Stockrabit · Analysts
Questions across 2 calls

Pranay Gandhi

Green Portfolio

Welspun Corp Limited

Welspun Corp Limited CC-Dec23.pdf · 2024-02-07
So on a very general terms, I wanted to understand that considering the fact that the order book for EPIC is already booked for the next 2 years. So are we looking at some sort of expansio n. The underlying reason for this question is that generally, even if we get a new order, it would be served beyond 2 years, and they will certainly be clients who would want the order to be delivered sooner. And in a way, we are losing out on those orders . So how do you see that side of the business?
Fair enough. And so since w e are already on the track of exceeding the revenue target for this year, how do you see business shaping up of sales in the next 2 to 3 years in terms of the volumes or the revenue?

HFCL Limited

HFCL Limited CC-Sep23.pdf · 2023-10-20
Good evening Sir. I hope you are doing good. My first question is in regards to the defense segment as we just discussed that the company is actively bidding for tenders and going for product trials as well. But I want to understand what kind of numbers are we looking at? I understand it is difficult to comment on it before we get the tenders, but I just wa nt to understand the scale of tenders that the company participates in. Could you please give an insight on that?
Even if we participat e at that number and I know in a real case scenario in real world it is not, I hope it happens but the company will not be able to secure all the orders. But even if it does, is it in a position where it can deliver that number.