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Parikshit Kandpal

HDFC
2Calls
2Companies
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SOBHA

Sobha Limited

All company calls
Sobha Limited CC-Oct25.pdf
18 Oct 2025
Open call
  1. Jagadish, Congratulations on a decent quarter. So, I have 2 questions. One is that the total business development done across the city. So, you are going to a launch heavy season. So just wanted to understand how are you replenishing land in NCR, Gurgaon, Noida, Bombay, so – and Bangalore? And second question is when you spoke about margins, and you said that next year could be seeing a substantial jump in margins.

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  2. Jagadish, I was looking more for a number – more for a number like in this financial year -to- date, how much business development you would have done because you don’t disclose those numbers separately like other companies. So just wanted to get a sense on those numbers, how much GDV addition has happened and across the markets, if you can give us split?

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GVT&D

GE Vernova T&D India Limited

All company calls
GE Vernova T&D India Limited CC-Mar25.pdf
23 May 2025
Open call
  1. Congratulations on a great quarter. My question is on services part of the revenue. So what would be the contribution of service doing to ramp up that as a share of revenues?

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  2. And sir, second question is on the INR250 crores of capex. So what kind of asset turns or revenues can we look at adding from there over a 2 - to 3-year period on an annual basis? And what will be the reservation here for export markets, any reservations here? So how will you allocate between local demand and the global demand on this?

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  3. And sir, any color on what could be the share of data centers? I mean, is it increasing in the overall mix in the order book, how do you see that shaping up as huge investment is expected in data centers.

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