Stockrabit · Analysts
Questions across 2 calls

Vipin Goel

Mirabilis Investment

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Mar24.pdf · 2024-05-13
Yes, hi, sir. I had just one question regarding to the commentary that you made on th e bringing down the consumer mix in FY ‘25. So if I look at the current order book, it's at about INR4,500 crores. And there you say that you're alluded that it's consumer mix is about 40%. So if we assume 40% growth, that translates to roughly INR4,200-INR4,500 crore s kind of revenues for the next year. Now, our question is that, how are we going to bring down the consumer mix execution in 25? Because consumer orders are usually short cycle orders. So this 40% of the order books is what we'll have to exec ute anyway next year. On top of that, there could be some incremental consumer orders as well. So, I mean, could you just help us understand what am I missing here?
Got it. So does that also mean that the incremental order intakes that we'll be taking for 25, that wouldn't have much of the consumer t he FTTH piece that we are doing b ecause if we do then that means your co nsumer mix is kind of going up b ecause it's already built into the current order book the 40%.

Indraprastha Gas Limited