Stockrabit · Analysts
Questions across 11 calls

Nikhil Kale

Invesco

Aditya Infotech Limited

Aditya Infotech Limited CC-Nov25.pdf · 2025-11-13
Yes. Thank you for taking my questions. Congrats on a stellar set of numbers. So just want to kind of double dive deeper into the gross margin expansion. So, you mentioned that it's largely been driven by the product mix. Now, whatever localization kind of efforts that you're taking. First, we just wanted to understand what kind of, what percentage of BOM are you kind of trying to localize over a period of time in India? And then what kind of cost benefits do you see coming in because of that?
Okay, understood. And this mixed benefit that you're talking about, so that will kind of continue. And you're also talking about possibly pricing, price increases kind of coming through the next few quarters or starting the next quarter. So from that perspective, would it be fair to assume that your gross margin should ideally inch upwards from the current limits?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Jun24.pdf · 2024-07-27
Yes, hi. Good afternoon, everyone. Thank you for the opportu nity. Congrats on a very good set of numbers. So, Jairamji, first question is on the PCB business. So, like you highlighted on the OSAT, we are looking at maybe like a INR3,500-odd crore kind of a target for FY '30. What could be the potential top line that we can achieve on the PCB b usiness? So, I will just maybe talk about that.
Got it. So, by FY '30, broadly INR4,500, INR5,000-odd crore from the new businesses. And safe to say that the PAT margins on these businesses would be similar, m aybe would be better than the legacy?

Ola Electric Mobility Limited

KEI Industries Limited

KEI Industries Limited CC-Sep24.pdf · 2024-10-16
thankyou Sir, just one clarification I had. So you talked about like project capex for FY '25 and '26 in Sanand. Can you just help us understand what is the total capex, right? At a company level, what is the total capex that you're planning for this year and next year, including maintenance capex that you kind of...
And just for my understanding, steady state, I mean , what how should we look at maintenance capex? Is it like as a percentage of sales, typically, how much...?

Voltas Limited

PG Electroplast Limited

PG Electroplast Limited CC-Mar24.pdf · 2024-05-23
Yes. Thank you for taking the question. Firstly, congratulations on a very good set of numbers. Sir, can you just repeat the AC revenues? Sorry, I missed that, for the year.
Got it. And what is the outlook for AC revenues? Obviously, the year has started on a very strong note. But at the same time, we also have new facilities coming in for some of the larger brands. So, what is the outlook there and how are you seeing the growth in RAC for FY’25?

R R Kabel Limited

R R Kabel Limited CC-Dec23.pdf · 2024-01-30
Sir, if I look at your distribution network so the DRHP numbers that we have as of December end and the presentation which are September end we've seen a significant increase both in our data distribute account as well as a retailer retail network. However, if you look at the quarterly domestic revenues as one of the previous participants highlighted has been pretty stagnant at around 1000 odd crores. So, maybe can you just help us understand what is the reason why we have not been able to grow it at a faster rate because I mean Wire demand has been maybe muted compared to cables, but it's still been quite decent it's been quite positive?

UNO Minda Limited

UNO Minda Limited CC-Sep23.pdf · 2023-11-07
Congrats on a very good set of numbers. So my question is on the alloy wheel side. So the new capex that you have announced certainly is it being driven almost entirely by Maruti or also -- or are you also seeing kind of new inquiries or kind of alloys coming in from some of the newer customers and other OEM which you have to think?
Correct. I was coming to that one. So again, there you have some LPDC capacity, but now again, you're talking more about on the JDC side. So would there been any -- any progress or maybe getting more share of business or more orders because at LPDC don't seem to be increasing capacity?

Schaeffler India Limited

Schaeffler India Limited CC-Sep23.pdf · 2023-10-27
Good afternoon. Si r my question was I think you have mentioned about the strategic acquisition which Schaeffler has been doing, so just continuing on that part, Schaeffler has recently announced the bid to kind of merge with the Vitesco Technologies. So, over the next few years do you also see the possibility of the electric mobility side of things getting bolstered because of the capabilities of the Vitesco Technology . So, what could be the implications for us because of this merger?
Thank you.

CIE Automotive India Limited