Bharat Electronics · 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
3
Consistency
contradicted
Question ledger
Mohit Pandey · Macquarie Capital
partialWe have achieved around roughly INR 11,000 crore order this year, against the target of INR 25,000 crore. Many projects are in the pipeline, which we are hopeful to get in the next two months.
Mohit Pandey · Macquarie Capital
partialmost of the orders already PMC, CNCs concluded, and it is in the contract finalization stage. So that's why we are confident that in the next two months, we will get the confirmed order also from Ministry for these projects.
Mohit Pandey · Macquarie Capital
directHopefully, in the next six to eight months, or maybe within a year, we will get this order in our hand. So we have planned also that this order to be in the next financial year only in our hand.
Amit Anwani · PL Capital
partialmajor orders executed till third quarter, LRSAM was the number one in the lead, followed by WLR, the Weapon Locating Radar, the IACCS system, the Shakti EW system, the ADCRS, ADC and RS, the Akash Prime program. ... That we will anyway let you know at the end of today's session.
Amit Anwani · PL Capital
directFor us, there is no problem. Because we are supplying electronic modules to LCA program. ... So we are not facing any problem for LCA-related electronic module supply from BEL.
Amit Anwani · PL Capital
partialIn quarter three, we have non-defense, we have achieved around 11%. Non-defense and export put together. ... So today, we are technically in the R&D phase of Kavach program.
Umesh Raut · Nomura
directcurrently, the gross margin is not 49%, as you said. It is around the range of 44.5% only. For up to December, the gross margin is 44.5% only, and we have guided for 42%-44%. So as of now, we maintain that range of gross margin.
Umesh Raut · Nomura
evasivethis particular deal is G to G level. So direct role of BEL is not frozen as on date. But as these things progress, based on that only, role of BEL will be decided.
Amit Dixit · ICICI Securities
partialOur direct contribution in the missiles of this MRSAM order, because BDL gets missiles in these orders. So our portion is nil as on today for the missile portion. ... we are in the process of finalizing the indigenization plan for these missiles.
Amit Dixit · ICICI Securities
directWe are expecting around 14,000-15,000 crore worth of orders for NGC.
Sumit Kishore · Axis Capital
directQRSAM, so we have told last time, although it is between 25,000-30,000 crore. And we are expecting definitely next year only ... And the other one, NGC, I've already indicated, it is around 14,000-15,000 crore.
Deepak Krishnan · Kotak Institutional Equities
directThe last provision of two was there. It was provision towards liquidated damages were there on account of some certain delay in supplies. That was the last provision in other expenses.
