Stockrabit · Analysts
Questions across 8 calls

Prateek Maheshwari

HSBC Securities

Physicswallah Limited

Physicswallah Limited CC-Jun26.pdf · 2026-05-27
Hi, thank you for the opportunity. I was looking at question four from DRHP where you guys have detailed Vishwas Diwas performance year-on-year. Still wanted to request if you could double-click on, how should we understand the signals out of it, right? So overall if it has grown 36%, right, like what should our takeaway be for FY27 or beyond for from this metric?
Right. Also, on one of the previous questions, you all mentioned about the seat utilization. So, the seat utilization that I heard was about two times, right? So, like just wanted to understand where this could get because there's also interplay of other than JEE and NEET categories, right? So just wanted to understand depending on your center growth and the new category growth, what should we kind of think of as a steady state for the seat utilization?

Swiggy Limited

Analysts/Institutional Investor Meet/Con. Call Updates Swiggy Limited has informed the Exchange about Transcript of the Earnings Conference Call for Analysts and Investors held on May 08, 2026 · 2026-05-08
My question was more on the quick commerce midterm guidance. So as you said, the guidance is for INR1 lakh crore in NOV in probably 3 to 6 years. I actually wanted to understand the drivers in terms of the NOV, user data and frequency. So frequency for sure has fallen for you guys to 2.8x versus what you guys were doing, probably it was 30% higher. But let's say, if I even think about 3.5-3.6x, the number of users that you would need at the current state of NOV would be somewhere between 45-50 million. And if we look at the largest player in the market, their guidance is also to reach in a way, if you convert their guidance also to reach a similar size of the user base. So, two questions here. One is, this is what you want to imply for the positioning relative to the peer? And also, how this was based on the user additions of 0.5 million or 1 million,, this would take a really long time, right, considering even if the industry consolidated from seven to three players. So I just wanted to understand from you on these points.
Still, it seems the acceleration required is quite steep. And you said that probably you guys after breakeven target, will try to do activities around it. So just wanted to understand, does the guidance tie into anything of such sort. Because it seems that organically the target is very high, around 45 million users. Just wanted to understand that Second thing, just wanted to understand since you guys have given the top dark stores in every geography reach 3% -5% of contribution margins. And Blinkit had reached about breakeven EBITDA margins at 4% contribution. So are you profitable in those dark stores and even in your top city? So those two questions, if you can expand on.
Swiggy Limited CC-May26.pdf · 2026-05-08
My question was more on the quick commerce midterm guidance. So as you said, the guidance is for INR1 lakh crore in NOV in probably 3 to 6 years. I actually wanted to understand the drivers in terms of the NOV, user data and frequency. So frequency for sure has fallen for you guys to 2.8x versus what you guys were doing, probably it was 30% higher. But let's say, if I even think about 3.5-3.6x, the number of users that you would need at the current state of NOV would be somewhere between 45-50 million. And if we look at the largest player in the market, their guidance is also to reach in a way, if you convert their guidance also to reach a similar size of the user base. So, two questions here. One is, this is what you want to imply for the positioning relative to the peer? And also, how this was based on the user additions of 0.5 million or 1 million,, this would take a really long time, right, considering even if the industry consolidated from seven to three players. So I just wanted to understand from you on these points.
Still, it seems the acceleration required is quite steep. And you said that probably you guys after breakeven target, will try to do activities around it. So just wanted to understand, does the guidance tie into anything of such sort. Because it seems that organically the target is very high, around 45 million users. Just wanted to understand that Second thing, just wanted to understand since you guys have given the top dark stores in every geography reach 3% -5% of contribution margins. And Blinkit had reached about breakeven EBITDA margins at 4% contribution. So are you profitable in those dark stores and even in your top city? So those two questions, if you can expand on.

L&T Technology Services Limited

L&T Technology Services Limited CC-Sep25.pdf · 2025-10-17
Thank you for the opportunity. Amit, I had a question, I just wanted you guys to double -click on the outlook for Mobility. So, you guys expect probably furloughs in 3Q, but growth from 4Q onwards. I wanted to understand if you guys also think that probably Automotive could also turn to growth by that timeline. And would it be just because of Trucks & Off-Highway, and Railways?
Amit, I wanted to understand, so your guidance is basically Mobility would turn to growth by Q4. So, I just wanted to understand probably if you can give it subsegment -wise, what do you think about Automotive in that? Or would it be just based on the ramp -ups that you are seeing with Trucks & Off-Highway, and Railways?

Hexaware Technologies Limited

Hexaware Technologies Limited CC-Jun25.pdf · 2025-07-25
Hi, guys. Thank you. Good morning. I have a couple of questions. First on your outlook. You said it's a little weaker than what you expected last quarter and some of the deals that you guys thought would start, some of the mega deals that could start or could come to you have been delayed. Just wanted to understand that earlier you guys thought that probably this would be a good growth quarter. The third quarter would be a very strong growth quarter, and even in fourth quarter, you will still grow despite the seasonal weakness. How do you think now things will pan out with the changed guidance on outlook? In some ways, it's a bit of a sliding scale. The sliding scale start depends on when some of these deals decide. But having said that, just basis what we already have, I think Q3 will still grow—grow reasonably well. I'll even say maybe QoQ CC better than what we grew in Q2. That is without assuming that some large stuff can happen. Even if they do, I think there's going to be quite a lag between a decision and revenue. I don't see any large deals having an impact on Q3. Q3 will still grow nicely, will go better than Q2, but lower than what we had earlier thought. We told it will be an outstanding growth quarter, it will be a growth quarter. Q4, I think still there is some dependence on what actually happens, still depends on some of the pipeline. Bear in mind, while I said the deals are work in progress, they have all progressed. They have all moved, and we are still very much in the heart. To the extent, some of these were designed, and I already said in response to a prior question that one of the clients really has now suddenly woken up and said they want to push the pedal and accelerate decision-making. If some of those happen, then Q4 should be quite nice.
Keech, would you say that the exit would still be strong for you for CY '26?

Coforge Limited

SHREE CEMENT LIMITED

SHREE CEMENT LIMITED CC-Dec23.pdf · 2024-01-31
Congratulations on a very good set of results. Sir, I had a question on the premium brands and the branding that has happened recently. So one of the comments earlier made was that there is -- first of all, there is a brand recall that is increasing. The other thing is also the quality that has improved. So on the quality asp ect, I just wanted to ask like what has changed and like if that would also result in an increase in cost, making the financial or something like that. And that is one aspect. Also, when I say the brand Magna versus your base brands, the price difference i s closer to INR 55 to INR 60 per bag. And when I compared it with the other players, may have a premium brand over at INR 30, INR 35 per bag high. So about double digit gap difference. So is that sustainable? How are you guys looking at it, sir? That was my first question.
Yes sir. On the same -- to ask on the quality question, sir, does the quality improvement also driving...
SHREE CEMENT LIMITED CC-Sep23.pdf · 2023-11-08
Sir, I was just looking at your comment on the first half utilization for the company, which is around 70%. The much larger peer is kind of operating itself at a larger capacity at 90% utilization levels for the same period. Just wanted to understand from you what's stopping the utilization levels from improving to see our margin improvement in utilization now, what would be your target? And which are the reasons where you're probably seeing that utilization is much lower? That is one question. H M Bangur Yes. Mr. Neeraj?
Yes. And sir, can you provide us the uti lization regionally also for this quarter or for the first half?