Blue Star · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
10
Answered directly
70%
Numeric claims
6
Consistency
mixed
Question ledger
Natasha Chen · Philip Capital
partialThe margin in a particular quarter will depend on which are the segments that have done well within broadly here. So the weightage of commercial air conditioning or the weightage of electromechanical projects how it is.
Natasha Chen · Philip Capital
evasiveThe significant part is connected with cost reduction that's what had happened now the going forward again you should ask this question what margin we are likely to end the year with... I think we should be very happy the end the year anywhere between 7 to 7.5%.
Natasha Chen · Philip Capital
directPost that it is dull. The movement is not taking place and the window that will happen will be only before the energy level change and the rain continues all across the country and so the festival season has not gone well despite the GST reduction.
Bumika Nayer · Dam Capital
directIt has grown in the order of around 7 to 8%. But the market size being smaller, it cannot make up for the shortfall in the room air conditioners.
Bumika Nayer · Dam Capital
partialThere will be pressure on the margins and as far as blue star is concerned we want to grow faster than the market. We have been disciplined about the margins and we have the track record of maintaining the price discipline.
Bumika Nayer · Dam Capital
partialIf the year goes well and the estimated kind of volumes do come back, there is no reason why we should at least not be borrowing levels should not come down. But at the same time, if the last 6 weeks and December inventory levels don't come down, then we could see the continuing borrowing.
Omang Ma · COTC Securities
directWe are exploring some partnerships and we are continuing to explore. I don't think that these products will be launched before the end of this financial year at all.
Omang Ma · COTC Securities
directInquiry inflows are lower and order finalizations are taking time in quite a few segments and then existing projects are infra projects basically they are taking much more time than what one would have estimated.
Tal Sep Tulsy · Sundar Nam alternates
directThe extent of the growth is same across all regions because it is not making a significant difference at all. The northern region has been doing better than the previous year because of our own penetration had been lower there.
Adita Bhartya · Invest
directThat's right.
Kayor Pandya · ICICA Credentials Life Insurance Company Limited
partialI don't see a deceleration definitely not right now the order inflow was muted but it should come back that's not a problem there is a reason that business complete is going is cyclical in nature.
Manoj Kodi · Aquarius Capital
directThe outlook for that business is 19% CAGR. There will be a year in which it'll grow by 25 another year it will be minus 5. It doesn't matter. And the outlook is positive.
