Azad Engineering · 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
42%
Numeric claims
4
Consistency
mixed
Question ledger
Ahmed Bakshad · Goldman
partialthis is our efforts to indigenize the supply chain... we've gotten you know Sunflag and Starwire approved for a few grades... this reduction that you see is primarily a result of this... this will only ensure us that we have a better control on the supply chain and this should you know sustain for us.
Ahmed Bakshad · Goldman
evasiveUnless and otherwise our OEMs agree to... take that task of qualifying the supplier... we are in talks with our OEM so that we can propose these Indian mills and then we can see that we look forward to it.
Ahmed Bakshad · Goldman
partialon the Saffron yes this is the first relationship... assessment is done and MO is signed and definitely this is one of big breakthrough... we are in discussions with couple of OEMs for... the project you mentioned and we are having very advanced discussions.
Ahmed Bakshad · Goldman
evasiveVery soon Mitri very soon u not only with Saffran other also uh you will you will you will come know very soon about more details as this is a defense application program. So I I cannot speak much on this.
Jay Johan · Three Netra Asset Managers
evasivewe are very consistent in the guidance... the facilities which we are building are massive... 10x what we added... we would say we are struggling at the moment you know to to manage the growth... That's the reason we mentioned that the team is doing a great great great job.
Jay Johan · Three Netra Asset Managers
evasivethis is not again this this is a parallel activity going on... everything is going in parallel... I request you to please visit us and then you can imagine the amount of work being done.
Jay Johan · Three Netra Asset Managers
directwe have a natural hedge... 93.9 to be precise is exports... we have a cap of 5% fluctuation... above that either you increase the price or ask your supplier to reduce the price.
Vanas Singh · ICICI security
directour wallet share with respect to our customers... is only about one and a half%... the head of growth is definitely massive... we signed phase two of that contract... growth guidance of 25 to 30% that is taking into account the massive demand.
Vanas Singh · ICICI security
partialover the next about 12 months we would want to finish the entire plant in terms of construction... in about 12 months infrastructure should be up and running and then slowly after that you will see each of the plant reaching its max capacity.
Rakkesh Roy · Boring AMC Omhara Capital
evasivein the H2 of this year there will be contribution that you will see but to what extent uh you know we'll only be we'll be only able to talk about it in the next quarter... we will hit our revenue guidance that we've spoken about.
Pratik · Union Mutual funds
directwe urge to stick to the guidance that we sharing which is 25 to 30%. Like we've always done we strive internally to beat our guidance but for uh for everybody I think 25 to 30% is the guidance that we'd want to stick to.
Vishal · Bandan AMC
partialwe're going to deliver it very soon I think couple of months more uh we going bit stable on that and we are on track to deliver that engine.
