Questions across 4 calls

Vivek Ramakrishnan

DSP Mutual Fund

Lodha Developers Limited

Lodha Developers Limited CC-Apr26.pdf · 2026-04-27

To start with, let me give my sincere appreciation of the Lodha Foundation for the work in theoretical physics and mathematical sciences. And since it's part of your presentation, I thought I'll say that. But the questions which I have are more in line wi th what people had asked. In terms of the sales that you see, let's say, in the Mumbai area, is it linked to something specific like the stock market prices going up and down? And are you seeing any delays in collections for even projects that have been sold? Or for example, in Bangalore, would it be linked to the tech sector and tech sector hiring, which seems to be a bit choppy. So , what will determine your sales? And are the collections from existing projects getting hampered in any way?

I have just one more question. You made a strong statement on leverage. And given the muted business development growth this year, would you expect leverage levels to actually come down in the next year because you're going to be generating such strong free cash flows?

DCM Shriram Limited

DCM Shriram Limited CC-Mar25.pdf · 2025-05-08

Sir, congratulations on maintaining balance sheet strength to this growth phase. Sir, my questions are in terms of CAPEX, how do you see the CAPEX in terms of amount for this year and next year? And if you are planning to split the businesses, now the business is provided on the other side countercyclical stability, how would you view the balance sheets of each of the businesses going forward? Thank you.

That is right.

Nuvama Wealth Management Limited

Nuvama Wealth Management Limited CC-Dec24.pdf · 2025-02-03

Congratulations on a great performance. My questions were on the loan book only. I mean, you had said it was calibrated, but actually if I see the loan book has been relatively stable given the market conditions. So, I wanted to know in terms of calibration or better quality of loan book, what have you done? Is it just more granular in nature? And how do you expect to grow this? Is it the number of clients because the market remains a volatile thing? Thank you.

Excellent, sir. Wish you all the best.

Aditya Birla Real Estate Limited

Aditya Birla Real Estate Limited CC-Jun24.pdf · 2024-07-16

Congratulations KT. So, my question was on Niyaara Phase I and Phase II. If you see in the last quarter the percentage sold has gone up from 68% to 71% and it had like a big bang launch. So, what is the ebb and flow of this business? I mean is this going to take a little more time to dispose off the property and how does it happen in Phase I and Phase II because they're entirely different customer bases?

Okay, thank you very much. That is my question. Thanks a lot.