Stockrabit · Analysts
Questions across 12 calls

Priyankar Biswas

JM Financial

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2026-05-29
Congratulations, ma'am, for a great set of results. My first question is, you had mentioned in the press release that there was significant commodity inflation. And we also see that there has been a significant rise, almost we are doubling DEF prices, the Diesel Exhaust Prices. So , in that context, can you say what are the pricing actions has been taken? And is there any impact on the distribution side of things? Because if I understand that, the DEF is used as a key component like in the after-treatment systems. So, if you can say something about that.
And then if I may ask what we have seen is some of your local competitors specifically, it seems that they are engaging into significant hiring of personnel, especially relatively senior from the likes of Cummins itself over the last 1 to 2 years. So, is t here any impact that is there on our business? And if I can just squeeze one more in, like the customers you keep out the breakup by subsegments of Powergen industries, if you can do that as well.
Cummins India Limited CC-Jun26.pdf · 2026-05-29
Congratulations, ma'am, for a great set of results. My first question is, you had mentioned in the press release that there was significant commodity inflation. And we also see that there has been a significant rise, almost we are doubling DEF prices, the Diesel Exhaust Prices. So , in that context, can you say what are the pricing actions has been taken? And is there any impact on the distribution side of things? Because if I understand that, the DEF is used as a key component like in the after-treatment systems. So, if you can say something about that.
And then if I may ask what we have seen is some of your local competitors specifically, it seems that they are engaging into significant hiring of personnel, especially relatively senior from the likes of Cummins itself over the last 1 to 2 years. So, is t here any impact that is there on our business? And if I can just squeeze one more in, like the customers you keep out the breakup by subsegments of Powergen industries, if you can do that as well.
Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2025-11-07
My first question is can you give me a broad sense, like since you said that the pricing has stabilized after like CPCB IV so what would be the average increase in realizations, let's say, today versus, let's say, at the fag end of CPCB II, if we can get some directionality?
Okay. Like now the other question is, since you mentioned that 40% was the DC revenue in power gen in this particular quarter. If I ask what it would be in the first half of -- like in 1H FY '26, some broad sense?
Cummins India Limited CC-Nov25.pdf · 2025-11-07
My first question is can you give me a broad sense, like since you said that the pricing has stabilized after like CPCB IV so what would be the average increase in realizations, let's say, today versus, let's say, at the fag end of CPCB II, if we can get some directionality?
Okay. Like now the other question is, since you mentioned that 40% was the DC revenue in power gen in this particular quarter. If I ask what it would be in the first half of -- like in 1H FY '26, some broad sense?

AIA Engineering Limited

AIA Engineering Limited CC-Jun26.pdf · 2026-05-26
Congratulations, Kunal and Sanjay bhai. So particularly, I would say the conversion itself was a great news. So just coming back on that. So can you provide me some color like this sort of large conversions, how should we look at the pipeline, let's say, if I have to take like a 2, 3-year views? And based on that, let's say, like today, we have a mining volume of something like 160 KT, right, for FY26. So, let's say, by FY29 or FY30, where are we aspiring to be?
Okay, Kunal bhai that's a very clear. Maybe we can refer back to, let's say, when you did this large-scale cement conversion. So, I see over FY2006 to FY2010 where your volumes almost literally doubled in a span of 5 years, maybe take that as an approximate. But coming back, so I think this technology you had developed almost like 6 years back, if I recall correctly, this...

Container Corporation of India Limited

Container Corporation of India Limited CC-Feb26.pdf · 2026-01-30
Thanks, sir, for the opportunity. Sir, I would like to ask more about the long-term guidance. So, you said 10 million TEUs on handling this what we should expect in let us say FY 2029. Now, can we get a similar assessment like in that should we assume that the originating also grows at the same level or should we assume like the originating goes at a lower level like what is your underlying assumption for it?
No. Same levels or would it be somewhere lower or higher? Try to assess that.
Container Corporation of India Limited CC-Jun25.pdf · 2025-08-06
My question is -- see, sir, in last year 1Q, the EXIM volume base was quite low because it was, if I recall, something like 481,000 TEUs on an originating basis. And then in September, we had a large increase as well, and this rate was maintained in September and December. So given that even on a weak base, we were not able to deliver a very strong growth. So what gives us the confidence that in the next 2 quarters, we will have growth on a relatively high base? So that's my first question.
See, I'm asking that in September 2024 quarter, your EXIM volumes increased very sharply. So from 4,80,000 TEUs on handling basis -- on originating basis to something like 5,50,000 TEUs broadly. So that was a steep jump, almost like 15% quarter-on-quarter jump that you had last year. So can a similar level of growth happen Q-o-Q this time as well?

Larsen & Toubro Limited

Larsen & Toubro Limited CC-Dec25.pdf · 2026-01-28
Congratulations to the team. From what I understand is that you have previously highlighted in the past call as well, that there was a significant drag down due to the monsoon, particularly extending even well into the 3Q as well. So had it been, let's say, a relatively normal monsoon and leaving the Water part aside, what is the amount of work that you may have lost in the Domestic space, so in terms of execution?
And sir, if I just squeeze one more in. I understand that two packages for offshore HVDC were booked in this quarter. What would be the rough quantum of that?

JSW Infrastructure Limited

JSW Infrastructure Limited CC-Dec25.pdf · 2026-01-16
Of course, I would say, quite a good turnaround in Navkar in particular. My question actually builds on, let's say, Sumit's question earlier. Since you have given us more or less a road map like INR700 crores of EBITDA in logistics, can you further elaborate like how does this INR700 crores goes to, let's say, the eventual target of INR2,000 crores by FY '30? Like what sort of conclusions will come from the GCTs, the containers? If you can share some more details, like GCT economics, how does it work? If you can slightly elaborate?
So sir, if I may just ask with 25 terminals, let's say, when you put it in place by FY '29, what sort of EBITDA we should be able to make in the terminal space itself?
JSW Infrastructure Limited CC-Jun25.pdf · 2025-07-22
Good evening, sir. So, my first question is, what I observe is that there is a divergence between the volumes at Dharamtar and Jaigarh. Typically, they tend to move in line. I mean, like one is increasing, the other increases. So, why is this divergence this time? Like Jaigarh volumes are not keeping pace with what is happening at Dharamtar. If you can explain that.
Okay. And, sir, just adding one more question. So, what I see is NCR Rail, you have acquired recently. So, what is the rationale for that acquisition and how it will translate into revenues and EBITDA going forward?

Adani Ports and Special Economic Zone Limited

Adani Ports and Special Economic Zone Limited CC-Jun25.pdf · 2025-08-05
Yes, thanks for taking my question. So my first question is, like, I see that there has been some moderation in the EBITDA margin at Dhamra port. So any specific reason behind this?
Okay, sir. And if I may just go into, so far for 1Q and if I include the July volume as well, which you disclosed yesterday, I think, it seems to be trending slightly below the FY26 guidance on a monthly run rate basis. So can you give the moving parts, like how we would catch up to at least the lower end of the guidance? And also, if you can add one more thing is like, see, despite this volumes being slightly lower, the EBITDA is still very much tracking your overall guidance, like INR22,000 crores. So what is -- so if you can just explain the dynamics behind it, how should we look for the full year?