Stockrabit · Analysts
Questions across 12 calls

Pritesh Chheda

Lucky Investments

Blue Jet Healthcare Limited

Blue Jet Healthcare Limited CC-Jun26.pdf · 2026-05-25
Sir, your comments on contrast media was not clear. One, this growth that we see in the quarter 4, so was iodinated contrast media product started being a part of it or the new products that you were supposed to supply, is it? And what were your exit comme nts for FY27? So should we look at the quarter 4 number? Or was it somewhere different that we had to look at the '27 growth? The comments were not clear, if you could reiterate them please.
And then validation is the iodinated contrast media product validation or it is some other product?

Kalyan Jewellers India Limited

Kalyan Jewellers India Limited CC-Mar24.pdf · 2024-05-10
Just two questions. One, the pace of debt reduction at INR 400 crores, INR 500 crores means that -- INR400 crores means that you reduce your interest costs at about INR 30 crores -- INR30 crores, INR 35 crores per annum. Considering you will first reduce the corporate loan, which would be about 8% to 10% rate of interest?
Okay. Yes. So, you will basically reduce at about INR 30 crores, assuming it is 8% of INR 400 crores. And if you're, let's say, this year's cash flow, if you have a INR 1,300 crores EBITDA, you managed to reduce at about INR 300 crores. So next year onwards, we can reduce at about INR 400 crores. So that's a INR 30 crores run rate. On the depreciation side, we'll actually enter into a situation where a depreciation number doesn't expand, right? Because if you are not putting Capex, you don't have an asset to depreciate for. So this INR 275 crores, INR 280 crores depreciation stays where it is.

Petronet LNG Limited

Petronet LNG Limited CC-May26.pdf · 2026-05-05
Yes, sir. Just one question. So, you know, based on your assumption of post-May, we should be seeing largely normalization of cargo. So, sum total for the year, what kind of utilization do you see at the aggregate level for your assets? And considering that there is a Equinor cargo, which is additional starting May, so, sum total, what kind of a utilization one should assume for your assets?
Okay. So, we have two additional contracts, right, the Equinor and the Exxon?

The Great Eastern Shipping Company Limited

Elecon Engineering Company Limited

Elecon Engineering Company Limited CC-Mar25.pdf · 2025-04-25
My question is on the gears division. So there is a deceleration in growth for the full year between this year and the last year. So this year, we grew at about 5% in the gears business. So I just want to understand from a sector perspective, which of the sectors in FY '25 would have done well and which of the sectors would have been weaker for the growth to come down versus FY '24. And I have a corresponding question linked to this. So if you could answer this first?
Sir, sectorally, let's say, power, cement, steel, marine, off the shelf, which part would have seen the lower growth momentum or any negative surprises in a certain sector versus others? If you could just comment there. We understood how it transpired during the year and reasons why it transpired that way. My question was the sectoral comments?

Blue Dart Express Limited

Blue Dart Express Limited CC-Jun24.pdf · 2024-07-23
Yes, ma'am. Between the two quarters, that is March quarter and the June quarter, and the analysis is there, where your volumes have gone up, your parcels have gone up, but your gross margins have shrunk. So, if you could clearly identify the reason for shrinkage in gross margin between the two quarters? And if you can directionally tell us the extent of mixed change between the two quarters, if any?
Okay. And to what extent the mix would have changed? For a 200 basis point Q-o-Q change in gross margin, to what extent the mix would have changed?

AIA Engineering Limited

AIA Engineering Limited CC-Mar24.pdf · 2024-05-14
Sir, first one, ju st a clarification, your mil liner capacity is where you are adding this incremental 20,000 tons?
Now, you have added 50,000 ton of mil liners I think last year and there was this whole idea of incremental addition of 10,000 tons per annum , but when I look at this year, your other s, the volume has declined. So, what is playing out there in terms of the d ecline in volume, where mill liner itself incrementally was supposed to add 10,000 for the volume?

Vardhman Textiles Limited

Welspun Corp Limited

Welspun Corp Limited CC-Dec23.pdf · 2024-02-07
Yes, sir, just from your opening comments, for the Saudi market, if you could give what kind of opportunity in front that you see in the line pipe over the next 5, 6 years, considering the water and the historical oil related spend that they do. And what is the -- what was the line pipe's annual market for Saudi?
Okay. Can I conclude 1 thing here that water was not a large demand generator until, let's say, 2, 3 years back and now because oil and gas infra spends have been continuous for them, right? Is that a conclusion which we can take or...

Castrol India Limited