Questions across 7 calls

Shubham Aggarwal

Axis Capital

R R Kabel Limited

R R Kabel Limited CC-Jun24.pdf · 2024-07-31

Hi, thank you for the opportunity. Just one question from my side. I wanted to understand -- so from what I understand, the copper pricing is generally passed on.it's passed on to the trade with a slight lag. In this period, in this quarter, we saw the prices of copper increase as well as decrease both of which would have been passed on to the trade with a lag. I just wanted to know what actually goes and impacts the margin in volatile times. This is not the volatility we saw in COVID, so the magnitude has been lowered but still the impact on margin seems to be a bit more than what we were expecting. Just need to understand from your perspective how should we see it going forward from this?

So now nothing is being paid. So these margins are after royalty payment?

R R Kabel Limited CC-Mar24.pdf · 2024-05-29

Just a few questions from my side. First, I just wanted to check what lead to the yield improvement in wires, specifically the EBIT margin improvement in wires in Q4 of FY24 and what kind of margin expansion do you expect in FY25 and 26? That's the first one.

In over FY24 and FY25, you expect 120 bps?

Supreme Industries Limited

Supreme Industries Limited CC-Jun24.pdf · 2024-07-22

So my question is on the plastic pipe segment. So just trying to get some sense of what your priorities in the segment. So , I'll frame my question like this. So , in the past, you've guided or you, your decisions have been guided by the ROCE target of 20%. Now in that context, is it right to say that you'll be passing on the cost advantages that you will get from all the capacity expansion that you're doing right now in order to maintain and you will still maintain the 20% ROCE target. What I intend to say is will you retain some part of the cost advantage, which will reflect in the margin and increase the ROCE? Or will you pass it on completely so that the ROCE is at 20%, you get exceptionally high er volume growth compared to the market. What is your priority here?

Right, sir. And that will make you more competitive in the market. Is that right to understand? And hence, your ROCE will be in place and all the advantage you'll pass on to the market for volume growth. So, volume growth will be the priority?

Supreme Industries Limited CC-Dec23.pdf · 2024-01-19

Just, I think, two clarifications that I missed out. You were mentioning about the sustainable EBIT per kg for the plastic piping segment. Did I hear it right at INR18 to INR22 per kg is a workable range that you are working with?

Somani, your voice cracked. Can you repeat.

Supreme Industries Limited CC-Sep23.pdf · 2023-10-30

Congrats on a good set of numbers, sir. My question is just for on Nal se Jal. You mentioned that in Q1, we've done about 12,000 tons on this scheme?

Am I audible now? Congrats on a great set of numbers. I just wanted to ask on the Nal se Jal scheme. You said in Q1, you did about 12,000 tons on the scheme. And you believe and we believe that the whole order is expected to conclude by FY '24. Can you give a number like what how much volume are we expected to supply to Nal se Jal in the whole of FY '24? That's one?

Havells India Limited

Havells India Limited CC-Sep23.pdf · 2023-10-20

Just wanted to -- so this first question is on the ECD segment. Sir, the margins in the ECD segment are sub 12% right now. FY '20, the margins were somewhere close to 14%. I just wanted to check, is 12% to 13% the new normal because of the increase in competition? Or do we think that the margins will inch back up to 14% in Q and now going ahead into H2 also, the margins will improve for the ECD segment?

Okay. Sir, great. Second question on the lighting segment. First, just wanted to congratulate that you have maintained margins despite the price erosion in thi s segment the margins have been strong, congrats on that. And the question was sir, what percentage of the lighting portfolio would be professional lighting and if you could give a trend that how was it 2020 and how is it now, let's say, four to five years back and how is it now? That’s my second.

Polycab India Limited

Polycab India Limited CC-Sep23.pdf · 2023-10-19

Just two question s. The first one is on exports. This quarter, the exports trend seems to be weakened a bit. We are at about ₹ 390 Crores this quarter. Can you give us a sense what kind of exports are expected going forward and the decline, we've seen a decline this year, and we saw a similar decline in Q3 of last year as well. So , is this a one-off? Or do you see that the exports will pick up going forward? That is the first one.

So, any sense, like this next year, let's say, will like this 10% contribution go up to, let's say, 15% or do you think it's a stretch? Just a broad sense?