Questions across 4 calls

Rahil Dasani

MAPL

Garden Reach Shipbuilders & Engineers Limited

Garden Reach Shipbuilders & Engineers Limited CC-May26.pdf · 2026-05-12

Yes. Good afternoon and thank you for this opportunity. I have a specific question regarding the ASW Vessels . Are we still left with some equipment, fitment on our vessels, the ones that we have commercialized, especially as I believe without complete fitment post-delivery, we don't get the PBGS amount back, which I believe is some 10%. And from what I know, we were left with a Sonar installment.

ASW Vessels, the Anti -Submarine Warfar e Vessels , the few that we have commercialized and that are in the water as of date, I believe that without fitment of all the equipment on it, usually the Government doesn't give us the PBGS amount, which is usually 10% of the whole tender, if I am not wrong. And from what I know, we were left with the installment of the sonars on those vessels.

HFCL Limited

HFCL Limited CC-May26.pdf · 2026-04-30

First of all, congrats on a strong set of numbers. Starting with the capacity part, of our total IBR capacity post expansion, which I believe is 19 million FKM, how much turnover can be achieved from this particular 19 million and optimum utilization?

Got it. And can we also use the facility of machines that we have for our telecom optical fiber and convert that to IBR? Does that work? Or that's not possible?

The Great Eastern Shipping Company Limited

The Great Eastern Shipping Company Limited CC-Feb26.pdf · 2026-01-30

First of all, congratulations on a good set of numbers. My list of questions was more around our offshore vessel segment particularly. I wanted to understand if you can share more about the OSV charter rate cycle that we are in right now. The understanding that I am getting is that there is a demand-supply gap, and the shipbuilding is slow, as well as the age of vessels in use already is high, which is even deepening that gap. So, if you can explain, where are we in this cycle currently?

And if I were to just get more specific on this, post-'21, 2022, we saw charter rates doubling. Is that sort of growth still continuing, or has it slowed down, or even we are seeing a dip in growth somewhat in the charter rates?

Solar Industries India Limited

Solar Industries India Limited CC-Jun25.pdf · 2025-08-08

I just wanted to get a better idea on our drone segment. Previously, we were into the smaller range and payload drone the Nagastra. And now we have tied up with ZAL for a higher range and payload model. So first of all, why this change because we have been getting very decent orders in Nagastra. Are we seeing a larger demand come in the 500 to 1,000 kilometer range drone? And if you can quantify how large a demand or opportunity are you seeing for this particular model?

Okay. And being in service with our Maharashtra 1 since so long and since we have been in close connect with the government for all our orders, what sort of visibility or opportunity are we seeing for this particular, if you can quantify that?