Stockrabit · Analysts
Questions across 4 calls

Rohit Natarajan

Antique

Rail Vikas Nigam Limited

Rail Vikas Nigam Limited CC-Dec23.pdf · 2024-02-09
So, my question is more to do with the South African order. Like there is already a tender for Trans Kalahari $10 billion project as such. What exactly is this project all about? I mean, what is the status of the subsidiary that you have started? Could you please elaborate more on that?
Okay. Sir, my second question is to do with the Vande Bharat order, the contract manufacturing was supposed to be awarded from the Russian agency to your organization. What is the status of that project?

RITES Limited

RITES Limited CC-Dec23.pdf · 2024-02-02
Sir, I joined the call a bit late, probably I must have missed it. But if you could just touch upon the over and above the current export pipeline, what numbers are we looking at to finalize this year. Like will it be how many countries if you are talking to, can we make a ballpark statement like maybe $100 million tickets that will be really helpful sir.
Just to confirm, I thought these are G2G orders where RITES become L1 because you have the Government of India financing. So, it should be a nomination.
RITES Limited CC-Sep23.pdf · 2023-11-01
Sir, if you could tell me what was the QA number booked in this particular quarter? And what was the kind of margins attributable to that?
Sir, I see that you're doing a lot of collaboration with state-owned entities like PFC, IRFC. What is the scope of adding up consultancy order inflows through that kind of collaboration? Can we assume, like, for instance, PFC fit mix incrementally a loan of INR1 lakh crores, is it possible that INR1,000 crores could possibly come as consultancy revenue for potential pipe for RITES. Could you elaborate on those aspects?

Garden Reach Shipbuilders & Engineers Limited

Garden Reach Shipbuilders & Engineers Limited CC-Sep23.pdf · 2023-11-17
Thank you for this opportunity. So my first question is on you addressed the physical progress in the order backlog. I will appreciate if you could help us with the outstanding vessel wise. I sa id P17 A how much is the outstanding order backlog similarly survey ASW and NGOPVs?
Got the point sir, but if I understand, because you have this Bangladesh order, that will also get concluded this year, a lot of years that AS Ws will be launched as well. So technically speaking, there will be further spare capacity in dry dock level. Right?