Astra Microwave Products · 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
58%
Numeric claims
3
Consistency
contradicted
Question ledger
Amit Digshit · Goldman Sach
partialour core expertise in radar and EWCs... these sensors are being dealt by DRDO separately... we don't have direct contribution in that particular scope... we will be a supplier to those consortium whichever wins the bit
Amit Digshit · Goldman Sach
evasivewe have been working with couple of European companies... we have seen a lot of positive response... it is too early to say that how much we can get
Varun Bal · Pluto's Investment
partialmost of these programs are R&D in nature... inspection delay... approvals... project delays... we are almost in line with the guidance
Vikas Singh · ICICI securities
evasiveour JV is with Rafael defense systems Israel not with Rafael of France... we are not in the supply chain to be frank... too early to comment on the business size
Vikas Singh · ICICI securities
directI don't think we have to raise any equity capital... working capital borrowings will go up as the top line grows
Karthik · Suang Advisers
directorder book for the JV we have close to $80 million... for this year likely to about 350 plus crores... next year should be close to about 400 plus
Pit Jane · Motil Oswal Financial Services
directQ4 expecting around 550 to 600 crores... defense overall about 450 crores... methology around 120 crores... next year 1,500 to 1,600 crores
Pit Jane · Motil Oswal Financial Services
partialR&D is also a profit center to us even today... as we grow the top line there will be an improvement in the margins... definitely it is going to be a positive one
Ketan Gandhi · Gandhi Securities
partialtrials more or less are getting over now... hopefully by March they may open the bits... not one short awarding... multiple lots
Joti Gupta · Nirmal Bank Securities
directwe are slowly moving away from the PTP business... focusing more on high margin products... margin increased because of product mix... reasonably good margin
Rupesh Tatia · Long Equity Partners
evasivewe have RFP on hand and we have responded... negotiations process is on... I can share after this information as and when contracts gets finalized
Shivam Parak · Valuewise Wealth Management
directtotal accessible market of 25 to 30,000 crores... we are confident of bagging maybe around 8,000 crores for execution
