Stockrabit · Analysts
Questions across 2 calls

Renu Baid Pugalia

IIFL Securities

KEC International Limited

KEC International Limited CC-Dec24.pdf · 2025-02-04
Yes, hi. Good morning, sir. A few questions from my side. First, if you look on the revenue front, YTD growth in civil is flattish, SAE also has seen a marginal drop. You have marginally downgraded your guidance from 15% to 12% to 14% range. So, how should we look at these two businesses stacking towards 4Q? And given the order backlog, how is outlook for FY '26 for both the civil and the SAE piece of the business?
Got it. Secondly, if we see the growth in T&D orders have been pretty impressive, you have highlighted a very strong pipeline as well. So, with that share increasing in the backlog, when do we expect the margin profile of our portfolio improving on a consol basis? There are still just about 7% on the margin side with respect to guidance, so when do we see those margins inching closer to double digit levels?

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Sep23.pdf · 2023-11-08
My first question is if you look on the execution side, are there any headwinds in the domestic market in terms of stepping up the execution run ra te or it is more to go in terms of the entire supply chain and the project timelines?
Can you share some color in terms of the broad reve nue mix for the current quarter in terms of products, projects, automation solutions because th at is clearly reflected in the gross margin profile that is reported this quarter?