Questions across 5 calls

Santosh Sinha

Emkay Global

Tejas Networks Limited

Tejas Networks Limited CC-Mar24.pdf · 2024-04-22

My question is regarding the BSNL project. So, what exactly is the timeline for this project? Is the whole of many portion will be excluded in FY '25 alone or will they be excluded in FY '26 as well? Is there any resource related to BSNL, sir? So, my question is regarding this BSNL project. So, we were reading about some news articles that there has been concern regarding delays in the project and BSNL is also looking for help from the vendors as suc h. So, do you want to comment on that? And the last question is, what kind of margins do we expect in the long run?

Just two more questions. After that I will fall in the queue. One is regarding international. So, what kind of headway we are seeing at the international fr ont? Because ultimately FY '26 we will have to grow on the international side. So, what kind of, are we seeing any new interactions or interest from the client? And second is regarding BharatNet. So, what is the update there ? And where can we see actually the revenue coming from BharatNet?

Tejas Networks Limited CC-Dec23.pdf · 2024-01-19

My first question is regarding this margin. You have seen a low margin for this company. So what kind of margins we can expect for the BSNL project and other government projects that the company is executing? And the second is regarding trade receivables, increase in trade receivables. What has caused this? And what kind of trade receivable -- a working capital increase we can see from the ex ecution of this BSNL project?

So there has been a marked increase in trade receivables. So what actually has caused this?

HFCL Limited

HFCL Limited CC-Dec23.pdf · 2024-02-02

My question is regarding the Bharat Net -III. Now government has actually, the cabinet has approved around INR1.3 -- 1.5 trillion for Bharat Ne-IIIt project. So are there opportunities for HFCL in areas other than optical fiber and optical fiber cable? Is -- are there other products that HFCL can supply? And what can be the overall opportunity size for this -- and what are the margins that we can expect from BharatNet IIIprojects? And yes, I will ask later the other question.

Vodafone Idea Limited

Vodafone Idea Limited CC-Sep23.pdf · 2023-10-30

My question is regarding this Rs. 822 crores tax charge post Supreme Court judgement, so how judgement will actually impact the P& L going forward. That is my first question and second is regarding any major cash payment that has to be done in 12 months. So, these are my two questions.

Chalet Hotels Limited

Chalet Hotels Limited CC-Sep23.pdf · 2023-10-25

So, my question is regarding occupancy . If I look at the other segment , excluding Mumbai, occupancy has increased in this quarter versus last quarter. So, what has driven this sudden increase in occupancy? And my second question is regarding the share of international versus Q1. What I can see is that there is a decline quarter-on-quarter in share of international tourists or guests as such. So, what has driven this decline actually in Q2?