What's the capacity increase expected over the next 3 to 4 years?
Okay. So is it correct to say that in 3 to 4 years your capacity will be 3x of what it is today?
Questions across 8 calls
Raj Rishi
Dcpl
Mazagon Dock Shipbuilders Limited
Zen Technologies Limited
This constant news flow of defence spending being increased or being forced to increase. After this Trump administration has come in. The talk of EU upping the percentage of GDP to almost 5% that is what Mr. Trump is asking them to do. Some people say it is like a sort of defence super cycle world over so how do you stand to benefit from say Europe upping the defence spend the way it is being talked about?
Sir one more question. Like what is your vision about Indian defence spend? Like right now it is around 1.9%. What would be your perception over the next year or so?
Schneider Electric Infrastructure Limited
Could you elaborate on how AI benefits a company like Schneider especially in India?
Okay. And this would definitely give you an edge vis -a-vis your competitors, right, should be India?
By when can you scale up your software and services related business as a percentage of total revenue significantly.
I believe Schneider globally had t aken over a company and that particular company has a subsidiary in India which is also into this medium voltage, so I believe in the previous call there was some talk of merger between getting it all in the listed entity any comments on that.
Apar Industries Limited
What sort of asset base can we have in the next 3 years for your block?
Okay. No, that's the asset turnover ratio. But whatever your asset base is today...
Cochin Shipyard Limited
Just wanted your comments on how big this Ship Repair can become for you. I believe the increase in capacity is, what, 25% of India ship repair capacity.
Okay. And I also read that you had mentioned in a recent interview that you're looking at a cluster in Maharashtra region also for Ship Repair. So being such a labour-intensive sector, the Ship Repair, what's the edge which you would have, say, internation ally to get international orders also?
Engineers India Limited
I just want to find out what are your initiatives regarding this supposed massive potential of energy transition, be it green hydrogen. Solar, the one tie-up which you have with Australia, the Australian company, is it like for EPC or what is it? And what other areas in this energy transition other than your traditional business, are you targeting? That's point number one. Point number two, just to get a perspective to what percentage of the present revenue would come from these new areas presently? And what is the vision? I heard some interview of Ms. Shukla, Ms. Vartika Shukla and I could gather that a lot of optimism was there that a huge chunk can come from here whether sustainable aviation fuel and green hydrogen and solar, etcetera. So what percentage of your revenues say in three years' time, can we expect from this energy transition other than your additional areas of the LNG petrochemicals?
So this tie up with this -- in this solar part, balance of part, that will come under Consultancy.
Bharat Electronics Limited
Yes. Like, the nondefense part, how much do you see as a percentage of turnover in 3 years?
And sir, Europe is significantly ramping up its defense budgets. Do you expect BEL to benefit from that?