Stockrabit · Analysts
Questions across 14 calls

Parimal Mithani

Credential Investments

Schneider Electric Infrastructure Limited

Schneider Electric Infrastructure Limited CC-Feb26.pdf · 2026-02-13
Sir, just I wanted a clarification. In your opening remarks with reference to Slide number 4, you mentioned you are at an inflection point. Can you tell what you meant in terms of opportunity for us? And second question is, any time frame of coming to dividend distribution, sir, for the shareholders?
Sir, can you quantify the addressable market size for us in terms of -- I know the budget figure is quite high, but what is the addressable market size for Schneider?

RITES Limited

RITES Limited CC-Nov25.pdf · 2025-11-12
Yeah. So, I just wanted to know: in consultancy, the margin that you have grown, is it now steady state of margin that we'll have going forward from here? So, you see, normally, consultancy margins remain in the range of about ~30% odd. And we would like to maintain that. In a particular quarter, some low margin orders or in some high margin orders may contribute. But by and large, on an equalized basis, on a long-term basis, those are the range of margins in the consultancy stream that we would like to maintain, and we have been maintaining that. If you see in the last 3-4 quarters, even if in this competitive regime and tough competition and tough margin, on an average basis, if you see in the preceding quarter, we'll be maintaining about 30% margins in the consultancy.
And is it fair to assume that we'll have better execution and consultancy going ahead?
RITES Limited CC-Dec24.pdf · 2025-01-29
I just wanted to get a clarification in terms of consultancy. You had a tie-up with o ne of the global consultancy companies. How is that tie-up going? How is the tie-up going across. In terms of Middle East, if you can show how you are progressing there?
Okay and sir, in terms of my first question about the quality assurance, you had a tie - up with some global major for consultancy business in India. So, can you, I forgot the company name, but it was one of the companies that you had a tie-up for consultancy across that format. So, can you through light on it?
RITES Limited CC-Jun24.pdf · 2024-08-01
Sir, thank you and good morning. If I see sequentially order book, Sir, there has been a reduction in the consultancy business overall, and one of the things is if you compare from the last March quarter ended to the current quarter, if I see the revenue from the competition, the side of the business is increasing and the nomination is decreasing over this trend if I see, vis-à-vis also year wise. So, is it fair to say Sir, that more or less a revenue in consultancy are getting stabilized?
And sir, in terms of quality assurance business, is it fair to assume that margin are more or less stabilized now going forward from here?

Garden Reach Shipbuilders & Engineers Limited

Central Depository Services (India) Limited

Central Depository Services (India) Limited CC-Mar25.pdf · 2025-05-05
Sir, I just wanted to know a couple of quarters back you had mentioned about account aggregator thing. Can you give a highlight on where are we and what is the progress in terms of that? And secondly, sir, in your CDSL Venture, you do eSign and eKYC. Is there further scope expanding that services, if you could?
So, in your CDSL Ventures, you do eSign and eKYC, and I think there are significant traction in both of that. If you can explain, how do you plan to go ahead with that?

Ircon International Limited

Ircon International Limited CC-Mar24.pdf · 2024-05-22
Yeah. Thank you, ma'am for the opportunity. Ma'am, I just wanted to know recently, India and Iran have signed this Chabahar port agreement. And in the past, you know, your colleagues in the past who are, you know, when you had run, they're quite bullish o n the prospects of our Chabahar in terms of, you know, work coming to us or international. Is there any further development or you think it's too early to comment on that?
And in terms of ground work will be ahead in terms of other people in this safe to assume that?