Questions across 4 calls

Uttam Kumar

Avendus Spark

Havells India Limited

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

Yes. My question relates to the premiumization trend, which the company is incrementally focusing on to grow the various subsegments. Would you be able to give some clarity on what is the mix, which is there currently, let's say, in case of fans, what is the premiumization trend, which is there in case of the air conditioners, which are selling, let's say, 5 -star inverter ACs? So what is the mix, which is there in that category? Could you just give more color on the premiumization mix across the various -- at least for the larger subcategories, that will be very helpful, sir.

Got it. Sir, and with regards to -- yes, one side, we're looking at premiumization increase. So how should we look at the margin profiles also improving from here on? So is there any scope for margins because of premiumization going up by, let's say, 150, 200 bps over the medium term, is there a possibility of that kind of a trend?

CG Power and Industrial Solutions Limited

CG Power and Industrial Solutions Limited CC-Jun25.pdf · 2025-07-24

Sir, thank you for taking my question. My question pertains to Power Systems. So today, we have close to INR 9,000 crores of orders, and we are continuously seeing strong traction in terms of order inflows. The first thing is I want to understand on this INR 9,000 crore order book which we have, what is the execution period for this? And what is the kind of revenue which we are looking at, for this full year? A rough range also would suffice. And the extension to that is on the export market. So what's happening on the transformer side? Because we have been also trying to look at the exports side of it for the transformer space. Have you started any exports or is it going to be at the later stage of the year? More color on those also will be helpful.

Got it sir. Thank you.

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2025-05-29

The first question is with regards to some clarity on the employee cost. I mean, 2 things you had highlighted in your initial remarks. One was on the reclassification, which was done and the other one was on the variable pay component. Could you just give more color? Is it reclassification from the employee to the other cost line item where we are seeing almost a 40% increase on a Y-o-Y basis. And the other one is with regards to the variable pay, which you stated. Just want to understand, is it in the base here which you're talking about, which is in FY '24? That is the first question?

Okay. This 3Q number you're talking is FY '24. Am I right?

Cummins India Limited CC-Mar25.pdf · 2025-05-29

The first question is with regards to some clarity on the employee cost. I mean, 2 things you had highlighted in your initial remarks. One was on the reclassification, which was done and the other one was on the variable pay component. Could you just give more color? Is it reclassification from the employee to the other cost line item where we are seeing almost a 40% increase on a Y-o-Y basis. And the other one is with regards to the variable pay, which you stated. Just want to understand, is it in the base here which you're talking about, which is in FY '24? That is the first question?

Okay. This 3Q number you're talking is FY '24. Am I right?