Stockrabit · Analysts
Questions across 25 calls

Raman KV

Sequent Investments

Angel One Limited

Angel One Limited · 2026-07-16
Sir, I have 2 questions. One is from the presentation and from the numbers, one can see that our distribution revenue has declined over the past 2 quarters as a percentage of gross revenue. So can you -- is there any headwinds that we are facing in the distribution business? One is that. And second is with respect to client funding book, which has grown substantially quarter-on- quarter. So, I just want to understand what is the risk of this client funding book on the -- at the company level if there is a -- if the market for next 2 quarters turns -- doesn't perform or the market takes a dive down?
Understood, sir. And sir, my final question is on the AMC business. It has grown substantially over the last -- like I think since we have launche d, we have been able to grow this business at 80%, 90%. So I just want to understand what's our long-term vision? Like is there any internal target of reaching ₹ 100 billion AMC -- AUM in the near term?

Waaree Energies Limited

Waaree Energies Limited CC-May26.pdf · 2026-04-30
Hello, sir. Can you hear me?
Yes. So, I just have two questions. One is more or less like a clarification with respect to the margins. You have guided the EBITDA level to be around INR7,000 crores to INR7,700 crores for the financial year FY27. So, if possible, can you just let us know whether are you sticking to your initial guidance of maintaining the EBITDA margin of 20%? One of that and a follow -up on that is due to the increase in commodity prices, have you taken any price hike during this q uarter or are you planning to take any price hike in the future quarters?

Belrise Industries Limited

Belrise Industries Limited CC-Feb26.pdf · 2026-02-02
Yes, my first question is with respect to the merger of the promoter-owned entities. So together, this Badve Autocomp and Eximius Infra, they did around INR2,100 crores of revenue in FY’25. I just want to understand how they performed in the current nine-month period for the financial year FY’26 and what do you expect the growth of these two entities to be in the next one or two years? One is that. And as you mentioned, this will reduce the relat ed party transaction by INR1,100- INR1,200 crores, which will basically add around INR1000 crores to the revenue of Belrise. So I just want to understand by when this will be finalized by FY’26 or FY’27?
My first question was the growth with respect to the Badve Autocomps and Eximius Infra.

Dr. Lal Path Labs Ltd.

Netweb Technologies India Limited

Netweb Technologies India Limited CC-Jan26.pdf · 2026-01-19
Hello sir. Sir I have two questions basically. One is I just want to understand what's the difference between your organic order book and strategic order book? Like, is the difference between like in terms of revenue recognition or the project cost? That's my first question.
Understood, sir. And so if I'm excluding this execution of this strategic order in Q3, our 9-month revenue comes around 1000 or 1100 with the current quarter revenue around Rs. 400 crores if my understanding is right. Am I right?

Fortis Healthcare Limited

Premier Energies Limited

JINDAL STEEL LIMITED

JINDAL STEEL LIMITED CC-Mar25.pdf · 2025-05-01
Sir, I just have 2 questions mainly related to the industry. Sir, recently, India has imposed 12% import duty for 200 days on Chinese steel export. But at the same time, the Chinese steel export prices have dropped from the second half to now around 12% to 13%. So, what are the chances that the prices, Chinese steel prices might still further drop and that will cross out the 12% import duty impacting the Indian steel players?
So, my understanding is with respect to the steel prices, there won't be any substantial decrease in FY26, and there will be a good chance of upward movement of prices, right?

Supreme Industries Limited

Supreme Industries Limited CC-Sep25.pdf · 2025-10-27
Sir, I joined the call a little late. I just want to understand there has been a big increase in the inventory levels. So can you give the reason why there is an increase in the inventory levels? And going ahead, if we are converting this inventory to our revenue in the coming quarters, will there be an impact on the margins? Because my understanding is we will sell this inventory at a lower level?
No, I just want to understand what's the primary reason for increase in the inventory levels?
Supreme Industries Limited CC-Oct25.pdf · 2025-10-27
Sir, I joined the call a little late. I just want to understand there has been a big increase in the inventory levels. So can you give the reason why there is an increase in the inventory levels? And going ahead, if we are converting this inventory to our revenue in the coming quarters, will there be an impact on the margins? Because my understanding is we will sell this inventory at a lower level?
No, I just want to understand what's the primary reason for increase in the inventory levels?

Vardhman Textiles Limited

Kajaria Ceramics Limited

Kajaria Ceramics Limited CC-Sep25.pdf · 2025-10-16
I have two questions. So one is as everybody were asking margin. So you said you -- there were some initiatives which led to -- one of them was reengineering the packaging across all y our factories, which led to INR 35 crores of annual savings. So but when I look at this quarter, on quarter-on-quarter, sequential quarter basis, there has been INR30 crores of additional EBITDA. And when we compare it on Y-o-Y basis, there is an excess of around INR70 crores of additional EBITDA despite the revenue being flattish. So I just want to understand in brief, how are we be able to optimize the cost. At the same time, what's the company's restructuring policy with respect to the employee cost? Because I have seen that during this quarter, the employee cost has come down a lot.
I just wanted to understand the triggers which will -- this 17% margin to 20%, 22% margin…

Aditya Infotech Limited

Apollo Hospitals Enterprise Limited

Apollo Hospitals Enterprise Limited CC-Jun25.pdf · 2025-08-13
I have two questions. I just want to understand this is with respect to the 24 /7 pharmacy business. There was a strong uptick in terms of the margin pre -operating cost 24/7, pre-24/7 operating costs with respect to the online pharmacy distribution segment. I just want to understand what drove this strong uptake in terms of margin. And can you give any guidance for Apo llo Healthcare from perspective in terms of revenue growth and margin improvement for the next 1-2 years?
And the growth guidance part?

R R Kabel Limited

Cemindia Projects Limited

Cemindia Projects Limited CC-Jun25.pdf · 2025-07-31
Sir, first of all, I just wanted to understand from the presentation, it has been shown that current order book is around INR18,820 crores. So what will be the execution time line for this?
Okay, sir, 1.5 years' time. And sir, with respect to your order books in pipeline, you mentioned that it's around INR87,000-odd crores of order book -- orders are in pipeline. So what is your win rate in this? And how many of -- at what percent -- like what's the annual status among these projects?

KEI Industries Limited