Apar Industries · 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
71%
Numeric claims
4
Consistency
contradicted
Question ledger
Amit Anwani · PL Capital
directIt is largely because of increase in the premium mix as compared to the total sales of the conductor. ... last quarter three, we had a premium mix of about 37%, which in this particular quarter has grown to 44%, due to which our EBITDA margins have been higher.
Amit Anwani · PL Capital
evasiveWe'll continue with the same guidance that we have been giving in the past. ... But for now, we'll continue with the same guidance.
Amit Anwani · PL Capital
directOur business model is a pass-through, so we are not taking any risk on the commodity prices per se. ... we have seen a little bit of that affecting us in this Q3, and it is possible in Q4 also there could be some.
Amit Anwani · PL Capital
partialThe current tariff situation remains the same at 54%. ... we have had to reduce prices to some extent in order to book fresh product. ... our strategy is to continue to ride this period by making sure that we service customers there, even though it means at a slightly lower margin.
Amit Anwani · PL Capital
declinedWe don't have that number handy right now. I have the six-month number, which was equal INR 1,600 crores is the six-month.
Umesh Raut · Nomura
partialThe fine print of the EU deal is still something that we need to go through. ... The European market otherwise is very large, but the access to the market has been very restricted because the utilities there tend to prefer to buy EU-manufactured products locally.
Umesh Raut · Nomura
directSo currently, there is a backlog which is there because of ... problem of transformer delivery ... In about six months' time, we expect that the domestic side will also increase. ... we expect next year volumes to again be past double-digit.
Umesh Raut · Nomura
directIf you take the nine-month period, volume, I mean, our revenues are 22%. So we are tracking on a 20%+ CAGR growth. ... nine-month EBITDA is at 10%. And of course, the U.S. business actually I'm having to make some sacrifice on pricing.
Kunal Sheth · B&K Securities
directIt's really an extension of what we're trying to do in the cable solution space around telecommunication ... That package is about INR 153 crore. ... Execution time frame is approximately 22-24 months. ... Kavach projects are actually, if you see, totally the railway will be spending upwards of INR 40,000-INR 50,000 crore in upgrading safety standards.
Kunal Sheth · B&K Securities
directWe are pretty much on plan. We've already completed about INR 500+ crore's worth of CapEx as of Q3 on our total plan of about INR 1,400 crore. We expect that in Q4 and Q1 of FY27, a large portion of that remaining CapEx will actually take place.
Sanjeev Zarbade · Antique Stock Broking
directWe have continued to see for us strong growth coming from the renewable energy side, especially given the fact that APAR cable division is the major supplier to all the windmill manufacturers. ... The railway business also has grown year-on-year. ... We are accessing and supplying to a number of data centers in India.
Nikhil Abhyankar · UTI Mutual Fund
partialCable business typically operates on a low order book period. ... So I would not be very bothered about the pending order situation on the cable side. On the conductor side, it's a much longer cycle business, and I think that number then is far more important.
