Stockrabit · Analysts
Questions across 4 calls

Sagar Dhawan

Valuequest

Hindustan Aeronautics Limited

Hindustan Aeronautics Limited CC-May26.pdf · 2026-05-15
Sir, just wanted to understand on the ROH side. Typically, in t he LCA, like you said, you delivered 38. In the INR100 of the value of the equipment, what is the relative ROH portion in that? I mean, if INR100 is the equipment, then anchor a thumb rule that this would be the ROH component in terms of value?
Got it. And sir, one more clarification. When you receive an order for a new aircraft, let's say, a Tejas LCA order you received a couple of years back, 97 plus 83 , did the order inflow include the ROH portion in that, or is that order only for the equipment?

Inventurus Knowledge Solutions Limited

Inventurus Knowledge Solutions Limited CC-Jun25.pdf · 2025-08-01
Thank you and congratulations on a good set of numbers. My first question is on the growth that we are seeing in the top 5 client bucket. I just wanted to understand better what is driving this. Is this just sort of one client scaling up or is it more broad-based? Is it other ideas which I thought I was assuming was it due to cross-selling of AQuity into the cross-selling to a new AQuity client or is it more outsourcing by some of the clients? Just wanted to understand what is driving this and how sustainable is this in the near term? Should we assume that such kind of growth will continue in the near term as well?
Understood, sir. And just on the Palomar deal, if you could provide an update on how it is scaling up because it's been like 8-9 months now. Are you seeing the upsides that you had thought about?
Inventurus Knowledge Solutions Limited CC-Dec24.pdf · 2025-02-06
Yes. Thank you for the opportunity, and congratulations on a good set of numbers. Just a question on the Slide 14 that we have in the presentation, revenue from top 10 customers, which is there Rs. 272 crores. Does this include any customer which has gotten consolidated in this top 10 into the acquisition of AQuity, or these are only the top 10 customers of the IKS ex of AQuity?
Right. So, could you please provide the revenue from the top 10 customers on a Y-o-Y basis, ex of AQuity, just from the top 10 customers of IKS, ex of AQuity?

Apar Industries Limited