Stockrabit · Analysts
Questions across 16 calls

Sarvesh Gupta

Maximal Capital

Techno Electric & Engineering Company Limited

Techno Electric & Engineering Company Limited CC-Nov25.pdf · 2025-11-13
Thank you for giving the opportunity. Congratulations on continued strong execution. Sir, first question was again related to the order inflows. So you partially answered it, but just wanted to understand it a little bit more. So I think our order book has stayed constant at around INR10,000 crores for many quarters now. So one way to look at it, is that we are proactively only not taking much orders because there is a limit to how we can execute these orders. And the other thing could be that there is some slowdown in terms of ordering because we are seeing government not prioritizing infra, power and all these areas. In general, the kind of orders that we were witnessing two, three years back, right now, we are not able to sort of see that growth. So if you can throw some more light. I mean, through your answer, I came to understand that maybe once we receive -- we reach INR5,000-odd crore top line next year, we will have to again get aggressive about getting new orders if we were to grow from that level. So which of these scenarios is playing out, sir, if you can explain?
So sir, so on that, sir, basically, let's say, in the second half of next financial year, we would have made another INR7,500 crore revenues from the current order book. So I think that -- so basically, the way I'm understanding is that if we have to grow 15%, 20% FY '28 onwards, we can always get more orders. Right now, we are not taking as much because we can't execute if we take more.
Techno Electric & Engineering Company Limited CC-Mar24.pdf · 2024-05-29
Congratulations on a good set of numbers. Sir, in this quarter, we saw a little bit lower sort of in terms of revenues. So were there any one-offs and which could have got spilled over into quarter 1 of this year?
And on this railway data center, sir, what -- because we have bidded for it and we have received the LOA. So what is the kind of expenditure that we will have to incur? What will be our revenue model to earn from this opportunity? And if you can throw some light on how this makes us one of the largest player in terms of the total size, not the numbers but total size of data center. I could not understand this because you also allud ed to some figure of around INR 1,000 crores, which looks very small. So can you please shed some more light on this project?
Techno Electric & Engineering Company Limited CC-Dec23.pdf · 2024-02-15
Continuing on the previous question itself, now so the advanced meters we understand that you know it is more like opportunity where once it is done then there can be some IRRS linked to it. But in case of data centers while we have the EPC sort of capability, but we may not have the capability to get the data centers filled with the tenants and up and running. So, in that model now, if you're taking a lot of funding in our parent, then how will it help the potential guy who will come to the data center business as an investor?
Understood sir and on the on the fundraising itself. So, the way I understand that maybe you will do it in parts over the next 12 months or so after getting the shareholder approval and this entire money may not be drawn in one go?

Redington Limited

Redington Limited CC-Nov25.pdf · 2025-11-06
Congratulations on a good set of numbers. I think most of my questions have been answered, but just one question related to Arena, which I could not fully understand. So, on the EBITDA side, so basically, we were incurring some losses. Now we have sold our lira business substantially. So, let's say, from FY '27 onwards, on a quarterly basis, what would be the change in EBITDA because of this transaction?
So, sir, you mentioned that the interest cost saving would be around, I think, $23 million. But what would be the EBITDA, let's say, for this quarter? If you take out the sales-related expenses and all, what will be the EBITDA for the remaining part of the Arena business for this quarter?
Redington Limited CC-Mar25.pdf · 2025-05-20
Good morning, sir, and congratulations on a good set of numbers. Sir, one thing that I wanted to explore further was in the rest of the world, we are seeing almost a 0% gross margin sort of a growth, in terms of the gross profits. So, can you please throw some light on that?
And sir, one more thing. On the other expenses side, so that has come down a lot in this quarter. In fact, for the full year also, it has come down by a single digit percentage. So, any color on that?

REC Limited

REC Limited CC-Jun25.pdf · 2025-07-31
Congratulations on a steady set of numbers. Sir, just one thing on the growth part. So if you see your loan book growth has steadily come down from 17%, 18% to 10% in this quarter. Now if I look at your numbers, your prepayment plus repayments in FY '23 used to be only 6%, 7% of the opening loan book. So that 6% has climbed up to 20% in FY '24. And last year, sir, it was 26%. So almost 1/4 of the loan book, which was starting in FY '25 was not there. So this has been the main reason why we are disbursing more and more. But the runoff from our loan book is very high. So how do we see this situation? What is the main reason behind this? And in terms of how we are engaging with our borrowers, can we put some conditions in our term sheets so that this runoff, which is very high, can be arrested because, sir, the question now is not related to disbursement, but the runoff. That is actually the main factor why our loan book is not able to grow at a higher pace than what it was earlier?
And sir, as I asked on the term sheet itself, are there some levers that we can use to not allow so high rate of prepayments or repayments?

Sammaan Capital Limited

Central Bank of India

Central Bank of India CC-Mar25.pdf · 2025-04-28
Sir, one question is on the NIM side. So this quarter , we saw a relatively rapid fall in the NIM, almost, I think, 20 basis points. So given this, like what is the outlook for the coming years, especially because there are rapid rate cuts? How should we see the NIM? And related to that, I wanted to also understand what is the book like in terms of breakup between externally li nked versus MCLR and fixed rate?
Okay. And secondly, I think in this year, as a whole, our staff and other opex also grew at a relatively healthy pace of 12% to 14%. So how should we see the opex trend in the coming years? And were there any one-offs in this year?

Power Finance Corporation Limited

Power Finance Corporation Limited CC-Dec23.pdf · 2024-02-08
Good evening madam. Most of my questions have been answered. Just for the Q4 what is the expected disbursement and the kind of disbursement growth rate that you are assuming for the next year?
Understood and finally you said that sanctions that you have done this year are Rs.1.44 lakh Crores and last year cumulative sanction which was not disbursed was Rs.1.5 lakh Crores so are we in total is there around Rs.3 lakh Crores which is sanctioned by not yet disbursed or what will be the value as of now?

Transformers And Rectifiers (India) Limited

Transformers And Rectifiers (India) Limited CC-Jun24.pdf · 2024-07-19
Sir, good evening and congratulations for a decent set of numbers. Sir in this quarter, we have seen some slowdown on a Q-o-Q basis. So, were there any factors which led to that because we were thinking that because the buying and the demand has been very strong, so you will be continuously sort of fulfilling and booking the orders also in this quarter as well?
Did you see any impact of the elections on the deliverables in this quarter?

CREDITACCESS GRAMEEN LIMITED

CREDITACCESS GRAMEEN LIMITED CC-Jun24.pdf · 2024-07-19
Most of my questions have been answered. Just one question on this overall sort of delinquency that we are seeing, I think you have been alluding to these being majorly caused by the election and the heat waves, but at the same time, there are a lot of concerns and the news reports that we have been reading about over leveraging and this sort of credit cost being expected to go up along with that. So, how do we reconcile this information? I mean this is just a Q1 phenomenon which should stabili se by let's say Q3 for you or we are still in a wait and watch mode to understand how things will shape up with respect to del inquency, especially in the non -core states?
And it also appears from your comments as well as what the industry body is trying to do that any such effort to contain the credit cost going forward would be at a significant cost to the industry growth rate in terms of the AUM. So, would you agree with that sort of statement?

Angel One Limited

Angel One Limited CC-Sep23.pdf · 2023-10-13
Good afternoon, Sir. Thanks a lot for taking my questions. I think most of them are already answered. Congratulations for a very good product. Nevertheless, one question that I had in my mind was on this unique SIP registered. So, this is certainly reaching a very significant sort of a scale. So, at the moment, have you had any sort of discussions with the AMCs or thought any -- you have some thoughts about how to monetize this thing? And also, given that you are also going to launch your own AMCs, do you see any play between these two? And how do you see any monetization overall to come up in this sort of a segment?