Stockrabit · Analysts
Questions across 31 calls

Ravi Swaminathan

Avendus Spark

Carborundum Universal Limited

Carborundum Universal Limited CC-Sep23.pdf · 2023-10-30
My first question is with respect to the Abrasive business Retail segments, which are the sectors which are slowing the growth with respect to this particular sub-segment? And same is the case with Engineered Ceramics also, so which other sectors which are seeing a slowdown in terms of overall growth, which is drying our growth of both categories?
And you had talked about Chinese competition or dumping in both the Abrasives and the Electrominerals segment. This is something incrementally I think the reference has gone up over the past few quarters. So, how intense is the competition, is it almost back to pre-COVID levels? How should we think in t erms of profitability, given the fact that usually Chinese products are very aggressive in terms of pricing and therefore, can it have an impact on the profitability, especially on the Electrominerals segment?

Havells India Limited

Havells India Limited CC-Mar24.pdf · 2024-04-30
Congrats on good set of numbers. My first question is with respect to the ECD business, that 22% growth that we had seen this quarter. If you can give a sense on how the fans business would have grown? What kind of growth that would have seen? Would that have been the major driver of growth for that particular sub-segment? If you can give your views.
And at the overall company level, given this summer is good. Lighting pricing seems to be bottoming out, you adding capacity in cables and real estate picking up, which should translate into good growth for switchgears. What kind of growth that one should think about with overall real estate picking up? Should it be for the core business similar to a 9% -10% growth that we had done this year, or it can be a much better number l ike mid-teen kind of numbers that can happen over the next 2, 3 years?

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2024-02-08
My first question is with respect to the PowerGen business. If you can tell me, both from a quarterly and for 9 months the volume growth that we have seen in the PowerGen business. The ratio of mix of CPCB IV based engines and CPCB II based engines? And also the broad realization gain that we would have seen on the back of price increases related to CPCB IV and general price increases?
That is on the revenue side, sir. Volume-wise how much it could have been?
Cummins India Limited CC-Dec23.pdf · 2024-02-08
My first question is with respect to the PowerGen business. If you can tell me, both from a quarterly and for 9 months the volume growth that we have seen in the PowerGen business. The ratio of mix of CPCB IV based engines and CPCB II based engines? And also the broad realization gain that we would have seen on the back of price increases related to CPCB IV and general price increases?
That is on the revenue side, sir. Volume-wise how much it could have been?
Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2023-11-08
My first question was with respect to the Power Gen business during the quarter it’s obvious that we had seen revenue decline because the pre-buy activity which was there in the first quarter that is getting normalized. My question is more towards the secondary demand, I mean from the OEM to the end customer level, how does especially in the HHP level that is above 750 or 800 kVA, it shouldn’t have been impacted by this pre-buy activity right. So, how that demand is, which sectors are driving the growth, if you can share your thought process that would be great?
If you can give it in terms of numbers like volume growth in the LHP business, how it was year- on-year for this quarter, HHP how it has been, if you can share that perspective it would be great?
Cummins India Limited CC-Sep23.pdf · 2023-11-08
My first question was with respect to the Power Gen business during the quarter it’s obvious that we had seen revenue decline because the pre-buy activity which was there in the first quarter that is getting normalized. My question is more towards the secondary demand, I mean from the OEM to the end customer level, how does especially in the HHP level that is above 750 or 800 kVA, it shouldn’t have been impacted by this pre-buy activity right. So, how that demand is, which sectors are driving the growth, if you can share your thought process that would be great?
If you can give it in terms of numbers like volume growth in the LHP business, how it was year- on-year for this quarter, HHP how it has been, if you can share that perspective it would be great?
Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2023-08-04
Sir, congrats on a good set of numbers. My first question is with respect to the Power Gen segment. This quarter, there would have been a lot of prebuy price increase, which had led to close to 76% kind of growth. But what is the underlying volume growth that one should roughly anticipate in the power gen side over the next few qu arters or a couple of years? And what are the drivers of that?
Got it, sir. And my second question is with respect to exports. After multiple quarters of very strong growth, we have seen exports have been be seeing moderate or mail growth. Is it something that this quarter is kind of an aberration, nothing too much to read on it? Growth can tug along? Overall market level demand and company-level efforts that you can comment upon?

Triveni Turbine Limited

Triveni Turbine Limited CC-Dec23.pdf · 2024-02-06
Thanks a lot for taking my question and congrats on a very good set of numbers this quarter also. My first question is with respect to the order booking that we have done. Overall, we have seen robust growth during this quarter also. But if you see the domestic order booking, there was a bit of a decline this quarter. And probably for the first nine months, there was a marginal growth only compared to the exports, which had seen north of 50% growth. If you can throw more light on what is happening in the domestic market, a bit of outlook also on that, that would be great.
Got it. My second question is with respect to the exports. Ye ah, we have seen some very strong numbers in th e first nine months. Can you kind of delve a bit deeper and give a sense on how much of it would have been some of the key subsegments like API, say, the large orders, 3 0-100 MW orders. And if you can give more colour on which geographies have contributed to this?.

Blue Star Limited

CG Power and Industrial Solutions Limited

CG Power and Industrial Solutions Limited CC-Dec23.pdf · 2024-01-23
Thanks for taking my question. My question is with respect to the supply in terms of motors have you seen over the past quarter or two more number of motor manufacturer coming into the market looking at the positive demand which was there since COVID and that had resulted in higher competition or is it that it is just the existing players who had been more aggressive in terms of pricing?
Got it Sir and in terms of pricing of LT motors probably in the past two, three months that is October to December how much would it have dropped and was the drop was because of the competitive pricing or copper prices falling off a bit and that also leading to pricing decline?