Sukrit Deep Part · Eyesight Private Limited
evasiveKey priorities for growth and profitability, balancing expansion with margins.
Yes, thank you. And that remains a strong priority for us in terms of uh balancing uh margins and uh frankly the focus comes from uh differentiated technology and looking at value added solutions for the same uh industrial space...
Sukrit Deep Part · Eyesight Private Limited
partialFinancial signals for cost control, capital allocation, debt management.
Yeah. So, uh, hi Peria. So, see, I think from a long-term value creation perspective, uh, you know, we are obviously targeting, uh, the sectors which are adjacent to our business...
Akan Sha · Individual Investor
directWhy is execution lagging and guidance cut despite large order book?
Yeah. Thank you. Sorry. Yeah. Yeah. Thank you AM. uh agam I think you know there are a couple of things that have happened this year I think last quarter we had talked about the Kenya project which had uh got revised to an FI27 uh year because of some internal aspects at the client's end...
Akan Sha · Individual Investor
partialStrategy to prevent future execution hits and ensure sustained growth.
Yes sir. So uh I think uh uh in recognizing the fact obviously that uh you know the growth has to be sustained. So what we are seeing is a couple of things. Uh first and foremost more importantly we are seeing a stronger order book with a bigger focus on Q1 and Q2...
Akan Sha · Individual Investor
directTimeline for commercialization of new product and revenue from Q1.
Yes, we we expect the ramp up of orders to start uh in we starting to receive uh orders in this in Q4 which will be for deliveries in Q1 that's 27.
Akan Sha · Individual Investor
directUpdate on large orders in solar/semiconductor space and timeline.
Yes, as we mentioned earlier we are in the negotiation uh negotiation final negotiation stages with uh one of the largest players uh in this space. ... It should be in the next 6 weeks.
Polaris security (analyst name not stated) · Polaris security
deflectedReason for gross margin decline from 47% to 37-38%.
Uh hi Malik. Uh sorry Malik I'm not able to see the numbers that you're reflecting because I think our gross margins have been pretty consistently stable. I think we've been between the 48 to 51% that's where the band has been over the last I mean I would say couple of years in fact.
Polaris security (analyst name not stated) · Polaris security
evasiveConfidence in achieving 600 cr revenue in Q4 and FY27 growth outlook.
Um Malik I would probably not be able to comment on that completely right now. ... I would refrain from committing on that right now.
Sonia Viker · Balalan Rocha PM
directWill EBITDA margin achieve 15-16% guidance given Q3 performance?
Uh no son hi uh son so there will be an impact because of the lower revenue uh there will be an impact in terms of the uh eida um I think uh you know given the higher employee cost and everything I think that's almost we're looking at a 2 to 3% impact there so yes I mean it would kind of go down um we're looking at anywhere between 10 to 12% at the current moment
Sonia Viker · Balalan Rocha PM
directWill EBITDA margin return to 15-16% in FY27?
Yeah see that's a target uh I think you know given that couple of the products that we've been working on over the last 12 18 months are now at uh you know at commercialization stage. ... our target a bit does remain between the 14 to 16% uh band for next year.
Bala Subramanyan · Adhan Capital
evasiveCost competitiveness of biological CO2 capture vs penalty rates.
Yeah. Hi good morning. So uh yes I I think uh maybe we can share some information separately with you uh on the details of the cost. ... it's a function largely of the scale of the projects and this is something which I guess we will have a little bit more clarity on once we are through with uh the pilots
Draam · BNK securities
directConfidence in maintaining 600 cr revenue guidance for FY26.
Hi D. Uh the these orders are currently firmed up. In fact uh I mean we we're midway through our quarter. So uh a lot of this is also supplied. So right now we're not banking on any uh new orders. This is basically all orders in hand which we are executing through to 31st of March.