Stockrabit · Analysts
Questions across 55 calls

Parvez Qazi

Nuvama Group

NCC Limited

The Phoenix Mills Limited

TITAGARH RAIL SYSTEMS LIMITED

TITAGARH RAIL SYSTEMS LIMITED CC-Jun24.pdf · 2024-07-31
So two questions from my side. First of all, thanks for giving a very detailed outline towards your plan for the propulsion system and the various component business over the next 3 to 4 years. So my question is that over the next 3 to 4 years when we have expanded our capacity both in terms of production as well as on the technology side and have developed these products, what is the kind of additional market or revenue size which we can target which let's say, today, we are not able to target?
Sure. And the second question is regarding the Ahmedabad and the Surat Metro orders. So we expect our production on them in Q3 and Q4. Would that be a right way to look at it?

Jupiter Wagons Limited

Brigade Enterprises Limited

Brigade Enterprises Limited CC-Dec23.pdf · 2024-02-07
Congratulations for a great set of numbers. So my first question is regarding th e prices, and obviously, you as well as all of your peers have seen significant increa se in ASPs over the last couple of years, partly due to the demand and supply scenario and partly also the premiumization that we are seeing in the industry. Now I know -- I mean, it would be difficult to say it in data terms, but in you r sense, what contribution of price increase over the last couple of years would have c ome due to the premiumization of sales or basically due to customers moving towards high er-value different items?
Sure. My second question is on the business development. Now, ov er the last 1-1.5 years, we have added substantial amount of projects to our pipeline, etcetera. So what are our thoughts on the BD front going ahead? Do we see these trends moderating or conside ring the improvement in sales trajectory, we expect that this will continue on the same run rate?
Brigade Enterprises Limited CC-Sep23.pdf · 2023-11-09
Congrats for a good set of numbers. So my first question is on the business development front over the last 1 year or so, we clearly have stepped up our activ ity. Where do things stand now? Are we okay? Do you want to take a kind of pause in t he near to medium term, or are we still looking for more land?
Secondly, in terms of pricing, you mentioned that we have taken prices upwards. So on a like- to-like basis, what would have been the kind of price to, let's say, compared to same period last year?

Sobha Limited

Sobha Limited CC-Dec23.pdf · 2024-02-08
Congratulations for the great set of numbers. So a couple of questions from my side. When we look at this 3 million square feet proposed launche s in Q4 or the 16.8 million square feet of projects in the launch pipeline, what would be our share in these projects?
Okay. Sure. And including the 16.8 million square f eet and the 20 million square feet projects that we are working on, what is the kind of, let's say, approval costs, etc, which we might need to incur over the next one to two years to bring these 36 million, 37 million square feet projects to the launch stage.
Sobha Limited CC-Sep23.pdf · 2023-11-07
So, two questions from my side. First, I think existing inventory is fairly 3.5 million square feet, whereas our trailing 12 months itself are about 6 million square feet. So, clearly, we do need to launch more projects. N ow you have said that the H2 will probably see 6 million, 7 million square feet of launches, but on a sustainable basis like 10 FY 25-26, can we go closer to the 8 million, 10 million square feet l aunch which is needed if we want to sustain our sales growth that's the first question and second, we have seen some bit of improvement in a land related CAPEX. So, how do we see that number going ahead and also our thoughts on the debt reduction quantum going ahead?
Lastly on the debt reduction part?

Godrej Properties Limited

Oberoi Realty Limited