Questions across 4 calls

Vaibhav Saboo

Nippon AIF

Max Healthcare Institute Limited

Max Healthcare Institute Limited CC-Dec24.pdf · 2025-01-31

Yes, thanks for giving me the opportunity and congrats for a good set of numbers. It was asked previously also, but just want to understand, you know, that on a consolidated basis, for example, our EBITDA margin is somewhere around, like, 20- 25 percent, but you told to assume for mature hospitals, it would be around 29-30%. I just wanted to understand for the asset -light model, while I understand completely that ROCE would be very much attractive, I just wanted to understand what would be a similar, what wo uld be the EBITDA number for the mature business for asset- light models. It could be around 20-25%, just wanted to understand that range.

But for pre Ind AS basis, what would be the EBITDA margin?

Prestige Estates Projects Limited

Prestige Estates Projects Limited CC-Sep24.pdf · 2024-10-30

Is that fundraise which was previously mentioned. For the Hyderabad market specifically, if I look at it, that for our portfolio that seems to have one of the highest inventories. So whereas versus if you look at other geographies like Bangalore or Mumbai, our sales traction has been pretty strong. But Hyderabad is something which ranks higher proportionately on the basis of inventory. So any particular reason for that? And what our sales strategies going forward?

Understood. And just a second question on a broader industry perspective. See, what we are hearing from also other developers like that everyone is having H2 as very launch heavy season, including, yourself also. So do you feel that we may be in a situation where there is suddenly an oversupply in the market because everyone is -- because as has been mentioned before, the RERA approvals for a lot of projects are set and most are waiting for H2. So just your perspective on that. That's it from my end.

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Sep24.pdf · 2024-10-23

If I look at the material cost and if I evaluate the gross margin for Q2 last year, the gross margin was around 79.7%, which was 80.2% in the previous quarter and 80.7% in the current quarter. Now considering we have not also taken any price increase, can you give any insight as to how we are able to increase the gross margin just on the material front, and whether this is something which is sustainable going forward or was it something like a one-off?

In terms of Swasthfit contribution, while we have been able to increase on a YoY basis but if I look at it, Q1 stood at 25% whereas for the current quarter stands at 24%. Like any particular insight from that?

Signatureglobal (India) Limited

Signatureglobal (India) Limited CC-Mar24.pdf · 2024-05-16

Thank for the opportunity and first of all, congrats to the promoters and Rajat for a very good quarter and a very good year. So, a couple of questions. So, the first question, I will break it in terms of the sales and launches. So, whether that Rs. 16,000 crores will be launched this year? And what I feel is that the inventory level is currently at around Rs. 6,150 core. So, that cumulatively is somewhere close to around Rs. 220 billion. So, is there an upside to the sales which is there? And just as a second part of this question that in the presentation you have provided on Slide #11 that the whole 32 million square feet you aim to launch by FY26, and if I do like just selling price into a saleable area, that total comes out to around Rs. 430 billion of JDV. So, for FY26, are we looking that Rs. 27,000 crore worth of launches and do we have the teams in place for handling that sales? So, that will be my first question.

And so just reiterating, so for the sales team, like have we planned for the magnitude of the sales that we are doing? So, has the sales team been encapsulated because let's say that Rs. 16,000 crore launch let's say for next year even conservatively Rs. 20,000 crore, Rs. 22,000 crore of launch, that would require we assume because we have done like Rs. 7,000 crore of sales this year. So, is there a team which we have built out and how we are looking at that?