Stockrabit · Analysts
Questions across 2 calls

Piyush Khandelwal

Bank Of India Mutual Fund

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Mar24.pdf · 2024-05-13
Hello, sir. So my question is on the ROIs of, let's say, a consumer business. If I look at the annual basis, a consumer business contributes 40% in FY '24 versus 32%. So there's an 8% deviation. And you said that the fiber -to-home business accounts the majority chunk of this consumer business, so gross margins are less than 10%. I mean, what we have seen, especially in the case of a consumer business, that margins are lower, but ROICs or OCs are much better. So is it fair to them, similar in our case , or let's say ROICs are better than the company average in this fiber -to-home business, lesser than that? If you can just help me in that specific consumer business ROIC?
No, that's fair enough. I mean, you've been making the same comments since last three quarters. My question is specifically because we have grown 90%. So we have utilized some of the assets. It's not that we have not utilized. So my question is specific to that fiber -to- home business, which I'm mentioning that accounts for the majority of the chunk of this consumer business. There, the ROICs are better than the company average. Is it lower? Is it at par with the company average? That's the question.

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Sep23.pdf · 2023-11-01
Thanks for the opportunity. I just wanted to understand a little bit on this profitability side. If I see our mix, which is on the letter box build side, a box build disk half, which is the first half contributed roughly around 40%, versus 29% in the previous half. Sir, my question is primarily on the profitability side. Well, I understand on the EBITDA margin side, t he reasons that you have stated on the lower EBITDA margins in the first half. But if I look at the gross margins, it is also down 55 basis points on a Y -o-Y basis, despite our box builds are increasing, which is 40% in the first half, FY'24 versus 29% in the first half, FY'23. So just trying to understand this mix change and not reflecting on the gross margin side as well?