Stockrabit · Analysts
Questions across 3 calls

Renu Pugalia

IIFL Securities

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Dec24.pdf · 2025-02-05
Congratulations for strong performance. My first question is to understand, while the last 2 years have been a sweet spot for the industry and supplier, where do we see this demand -supply situation panning out in the next 12, 15 months? Basically, coming to the question, this 19% PBDIT kind of OPMs that we have seen, where do you see them stabilizing over medium term, given the capacities coming up in the sector? So, is the supply side keeping pace with demand? And how do you look at the broad demand-supply equation? That's the first question.
Sure. Second question is on the same in terms of the quantum growth of investments coming in the sector and companies preparing capacities in line with order book. How well do you think is the supply chain prepared to handle this kind of jump in the volume of business in the market? So, while companies may have transformer capacities and individual equipment capacity, the supply chain do you think is there in place or you're seeing bottlenecks either on the tank side or other key components, which may have a bearing on the execution run rate?

Kaynes Technology India Limited

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Dec24.pdf · 2025-01-20
Firstly, I would like to congratulate for the way the business has ramped up, pretty impressive. If you see last 5 years, revenues have -- probably be almost 10x. Profit would be almost 6x to 7x. So my bigger question to you is, if you look at the diversifi cation that you've announced and the existing growth in mobile EMS space, in the next 3 to 5 years, both for core portfolio as well as new diversification, what are the growth contours that we're looking in terms of size and scale of the business? Obviously, you have highlighted, you would also look for probable equity funding for growth capital. And how are you investing in people and talent for these new diversification initiatives?
Slightly different talent pool compared to what we have inducted over the last 5 years.