Stockrabit · Analysts
Questions across 28 calls

Pratik Kothari

Unique PMS

Elecon Engineering Company Limited

Elecon Engineering Company Limited CC-Sep24.pdf · 2024-10-21
Yes. Hi, good afternoon, and thank you. Sir, regarding again on the demand scenario and order inflow, I mean we did make a comment in the beginning that people are waiting for elections and then the budget. And so now both of those events are behind us. If qualitatively on ground if you can highlight, how are we seeing in terms of order inquiry, pipeline RSQs. Because ambiguity we keep hearing some steel OEM or some paper or someone else, sugar, kind of differing the avenues or the targets which they had. So, given the optimism that we have in terms of what we intend to achieve, how do we reconcile this? And what are you seeing on ground post these two major events which have happened?
Correct. Sir, and taking this point on power ahead, I mean, we do read a lot about the new orders which are being placed, the plans which are being revised, be it, BHEL, etcetera, getting a lot of orders. And I think we have done a fine job in terms of one guard railing ourselves in terms of what kind of things we want to do and not do on the MHE side. So if we just talk a bit more about over the next three, five years, given these are very long gestation orders, our preparedness to kind of participate here, capture this opportunity, obviousl y in the guardrails that we have set for ourselves.
Elecon Engineering Company Limited CC-Sep23.pdf · 2023-10-23
Sir, my first question is on the engineering gears is and the international side of it, if you can just highlight what are the developments that we see to be in this range of Rs. 1,800 crores for past few quarters and also, we do hear about the challenges in the European and the US markets , if you can just highlight where we are, what are we doing to improve, just some qualitative aspects for our international subsidiaries?
Sir, despite the weak environment demand that we keep hearing and reading about, we are confident that in terms of, we are seeing enough opportunities out there too because we are very small in international market, so I believe this would all be market share gain that we intend to do, so despite the weak thing that we keep reading about, we are confident that it is prudent for us to go out and capture those market share?

Cemindia Projects Limited

Cemindia Projects Limited CC-Mar24.pdf · 2024-05-29
Yes, hi. Good afternoon and thank you for the opportunity. Sir my first question is on the competition. In the last call, we highlighted that, be it underground Metro, be it marine, it seems that more number of players have started participating in bidding for the projects. If you can highlight any change. And also in the context that currently, the order inflow seems to be muted across players given elections over there. How has the behaviour been versus peers in terms of how they're pricing? Are they dropping their margins to go out and get orders? And how are we reacting to that?
Correct. And sir, regarding what you mentioned that top eight customers contribute 80% of revenue. I mean, I understand that we do a few large projects, and we are able to concentrate on it much more, but doesn’t this then create a much larger risk that it's something. And historically something what goes wrong at some point of time. So if something goes haywire it completely affects our company as a whole. I mean just your thoughts on how do we balance between concentration and diversifying across the bit.

Manappuram Finance Limited

Manappuram Finance Limited CC-Sep23.pdf · 2023-11-13
Hi, good evening and thank you. So my first question on the microfinance side, I mean, our expectation was the credit cost. We did some write-offs last quarter and credit cost was expected to come down, which we haven't seen. Is there anything to call out if we can highlight?
Yes. Hi. Thank you again. Sir, on the MFI side again, we were expecting a rundown in our credit cost. We did some write-offs last quarter and we expected that to come down. You can highlight what happened this quarter?

CIE Automotive India Limited

CIE Automotive India Limited CC-Mar24.pdf · 2024-05-03
Sir, on the capex again, I mean, can you highlight what are -- I mean are these new orders that you have won that we have to put this capex for -- how are we positioning this capex?
Okay. And sir, in India, we have a large tail of customers where -- I mean, the contribution from them is not much. And even our wallet share there is not higher. One, I mean, what -- I mean, what is our focus in terms of this long tail that we have? And what kind of conversations are we having with them? And what does it take to ramp this up to a respectable or a larger number?
CIE Automotive India Limited CC-Sep23.pdf · 2023-10-18
Good afternoon and than k you. Vikas again on India growth sorry multiple questions have been asked but again in the first nine months we have grown at the 6% , industry volumes have grown at 6% but on a sales basis industry has grown at 15 % to 20% Mahindra, Bajaj, Ashok Leyland, and Tata are major customers the major OEMs which have reported numbers and what is e xpected so I understand that new platforms are taking time to ramp up and this is incremental growth which needs to come in but for existing models and for existing product s and existing industry which itself is growing at say 15% in this nine months or maybe Maruti has grown at 25% in the first nine months or is expected to grow at 25% in first nine months there our growth is only say 6% on a sales basis how do we reconcile this number?
But then we are comparing industries volume growth to our sales number?

Cohance Lifesciences Limited

Cohance Lifesciences Limited CC-Sep23.pdf · 2023-11-09
My first question is, we did highlight about the strategies, the plans, etc ., that we have, and in one of the presentations, we have mentioned that we have met all clients in person. Can you just highlight what has been the feedback been from them? I mean, so, historically, what our understanding is CDMO, apart from technical capability, it also requires a high level of trust, and Suven had the face of Mr. Jasti all this while. So, now that he's not at the helm, how do things change from a customer perspective? So, you can share some global context, our experience, and just in a journey of scaling this up?
when we made this acquisition maybe a year back, we had highlighted that we intend to merge Cohance into this. So, any fresh thoughts there, and maybe you can share some numbers on Cohance. Given both of these entities combined, how do we intend to take this forward? Because from a customer perspective now, you will have a large generic API or formulations company, and then some part doing CDMO. How do we think about, doesn't that change things for customers?