Questions across 3 calls

Vimal Jamnadas Gohil

Alchemy Capital Management

Latent View Analytics Limited

Latent View Analytics Limited CC-Nov25.pdf · 2025-10-27

Congratulations on a good quarter. Sir, my first question would be for Raj, if you could just give me some color on the cost front. If I were to look at the opex of INR 33.5 crores this quarter, and even if I were to reduce or take out the INR 1.9 crores transaction cost, the number is still about 25%, 27% higher quarter-on-quarter and almost 50% higher Y-o-Y basis. If you can give me some breakup, how much of that is related to core marketing or growth -related costs? How much is that related to visa? That will help.

Yes. So, would it be fair to say that we'll be operating in between INR 30 crores to INR 33 crores a quarter going forward, given the growth rate requirements that we have?

ZF Commercial Vehicle Control Systems India Limited

ZF Commercial Vehicle Control Systems India Limited CC-Dec23.pdf · 2024-01-31

Thank you for the opportunity. My question on exports has been answered. Just on outlook for the aftermarket. So it has been 3 quarters since we have seen a sequential decline in revenues, with the kind of product lineup that we have, we would have certainly expected the aftermarket to do much better than what it has been reported. So what is the outlook there and may be what is hurting us over there?

Sir, your comments on the overall heavy commercial vehicle growth for FY2025, are we getting any sense right now? If you could just comment on that please?

Tejas Networks Limited

Tejas Networks Limited CC-Dec23.pdf · 2024-01-19

Sir, my first question is again on the cost front. If I were to look at the raw material cost, the sequential growth in raw material cost has been higher as compared to the revenue. Is it mainly because of the increase in the wireless business? Or are we still sort of -- the problem of increased component prices for us is still not completely behind? That's question number one. The second question is on working capital. So if I were to see, starting this year FY '24, till dat e, we have had incremental inventory of roughly INR2,000 crores. And just to take forward Santosh's question here, if I were to look at our working capital days, right now, we are operating at around 213 days versus our working capital was down considerabl y last quarter at about 150 days. I mean when I -- sorry, our inventory days were down by almost 150 days. Now it is at 213. So if you can highlight for this incremental inventory of INR2,000 crores, the timeline of realization of revenues, which you can help us a bit? Thanks.

And sir, on the working capital, incremental inventory?