Balas Subramanium · Arhand Capital
directCan EBITDA margins recover to double digits in H2 and 14-16% for FY26?
we should be between the 15 to 16% given the projections... we should be in that 12 to 15% sort of a revenue growth range.
CEWATER / Q2-FY26 / claim-ledger
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Concord Enviro Systems · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Balas Subramanium · Arhand Capital
partialWhat is the timeline and scalability of CBG projects?
we have penciled in about a 45 plus CR top line in the next two quarters... margin profile... relatively similar in terms of a bit contribution to our
Balas Subramanium · Arhand Capital
partialWhy is order book flat at 535 cr and what is the inquiry pipeline?
India is seeing a very strong focus... inquiry pipeline that we're getting from large corporates... is very very strong.
Balas Subramanium · Arhand Capital
partialWhat is the conversion rate and timeline for the nuclear sector L1 order?
it's generally about a two-month process for the government to kind of convert that into an order. So we are currently expecting this to materialize end of November early December.
Balas Subramanium · Arhand Capital
evasiveWhat is the commercial target for the 7.5 TPD carbon capture project?
the deployment of the first commercial pilot is going well and in Q4 we should be stabilizing that pilot. Consequently we expect kind of revenue to come in in H2 of FY27 from there on.
Kunal Ochi Ramani · Alpha Alternators
directWhat is your core competency vs global membrane players?
our core competency... are twofold... solutions such as differential membrane... and our knowledge of industrial waste water... we have a huge body of knowledge and expertise.
Kunal Ochi Ramani · Alpha Alternators
directCan you quantify efficiency advantage vs global players?
we are able to provide... up to a 50% operating cost advantage... our captive power requirement has been at least 12 to 18% lower than what the other bids are.
Sonia Wikar · Lal and Docha PMS
partialWhat is the size of the delayed African project and FY27 guidance?
the size of the project was about $6.7 million... we expect the approvals to come into Q4... we are still looking at 18 20% growth.
Kunal Ochi Ramani · Alpha Alternators
partialWhat is the competency and margin profile for CBG projects?
we are focusing on areas where the industry is itself generating organic waste... margin profile... rangebound in terms of the similar kind of profile to our core business.
Kunal Ochi Ramani · Alpha Alternators
directIs the 20% growth guidance and 1300-1400 cr capacity target still valid?
the long-term guidance remains at 20%. We see the business growing very strongly... getting up to 13400 crores not a problem.
Kunal Ochi Ramani · Alpha Alternators
evasiveWhat are the technology licensing deals and how will they benefit?
there are a couple of advanced stages... we expect to kind of deploy some of these funds... focus remains more on technology licensing... open up new sector... add some topline.
Kunal Ochi Ramani · Alpha Alternators
directWhat is the effective tax rate and forex loss outlook?
we expect the average tax rate to be between the 12 and 14%... we don't expect anything large [forex losses].