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Questions across 2 calls

Pranay Roop Chatterjee

Firm not listed in source transcripts

PG Electroplast Limited

PG Electroplast Limited CC-Jun24.pdf · 2024-07-25
Pramod sir, there is some confusion. Last call I had asked you this question and I checked the transcript as well. The question I had asked you was that and what you had answered also that the incentive last year was about 20 crores. Including PLI and state incentive this year, it would be about 65 to 70 crores, which was part of the 200 crore PAT guidance. Now, has that changed because some of the numbers we have given out are the 30 crore PLI plus only 6 crore for the state incentive and you have increased your guidance as well? So, we are slightly confused as to your new PAT guidance, how is the split between organic business and from the incentive?
Sir, then my question is, so this year only 6 crores you will recognize. So, how much of the total CAPEX for this Maharashtra state incentive has been done? How much is left? And by when do you think you can get the incentive released ? And hence, should be expect that this chunk of about 30 crores that we were expecting earlier this year would come next year then? So, how should we think about the state incentives?
PG Electroplast Limited CC-Dec23.pdf · 2024-02-13
Firstly a couple of data-related questions. Can you provide the volumes of RAC IDU ODU and washing machines that you did in Q3?
So actually why I am asking because like you said, one, there was some sort of inventory correction and then the ASP also went down and hence the revenue is down. So it is difficult to assess whether on volume terms we have grown. And hence in your Q4 guidance you have built around 40% growth Y-o-Y in Q4 f or the product business. If there is an ASP decline of around 8%, 10% that means you nee d upwards of 50% of volume growth in Q4, right, on the last year Q4 base.