Questions across 3 calls

Rajesh Kothari

AlfAccurate Advisors

Aditya Infotech Limited

Aditya Infotech Limited CC-Aug25.pdf · 2025-08-20

Good afternoon, sir. Congratulations for a good set of numbers. I have two questions. My first question is with reference to this new norms, STQC, which came into force very recently, how do you see the early trends ? And how do you see the overall industry environment to change , because that means effectively the competition, particularly from Hikvision basically will reduce? And number two, in long -term, what are the levers which can help us to improve the margins, EBITDA levels from current levels?

Would you like to quantify in terms of over next two, three years, how do you see all these four factors leading to what kind of target EBITDA level margins you are expecting before interest and before depreciation?

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Jul25.pdf · 2025-07-24

Just two questions from my side. You have created a number of subsidiaries. So , just trying to understand which Company basically take what kind of role each of these companies will play. That is number one. And number two, apart from PCB, are you looking at any other components? Because there are a lot of new things which have happened in the last three months, particularly, for example, on the defense side and within electronics as well, because of this, the China constraints and the rare earth minerals and so on and so forth. So, are you exploring any further options where you think your competence can match for further Make in India kind of an attempt?

One question, follow-up question. In terms of the total CAPEX, which also, as well, probably, you might also look for maybe M &A acquisitions. I am not too sure the tuck-in acquisitions, whether you are looking for anything actively or not. So, in terms of the total capital raising, how do you look at this business? Because, one, your organic business is growing fast, and, of course, you might have some working capital requirement. Second, your PCB business, which is a new venture. Third is y our, you know, maybe some tuck-in acquisition in case if you are looking for it. So, what kind of total capital raising you think you might need over next two years or so?

CG Power and Industrial Solutions Limited

CG Power and Industrial Solutions Limited CC-Mar25.pdf · 2025-05-06

My question is on this new OSAT project. Recently, what we've been reading in the press that the 2 projects, which are the semiconductor side, it has been kind of under review or there might be cancellation or they are reviewing whether to go ahead or not. So the change in technology is probably impacting the decision-making on the semiconductor side. How do you see this to have any impact on your business? And what are yo ur views on the changing technology? And how do you plan to coup on that?

Okay. And say, next 3 to 5 years' per spective, the total kind of a requirement and as per the mission, what are the requirements and the kind of capacities which are coming up. Can you give a little bit broad color on that -- that how do you see the overall competitive positioning on this, the number of projects which are coming up? And from your perspective, how the industry should -- one should look at it? And what kind of ROCE ultimately the company can make on this?