ANUP / Q3-FY26 / claim-ledger

Audit the questions that mattered.

The Anup Engineering · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

12

Answered directly

88%

Numeric claims

0

Consistency

—

Question ledger

What was answered, and how?

Chaitan Mura · Abascus Asset Managers

partial

Impact of US tariff clarity on business outlook

with this trade deal in place, I think there is far more certainty... we surely hope and are confident that discussions will reignite now for all the projects that were basically stalled

Chaitan Mura · Abascus Asset Managers

partial

Order book decline and execution visibility

we expect it to close at the current rate close to about 600 crores... growth will surely be there.

Chaitan Mura · Abascus Asset Managers

direct

Demand environment in overseas and domestic markets

domestic has picked up... exports is largely the gas based and domestic it is pet cam and thermal power to some extent

Samir Takur · AMBET

direct

Business mix from technical services, MRO, and high volume products

technical services... forecast to reach about 200 cr turnover in the next 3 years... high volume about 200 to 300 crores... conventional business close to about 1,000 crores

Samir Takur · AMBET

direct

Strike rate on inquiry pipeline of 1100 crores

our track historically has been anywhere between 15 to 20%... it should be anywhere in the region of 20 to 25%

Chira · SKP Securities

direct

Target segments in nuclear and opportunity size

our target is basically on the heat exchanger side and the columns and vessel side... a steam generator... one set is in the range of 100 to 500 crores

mosana · monach network

direct

Details on thermal power and precision engineered components diversification

thermal power... order in the range of 20 to 30 cr... next category high pressure heat exchangers maybe three to four times value... precision components... could be a long time horizon of two to three years

Rahel · Sappire Capital

direct

Outlook for net interest cost in Q4 and steady state

for quarter 4 we would be able to maintain it at this level... around 1 to 1.1%

Ganesh Ram · Unifi Capital

partial

Risk to FY27 guidance given lower opening order book

we have put a few blocks in place... high volume low cycle time equipments... services business... these blocks are going to help us

Sonel · precision capital

direct

Working capital targets and receivable days

we expect the work average working capitals to be about three turns... roughly about 120 days kind of a working capital

Ganesh Ram · Unifi Capital

direct

Impact of commodity price movements and pass-through mechanism

it is all built in into the cost estimation... we have a crafting model... we lock in the prices much earlier... we generally try to go back to back with our vendors

sake Kapoor · Kapoor and Go

direct

Reason for lower Q3 revenue and profitability

quarter 3 is always a weaker quarter for us from the perspective of number of days because there are lot of festivals... we were exactly on plan