Stockrabit · Analysts
Questions across 29 calls

Shrinidhi Karlekar

HSBC

KEC International Limited

Jupiter Wagons Limited

Jupiter Wagons Limited CC-Jun24.pdf · 2024-07-26
Congratulations on a good set of numbers. So just a little bit more on your incremental investment that are going into the wheelset business. So, can you give us like a broad landscape, like how much is the Indian market demand or the wheelset? How is the split between cast and forging where does th is Bonatrans comes into the picture? And how much likely to be incremental demand that you see in the domestic market? So, some color on this whole opportunity that you have under wheelset side.
Right. Sir, this is both cast and forged wheels that Bonatrans can do, or it is only the forged wheel?

Larsen & Toubro Limited

Larsen & Toubro Limited CC-Jun24.pdf · 2024-07-24
Yes, hi, thank you for the opportunity and congratulations on good set of number. Couple of questions from my end. PR, just wanted to hear your thoughts on t his domestic private capex cycle. With election uncertainty behind us, how is L&T seeing from this end market?
Right. So good to hear. And sir, what I wanted to also ask is on the Hyderabad metro TOD pipeline. Last year, we had very good numbers. How is prospect pipeline for the TOD monetization looking like for this financial year?

JSW Steel Limited

JSW Steel Limited CC-Jun24.pdf · 2024-07-24
Yes, hi, thank you for the opportunity and congratulations on good set of number. Couple of questions from my end. PR, just wanted to hear your thoughts on t his domestic private capex cycle. With election uncertainty behind us, how is L&T seeing from this end market?
Right. So good to hear. And sir, what I wanted to also ask is on the Hyderabad metro TOD pipeline. Last year, we had very good numbers. How is prospect pipeline for the TOD monetization looking like for this financial year?

Havells India Limited

Havells India Limited CC-Jun24.pdf · 2024-07-18
Congratulations on good set of numbers. Sir, a couple of questions on Lloyd business. Sir, in Lloyd business, we have seen about 70 basis points of sequential improvement in contribution margin. And that looks smaller given that sequentially, our revenue growth is about 40%. Just wondering, in that bas is, is the operating leverage benefit, to an extent, offset by lower gross margin sequentially?
In terms of related question, would you say your gross margin in Lloyd b usiness is already getting 20% plus levels?

R R Kabel Limited

Container Corporation of India Limited

Dixon Technologies (India) Limited