Stockrabit · Analysts
Questions across 11 calls

Rohan Vora

Envision Capital

Indegene Limited

Indegene Limited CC-Jun25.pdf · 2025-08-01
So the first question was on the -- our journey, and we've been seeing that we want the clients in the 10 million to 25 million buckets to move up to 25-plus million buckets and then on to 50 million plus. So where are we in that journey? And just a broad idea on that. I know you've been putting efforts in that direction. So that was the first question.
Absolutely. So no, I get your point. I'm just say, ballpark, we'll start seeing some of this in a few quarters. So that was what I was trying to get. And second was on the Cortex part, so AI side of it. So how is the traction there? And what can one expect from that probably a year from -- a year from now?
Indegene Limited CC-Jun24.pdf · 2024-08-01
Yes, so first question was on the competitive landscape that you see today. So basically, as I understand, we also compete with the IT companies of the world in some part of the business and with the advancement of AI, their offerings on AI to the clients. How do you see that shaping up? Also, another aspect to this is that the pharma companies, their own AI advancements impacting the business that we can garner from them. So how do you see that s haping up is the first question? And then probably I can ask the second one.
Got it. And on the other piece about companies doing it themselves basically so reducing our share in the wallet, does that worry you?

HFCL Limited

HFCL Limited CC-Dec24.pdf · 2025-02-04
Hello, sir. Thank you for the opportunity. Sir, so the first question was, as I understand, the order inflow for this quarter was around INR 5,300 crores, of which around INR 4,600 crores was pertaining to BharatNet. So, just wanted to understand what was the balance order from? What kind of products and what kind of projects are we seeing?
Got it. And sir, so the order book that we have today has around INR 2,500 crores of product, so what is the breakup of equipment in this?

Inox Wind Limited

Inox Wind Limited CC-Dec24.pdf · 2025-01-31
So the first question was, we had mentioned that we have plug-and-play facilities that are ready for evacuation to an extent. So how does that give us a competitive edge in a scenario where evacuation is a problem? So that was my first question.
Right, right. Sir, the next question was while we maintain our guidance of 17% EBITDA margin, so then the back -of-the-envelope calculation suggests that because we'll be executing or completing more EPC in the fourth quarter, our margins will be in mid - to low single digit. Would that be right, given that we are booking more revenue for the completion part of the project. Would that be the right way to look at it?

Jindal Stainless Limited

R R Kabel Limited

Steel Authority of India Limited

Castrol India Limited