockrabit · Analysts
Questions across 43 calls

Nidhi Shah

ICICI Securities

Engineers India Limited

Engineers India Limited CC-May26.pdf · 2026-05-22
Thank you so much for taking my question. So , my first question is about the Middle East. What kind of opportunities do you think are available there? Are we expecting any orders from refinery or pet chem in FY27? And is the scope going to be similar to what we have seen historically in India?
Got it. And as you mentioned your long-term contract with Aramco, so this is basically your entry in and then bids will occur as they normally do. Is there some clause that there will be a certain amount of business that will be sent your way in these contracts or is this just empaneling?
Engineers India Limited CC-Mar25.pdf · 2025-06-03
So my first question is on the order inflow for Turnkey. So at Q3, we mentioned that the 9-month order inflow is INR39 billion. And now for this quarter, we have mentioned that it is INR36 billion. So what is the order inflow for this quarter, has any order got canceled? EIL I think it was not the cancellation -- let me tell you what happened is there was one of the assignments which was awarded to us on a go ahead basis, go ahead basis is a kind of concept they will give you a letter to proceed with the work and then pending settlement of the order. So by the time the year-end closes, it was not a -- formal award was not received. So that's how we have to -- in books, we had to return it. But now it is about to be settled and then again, it will come back to the order inflow. So that's how you must have seen...
Just sir, my understanding there is what is the order inflow for this quarter for Q4, sorry? And then in which quarter and how much adjustment would I have to make for this order that has... EIL We'll get to know, ma'am. We'll get to know about this when this would be settled. The order inflow as of now, I told you, around INR1,800 crores -- sorry, INR1,300 crores we have already received out of which LSTK is around -- LSTK segment is around INR800 crores, out of INR1,300 crores so quarter is still going on. So we will have to wait for...

Action Construction Equipment Limited

Action Construction Equipment Limited CC-May26.pdf · 2026-05-21
So, my question is that with the price increases that we have implemented and are going to implement, do you believe that there is enough appetite in the market in the cranes segment that we could see at least a 10% growth in crane volumes in FY '27 or is that something that seems out of reach?
My second question is on margins. So margins for the last 3 quarters has roughly been EBITDA margin ex other income has largely been in the 16% region for the last 3 quarters. Given the price increase that you have taken conversely with the increase in the material cost, do we believe that these margins will largely sustain or can we see like a 50, 60 bps reduction in the margin?

Emmvee Photovoltaic Power Limited

Inox Wind Limited

Inox Wind Limited CC-Feb26.pdf · 2026-02-13
Sir, thank you so much for taking my question. Since you have withdrawn the guidance in megawatt terms, how are we looking at Q4? Are we seeing any recovery in terms of the fact that as you mentioned there were delays? Are the issues in the project getting sor ted out? What do we think that Q4 installation could look like?
Thank you. So my next question is on working capital. At how many days of working capital are we currently? And what are some of the things that we are doing to reduce this further?

NAVA LIMITED

NTPC Limited

NTPC Limited CC-Feb26.pdf · 2026-01-30
So my first question is that we recently got the 400 MW of the 1 GW bid of UPPCL, the PPA has been given out. So what is the status of the remaining 600 MW as well as there was another bid that NTPC won in March from UPPCL. So again, what is the progress on the PPA for that bid? CEO NGEL No, we have already 1,400 MW of UPPCL power that we had. Out of that, 1 gigawatt is already PPA tied at -- the work is going on at Chitrakoot and Lalitpur on that. The balance 400 MW, we do not have the PPA, and we haven't started the work on that as of -- till now.
All right. And what -- but isn't the total 2 gigawatt, 1 gigawatt in Jan and 1 gigawatt in March? So Chitrakoot and the other one that you mentioned, that is from the first tranche in Jan. The second one, 1 gigawatt in March, what is the status of that? CEO NGEL Ma'am, as regards NGEL, we have only with UP 1,400 MW. We can get offline to understand this, which capacities you are talking.
NTPC Limited CC-Nov25.pdf · 2025-10-30
Thank you so much for taking my question. Sir, in the opening comments, you mentioned that the tariff will go down due to curtailment. My question is specifically on RE. Have we seen curtailment at the RE level as well? And is the lower CUF also a result of the extended monsoon?
My second question is on the capacity addition for RE. So, the RE capacity addition has been slightly muted in first half and we have also reduced our target for the year. What are some of the hindrances that we are facing in doing the installation of these projects and getting the commissioning done?

Premier Energies Limited

Premier Energies Limited CC-Jun25.pdf · 2025-07-28
Yes, thank you so much for taking my question. So my first question is on the utilization that we have given in slide number 24. So when we take the cell and module utilization, on what capacity are we taking this utilization for Q1 for cells and modules? Like, are we doing it on the effective capacity, the nameplate capacity, and what would be that number?
All right. Thank you. And so another thing that I wanted to know is that how are you seeing the trend in the pricing of the modules? Are you seeing that there is a drop in realizations, not only for Q1, but also for the upcoming year? Where do you see the prices moving?
Premier Energies Limited CC-Mar25.pdf · 2025-05-19
Thank you so much for taking my question. Firstly, on the 125 billion capex that has been announced over the next three years or so, I want to know what was the capex from this 125 that was already undertaken in FY25 and what will this have in 2026 and 2027? Basically, the phasing of the capex. That is my first question.
Okay. So, my second question is on DCR. How much percentage of the current order book would be DCR? That is one. And secondly, how do we see DCR demand in FY26 compared to how FY25 has been? What can we expect from DCR perspective, not only because of the ALM- 1 kicking in, but even otherwise the existing segment of the PM Suryagar and the Kusum schemes?

Aegis Vopak Terminals Limited

Adani Ports and Special Economic Zone Limited

Adani Ports and Special Economic Zone Limited CC-Jun25.pdf · 2025-08-05
So, the share of the -- basically the domestic volume has grown in absolute terms by about 6 million tons. If we remove the Vizhinjam and the fact that the cargo has sort of bounced back at Dhamra, we don't really se e much of, say, sorry, at Gangavaram. Cargo has bounced back at Gangavaram. There is no growth in other assets in domestic. That is the first thing. Second is that even in the international, what is the breakup for the 7.2 that we are reporting?
So, just touching upon Mu ndra. If you look at the overall data for Indian port s, right, overall Gujarat volumes, which is including, say, your Kandla in Gujarat, overall, the drop in volumes is not very significant. Whatever drop in volumes that we are seeing in those volumes is sort of reflecting how much drop we have. So, broadly, my assumption is that volumes have not fallen at any other ports in Gujarat. Would that be a correct assumption? And why is the case then like that only for us?

GMR AIRPORTS LIMITED

Kalpataru Projects International Limited

Carborundum Universal Limited