Black Box · 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
83%
Numeric claims
5
Consistency
contradicted
Question ledger
CA Garvid Goyel · screen alpha
partialwe are not taking the order book from newly acquired company... we are expecting a very large order booking in quarter 4 which is currently in progress... our confidence for being able to meet our $1 billion order booking is very high.
CA Garvid Goyel · screen alpha
partialthe company which we are acquiring in Brazil... we will be adding close to around 500 crores of the revenues out of it in FY27... we are expecting to generate with a run rate of around 50 crores post integration... there is no debt in the company.
CA Garvid Goyel · screen alpha
directsome of the activity specifically in infrastructure projects AI projects more specifically data center has extremely heightened up... there has been a tremendous demand for fiber and there is a cue to get that... we expect this to gradually ease out.
Joti Singh · Aryan Capital Markets Limited
directthis is a trend across the industry specifically in North America... we will be paying close to around 275 crores at closing... roughly let's say we will be making around 50 crores of EBITDA from this. So we will be paying at closing close to around five and a half times.
Joti Singh · Aryan Capital Markets Limited
directour normal DSO is close to around 55 to 60 days that's our DSO so that will come to the normal level when we look at let's say now or at any other period.
Vive · individual investor
partialwe had guided a booking of a billion dollar for the year and we are holding on to that... we are orders in the bag significantly one specifically for data center $700 million and more to come.
Vive · individual investor
directwe possibly will do more... we are targeting a CAGR of 30-35% including inorganic to get to our goal of two billion dollar.
Vive · individual investor
partialwe will see normal growth in the enterprise sector which is more 15 to 20%... our goal next year moving into should be upward of 300-350 every quarter going forward.
Disha · Sapphire Capital
directproject backlog run between 9 months to 24 months... large hyperscale projects run over several years. Enterprise projects usually run within three months to six months time.
Disha · Sapphire Capital
directthis company has grown at a CAGR of close to around 20%... we are expecting at least 12 to 15% growth because Brazil is a very high growth market.
Rohan Nagpar · Helios Capital Management
directtechnically FY26 should be the last one but right now I think at least another two quarters in FY27 we should have these exceptional items but the exceptional expenses should little bit go down.
Rohan Nagpar · Helios Capital Management
directsales cycle typically on this whole data center thing is more like 3 to 9 months... the selection or allotment of the project is more happening on the technical parameters.
