Questions across 8 calls

Sumant Kumar

Motilal Oswal Financial Services Limited

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Feb26.pdf · 2026-01-30

So, my question is for consumer. We have seen a swing of INR116 crores in this quarter and also in industrial, INR120 crores. So, I understand industrial is majorly driven by the smart meter. So -- but can you talk on consumer side, what is leading this kind of growth because we have focused on high-value, high-margin business for consumer, what we have discussed earlier? That is number one. Number two, what other subsegment is driving industry?

So can you talk on the industrial side. What is the smart meter contribution of overall industrial in Q3? And also, in IT and railways, what is the mix of railway in IT and railway in this quarter?

Syrma SGS Technology Limited CC-Dec24.pdf · 2025-01-29

Hi. Can you talk about the railway order inflow and also what are the sub -segments we got ordered for railway?

Yes.

Gravita India Limited

Gravita India Limited CC-Jan26.pdf · 2026-01-23

My first question is, any impact and can you quantify the new labor law for us?

So, this Rs. 4.2 crores you are talking about for annual, right?

Lemon Tree Hotels Limited

Lemon Tree Hotels Limited CC-Nov25.pdf · 2025-11-13

My question is for technology investment, what we have done. Is it our in-house team or we are having a third-party vendor where they are working on it?

Okay. These 30 member teams, we have created their main work, whatever module we are getting from the supplier software or maybe they are integrating that module to our system, right? I am maintaining that.

Lemon Tree Hotels Limited CC-Jun25.pdf · 2025-08-11

My question, when we see the growth, we are adding rooms through management contract. Do you plan for adding rooms through lease and rental basis also?

Currently, whatever the pipeline we have, are we going to excel or increase our lease and rental model in coming years under Fleur? And what is the mix currently?

Lemon Tree Hotels Limited CC-Mar25.pdf · 2025-05-30

Hi sir. This is regarding our Keys hotels. So, in this quarter also we have seen the margin is under pressure. I guess the increase in your renovation cost. You are also talking about Q1 FY26, we are going to have a better profitability. Can we expect FY26 onwards we can see an improvement in Keys hotel performance?

Okay. And when we talk about the Q1 profitability is going to be better and we are talking of mid-teens kind of RevPAR growth. The profitability improvement YOY, can we assume the ARR growth in Aurika is going to drive?

PI Industries Limited

PI Industries Limited CC-Mar25.pdf · 2025-05-20

Hi, sir. Sir, can you comment on EBITDA margin guidance for FY26?

So now compared to FY25, do we have any expansion from here?

TATA CONSUMER PRODUCTS LIMITED

TATA CONSUMER PRODUCTS LIMITED CC-Mar25.pdf · 2025-04-23

So, can you talk about the channel expansion and state wise, how the presence is increasing for NourishCo? Sunil D’Souza: So, let me say NourishCo about, I would say 35 %, 40% of the business comes from Andhra, Telangana, Orissa, which is the original states where we started off. Roughly around 20%, 25% comes from the east where we expanded post that, which is Jharkhand, Bihar, West Bengal. And the balance of 25%, 30% is from nationally. Right now, we are after having re-indexed this thing, we are seeing good growth across. In fact, we are seeing the east and the original Orissa, Telangana, Andhra coming back to the party sooner than what we had expected.

And where we have a gap and we are planning to expand more in near state? Sunil D’Souza: So, I we are not planning to expand states per se. We are planning to populate the geographies in which we are present much more intensely, because remember, it's just been about 2 or 3 years since we put up plants in the north or the west or even the southern states per se. So there is a huge headroom. So if you if you look at even number of outlets that we go to, even in those geographies, I would say we could multiply it 2 x, 3x, 4x very easily before starting to expand any more plants and geographies.