Stockrabit · Analysts
Questions across 5 calls

Vipraw Srivastava

InCred Research

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Jun24.pdf · 2024-07-30
Yes. Just two questions. So, first on the telecom business. So, like the two major players, Nokia, and Ericsson what they are saying in their call is that they'll be focusing more of their energy on chip design and will be outsourcing the manufacturing part currently in India, a lot of 5G devices which Nokia itself is being imported from China. So how do you see this opportunity developing? I mean you already have a foot in the door with Nokia. So, do you see this becoming big in the coming years any thoughts on this??
Right. Fair point. Sir, the second question on the part which you're discussing. So, if you look a bit into technicality a significant part of the component is the chip I mean the chip is the main cost of the BOM bill of material. And the fab in India is still coming. I mean, the government has given order to Tata, but that will still take some time. So, don't you think that the fab -- the foundries must come to India first before this ecosystem picks up for components or is my understanding incorrect?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Mar24.pdf · 2024-05-17
Just had two questions. So first of all, regarding your low volume busin ess, so wanted to understand that what is the right-to-win for Kaynes here, I mean, can your competitors undercut you on price, I mean the only differentiator is price, right, so is that a possible scenario in future, can that happen or that's not the case?
Second question is on the gross margin. So just wanted to understand , since you are guiding 100% margin improvement that is from gross margins or from operating leverage?

Syrma SGS Technology Limited

HEG Limited

HEG Limited CC-Dec23.pdf · 2024-02-21
I just had a question on Turkey. So based on the data, as far as electrodes imports are concerned, China has a very big player in Turkey. So wanted to understand , what kind of electrodes does bulky import from China, is it UHP or would it pose a threat to rest to our business, how do you look at that?
My second question was on the anode subsidy coming up. So just have two questions on that. First of all, about the technical expertise required for manufacturing of anodes, do we have that technical capabilities or are we doing it in tie -up with some other Company, how are we going about that?

PG Electroplast Limited