Questions across 6 calls

Tanay Shah

DAM Capital

PG Electroplast Limited

PG Electroplast Limited CC-May26.pdf · 2026-05-28

So my first question is on how the quarter is going around the ongoing season, given that almost 3 weeks of April were muted and we just saw a pickup post that for second wave and the end of April. And given that we were to begin the year with higher inventories because of the challenges we faced in 4Q, how is demand shaping up for us? How is demand shaping up for us? And also the outlook to some extent, if you can give for the industry from an FY27 perspective?

Sure, sir. Understood. Sir, my second question is the margin impact, which we've seen on a Y- o-Y basis, right, on the gross margin, especially almost a 260 bps impact. We spoke about a 10% to 15% price hike which the industry has taken. Can you possibly quantify the amount of price hike which we've taken to the brand and the gap which gets sort of remain? Because I'm trying to understand that how do we see the margin sort of normalizing into FY27 from a gross margin perspective?

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-May26.pdf · 2026-05-12

Congratulations on a great set of numbers. I have 2 questions. First one being that while we're on track to grow at around 30%, 35% for FY '27, can you possibly discuss the -- how we're going to get that growth, possibly some client additions which you would have added through FY '26? And for what applications would that be across segments, which will sort of help us get that growth? And the second question would be -- so I'm assuming that the defense number is coming in the industrial piece right now. And if we exclude that, we have seen some softness out there as indicated by you for smart meters. But going forward, ex of the defens e business, some color on the applications in industrial, which will sort of help us continue the growth profile?

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

Congratulations on a very good set of numbers. Sir, my first question is if you could possibly spend just a couple of minutes on all the newer initiatives especially the defence acquisition since it's consummated in our numbers. And if you can just give some direction on where we want to take this business in terms of revenues, how it's going to sort of be accretive to our margin profile? And what sort of return ratios does it enjoy? So, one is on defence. And second is if you can possibly just for the bare PCB project, indicate what kind of applications we are sort of aiming at. Will it be more industrial? Auto? What are the segments that you're looking at? And what would the indicative margin profile be on basis of current projections for the bare PCB plant?

Sure. And just a follow-up on the PCB.

R R Kabel Limited

R R Kabel Limited CC-May26.pdf · 2026-04-30

Yes. Hi, sir. Good evening, and congratulations on a great set of numbers in Q4. Just wanted to understand, our margin improvement, which we are speaking about over the next couple of years. Given that we're entering FY2027 with stable but elevated copper prices, and obviously now inventory gains would be diminishing on a quarter-on-quarter basis to some extent, and given the high base of last year as well. Not to mention even competition sort of entering in the second half of this year, what are our thoughts on how we want to improve our margins? I do understand that we want to scale cables up, to a greater extent in our portfolio, but what do we think about our efforts on increasing the margin from our current levels to the, margin which we guided?

Sure. Sir, if I got the number correct, we spoke about a 16%-17% volume growth for FY2027, right?

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Feb26.pdf · 2026-02-10

Congratulations on a great set of numbers. Sir, on the electronics piece side, right, I mean, we've acquired Power-One now and even Unitronics. If you could just spend some -- a couple of minutes here on how we're looking to scale these businesses up because Unitronics currently is not present in India. So what are our plans for scaling these businesses up? And to what opportunity can we possibly take it to?

Absolutely. And my second question is, Sudhir sir mentioned that we do around INR1,100...

Havells India Limited

Havells India Limited CC-Sep25.pdf · 2025-10-17

Sir, my first question is, if you could possibly help us between the volume and the value growth for cables and wires growth this quarter?

Understood, sir. And sir, the second question is, obviously, while we saw some sort of deferment in the ECD demand for the first quarter, given that now the GST forms are fairly set, how has the demand been post the GST norm change? And any sort of outlook or any sort of green shoots we're seeing in demand for festive for the ECD portfolio?