ABB India · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
46%
Numeric claims
0
Consistency
—
Question ledger
Renu Baid · IIFL Capital
partialOur take is that... we do have a pipeline of orders which are yet to be converted... on a normalized basis, it's a good market, but not as strong as we have witnessed in the past couple of years... we do believe that the government capex has started picking up...
Renu Baid · IIFL Capital
partialWe have imported quite a bit of material to meet these compliance requirements... we expect that we will have to use these imported components to supply in order to gain time... In the next six months, we will have a mix...
Renu Baid · IIFL Capital
evasiveWhatever inflation is there, the market definitely should be able to absorb it... the volatility of the products is something the market may not be so easily accepting... this challenge of balancing the volatility risk vis-à-vis the margins we have committed on is going to be definitely a work to be done.
Mohit Kumar · ICICI Securities
direct90% of our business is domestic... we are not exporting a very high volume into the U.S. at the moment... That is not a very high mix of our overall orders and revenues at this point of time.
Mohit Kumar · ICICI Securities
partialIt is a kind of a typical project topic wherein we have been executing a project wherein certain corrections had to be done into the installed equipment... We have already corrected those... anomalies that we detected.
Bhavin Vithlani · SBI Funds Management
partialAs far as the tariff is concerned... only a very minor part goes into the U.S. specifically... We don't see significant impact on us at this point of time. When it comes to competition... we deal with it and we know how it plays out.
Amit Mahawar · UBS
evasiveOn the expansion side, I think we still have some play out in the market... We do see some good play there because the expansion by railways, metro... our base orders remain pretty strong... We are hoping to convert them in the third and fourth quarter of this year for us.
Atul Tiwari · JPMorgan
directWe do see participation from the Chinese manufacturers in the marketplace... Chinese players' participation with the products which are manufactured in China and imported directly by the corporate has come into the mix now.
Atul Tiwari · JPMorgan
directI think the buyer is taking benefit of that sentiment... That's not the price level we'll participate just to keep the order and the revenue books going... If the decision is purely based on price and which is way out of fundamental expectation, I think we don't participate.
Sameer Thakur · AMBIT Capital
evasiveSameer, we don't give any guidance... We will continue to have a judicious mix... The earlier sort of a band which we had given with 12% - 15% is something which we need to work out to be there.
Parikshit Kandpal · HDFC Securities
partialBalaji: I would say that it's just picking up. There's been a general sort of a delay in decision-making. Sanjeev Arora: I don't see it reducing. Ganesh: base inquiries are still strong... some of the longer inquiries... is getting delayed. Subrata: It's a little bit of a time gap.
Parikshit Kandpal · HDFC Securities
evasiveI also wish this was the lower end of the margins... Are we out of the QCO? The answer to that is no... To give you a bit of a qualitative direction, the quantitative direction is not possible, and we don't do it.
