Questions across 3 calls

Pankaj Tibrewal

IKIGAI Asset Managers

Action Construction Equipment Limited

Action Construction Equipment Limited CC-Feb26.pdf · 2026-02-04

Firstly, when you talked about the longer -term vision of '29 and '30 and you talked about INR6,500 crores to INR7,000 crores. In your thought process, how does the things add up? Because we believe that there's a large opportunity on the earthmoving equipment side, Backhoe especially where JCB is a very large player, which is today market share -wise. When you look at the overall next 3 years, how does the things add up from different pieces and export also? If you can dwell on a little bit of more detail, it will be helpful.

This all growth will be funded internally, right? There is no need for an external capital, ei ther a debt or an equity raise to be happening, right?

Balkrishna Industries Limited

Balkrishna Industries Limited CC-Nov25.pdf · 2025-11-01

I know these are challenging times. But if one takes a slightly medium-term view on a 3-, 4-year basis, -- how do you see the shape and size of the company changing? I know these are times where both Europe, U.S., everywhere, there's been headwinds. You said that the headwinds are easing. But one takes a slightly medium-term view on a 3-, 5-year basis, how the shape and size of the company is likely to change? And with the current capacities coming on stream, how do you see things shaping up on the domestic side? These are the 2 questions, Rajiv.

Fantastic. And always being an old tracker of Balkrishna for last 2 decades, you have used challenges to overcome medium-term vision. And the case in point was the way you entered the domestic market and now you're at a 17%, 18% market share, which is quite commendable in the agri space. If we take the same thought process to the TBR and the PCR market, what will make the team happy? I'm sure you have recruited Mr. Sharma is there, everybody, the entire team is there, and we have started to get fillers from the ground. But would love to hear your aspiration, what will make the team at Balkrishna satisfied over a 5-year period on the TBR market?

Kfin Technologies Limited

Kfin Technologies Limited CC-Sep24.pdf · 2024-10-29

Yes, good morning. Thanks for the opportunity. Am I audible?

Yes. So congratulations on a great set of results and a lot of client wins. And clearly, we are users of your platform, so we can really vouch the digital onboarding is just fantastic. What I wanted to understand from you is that can you talk about the execution capabilities? You spoke about all the deal wins, how you are building capacity to execute all these deals and how do you make sure that the overall execution goes as per the track? What are the headcounts? How are you looking to add past strength on the execution side? And also on the yield side, do you think the pressure is there on the yield side? How do you circumvent that over the period of time? These two are the broad questions, both from domestic and international perspective. Thank you.