Stockrabit · Analysts
Questions across 4 calls

Pratap Maliwal

Mount Intra Finance

Tejas Networks Limited

Tejas Networks Limited CC-Jan26.pdf · 2026-01-09
Hello. Hi. Am I audible?
Yes. Hi, sir. Thanks for taking my question. I just had a question regarding the BharatNet order that we called out that we've won about 7 out of the 12 packages announced so far. And I believe the company's notification said that it will be deploying over 50,000 plus routers. So, I just wanted to understand what would be the approximate order size of the BharatNet cumulatively and over what duration do we see this being implemented?
Tejas Networks Limited CC-Sep24.pdf · 2024-10-18
Hi, sir. Thanks for taking my question. So, I heard you said that the operations and maintenance part starts after a period of 3 years. So, assuming we complete the supply of equipment, maybe by FY '25 end or Q1 FY '24. So, when does the contract for O&M come in?
And so, you said that one particular tender was running a bit behind schedule. I just missed that part. Was it the Kavach tender or the BharatNet tender? Which one is running a little bit behind schedule?

Latent View Analytics Limited

Latent View Analytics Limited CC-Jun25.pdf · 2025-07-21
I just had one question regarding a recent management interview that you had given, where you had said that service providers like us would have to pivot to become AI integrators like the system integrators. So I just wanted to understand what would be the change from this in our current business model? Does it kind of, in particular, change the kind of contracting that we do. As you said that we convert work to managed services after initial projects? Does it change anything on that front? Just some idea around that.

PG Electroplast Limited

PG Electroplast Limited CC-Sep24.pdf · 2024-11-11
I just wanted some more clarity on that point you raised that the import supply chain is getting maybe an area of concern. So, which areas are affected for us in terms of, and does this pose any risk to the guidance that we have given going forward in terms of the supply chain management is going to become a key monitorable, going ahead?
Okay, understood sir. Thank you for the detailed clarification and just one more question. Now, you also said that the ASPs are coming down for product. So, I am just trying to understand our revenue model, how does it affect our top line and margins when the average selling price for commodities, for the products comes down as commodities are a pass through. So, how does the revenue model work here?