Action Construction Equipment · 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
96%
Numeric claims
4
Consistency
mixed
Question ledger
GV Coyle · scenario Alpha
directChinese players are reasonably aggressive... Coming on to the cranes... pick and carry cranes... India is self-sufficient... we faced no problem from any Chinese company. But with respect to the bigger cranes... Chinese have been very aggressive... predatory pricing and credit terms.
GV Coyle · scenario Alpha
partialWe have hardly any competition from Chinese... with respect to our core business... We are expecting growth there... we expect that we should be in positive territory year on year in this quarter and going forward in the next year.
GV Coyle · scenario Alpha
directOur current capacity is upwards of 5,000 crores... by FI29 or latest by FI30 we should be somewhere between 6,000 to 7,000 crores... we already have a capacity of close to 5,500 crores. We are doing close to about 3,400 crores plus minus.
Koshik Podar · KB Capital Markets Private Limited
directwe feel that we can easily do a 15% type of revenue... defense as well as export business put together maybe a 10% contribution coming from exports... and a 4-5% coming from defense... currently we have orders of approximately 500 crores in hand...
Rotten Char · Global Consul and Research
directconstruction equipment we this quarter we are already at close to about 20% EBITDA level... agricultural equipment... we were close to about 4-4.5%... our profitability has gone down to about a percentage... our endeavor is that needs to go to at least 12 to 15% level.
Vijay Pande · Noama
directcurrent year I think will be flat flat to positive but yes flat... it is in value terms in number terms definitely some decline.
Adita · Oldbridge Mutual Fund
directtower cranes has reasonably held up... we have already done close to about 500 machines... by the end of the year we should be somewhere close to 680 to 700 cranes. So that is a 8-9% increase over last year.
Adita · Oldbridge Mutual Fund
directthis is mainly because of the increase in the harvesters... average selling price of a harvester is somewhere about 20-21 to 22 lakh rupees and we had a very significant growth in the harvester this current year.
Adita · Oldbridge Mutual Fund
directit is a combination of four five things... cost efficiencies... automation... pricing power... I think going forward should be sustainable... with operating leverage playing in... we will get an opportunity to further increase it.
bank to bal · Asset Managers
directover the next 3-4 years this about 9-10,000 cranes will definitely go to 14-15,000 cranes... construction equipment... will easily double up... Tower cranes... more than double... Exports and defense... doubling up... inorganic opportunities...
Mundin Bandari · IFL Capital
directit's more to do with the product mix... new generation cranes are becoming more popular... higher tonnage cranes are becoming more popular and tower crane again is on a growth...
Siddhhatri Kumar · PMS
directIn Q3 it should be close to about 200 numbers approximately... we are doing close to about 8-900 units average in this category and it can easily be at least three to four times...
