Stockrabit · Analysts
Questions across 4 calls

Nitin Arora

Axis Mutual Funds

Waaree Energies Limited

Waaree Energies Limited CC-Jun25.pdf · 2025-07-30
Hi, sir. Thanks for taking my question. Just on this ALMM delay of 9 months. So, you can correct me on this. The rooftop, they have not touched. The Kusum Yojna, they have not touched. Rather, what is your view on the C&I segment? Because that's a bigger segment of solar in country, which now cannot go abroad to take the cell because they have not been given extension. Everyone was thinking on the C&I part. So, don't you think that market will open up for Indian cell players and module players? Because that's a very decent sized market of 14-15 gigawatt. That is my first question. And second, you said about grandfathering of certain projects. So, when we look at the December 2024, there were about 108 gigawatts worth of orders got signed the PPA. There were only about 5-6 gigawatt, which eventually will fall in and change in law. But when we look at our private IPP market today, which is 15 gigawatts, which will eventually also grow. So, by the time FY '28 comes, that market will become also pretty big. So, just on these two aspects about the C&I, how you're looking, because they can't now go abroad. They have not got the extension as per the circular. How you see that opportunity by increasing for the solar cell and especially cell, I want to know module as well. So, just on these two aspects, if you can throw some light.
Yes. Because I was thinking, because this segment was absent, so this will become a larger opportunity for the cell players in India rather than being, opportunity going away. And FY '28, will we go, I think the IPP will also expand. So that also they have to come back to you guys or any other person putting cell here in India. So, yes, I got it, your thought process.

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Mar25.pdf · 2025-05-16
Sir, just one question on the recent acquisition what you did. Ca n you throw some light how scalable this business is? What are you thinking about the potential of revenue and profitability from this business? And also, if you can talk about any further ac quisitions, what you are articulating in this space.
Any further acquisitions you are looking at it? And given this acqu isition, you think you'll be able to fund internally? And for the further acquisitions, how are you thinking about it? And one comment on the OSAT, if you can also talk about what are the developments there?

Voltas Limited

Voltas Limited CC-Sep24.pdf · 2024-10-30
Just as you articulated, market share coming back as you stated in the press release and the primary growth looks pretty promising. Can you talk about, how the secondary market has gone during this quarter? I understand this is something, not a season but generally, if primary has been on such a higher side, how is the secondary market . And number two , given festive you have already seen, must have seen last 10, 15 days or 20 days of festive. How has the response been, on overall sentiment wise, on the product itself and how you are doing it. That's my first question.

CG Power and Industrial Solutions Limited

CG Power and Industrial Solutions Limited CC-Dec23.pdf · 2024-01-23
Hi Sir thank you for taking my questio n. Just continuing what Ankur was asking let us say on the power side the order intake and the order book is very strong can you touch base, also you are seeing some weakness here because of the pre -election or this is something the bidding is still very a ctive and bidding is still very strong here that is my first question and second with respect to the strategic call and you have been highlighting this to o I think on every call that pricing is something which can reverse any quarter and you also do not know which quarter it will reverse but here you think the reversion is in the base now from this quarter because the slowness might happen as you said post election things should normalize but have there been slowness just related to election or you are seeing the clients also cutting budgets, demand is a problem how one should read this that would be helpful?
Your inventory versus your peers or let us say in the market how one should read this LT motors inventory of yours in the market has it become lean now or is it still quite high?