Stockrabit · Analysts
Questions across 15 calls

Rehan Saiyyed

Trinetra Asset Managers

Cartrade Tech Limited

Cartrade Tech Limited CC-May26.pdf · 2026-05-07
Yes good afternoon to the team and thanks for taking my question. No, so I have two questions. First of all is over the last few quarters we have observed the trend where overall auto industry growth was relatively muted, so the company advertisement platform revenues continue to grow strongly. However with auto sales now recovering after GST related benefits, so advertising growth appears to have moderated slightly. So is there any counter -cyclical behavior in this business model, or is this more related to changes in OEM marketing spends and campaign timing?
So just wanted to confirm if you think is there a correlation between the GST cut sales and the gain momentum of October?

Sapphire Foods India Limited

Sapphire Foods India Limited CC-Feb26.pdf · 2026-02-06
Good evening to the team and thanks for taking my question. So my first question is around, I want to understand regarding your Tamil Nadu performance delta. So you have consistently highlighted that the Tamil Nadu because it was positive double-digit delta in terms of sales growth and profitability over the rest of India. So what specific consumer behavior or competitive dynamics in that market are driving this counter performance? And to what extent can we -- will be reflected in other struggling regions to arrest the 12% SSSG decline? This is my first question?
Okay. Okay. So basically, you are saying that the main point here is the communication that you are not communicating apart from Tamil Nadu right?

Varun Beverages Limited

Varun Beverages Limited CC-Feb26.pdf · 2026-02-03
I want a bit understanding regarding your alcoholic beverages MOA. So you have mentioned that alcoholic beverages in the MOA and the culturable distribution agreement in African markets. Sir, how should we think about capital allocation management focus between the core non -alcoholic portfolio and the certain categories over the next few years?
Yes. Also I want to understand regarding our employee benefit expense, which grew by 22% Y oY in Q4, significantly ahead of the revenue growth of 14%. So I want to understand how much of this increase is attributable to new plant sta lking and international scale up v/s wage inflation? And how should we model employee cost as a structurally higher percentage of sales going forward?

Chambal Fertilizers & Chemicals Limited

Chambal Fertilizers & Chemicals Limited CC-Nov25.pdf · 2025-11-06
Thank you for your opportunity. I want to understand regarding your P&K fertiliser side. P &K fertiliser has done well in this quarter with strong volumes and margins. So, how sustainable you are seeing in this performance, in the second half? And do you see any potential policy or pricing that could impact our momentum going forward?
That’s the reason that our receivables have increased in this quarter because of higher P&K flows.

R R Kabel Limited

R R Kabel Limited CC-Nov25.pdf · 2025-11-03
Like my majority of questions have been answered. So just wanted an update and overview of the market regarding Tier 2 and Tier 3 cities. So, sir, how is the retail demand environment trending across Tier 2 and Tier 3 post festive season? Are you seeing early signs of restocking in the wires and cable segment this time? Can I complete my question?
Yes. And continuing with this thing, like can you please understand the increasing intensity in the organized cable market, especially from peers expanding capacities? How are you ensuring pricing discipline while maintaining growth momentum. Yeas, it is my question.

Sumitomo Chemical India Limited

Sumitomo Chemical India Limited CC-Nov25.pdf · 2025-10-28
So, I have one question regarding the pricing versus volume ahead. I think you have answered, but there is some bit of voice lack from your side – So my question is with pattern -driven volume loss, but stable pricing in quarter 2. So when volumes normalize, so do you anticipate competitive pricing pressure in H2? Or does the current pricing discipline look sustainable for going forward?
Okay. And like one bookkeeping question from my side. Could you put any margin guidance for revenue growth or EBITDA margin going forward?

LT Foods Limited

Analysts/Institutional Investor Meet/Con. Call Updates LT Foods Limited has informed the Exchange about Transcript · 2025-09-16
Most of the questions have been answered, so I'm just left with one. Like I wanted to understand regarding your RTH, RTC business. So we have seen like 2.5x growth from FY '21 to '25, yet EBITDA margins remained negative at minus 9%. So what scale or revenue threshold is required for this segment to breakeven? And does management still feel this is a strategic growth engine? Like what's your vision?

Finolex Cables Limited

Finolex Cables Limited CC-Jun25.pdf · 2025-08-14
Sir, I have only one question on the copper price volatility side. Copper price volatility and product mix shift affected margins this quarter. So are you considering hedging strategy or planning to protect margins going forward…
Understood. Sir, if I put more clarification regarding this side. So, sir if we suppose -- if we normalize copper price at current level, what would be the target EBITDA margin range if you just clarify for the next 2 quarters or 3 quarters?

Cemindia Projects Limited

Cemindia Projects Limited CC-Jun25.pdf · 2025-07-31
Sir, I want just a brief understanding regarding the growth that you have shown in the press release. The press release highlights strong growth, but execution remains a critical. Are there any cost escalation risk due to raw material or overseas projects that you are seeing right now? Or also this could impact margins in the coming quarters, just put some light on it?
Okay. Okay. And sir, like that you have previously mentioned the margins you are showing for FY '26 and FY '27. So like is there any effect on margins for coming quarters or full year that should be aware of?

The New India Assurance Company Limited

The New India Assurance Company Limited CC-Jun25.pdf · 2025-07-30
Good afternoon. Thank you for giving us the opportunity. I assume the management has cleared points in detail with us. I would like to ask a couple of questions. First question is on the global side. Can you share more on your credit rating improvement strategy and how global rating agencies are responding towards that for going forward and what is the recent trend to the industry?
Sure. I am asking can you share more on your credit rating improvement strategy.

Gravita India Limited

Gravita India Limited CC-Jun25.pdf · 2025-07-29
So sir, most of the questions were already answered, and I have left with 4 . So first of all, you have highlighted the target of 7 million ton per annum capacity by FY '28. So could you please update on the current execution or status of FY '26 plain capacity addition and how much of the incremental capacity expected to come online this year?
Okay. Okay. And just my second question was just one clarification regarding your presentation mentioned increased share of value -added products around 47% Y -o-Y growth. So could you share with verticals like growth comes from the aluminum side or from lead, plastic or rubber?

Ajanta Pharma Limited

AWL Agri Business Limited

AWL Agri Business Limited CC-Jun25.pdf · 2025-07-15
Yes, sir. Good evening and thank you for giving me the opportunity. S ir, I have a couple of questions, first on the Food & FMCG margin side. So like with quarter 1 delivering INR75 crores PBT and 5.3% margin in Food & FMCG business. So can we expect this segment to be positive EBITDA in every quarter going forward for FY '26 and especially after post Gohana ramp up? What was your view on this?
Okay sir. Thank you for declared explanation regarding this. Thank you so much.