Stockrabit · Analysts
Questions across 3 calls

Sujit Jain

Bajaj Life

Saregama India Limited

Saregama India Limited CC-Feb26.pdf · 2026-02-03
Yes. Vikram, so just one philosophical question. A, when you say, judge us with trailing 12- month basis, it is best to present that in your presentation itself so that the numbers are for everybody to see, including your own team as to how the numbers have panned out in terms of trailing 12-month basis. Because if I look at that data, that data is materially down. B, how do we evaluate Pocket Aces and eventually, Bhansali Productions? We need to have clear road map in terms of the parameters that we need to track so that we can track them. See, this is a company with a great team and great compounding, if I look at numbers, any numbers, 3- year, 5 -year, 10 -year, compounded sales growth of 27%, 18%, 20%. Profit growth has also been phenomenal. And then there is some kind of plateau. How do we address that? And one last question is what about the shareholder who came in, in 2021 at INR400. If he had invested that money even in a National Savings Certificate, his money would have been INR540 today. No, I'm not that shareholder. What I'm saying, I'm sure we want to basically service him as well. So, how do we get back to the previous glory and trajectory?
No. My suggestion is that can anybody in your team tell me that number ex of event sales trailing 12 months versus the 12-month period in the base? What was that number? We've been saying that, that number should grow at that guided range. Has it done that? You can tell me the exact numbers or we can take this offline, every time when we say it is best to basically support that with actual numbers rather than just the narrative as that please look at this way, that way, let us put everything in numbers so that everything will be clear in black and white?

C.E. Info Systems Limited

C.E. Info Systems Limited CC-Nov25.pdf · 2025-11-11
I'm joining the call a little late. So if ther e's repetition of questions , please pardon. While I understand that this company should be looked at like a trailing 12-month basis, not quarter-to- quarter, as you just explained, there are mileston es in between. If we kind of miss the growth rates, we'll not be able to meet the long period guidance that we have. One, what are the milestones in between that we should track? Number two, what is the big picture opportunity of India eventually deploying sovereign platforms and therefore, in the area that we operate? That is a big picture answer that one is looking forward to?
Thank you.

Astral Limited

Astral Limited CC-Jun25.pdf · 2025-08-12
Hi, Kairav and Savlaniji. Encouraging commentary. A few points you can note them down and give me one liners. If I look at data for last 14 consecutive quarters , our volume growth versus Supreme which is 3x our size, we have lagged consistently. Overseas adhesives business as we have seen at least for many years, 10 consecutive quarters, it has been weak, 7% growth, but there could be some currency depreciation for this quarter. Paints when I look at, it is encouraging commentary, but when we acquired the company, it was close to Rs. 200 crores, and last year al so it closed at Rs. 197 crores when we acquired it was Rs. 215 crores. So, even if you do 20% growth, it will be Rs. 220 crores or slightly higher than that this year. Finally, our ROE has been consistently coming down. So, if you can address all of this?
This was regarding overseas adhesives. This 7% growth if I look at at least 10 quarters data, that is weak , but even for this quarter 7% growth in sales could be on the back of currency depreciation in that geography . So, this business has continuously been in the WIP mode. So, when do we finally get our act together here?