Stockrabit · Analysts
Questions across 101 calls

Parikshit Kandpal

HDFC Securities

Lodha Developers Limited

Lodha Developers Limited CC-Feb26.pdf · 2026-01-29
Congratulations on a decent quarter. So , my question is, are you seeing any signs of elongation in the sales cycle? I mean you did mention that footfalls continue to remain consistent. So, any colour on the clients taking some more time to decide closure, or the pace continues to remain same?
Okay. And second one is on the embedded margin. So , we have seen a substantial jump in commodity prices of late. So , any colour on your historical embedded margins? Do you see any pressure on cost side, which may result in margin contraction as these projects come for revenue recognition?
Lodha Developers Limited CC-Jun25.pdf · 2025-07-28
Yes, hi Abhishek. My first question is on the launch pipeline for the rest of the year. So if I see total Rs. 13,300 crores is there on the new launches. And out of this, Rs. 10,000 crores is from MMR and Pune. So , in terms of NGT issue, so how will this get impacted if there is a delay in the judgment from the courts?
Okay. The second question is on the total presales for the quarter of Rs. 4,450 crores. So out of that, how much was the contribution from the new launches of Rs. 8,300 crores?

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Nov25.pdf · 2025-11-03
Sandeep, congratulations on a great quarter, sir. So , my first question is that the capex, which you have announced, that's almost , including the old ones, totalled to almost $120 million, INR1,040 crores based. So, I think last time, the global capex, which was announced was $600 million, and out of that $20 million was in Grid Solutions. So, I just wanted to understand, I mean, especially in Asia, so where we have other factories in China and Japan and the quantum of capex announced for India seems to be very, very high after many years. So, is there any thought that for Asia at least and part of Europe, India may become a manufacturing hub for the parent company?
So again, related to that, sir, I mean, earlier, you highlighted that domestic maybe the prices have stabilized. So now in the export market versus last quarter, the RPTs which you have signed and the ones you announced in the AGM or other which you are evaluating. is there any positive delta or any comment on the pricing on the export market side?
GE Vernova T&D India Limited CC-Jun25.pdf · 2025-07-29
Congratulations on a great quarter. Sir, my first question is on the order inflows. You said that you can grow this year at single digits. So I just wanted to recheck that on INR10,700 crores, you're talking about single-digit growth? And does it include H VDC or HVDC will be beyond that?
Okay. And in terms of mix, like last year, we had almost 30% plus export orders. So this year also, the mix will be similar, I mean, overall mix in terms of inflows?

Sobha Limited

Sobha Limited CC-Jan26.pdf · 2026-01-16
Yes, Jagadish, congratulations on a good quarter, sir. So my first question is on the launches in this quarter. So if you can help us with the timeline of NCR launches for both Greater Noida and Gurugram. So what stages of approval have we filed for RERA? So if you can just update us on that.
Yes. So when the sales we recorded in this quarter, so from that angle, I wanted to understand whether the pieces will get captured in this quarter or it will move to next quarter?
Sobha Limited CC-Jun25.pdf · 2025-07-26
Jagadish, congratulations on crossing the INR 2,000 crores mark on presales. So just wanted to understand, is it now the quarterly bottom now for us and things will continue to build around this number and increase from here on in subsequent quarters?
Great. Good to hear that. The other question is on — I just want a clarification. You said you have missed around 5 projects OC of INR650 crores revenue and INR450 crores PBT. So is this number correct? Because PBT number...

Prestige Estates Projects Limited

Prestige Estates Projects Limited CC-Nov25.pdf · 2025-11-13
Congratulations on a good quarter and half year. So my first question, I need some data points. So out of the total INR17,500 crores of new launches in first half, so what was the contribution to the presales?
Around INR11,000 crores. So sustenance is running. On average, it is about INR3,500 crores, INR4,000 crores. I think Irfan earlier told that INR6,500 crores is what you're looking at in H2 without any major new launches. So is my understanding correct, like INR6,500 crores is what I think Irfan told earlier?

Hitachi Energy India Limited

Godrej Properties Limited

Godrej Properties Limited CC-Nov25.pdf · 2025-11-06
Yes. Hi, sir. Congratulations on a decent quarter. So our first question is now if I look at your H1 numbers, so you are already, if I analyze these numbers, you're top in all the markets, Bangalore INR5,000 crores in H1. So maybe it makes you the top developer there. MMR, similar thing, NCR, Pune. So just want to understand from here trajectory -wise, how each of these markets are looking at growth in the near -- mid- to near-term. So how does one look at these markets from your perspective?
Sure, sir. The second question is, I mean, though we have seen phenomenal growth on pre-sales, somehow when we read the data, the collection has been lagging. Deliveries somehow, I think maybe looks a little bit of muted. And thirdly, the profitability, the path of p rofitability has, I mean, we've seen a tremendous shortfall there. So is it that, I mean, though the sales has been ahead, so we are somehow behind in terms of execution and that's not reflecting in our numbers on deliveries and profitability. So are our projects largely on track from radar standpoint? Are there delays? Are we finding challenges in execution given that sales is running ahead of the estimates?
Godrej Properties Limited CC-Jun25.pdf · 2025-08-01
My question is on the NCR market. So, last year you clocked INR 10,000 crores of sales and this quarter, INR 1,650 crores. And Gaurav, I think you sounded a little cautious on the NCR market on new business development. I could sense that you are saying there are not many attractive deals available. So, in terms of growth this year from presales in NCR and on BD, so how are we thinking?
But again, in terms of like what will this bring down the negotiation, the pricing?

Kalpataru Projects International Limited

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2025-08-08
Congratulations on a great quarter and great numbers on the board. So my first question is on, you have introduced the BESS solution in India. So just wanted to understand, are you going to set up a manufacturing footprint? How are you going to set up the supply chain? And have you already started booking orders? What k ind of TAM does this address? And any risk can it cannibalize our existing business? So any flavor on the BESS opportunity in India would be great.
So this will be largely targeted at the C&I customers for auxiliary power? And do you think you can also offer a solution like utility grades, BESS solutions for utility storage of energy for grid stability?
Cummins India Limited CC-Aug25.pdf · 2025-08-08
Congratulations on a great quarter and great numbers on the board. So my first question is on, you have introduced the BESS solution in India. So just wanted to understand, are you going to set up a manufacturing footprint? How are you going to set up the supply chain? And have you already started booking orders? What k ind of TAM does this address? And any risk can it cannibalize our existing business? So any flavor on the BESS opportunity in India would be great.
So this will be largely targeted at the C&I customers for auxiliary power? And do you think you can also offer a solution like utility grades, BESS solutions for utility storage of energy for grid stability?

NCC Limited

ABB India Limited

ABB India Limited CC-Jun25.pdf · 2025-08-04
Sir, my question is on the prospects pipeline. So, I know you spoke it earlier, but has it reduced or is it just timing delays? So, just wanted to understand the discretionary and non-discretionary part of that and whether it is there or whether it is getting delayed and when do you think the recovery will happen, which quarter?
So, this continues to remain in this quarter and looks like what the commentary is spoken by the business leaders. So, maybe towards the end of the year we will see some pick-up happening?

Larsen & Toubro Limited

Larsen & Toubro Limited CC-Jun25.pdf · 2025-07-29
Hi, P.R. Congratulations on a great quarter. So, my first question is on the order backlog of Rs 6.13 trillion now. So, while the inflows have been strong, order backlog growth is strong, but still the revenues are not catching up. So, if you can give us some color on the last two years order inflow how the book-to-bill is behaving, is it shortening, elongating, and whether it will catch up in growth in coming quarters?
But is there any elongation in book-to-bill for the new orders, much lower than the order inflow and order book growth?

Oberoi Realty Limited