Jyoti CNC Automation Limited CC-Dec24.pdf · 2025-02-11
Hi sir, congrats on the good set of numbers. So, my question again is on the revenue side. So, if I remember correctly, at the start of the year, we had an order book of somewhere about Rs. 2000 plus crores and at that point of time we decided that this is executable over a period of 1.5 years. So, if I back calculate it, our revenue run rate should have been somewhere about Rs. 550 crores, which has not been the case for the past 3 quarters. So, just wanted to understand, you said that the one of the bottleneck was the capacity. But do that guidance still kind of holds to be can we increase this revenue run rate going forward? That's my first question. I mean, what is your sense, how quickly we can ramp this up? And secondly, on the order inflow side, especially on the aerospace and defense, so we have got somewhat about Rs. 550 crores in the 9 months in terms of order inflows. But if I remember, we were guiding about Rs. 1500 crores of order inflow at the start of the year. So, just wanted to get a sense from you what's happening there, why have we kind of underperformed on that? And secondly, the mix of the order books are related question to that, that the mix of the order, aerospace and defense in the closing order book has gone down to somewhere about 40%, which I think has the highest margins for us. So, kind of when we started getting this Rs. 4,000 crores of order book, do we expect that the margin next year would or could be slightly lower than financial year 25? Yes, those are my questions, thanks.
Yes, so thirdly on the, again, on the margin side, the aerospace and defense, if I am not wrong, has the highest margins for us. So, on the closing order book pages, that has gone down to 40% versus on the 9 months run rate is about 45% plus. So, do we expect some kind of moderation in margins for next year as compared to this year?