Stockrabit · Analysts
Questions across 25 calls

Umesh Raut

Nomura India

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2024-08-07
Hi sir, congratulations for the good set of numbers and wish you all the best for your new role as well. My first question is pertaining to industrial segment. I think even though we have seen contraction in railway business largely because of Indian R ailways initiative towards railway electrification, but I think we have surprise on three lines of business within industrial, especially on the marine side, defence side and on construction side. And during the annual report as well, you are mentioning about some of these larger defence cater in terms of defenc e business, for example, Zorawar tank and ship building businesses as well. So, can you please qualitatively give us a trajectory in terms of outlook for these three segments within industrial?
My second question is pertaining to distribution segment where you are continuously launching new range of service products. So, just wanted to understand how much of contribution you are receiving from new range of these launches of products and how you look at this distribution business in export markets as well?
Cummins India Limited CC-Jun24.pdf · 2024-08-07
Hi sir, congratulations for the good set of numbers and wish you all the best for your new role as well. My first question is pertaining to industrial segment. I think even though we have seen contraction in railway business largely because of Indian R ailways initiative towards railway electrification, but I think we have surprise on three lines of business within industrial, especially on the marine side, defence side and on construction side. And during the annual report as well, you are mentioning about some of these larger defence cater in terms of defenc e business, for example, Zorawar tank and ship building businesses as well. So, can you please qualitatively give us a trajectory in terms of outlook for these three segments within industrial?
My second question is pertaining to distribution segment where you are continuously launching new range of service products. So, just wanted to understand how much of contribution you are receiving from new range of these launches of products and how you look at this distribution business in export markets as well?

GE Vernova T&D India Limited

GE Vernova T&D India Limited CC-Jun24.pdf · 2024-07-31
Congratulations for the excellent set of numbers. My first question is again on the gross margin. So if I look at your trend on the gross margin or y our commentary since last few quarters, sometime back you were saying that about 30% to 35% is kind of more of a sustainable gross margin that one can look at. But now we have already touched closer to 40%. So how much of this gross margin expansion you can attribute to, s ay, healthy pricing power to say, internal efficiency where you have localized incremental pro duct offering from domestic market. And thirdly, on the account of, say, even the product m ix, especially from export execution and domestic execution pointers. So if you can highligh t certain things on gross margin side in a more of granular way.
Got it, sir. Sir, my second question is on the expo rt ordering, especially from group entities. So I think if I look at last 12 months, those have been really fabulous for us in terms of getting larger and sizable contracts from group entities. If you c an throw some highlight on, say, next 12 months in terms of outlook from incremental ordering from group entities and also beyond group entities in terms of export ordering?

ABB India Limited

ABB India Limited CC-Mar24.pdf · 2024-05-13
Sir, my first question is related to theme that you have mentioned for the quarter which is buildings and infrastructure. So, where we are exactly in terms of CAPEX cycle barring say data centers especially related to residential commercial side of the buildings and hospitality as well? And in terms of overall contribution toward top line, how much of building automation is currently contributing?
My second question is pertaining to capital allocation policy. We have seen almost a jump of 2x in terms of cash position, which is directly close to Rs. 50 billion. And looking at, I think, operating cash flow generation going forward as well, I think it'll remain closer to about Rs. 15 billion, Rs. 16 billion on a yearly basis. So, I just wanted to understand what we are thinking in terms of utilizing that strong cash balance and upcoming future cash flow generation.

Hitachi Energy India Limited