Atlanta Electricals · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
71%
Numeric claims
3
Consistency
mixed
Question ledger
Kunal Mata · Incredities
partialwe see this margins uh you know uh relatively stable uh when it comes to 220 KV class and below manufacturing the improvement in margins is because of uh incremental uh production scale up that happened in the 220 KV segment... going forward we see the margins being stable
Kunal Mata · Incredities
directrevenue per MVA is directly related to the commodity pricing... if the commodity pricing goes up... the prices per MVA will relatively also go up... we will be seeing per MVA realizations getting dropped in coming times because more the MVA per unit per MVA realizations drop.
Kunal Mata · Incredities
directwe've started marketing our 765 KV class products... This year we would be spending a huge amount of time to prototype 765 KV class transformer and reactor... Any orders that we are able to take or grab in this particular year will fall for invoicing in next particular
Kunal Mata · Incredities
directThis financial year is when we trying to commence this tank and radiator manufacturing facility... we would be taking a term loan if required and we would have the intention to completely pay it off in the coming financial year.
Tina · Motila Loal Financial Services
directproblems which industry has been facing... supply crunch on the conductor side bushing side and the fabricated component side... situation around the supply of conductors is improving... RIP bushing also is going to ease out... supply issues on the OIP bushings... commodity prices... copper, aluminium, crude oil everything is going up
Tina · Motila Loal Financial Services
directwe are able to since majority of our contracts are on with the price variation formula. We are able to pass on the majority cost to our customers. This smaller components... are very very minimal raw material contained items... it will not have any major impact
Anut Sha · Philip Capital
directexpected utilization of BU's facility is on track... we expect it to be 65% in this particular year and then eventually taking it to 100% in the next financial year... in this financial year majority of the products it would get manufactured would be still 220 KV and some products only some products of 400 KV.
Anut Sha · Philip Capital
evasiveHistorically we've been maintaining one's stand that we would be growing at about 40% CHR for next 3 years... with an intention of margins being stable... when we start manufacturing we would be in a better position to tell you any improvement in the margins are there or not but as of today we maintain a standard it's going to be stable
Arad · Dalat Capital
partialnaturally speaking as we move up higher KV class execution requirement of working capital will be there it will increase for sure... going forward in FI27 and FI28 our net working capital days will go up around 80s and 90s. However, during FI26 we could maintain our net cash flow days at around 64
Nikl Chadri · Toro Wealth Managers NLP
evasiveexport markets do end up taking a lot of time to... get finalized... we expect to have a breakthrough in this financial year in terms of orders. But the execution will definitely fall on the next year because the lead times are much larger
Nikl Chadri · Toro Wealth Managers NLP
directwe expect that 400 and 765 K class would be around two 200 basis points higher but in as of today in the current last financial year numbers there are no 400 KB class products and there are no revenues coming in for 400 KB class products.
Naman Parmar · Nisha Investments
partialcurrent order book... we are maintaining around 70 to 80% of the orders from the state utility boards... this ratio is in the range of let's say 60% to 75% in recent times... any orders from state utility boards is backed by the price variation close and in recent times even the private orders... are also backed by the price variation close.
