Stockrabit · Analysts
Questions across 14 calls

Vipraw Srivastava

Phillip Capital

PG Electroplast Limited

PG Electroplast Limited CC-May26.pdf · 2026-05-28
Just quickly, sir, on the compressor side, given that now we are going on our own in terms of setting up capacities. So just we are not tying up with the Chinese partner, which we are doing before and secondly, we have required technical expertise for the manufacturing of those compressors. Is my understanding is correct, right?
Sure, sir. Just a follow-up on this, sir. So currently, as we know, there are 2 brands which dominate the compressor market. So will be the first brand there? Or how do you plan to go about it?
PG Electroplast Limited CC-Sep24.pdf · 2024-11-11
First question is on the IT tailor what's the progress there , the management was stating that, quarter back that they would be sharing some news , but again, any updates because, there as some news articles also that, they are just struggling to meet the target. So, any thoughts on the IT?
Right. And sir, secondly on the TV business obviously, this year you are bound for a very good healthy growth, 600 crore target, but going ahead, how do you see the TV business progressing. Do you see competition , because one of the peer is saying that the TV, outsourcing market is almost over. What are your thoughts on that , do you see a good opportunity in the TV outsourcing market any thoughts on that?

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Feb26.pdf · 2026-01-29
Sir, quickly on the disclosure side, I mean, in previous quarters, you used to get revenues from Ismartu routers and other segments, which we are not getting from this quarter. So any reason for that, why disclosure hasn't been given for this quarter?
Fair, sir. And sir, secondly, on the mo bile phone volume side, given that your component story, which obviously is a very good value addition, but it's a function of mobile phone volumes, right? If the industry doesn't pick up, let's say, next 2 years, if memory prices continue to remain high and mobile phone volumes remain weak, how confident are you of the component story playing out the way you want it to?
Dixon Technologies (India) Limited CC-Dec24.pdf · 2025-01-20
Right. So firstly, on the Vivo tie -up with Dixon, so -- I mean, is there any PLI sharing happening with Dixon -- with Vivo for this tie-up?
Sure, sir. Sure, sir. No issues, sir. Sir, secondly -- I mean, with the mobile phone PLI ending in FY '26, which is t he last year, and recently, Tata Electronics also came up with announcement regarding phone manufacturing. We have other players like BYD, ZETWERK’S, all wanting to enter phone manufacturing. So how Dixon is seeing the competition shaping up post the mobile phone PLI ending?

Syrma SGS Technology Limited

Syrma SGS Technology Limited CC-Nov25.pdf · 2025-11-11
Congrats on a great set of numbers. Sir, quickly on the JV with Shinhyup, which you have signed for PCBs, wanted some clarity on the HDI side because as far as my understanding goes, Shinhyup doesn't have much capability on HDI side, but what are your thoughts on that? Do they manufacture HDIs or it's only multilayer as of now?
Right, sir. And yet to receive approval for that, right? In coming months we'll receive approval for HDI also, right?

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Jun25.pdf · 2025-07-30
Yes. Just quickly, firstly, on the EMS industry. So obviously, the long -term growth trigger is there, and we remain bullish on that. But sir, for this year, FY '26, what kind of growth you are seeing? Should we continue with the quarter 1 run rate or you a re seeing any ramp -up in the coming quarters for the Electronics division?
Got it, sir. Sir, second question quickly on the financials. So in the segmental breakup, the other unallocable expenditure has gone up. Reason for that? And secondly, why is the tax rate so high?
Amber Enterprises India Limited CC-Dec24.pdf · 2025-01-24
Sir, quickly on the Korea Circuits JV. I mean, if you look at Korea Circuits, they are also into manufacturing of semiconductor substrates. You are starting with bare board manufacturing, what's the timeline you are looking at when you transition from bare board manufacturing to semiconductor substrate manufacturing?
And sir secondly, I mean, obviously, this whole Capex which you are going to do with Korea Circuits, it's going to be heavily financed by the Government of India. I mean, do you see the synergistic effect of this on the assembly business also? Because what I feel is you might actually price out the competitors if you are backward-integrated into bare boards.

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Jun25.pdf · 2025-07-31
First of all the margin side. So if I heard correctly, you were saying that you would be maintaining this level of gross margin in coming quarters. So is the understanding correct that you end up higher than your guidance which you guided for in Q4? -- you're upgrading your margin guidance is understanding correct?
Got it, sir. And sir, secondly, if you can give some color, what's the reason for this margin expansion? Why has it happened after Q4? What has changed? Any color on that, it will be very helpful.

Premier Energies Limited

Premier Energies Limited CC-Sep24.pdf · 2024-11-08
So, just first question on your margins. Obviously, you are making margins which is very higher than your peers. And I understand that is because of the DCR cells which you are selling. But it is being anticipated that by year-end, India should have around 10 GW to 12 GW of cells coming online from various players. Then that monopoly which you have currently goes away. So, how do you see margins progressing? Because if more solar capacity comes online, then the DCR compliant modules which are selling at very high elevation right now, might fall gradually.
Fair enough, sir. So, currently, obviously, since ALMM and cells are still some time away, government is indicating 2026. So, I mean, what benefit do you have compared to China because cells sourced from China are still cheap. So, apart from DCR, there is no regulatory requirement to use Indian-made cells. What's your pitch to players if you're pitching your cells?