Blue Star · 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
11
Answered directly
59%
Numeric claims
0
Consistency
—
Question ledger
Natasha Jen · Philip Capital
partialThere is no intent to stop our investments which is in the order of around 1 and a half% to 2% of our products business revenue. That will continue depending on the demand.
Natasha Jen · Philip Capital
partialApril 13th the summer season had settled and it has taken off well from April 13th... we are happy that the summer season has set in. We are not celebrating like it was 2024 summer. We have still two three weeks to go to assess how it is going to pan out.
Natasha Jen · Philip Capital
evasiveThe third question is part and parcel of that the function of the car increased cost to be passed on is again dependent on the demand in the market.
Ravi Swaminatan · Aendas Park
directIt is around 5% is the price increase on account of energy level change alone... subsequent to that till the April beginning it will be around 8% for the raw material price increase... so there would have it should have been around 13% price increase that is warranted... we would have taken till Now... up to 8% out of 13 price increase. Five more percentage of increase will happen as the April May sorry May June buildings are happening.
Ravi Swaminatan · Aendas Park
direct13% will cover the desired margin levels.
Ravi Swaminatan · Aendas Park
directI don't think we have any fixed price for rarely we will be it's all covers for the price variation. Having said that if you have delayed or the delay is attributable to us during the delayed period price variation will not be applicable. I do not think we have any kind of an impact at the moment.
Rahul Agarwal · Ikitai Asset
evasiveIt is a wrong time to be talking about long-term... many trade deals are they are taking off. They are in the verge of signing and huge uncertainties provide. All that I can say is that we have approval for quite a few of products with quite a few of customers... In about three years depending on how the global economy is going to pan out. We should be beginning to grow that business significantly.
Rahul Agarwal · Ikitai Asset
directThe outlook continues to be around 8 to 10% kind of growth and the growth is today driven predominantly by manufacturing sector and in case of projects it is driven by manufacturing as well as the data center.
Rahul Agarwal · Ikitai Asset
deflectedThe annual capex can be anywhere in the region of around 250 to 350 crores. So that's the normal spend that we have.
Aneruta Zoshi · ICAC Securities
partialThe room air conditioned industry given the penetration it will be the fastest growing market in the world and I still maintain by 2030 it should more than double the cagr at 18 to 20% should happen... FI26 let us say it is going to be 17.5 million units I will not be surprised many things happen and it ends up with 40 to 50 million units by FI30.
Aneruta Zoshi · ICAC Securities
evasiveThe margins outlook given the commodity prices it is a wrong time to predict anything because when you're in adverse situation you swing to the other extreme. But it is bad you don't have any visibility at all.
Aneruta Zoshi · ICAC Securities
directWe will we have as on date foreseeable future we don't have any such plans at all. We will be focused on air conditioning and refrigeration.
