Questions across 63 calls

Pulkit Patni

Goldman Sachs

Voltas Limited

Voltas Limited CC-Sep23.pdf · 2023-10-20

Sir, I want to better understand this 86 crores provision that you have taken for delayed collection. Can you tell me how does it works? Is this ECL? Because a delay in payment would not provide you to take a provision. And can you also tell me what is the balance revenue pending in this customer? Because if there is a delay here, what more could we see in future quarters? And I think just continuing with the same question, can you also better explain, like we have been speaking about, or we have been taking these provisions for quite a lot of quarters now, as a management, when do you see things turning for us in terms of better profitability for this segment? Any sense on that would also be helpful.

Sir, I will take the liberty to maybe just extend this. So, there are other peers of yours also who have problems in these provisions, but they have some, they give some visibility that okay, these orders will get over by X quarter of X year, after that things should get better. Anything on that sort? Because this has been a continuing thing. So, as an analyst it becomes easy if we can get some direction on when we think the worst could be over.

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2023-08-04

Given that we'll have to produce and maintain inventory of both CPCBII and CPCBIV, is it fair to assume that for the next few months, maybe a couple of quarters, general inventory levels for us of raw material of parts, etcetera, will increase, or is that not going to be the case?

Understood, sir. Sir, maybe just a related question. So we will be producing the CPCB II engines up till what, fourth quarter or it will be third quarter? Because after that, this goes away?

Adani Ports and Special Economic Zone Limited

Adani Ports and Special Economic Zone Limited CC-Mar25.pdf ·

Sir, thank you for taking my questions. The first one is already answered, which is on global trade, and you did mention that your guidance is irrespective of what happens in the tariff outcome. My second question is, last year, one of the big reasons why our guidance on volumes could not be met with coal. Any early signs of whether we've started seeing reversal of that? And how confident are you that coal volumes this year are going to come back for us to be able to meet our volume guidance?

Okay, sir. So then I'll probably take one more question. So in light of that, are you also doing any switches of your coal terminals into container terminals or any plans of doing that over the medium term?