Stockrabit · Analysts
Questions across 6 calls

Pankaj Tibrewal

IKIGAI Asset Manager

Dixon Technologies (India) Limited

R R Kabel Limited

SRF Limited

SRF Limited CC-Mar25.pdf · 2025-05-13
Congratulations on the great set of results. Rather than quarterly, just wanted to get a sense on how will the shape look like of the Chemicals business in the next three years. This year we entered at about Rs. 6,700 crore of revenue. If you can just help us from a size and scale perspective, one on chemical? And overall, Company, what is the medium term thought process, Ashish ji and Rahul ji?
That’s great. And on the BOPP side and in the Technical Textiles, what will the shape of the business look like over the next couple of years?

Ambuja Cements Limited

Ambuja Cements Limited CC-Mar25.pdf · 2025-04-29
Congratulations to Mr. Bahety on the elevation and congrats on good numbers. Just can you give us a flavor on the pricing across pan -India? And what's your view in overall pricing terms, whether it be south or north? And how do you see the scenario going forward?
And the second question is that you have done a few acquisitions in the last 12 to 18 months. Do you think from a company perspective, we'll digest those acquisitions, consolidate and then move forward? The traits of a great leader is that. And now the cap acities are there. So from a cultural perspective, from plant efficiency perspective, do you think this year will be a year, FY '26, more of consolidation rather than being aggressive on acquisition?

ACC Limited

ACC Limited CC-Mar25.pdf · 2025-04-29
Congratulations to Mr. Bahety on the elevation and congrats on good numbers. Just can you give us a flavor on the pricing across pan -India? And what's your view in overall pricing terms, whether it be south or north? And how do you see the scenario going forward?
And the second question is that you have done a few acquisitions in the last 12 to 18 months. Do you think from a company perspective, we'll digest those acquisitions, consolidate and then move forward? The traits of a great leader is that. And now the cap acities are there. So from a cultural perspective, from plant efficiency perspective, do you think this year will be a year, FY '26, more of consolidation rather than being aggressive on acquisition?

Amara Raja Energy & Mobility Limited

Amara Raja Energy & Mobility Limited CC-Jun24.pdf · 2024-08-05
On the export side, can you give us some flavor how has been the demand and what's the outlook going forward there? And second, on the lithium side, the project which we are coming up with. Is that something which we can also be used for energy storage factories at some point of time or is the technology completely different? These are the two questions?
So there's no different technology per se, which is involved on the energy storage side, which is you are trying to say.