Stockrabit · Analysts
Questions across 2 calls

Rahul Gajare

Haitong

Voltas Limited

Voltas Limited CC-Dec24.pdf · 2025-01-30
Yes. Hi. Good evening, sir. Sir, I have a question on your projects business. Now, your order backlog is closer to Rs. 6,800 crores. You indicated the domestic order intake at closer to Rs. 1,400 crores. Is it possible you can indicate how much is your order intake in the international? Because mathematically, it appears that you have had either cancelation in your international orders because, a, there is a continuous decline in the international backlog.

Larsen & Toubro Limited

Larsen & Toubro Limited CC-Dec23.pdf · 2024-01-30
Now some of my questions have been answered with respect to Middle East and all. I want to stick to the margin part of the question. Given that we have a high exposure on Middle East, which are fixed price contracts, you have also indicated that a lot of margin booking will actually slip into F Y ' 25. Now can you talk about what are the levers that you will have to see improvement in margin when you compared to the other players in the industry? D oes faster execution get you better margin? Is that something which happens, or your margins will be fixed irrespective of whether you do it in time or whether you do it faster?
The second question I want to understand is what is the capacity utilization of your BTG plants right now? You know, given fairly high potential of new thermal plants in India, I'm wondering why L&T not going fast on the thermal power ordering? Especially, you know, I would think the margins in that particular order should be better than that that you would be getting in the international geog raphies. So, your comment on this entire power related business would be helpful.