Hi, sir. Good evening. Thank you for the opportunity. Sir first question is on the inventory gain which we would have had in March because of higher PVC prices. Could you help with the number for the fourth quarter or for the full year, whichever you have?
Yes, sir, I'm aware of that.
Yes. Hi sir. Very good evening. Thank you for the opportunity. Sir, two questions both on cost saving initiatives. The annual report talks about the renewable energy now being 30% across Supreme Industries in terms of power and fuel cost. I believe the intention is to have over a longer term 100% of this coming from renewables. If I have to understand the power and fuel cost savings on a per ton basis or overall, Company basis, how should we understand that? That is the first question.
So, Somani ji, is this like all the benefits are completely passed through in terms of pricing or do we retain something on the margin side? How does it work? Is it like completely volume benefits on sale volumes or is it like cost savings?
Sir, firstly, just a clarification on Natasha’s question. The 10% net hike, 8% to 10%, is basically after the GST cut, right? It is adjusted for the GST cut.
Basically, now getting to questions, just a couple of them. Firstly, on the growth outlook, so, on Segment-I and Segment-II, and Segment-I, essentially on the projects and CSE, typically, we discussed 12% to 15% CAGRs is what the growth rate should be. I think if I look at past three years, we have done way better than that, 20% kind of growth. Just wanted to understand, in your sense, how should we model, like, a medium-term growth here, right? Because projects have been doing extremely well for you. Commercial, plus international, I think a mix of these segments is actually doing better. Some color on that will be helpful over a two to three-year time frame.
Just a couple of questions. Firstly, on the promoter holding, I see when I look at last almost 12 quarters now, every quarter, we have seen some bit of selling by the promoter family. Maybe there are legitimate reasons for it, but just wanted to know, the stake is now down to 29%. Almost 5% of the company has been sold over the last three years. Is the intent of the family now done with in terms of whatever personal needs they have? Or could we see more liquidation?
And secondly, you haven't spoken about battery energy storage systems. Just your thoughts, Atulji, will really help on battery piece.
Hi, good evening. This is Rahul from IKIGAI Assets. Just continuing on the questions asked earlier on lounge versus QSR, more on the growth trends, next three years, if you can talk about how would you foresee your growth between these two formats? Will it be similar, or one would be higher or lower? And secondly, on the same question, from a return on investment perspective, what is more lucrative? That's the first question?
Got it. And for both these formats, because you've been operating both formats for a long time, would you just talk about a bit of innovation, or maybe some global benchmarks, which you have tried to get to the Indian market, and how are you doing things differently, purely from an operations perspective?
Congratulations for a good set in a weak environment. Sir, 2 questions. One is, it looks like very hyper growth for Amber in Electronics and railways ahead. My sense was you're also getting into larger merger and acquisitions now. The challenge essentially going forward could be managing people, having heads of department and then integrating all of this into the Amber's culture. As of now, I just wanted to understand what are the gaps you have filled to handle such a large revenue. The P&Ls are going to be very big going forward. And what are the gaps which are still left to be addressed? So that's the first question. And secondly, on cash flow, I think there are a lot of questions revolving around how much is going to be the capex purely because there are going to be timing mismatches. Once you raise the funds, whenever in case the Board approves that, just wanted to be double sure that what is the peak debt Amber plans over the next, let's say, just by March '26, how does the balance sheet shape up for Amber consol? If Sudhirji can help us on understanding the overall cash outflow for the business over the next 9 months? And what could be the peak debt that will actually calm down the nerves a bit purely because till then we'll have full clarity on what is the equity funding plan and then we can work around the further numbers. So those are my 2 questions, sir.
Hi, sir. Good evening. Thank you for the oppor tunity. A nd good to see the balance sheet discipline in a very tough environment , so congratulations on that. Sir, two questions I had. Firstly to start with, on industry growth versus what Kajaria has done, for full year Kajaria grew 6% on volumes. I just wanted to know how did the industry pan out overall on domestic side and your outlook on domestic and export sales for the next year. That's the first question.
What do you think about next year in terms of outlook, any comments, qualitative also will help?
Congratulations on a good set of results. Sir, two questions and then maybe I'll get back in the queue. Firstly, on the 3-year vision, just wanted to know, along with this, these are more hard financial targets, but any gaps that you would have noticed to achieve these targets over the next 3 years? Let's say, hiring in the team, technology, maybe R&D investments for new product development. Anything like that, which you want to fill up as you achieve these targets? This is question number one, sir.
Sir, I just wanted to be more specific. Maybe I'll flip the question. What would be a risk in terms of achieving these targets? I understand volatility in raw material and general industry risk, but from a company perspective, what -- I was referring to more gaps that we need to address to achieve this growth. So if you could help me with some specific points, that will be helpful.
Sir, first question was on Lloyd. Happy to see INR100 crores EBIT number there for the full year. The press release talked about cost savings and scale benefits that, those 2 reasons essentially for the turnaround of Lloyd. I just wanted to know that in initial commentary, you mentioned that going forward, we'll look at further consistent revenue growth and improving profitability. So that means that these cost savings essentially become stable. And incrementally, we'll only see increases on margins from here on? Is that understanding correct?
Got it, sir. And secondly, on Goldi Solar, just wanted to understand over a longer term, 3 to 5 years, how should we look at return on investment on the INR600 crores? What is the plan in terms of solar rooftop? Do you think this segment is like INR1,000 crores business overall on a run rate basis? Any thoughts would really help.