Questions across 4 calls

Vikas Kasturi

Focus Capital

IDFC First Bank Limited

IDFC First Bank Limited CC-Apr26.pdf · 2026-04-25

Sir, I'm also a shareholder of the company and a long time investor and a first time speaker here. So please pardon my nervousness. So I just wanted to ask you a question, which I've been wanting to ask for last few years maybe. So one is about this financialization of savings because of which a lot of money is going towards re gistering mutual funds. And so in such a scenario, how does the bank plan to continue rating CASA? This is my only question.

Sure, sir. I've been an investor since 2019, nothing can scare me.

Indian Energy Exchange Limited

Indian Energy Exchange Limited CC-Nov25.pdf · 2025-10-31

Good afternoon, sir. I had a couple of questions. So, the first one is, when I see the gas exchange prices, I think these are US numbers, we are somewhere close to about $4 per MMBtu, whereas our GIXI prices are somewhere closer to about $11. So why is there so much of a difference between the prices? That is one. And the second question was on the carbon exchange. Are there any business development initiatives that we are doing to scale it up, sir? Cou ld you just speak about that?

Thank you.

Garden Reach Shipbuilders & Engineers Limited

Garden Reach Shipbuilders & Engineers Limited CC-Mar25.pdf · 2025-05-20

I had just one question. So, with respect to the ships that we are going to deliver, is there any retention amount that the client will withhold as a warranty or a guarantee kind of a thing?

Got it sir, and this is more or less this 10% is withheld for all ships, all your platforms?

Cartrade Tech Limited

Cartrade Tech Limited CC-Dec23.pdf · 2024-02-08

I had a couple of questions. So one is on -- in the presentation, I saw this brand Drive A Smile. Is this same as abSure?

Got it. My next question is, sir, I was just looking at the OLX acquisition and at that time, sometime in August, September, you had put out a presentation, and in it you have given the breakup of both OLX and at that time, they had that used car business. And I think you paid around INR560 crores -- and when I look at the OLX, the profit number that you have shown, which is about INR111 crores. So it comes to something like 5x earnings. Is that correct, sir?