Stockrabit · Analysts
Questions across 23 calls

Sonali Salgaonkar

Jefferies

Pidilite Industries Limited

Pidilite Industries Limited CC-May26.pdf · 2026-05-08
Congratulations on a great set of numbers. Sir I have 3 questions. Firstly on the Middle East supply chain disruption, as we are standing May what is the extent of supply chain disruption mainly in Jan. We understand that there was a significant jump in operating margin in Q4 probably because we have earlier lower cost inventory, but right now the data suggest that VAM prices have surged, so how do we foresee to navigate the situation? So my first question is regarding the Middle East disruption. The VAM prices have surged. So right now, it has almost surged by 70% since the start of the conflict. So how do we foresee to navigate the situation right now?
Understood, sir. May I ask what is the quantum of the 2 price hikes that you have taken in April and May?
Pidilite Industries Limited CC-Dec23.pdf · 2024-01-24
Congratulations for a great set of numbers. So my first question is regarding an update on the paints business. If you could throw some light as to how we are progressing on that, how many touch points, etcetera? And secondly, any comments from your side about the upcoming competition in paints or the competition that we have seen in the waterproofing side of our business?
Got it, sir. Sir, secondly, on the VAM prices, Batra sir told us about the VAM prices right now. But any disruption that you are witnessing , or you expect because of the ongoing Red Sea issue either in terms of supply chain or for your international subsidiaries?

Polycab India Limited

Polycab India Limited CC-May26.pdf · 2026-05-06
Congratulations on a great set of numbers despite the Middle East disruption. Sir, my first question is of the Cables & Wires sales growth of 30%, if we could break up on the approximate growth -- volume growth in Cables & Wires and also the price hikes t hat we have taken from Jan till now in different tranches?
Understood. That's helpful. Sir, secondly, how is the demand situation now? As we understand, it was severely impacted in March. March is a key month for your quarter. But since then, there has been some normalization of demand across sectors is what we understand. So how is the demand situation right now domestically?
Polycab India Limited CC-Mar25.pdf · 2025-05-07
Thank you for the opportunity and congratulations on a great set of numbe rs. Sir, my first question is on the domestic cable and wire segment. It seems to have grown at a very strong rate of 27% YoY. Could you quantify how much of that is volume growth and how much of that is value, and within that also possibly split between cables and wires?
Sir, thank you for the follow -up opportunity. Sorry I dropped off; my line got disconnected earlier. Sir, my second question is any pricing actions you have taken in the wake of copper movement YTD? And also thirdly is on the FMEG. FMEG margins I know this question had come up earlier, but what is the kind of sort of guidance that you would like to give on a sustained basis for FMEG margins going forward?

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Feb26.pdf · 2026-02-10
Congratulations to the team for a great set of numbers. Sir, my first question is the Consumer Durable division with a growth of about 26% year-on-year on sales, it's far ahead of most of the peers who have reported, including the branded or the contract m anufacturing. So it's a very positive thing, but would you like to help us understand what drove this?
Sir, great to hear that. Just an extension to this on the AC industry, after the liquidation that we saw in December, what is the current inventory level? And are there any initial trends you are - - you fathom of the upcoming summer?

Dixon Technologies (India) Limited

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Mar25.pdf · 2025-05-14
Congratulations on a great set of margin growth. Sir, my first question is actually regarding the new component manufacturing scheme, which is being rolled out by the government, ECMS. So tentatively, as of now, which would be the areas of interest for the management to apply? And in that conjunction, what would be the kind of capex that we would be looking forward in FY '26 and '27?
Great. Sir, this is very helpful. Sir, my second question is regarding the exports. Now clearly, we are one of t he key players exporting to geographies across. So any thoughts on the U.S. tariffs? I know there is a 90-day pause, but any thoughts therein or how the exports will shape up going forward?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Jun24.pdf · 2024-07-27
Sir, good afternoon and thank you for the opportunity. Congratulations on a great set of numbers. Sir, my first question is regarding your capex guidance. Is there any change to that FY'25-'26 capex?
Understood. Sir, my second question is on OSAT. I understand that you are awaiting the final approval from the government side. But when you start the operations, what kind of revenues/EBITDA incremental to your core business do you expect from FY'26?

Voltas Limited

Voltas Limited CC-Jun24.pdf · 2024-08-16
Congratulation on the good quarter. So my question, sir, again, some extensions to your earlier question. Firstly, with the peak summer season behind us, what are th e indications that you are seeing of the underlying demand trend? We understand summer was very strong. There was stock out at certain quarters and hence, the channel selling can take place. But generally, on the underlying consumer trends, what are you seeing right now? And how sustainable do you think your market share gain of Q1 will be?

Finolex Cables Limited

Astral Limited

Astral Limited CC-Jun24.pdf · 2024-08-09
Sir, my first question pertains to your volume growth again. I understand that we are majorly into plumbing and some part into DWC or infra. So could we get some kind of qualitative or quantitative colour as to how much our volume growth has come from plumbing and how much from Infra this quarter? And secondly, also, how much from urban versus Tier 1, Tier 2, et cetera?
Okay. Fair enough, sir. Sir, my second question is a bit strategic in nature. This is regarding your new products and verticals. Sir, we understand that you have started into Bathware vi a Greenfield and Paints via an acquisition and then developed on that. So as of now, how much would be the distribution overlap of these individual new verticals with your core pipes business? And so how many more quarters do we foresee this added promotional cost to continue to strengthen our own brand?

Supreme Industries Limited

Havells India Limited