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
12
Answered directly
54%
Numeric claims
0
Consistency
—
Question ledger
Sumit Kishore · Axis Capital
evasiveSo I think that's already answered. So I don't want to repeat it again because that's the thing. So now question is, and as rightly, even in the last calls which we had said, so we are at the lower end of the percentages what we want to operate in.
Sumit Kishore · Axis Capital
partialAt this point of time, for last few quarters, now there is tentativeness in the market in terms of CapEx formation as well as expansion projects. They are good. They're at a good level, but they are not in a very strong expansionary mode.
Renu Baid · IIFL Securities
partialWhen I look at the way renewable sector is behaving, what we see is a good expansion in terms of the renewable market, specifically when it comes to renewable. I'm also looking at something known as Battery Energy Storage Systems, which we call it as BESS.
Renu Baid · IIFL Securities
declinedAt this point of time, I don't have the complete details of this particular deal. I know as much as you know in terms of intent of ABB Express with NVIDIA.
Atul Tiwari · JPMorgan
directIt could continue as what I said to another, three to four quarters is what I mentioned.
Atul Tiwari · JPMorgan
directSo you think that we will not do it, Atul? So we have done it through a lot of other associations everywhere. Every industry is making sure that it is complying, it is representing itself to the right authorities to do it.
Lavina Quadros · Jefferies
directAs for India assets are concerned, these assets will be evaluated by the board, independent directors included. We will follow the due process of evaluating it. After the valuations are done, like we have done in the past, and the local board is satisfied, based on that valuation, separation of this asset will be done into a new company.
Sameer Thakur · Ambit Capital
partialOur typical drumbeat and our rhythm is around OpEx as well as the expansion in the normal course of the business, and that we see is quite robust at this point of time. And that continues to be robust because these are substantial industries.
Sameer Thakur · Ambit Capital
directIn case if we see that there is a delay, we have no other option but to make sure that we have to import more for the future requirements.
Amit Mahawar · UBS
partialI think if you net that out, I think rest of the book-to-bill orders as well as in the EL and MO will continue to push the revenues upwards.
Rahul Kachari · Nagpuri Capital
declinedSo normally we don't give those particular future projections as such, right? So we just only give a color on how the markets are.
Aditya Mongia · Kotak Institutional Equities
partialWe do have a pipeline. We will let you know soon we succeed either globally or locally with these opportunities we see in the marketplace.
