ABB India · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
45%
Numeric claims
1
Consistency
contradicted
Question ledger
Ankur · HDFC Life
partialLT motors has been facing some headwinds when it comes to the pricing piece... I'm pretty confident that now the things look like that the erosion has stopped... the investments from the government will also start...
Ankur · HDFC Life
partialProcess automation, if you look at it in last year, two quarters, we had Q3 and Q4, good uptake of orders from the metals and mining segment. And this year, we had oil and gas coming up in the first two quarters. And this particular quarter, where we expected some orders from oil and gas as well as metals to come in, will come in in the next quarters to come.
Umesh Raut · Nomura India
evasiveWe don't see any capacity constraints at this point of time... The pricing is a dynamic stuff. It depends on how the demand and the supply situation behaves...
Umesh Raut · Nomura India
directThe low-growth segment has basically, what we call, less than 10%. So now when it comes to the segmentation of it, we still are making 45%-50% of the business comes from the core sectors... a 10% growth on a large installed base is itself a large opportunity...
Nitin Arora · Axis Mutual Fund
partialThere are two types of large deals. One large deal is wherein, say, you have a data center which is being set up... The other type of large deals are which are integration jobs... the large deals that we are seeing right now in the market are of a fused nature.
Nitin Arora · Axis Mutual Fund
partialWe are not seeing any stagnation of any projects in our backlog... we see this backlog executing with a good flow going forward, yeah, unless some customer-related topic that comes in, which creates some kind of a delay in this 25% that we have highlighted, which is sitting in the large contracts.
Jonas Bhutta · Aditya Birla Sun Life Mutual Fund
evasiveWe do believe that we reached a good run rate of INR 2,500-3,000 crores... it's very difficult to predict whether, when, and where it will hit INR 4,000 crores... I would not be surprised that after you have a good gain over a period of time for the volumes, that you plateau for maybe a couple of quarters before again the jump comes back in.
Jonas Bhutta · Aditya Birla Sun Life Mutual Fund
partialThe margins actually because Motors definitely forms a major portion of motion segment... but also, we have other fast-growing businesses like drives and traction converters and services within that, which also are going faster and they have more value-added solutions...
Mahesh Bendre · LIC Mutual Fund
evasiveI absolutely see, even if there's a bit of a small change in the marketplace, I see that as a deal. But that also gives us the time to reassess our opportunities...
Bhavin Vithlani · SBI Mutual Fund
directAs far as process automation is concerned, we have three divisions there... oil and gas segment is a significant contributor... we continue to have good intake of orders... As far as exports are concerned, we do have some export allocations... but primarily, we are focused to serve the Indian and South Asian market.
Amit Mahawar · UBS
partialWe always make sure that we continue to expand based on our business case... We focus more on the productivity side in our existing plant so that we produce more out of same resources and same spaces... we already have a 10-year visibility in terms of how we will invest in which areas.
