Stockrabit · Analysts
Questions across 3 calls

Prayesh Jain

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Billionbrains Garage Ventures Limited

Billionbrains Garage Ventures Limited · 2026-07-15
Yes, hi, good afternoon, everyone. This is Prayesh Jain from Motilal Oswal. Just extending the previous question on F&O. We've seen some slowdown in terms of your premium turnover on a daily basis if we look at the first few days of July data. I would presume that is to a certain extent impact of the SEBI regulations or how are you seeing this kind of trend impacting your Q2 performance? And just an extension to that, even if we back calculate the cash segment orders assuming that the INR20 per order on derivatives and commodities, then we are seeing a 9% decline in number of orders for the cash segment. Is that roughly, right?
Okay. Another question was on your broader strategy, right? Lalit and probably Ishan you all can pitch in on here. Earlier when we started, we started with one product which was mutual funds, then we added cash delivery, cash intraday, derivatives, it was one product that we were adding at a time, right? Now today as we as we are working, we building commodities, we're building wealth, we're building the AMC, we're building a new product that you've mentioned, we are looking into getting into US stocks. How are you kind of ensuring that the costs and the team tech bandwidth is kind of well controlled and how confident you are with respect to execution of each of these things, particularly wealth management is something that you’ve spoken a lot about. What are your aspirations there in terms of anything that you can mention with respect to AUM or size that can be seen in the next two or three years?
Billionbrains Garage Ventures Limited CC-Jul26.pdf · 2026-07-15
Yes, hi, good afternoon, everyone. This is Prayesh Jain from Motilal Oswal. Just extending the previous question on F&O. We've seen some slowdown in terms of your premium turnover on a daily basis if we look at the first few days of July data. I would presume that is to a certain extent impact of the SEBI regulations or how are you seeing this kind of trend impacting your Q2 performance? And just an extension to that, even if we back calculate the cash segment orders assuming that the INR20 per order on derivatives and commodities, then we are seeing a 9% decline in number of orders for the cash segment. Is that roughly, right?
Okay. Another question was on your broader strategy, right? Lalit and probably Ishan you all can pitch in on here. Earlier when we started, we started with one product which was mutual funds, then we added cash delivery, cash intraday, derivatives, it was one product that we were adding at a time, right? Now today as we as we are working, we building commodities, we're building wealth, we're building the AMC, we're building a new product that you've mentioned, we are looking into getting into US stocks. How are you kind of ensuring that the costs and the team tech bandwidth is kind of well controlled and how confident you are with respect to execution of each of these things, particularly wealth management is something that you’ve spoken a lot about. What are your aspirations there in terms of anything that you can mention with respect to AUM or size that can be seen in the next two or three years?

SBI Life Insurance Company Limited

SBI Life Insurance Company Limited CC-Dec23.pdf · 2024-01-25
Yes, hi. Good evening. And c ongrats on a good set of numbers. Just a couple of questions. Firstly, the new product that you've mentioned in the opening remarks, you mentioned that the sum assured is higher and the pricing is lower. So, do we assume that the margins on this product would be lower and that so how do we look at that? And secondly, there is a lot of talk about growth in deposits that some of the banks are that would be looking at. So do you thi nk that the life insurance segment growth in the banca channel could be at some risk in possibly next year or in the next couple of quarters, those are my questions.