Stockrabit · Analysts
Questions across 11 calls

Sanjaya Satapathy

Ampersand Capital

CCL Products (India) Limited

CCL Products (India) Limited CC-May26.pdf · 2026-05-08
Congratulations on doing so well. So my question is that there is a huge difference and volatility in your subsidiary performance that you report. And this quarter, for instance, the subsidiaries made hardly any profit, which is why the consolidated and standalone, there is not much of a difference in profit. And then this keeps fluctuating a lot. Can you explain that? That is one. And the second thing is that it looks like there was a decisive shift in your revenue mix towards freeze-dried coffee. And that also you said that as a lower margin contract. Was it some kind of an entry strategy, which is why it is normally better profit should be expected out of the frozen -- freeze-dried, but it didn't materialize and it will reverse going forward?
Understood. And but typically to assume that the profit of freeze-dried is generally going to be higher?

Solar Industries India Limited

Neuland Laboratories Limited

Cummins India Limited

Varun Beverages Limited

Varun Beverages Limited CC-Sep24.pdf · 2024-10-22
Sir, a couple of things. One is that this fundraising that you are doing, is it essentially to complete this transaction that is South Africa ready to fund this transaction and are the companies kind of looking at some more transactions or very lastly like the company looking to become a debt-free kind of a company?
And sir, my last question is that , though I understand that the company has done great things in terms of expansion as well as cost rationalization, anything big like Sting, which can be expected in the next couple of years?

Multi Commodity Exchange of India Limited

Multi Commodity Exchange of India Limited CC-Jun24.pdf · 2024-07-29
This is Sanjaya from Ampersand Capital. Sir, my question is that from participants, I can sense that there is a huge amount of regulatory uncertainties ahead and also the company may see some sort of management change fairly soon and that the company has its plan, but we want to hear kind of a summarized fashion as to how the company will navigate all these regulatory challenges and what all new product and opportunity, et cetera are there, which will help it sustain the kind of growth that we have seen in recent times.
Fantastic answer, sir. My last question is that you mentioned that you are making this provision of INR10-odd crores in our SGF… in anticipation of your business growth whereas earlier you used to kind of react to kind of expansion. And then on the advice of SEBI of something you used to make those provisions as a requirement after it was raised on, whereas now you are taking some kind of a pre-emptive action. And while you are not articulating exact number, but is this something because of the kind of volatility, the exchange has seen in the past, some kind of a change in attitude in terms of risk management. And can one see this as some kind of a nega tive for your overall profitability that can happen in the future, or it is more of an improving the business quality.

Zen Technologies Limited

Schneider Electric Infrastructure Limited

Blue Star Limited

Blue Star Limited CC-Sep23.pdf · 2023-10-31
Thanks a lot for the opportunity. My question is on the profit margin on your construction side of the business. That is MEP. If you can just tell us, what are the levers available to you and what kind of sustainable margin can one look at in that particular segment, considering that the order growth is so strong?
Thanks a lot, sir. Will you also be using part of your fundraising etc., to reduce balance debt considerably or that is not something which we are looking at right now?