Stockrabit · Analysts
Questions across 6 calls

Praveen Sahay

PL India

Astral Limited

Astral Limited CC-Sep24.pdf · 2024-11-07
Thank you for opportunity and the only question from my side is related to the domestic adhesive business. As in the quarter, you had grown by around 8.7% first half is around 11.5%. So is that the growth rate you are expecting in this business to continue? And at what level of utilization you are at current? And also related to the adhesives margin because if I look at margin front on the last 5-6 quarters, slightly there is a contraction as well. So what's the reason for that as well? That's the only question I have.
Right, sir. Got it. And what utilization you are at?

R R Kabel Limited

R R Kabel Limited CC-Sep24.pdf · 2024-10-25
My first question is related to the volume growth. Sir, can you explain how is the volume progressing now as you had already given a guidance of a 10% to 12% for a year or a 15% for a next half, so how you are seeing from a soft volume in the Q2 to Q3 of October, how that's progressing and what exactly the confidence you are getting from the market for 15% of the growth for the next half?
So, if you can highlight like from where wire is doing well or expected to recover or the cable growth to continue for you for the next half as well looking at? And also, the new capacity which you had highlighted earlier that is expected to come in the stages in the financial year FY'25. So, how is the situation here for cable especially?

Polycab India Limited

Polycab India Limited CC-Jun24.pdf · 2024-07-19
So, the first question is related to the domestic Wires & Cables business, where if I look at around 15% of the value growth you have reported, can you give some colour on how much is the volume number? Because raw material or copper and aluminium prices also elevated for the quarter quite significantly. So that is the first question. And the second question, sir, on the international business. So as the international business are down by 28%, and in the last call also, you had mentioned about the 3 to 5 quarters, it is going to be impacted, so the current quarterly run rate to be maintained in the rest of the year, how to look at? And also in earlier quarter, you had given a guidance of a 10% contribution by FY26. So, is that an impact or no?
Okay. And lastly, if you can give any guidance related to the Leap Project for ₹200 billion revenue for FY26, so is that going to be preponed or how is the target going to change?

Havells India Limited

Havells India Limited CC-Mar24.pdf · 2024-04-30
Congratulations on a good set of numbers. So, the first question is related to the Lloyd. If you can give some geographical contribution, like how is your South versus North as a performance? And is there a material difference in terms of the growth in the last FY '24?
Okay. And in this segment only, as yo u had mentioned that last 6 months, you have not taken any price hike, but in our challenge as we get to know at the dealer level, there is some price hike across the brands. So, is it something therein or you directly negate that there is a no price hike so far.