Questions across 3 calls

Renu Baid

Firm not listed in source transcripts

Havells India Limited

Havells India Limited CC-Jun25.pdf · 2025-07-21

Hi, good evening team. Sir, first question is , sorry to circle back on the channel and capacity inventory. Sir, is it possible for you to quantify the inventory situation both on the RAC as well as the fans portfolio levels of the company and which may have a drawdown in the coming months, this is non-seasonal trends ahead?

Sure. Sir, secondly, cables with now capacity doubling in the next two years. How are we investing to build our capability and portfolio as well as pre-qualifications in the cables business after a late catch-up. So, any details or comments that you would like to give here?

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Dec23.pdf · 2024-01-31

So my first question is, how should we look at the mobile phone business from a profitabili ty perspective? Earlier, you had mentioned that this business should be growing anywhere between 2.5% to 3% margin over medium term. So this quarter, we would have seen initial start-up costs for new factories for Xiaomi, ramp -up in Moto, plus there are c apex underway for other factories as well. So if we take the next 12 month ’s perspective, do you think margins in mobile could take a near-term knock or ramp up in new or the existing brands? And the investments in new brands should be able to take care of the margins by naturally offsetting each other?

And in terms of the backward integration with respect to mobile phone components, how is that placed for the next 12, 15 months?

Bharat Electronics Limited

Bharat Electronics Limited CC-Mar25.pdf ·

Thank you, everybody, for particip ating patiently. Before we close the call, I would request Shri Manoj ji, to kindly reiterate the annual guidance for fiscal '26. And then we can close the call with his closing remarks. Thank you. And over to you, sir.