Questions across 23 calls

Sonali Salgaonkar

Jefferies

Supreme Industries Limited

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

Sir, thank you for the opportunity. Sir, I have just one key question about your margins. Now core operating margins in Q3 is at about 15.5%, which is up by more than 200 bps year-on-year and even about 10 bps quarter -on-quarter. Sir, I actually would like to understand from you as to -- I mean, what is the key for such a margin resilience? Because this quarter, we saw volatile PVC prices, especially in October and December when the prices were quite softer. So despite this volatility, what can lead to the margin resilience, especially because even value-added sales is just at about 35% of your overall sales this quarter. I would like to hear your thoughts on it.

Understand. Sir, and broadly, are we able to give any approximate estimates as to within your plastic piping system, which is about 65% of your overall top line, how much of it caters to agriculture versus construction?

Polycab India Limited

Polycab India Limited CC-Dec23.pdf · 2024-01-19

My first question is regarding the exports. You did mention some of the reasons why the exports has declined as a percentage of sales sequentially. Could you give us a little more color into that? And how -- as in, on what factors do we expect the exports to recover going forward?

Got it. Very helpful. Second question is regarding ad spends. You did mention that you are targeting 3% to 5% of your B2C top -line every year in terms of ad and promotion spends. So , this quarter, that's Q3, would you say this was a bit higher due to the one -off of the -- because of the Cricket World Cup? Do you foresee this as a sustained way of spending in terms of ad spend? And what is the kind of steady-state margins you expect?

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Sep23.pdf · 2023-10-23

Good morning Sir and thank you for the very detailed earlier commentary during the call. Sir just two questions firstly any update on PLIs, the two that we have received for AC components and secondly fo r Nexxbase you did mention that about Rs.1,000 Crores additional revenue just to clarify this Rs.1,000 Crores will be for the JV as a whole, so we will be taking about 50% of that or 50% is equal to Rs.1,000 Crores for us?

How much incentive we are expecting in FY2024 and FY2025 if we can share that?