Stockrabit · Analysts
Questions across 29 calls

Praveen Sahay

PL Capital

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Jun26.pdf · 2026-06-20
My first question is, as you are targeting nearly around 20% of Oppo India volume, nearly around 8 million to 9 million and you are also talking about the subleasing of their own facility. So how is the capacity? How big is the capacity as the manufacturin g facility which you are leasing for? And secondly, that they've already partnership with some other EMS players. So where you are placing yourself for the way forward, the volume growth or the backward integration in this whole collaboration?
Okay. Sir, next question I have with Ascent, which you had acquired a remaining stake and also the MD has resigned, who is the owner earlier. So who is now going to head the entire of PCB manufacturing for you? And can you give some way forward how you are looking at because now you are a majority holder there and a lot of capex also you are doing in that particular entity. So if you can guide
Amber Enterprises India Limited CC-May26.pdf · 2026-05-18
Yes, thank you for opportunity. Sir, my first question is a clarification on the CD consumer durable segment. In that you had given 47% of your revenue for FY '26 comes from the RAC CBU. So how is the growth? Because if I look at the 47% of our total revenue, it gives me around 33% of growth, so how that's a number to look at? Is that the full complete built -up unit has grown faster than the component? Or is more on the realization front growth is there? Or how is the volume? Can you just give us some detail on that?
Okay. Got it, sir. And second question, sir, related to the electronics segment, where you have now consolidated Unitronics as well. So now if you can give us some color on how is the -- because the Shogini and the Ascent is also there, how is the mix of P CB versus the PCBA segment?
Amber Enterprises India Limited CC-Feb26.pdf · 2026-02-10
My first question is related to the Electronics segment. Out of 79% of growth, if you can give some colour on how much is organic and how much is the inorganic growth in that?
Okay. And second question related to the Sidwal. Out of this time, 20% of growth and also you had said all the three segment, railway, metro and defence contribution. So how is the defen ce contribution in the growth as well as if you can give the order book bifurcation of INR2,600 crores, how much is the defence?
Amber Enterprises India Limited CC-Nov25.pdf · 2025-11-07
My first question is related to the gross debt. So around INR2,500 crores, INR2,600-odd crores, out of that, around INR700-odd crores is related to the ILJIN or the subsidiaries. So INR650- odd crores, you had said INR370 crores and INR280 crores already received. So are you going to reduce this debt directly or for the expansion you are going to utilize? And also, if you can give some color like QIP money, which is coming in, how is that treatment the way forward?
So we are not going to see a significant reduction in the debt from here onwards from September '25?

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Feb26.pdf · 2026-01-30
Many congratulations for a very good set of numbers. My first question is related to the export. Because last year, I can see that the U.S. contribution for the export were on the higher side, and now even after a lot of fluctuation because of a tariff, you are doing very good in the export as well. So, can you give some geographical indication from where you are getting growth? As you have already highlighted, industrial contribution in the export is the higher. And also, is that the Elcome contribution into export is also there?
Geographical also if you can...

KEI Industries Limited

KEI Industries Limited CC-May26.pdf · 2026-05-05
Many congratulations for a good set of numbers. First question related to the acceptance. For the last Q3 and now the Q4, the acceptance number has been on the higher side. So how we will read this the way forward? Like even the trade payable numbers, I can see that's an increase for the year Y-o-Y, if I look at. So how to read these numbers way forward where you want to see this number?
So it's a factor of pricing, and that's where you are saying that's number to be here?
KEI Industries Limited CC-Oct25.pdf · 2025-10-16
My first question is related to the export because in this quarter, the export has been very good. And even in your media interaction indicated around 18% to 19% of our export contribution to be in the future.
Sorry about the last time. So my question is, sir, related to the export. As on the Y-o-Y side, if I look at 11% of a contribution reached to 17%. And also you highlighted the HT extra high - voltage and control cables are the major product you export. Even all these like 11% to 17%, even the product is HT, EHV, your HT cable declined for a quarter. So how to read that? If I look at HT and EHV clubbed together, that is also together, revenues declined Y-o-Y. So how to read these numbers, if you can explain?

Waaree Energies Limited

Kajaria Ceramics Limited

Premier Energies Limited

Havells India Limited

Polycab India Limited

LG Electronics India Limited

LG Electronics India Limited CC-Nov25.pdf · 2025-11-14
My first question is related to the market share gain in your key product categories. In some of the categories where you already hold some very high or a leadership position, where do you see further scope for a market share gain, or do you believe this somewhere it is saturated?
Thank you for that , sir. Next question is related to what you had mentioned about the refrigerator and washing machine. You had taken a 1.5 % to 2% of price hike. Is that a price hike in the Q2 and absorbed already in the market, or yet to?

R R Kabel Limited

R R Kabel Limited CC-Nov25.pdf · 2025-11-03
Yes . Congratulations to Rajeshji and Jigarji for elevation. My first question, sir, is related to the margin only because this quarter on an overall basis, gross margin improved 300 basis points. So, is there any inventory gain also accounted in this quarter because of LME prices?
Okay. Okay. Good to hear, sir. Second question, sir, as you had earlier also and even in the media also, you had said 18% of a volume growth for a year. That tells that the second half required 23%, 24% of volume growth. So, from where and how confident you are to achieving such kind of a good volume growth?
R R Kabel Limited CC-Jun25.pdf · 2025-08-01
Congrats for a good set of numbers. First question is related to your guidance of 18% of the volume growth for FY '26 and also the margin improvement, EBIT margin improvement of around 100 basis points for this year. This lead to ask rate for the next 9 months is quite higher. So would you continue with such guidance or there is any revision? And if, then how you are expected to report such a high volume growth?
Okay, sir. And next is as in the last 2 years you had built the cable capacities as well. But so far, we have not seen your wire and cable mix has changed any bit. So do you see in this financial year there would be any shift towards cable in the mix?

Supreme Industries Limited