Stockrabit · Analysts
Questions across 22 calls

Rahul Agarwal

IKIGAI Asset Management

Polycab India Limited

Polycab India Limited CC-Jun24.pdf · 2024-07-19
Thank you for the opportunity. S o, two questions firstly on the opera ting cash flow for the quarter i t looks li ke the cash profit is about ₹450 crore-plus, but the oper ating cash flow is negative ₹200 crore. I think partially Chirayu explained about inventory being higher, b ut this thing appears to be larger than that. Could you explain this number please?
Got it. Fair point. Secondly, on the balance sheet I'm referring to the March balance sheet there is some long -term receivables shown about ₹120 crores which are overdue 12 months. Just wanted to know the nature of these line items please?

Havells India Limited

Havells India Limited CC-Jun24.pdf · 2024-07-18
Sir, two questions. Firstly, could you talk a bit on the non -AC portfolio of Lloyd, please? Largely, my sense is it's 25% of overall Lloyd bus iness. Incremental growth and capacity has been coming up and your investments, and how do you see the Indian market for that? And secondly, on the international side, just a small question there. Whatever we're doing right now, the efforts are all focused on the U.S. market specifically, or is it like U.S. and Europe across? That's the first question.
Right, sir. And secondly, I noticed inventory at 63 days of sales. If I look at last five years, I think there is significant and meaningful improvement in the cycle. Could you comment a bit on this, that is it sustainable here? There are meaningful steps being taken consciously reducing this inventory, or is this like very ideal right now?