Questions across 5 calls

Vinamra Hirawat

JM Financial

Kajaria Ceramics Limited

Kajaria Ceramics Limited CC-Dec24.pdf · 2025-02-04

Sir, it seems difficult to meet our guidance of a second half recovery, 9%, 10% volume growth with realizations bottoming out. Kajaria has done better than peers, but do you think this real estate cycle will be significantly different for tile players compared to the last where you had multiple years of double -digit sales growth because whether it's a weaker consumer, more competition, which have access to large amounts of capital or for any other reason?

So sir, I can expect this real estate cycle despite higher competition in every price point to give us that same double-digit growth for consistent years going forward?

Kajaria Ceramics Limited CC-Sep24.pdf · 2024-10-22

Sir, I wanted to compare the 10 days between the beginnings of Navratri to Dussehra. Is it possible to provide a rough estimate of growth for 10 days between Navratri and Dussehra for this year and last, even a rough, that's my look is?

RITES Limited

RITES Limited CC-Dec24.pdf · 2025-01-29

So, I just had one question, which is on exports. So, now we have Bangladesh and Mozambique, both in our order books. I want to know what percentage of these will be executed in financial year’26, the timelines of these orders and the margins for these orders. Last year, we had like 21% in exports margins. Is it higher than that f or these orders and an update on Zimbabwe, if possible?

I just want to understand your power gen REMC segment a little better. Why we are not getting orders and is this a segment that we can scale better in the future?

RITES Limited CC-Sep24.pdf · 2024-11-07

So, I wanted to know what the ratio of the order book is where you know the share of nomination and competition orders will stabilize. We're currently at around two third and one third, where do you see this stabilizing and are we seeing further margin pressure as nomination orders go up in any of the segments moving forward?

Got it.

RITES Limited CC-Jun24.pdf · 2024-08-01

Sir, my question was around, you know, government CapEx versus private CapEx as government CapEx growth is reducing and private CapEx is expected to take over. Any changes in our strategy to serve incrementally higher to private clients compared to government?

So, you're indifferent as to whether one is coming from government or private CapEx. You expect orders to come in regardless the same rate?