CG Power and Industrial Solutions · 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
63%
Numeric claims
2
Consistency
contradicted
Question ledger
Ankor Sharma · HDFC Life
partialIf you look at the market EMA data the market was a little better than what it was previous quarter. ... our order input was in double digit ... our sales was single digit but on the positive side ... railways ... there was a delay in terms of shipments which actually hampered for almost a month. ... everything obviously could not be shipped out in time. So it's only a shift between the two quarters.
Nitan Aurora · Access Mutual Fund
partialComing to the semiconductor piece ... for zero which is our subsidiary I think it should do approximately $50 million uh that is approximately about 450 crores ... on the capex thing ... all the projects are on track for our transformer division we had expand planned to expand from 15,000 MVA to 40,000 MVA that has already been done on 1st of October ... regarding this new facility ... we'll start working on it ... inquiry pipeline ... it's very very strong. In fact ... the pipeline is almost 85% of last year up.
Omeshra · Numera
partialThe railway business ... typical tendering business ... orders are at very thin margin and then the PVC clause ... takes at least one or two quarters till it comes back ... it's a more of patience game ... exports ... we are upgrading our manufacturing capabilities ... expanding in different markets ... our H1 our exports ... in absolute terms versus H1 of last year we are almost 20 to 25% up.
Seb shaber · ICIC credential AMC
directOn kavatch I think uh we are almost on track I would say there's a delay of about a month month and a half ... hopefully by end of December we should be a position to get all this cleared out and start the shipments. ... after that we have received couple of more orders 150 crores ... intangible assets increase is due to a recent acquisition of a design business.
Atul Tavari · JP Morgan
directNo, not really. ... if you look at the order backlog ... you don't wait for this capacity to get ready. ... from 15 to 40,000 MVA I would say almost uh most of it is uh being taken care of. ... next one this is 40,000 and the new plant which coming up is 45,000 MVA. ... as per the plan that is 2728 but ... we'll be much ahead of our target.
Sumit Kashor · Access Capital
partialRegarding the inquiry pipeline the pipeline is strong. The decisions have been slow. ... we don't foresee as such any slowdown in this area ... power generation projects are picking up at a very fast pace in the thermal space now. ... Exports ... we will be focusing more on exports ... exports will see a bigger push and more percentage share.
Bhika Naya · DAM Capital
partialOn the railway side ... specifics we not giving ... 15th of September onwards we started our shipments ... balance will come into this quarter. ... LT is far more higher than HT ... rough estimate it will be around 8020 types of ratio between the LT and HT. ... price increase ... it's coming up well ... it has compensated our copper and steel prices.
Ravi Swami Nadan · Aventis Park
evasiveSee of course as you know that we don't give the breakup of each business and subsegment details ... the orders that we have received it's cutting across most of the sectors ... it's not a one particular segment ... the only thing I can share right now is power is uh leading because ... 400 and 765 KV ... everybody is into high double digits.
Harshett Patel · Equit Securities
partialIt's a combination of many things but what is important is our execution excellence which is CG edge. ... on Flender ... this agreement is more for because in US we see this big opportunity ... to have a partner who is reliable and can do lot of it ... they get the business in terms of repair and remanufacturing facility.
Reo Beth Buggalia · IIFL Capital
directIt's a mix of the existing portfolio. ... we are also into the larger 765 KV bushings ... second touched upon power electronics. ... moving from SF6 to SF6 free ... on the GIS piece, I think we should be proudly coming out with a complete make India solution for our 400 KV GIS in the next fiscal year.
JNA Gandhi · Ambit Capital
directAs of now all the developers they are taking the supplies ... they are supporting us by taking the deliveries and storing the transformers ... in the long run ... there won't be any delays. ... for the increased added capacity ... we are planning to have around 35 to 40% of the revenues coming from exports.
Adita Monga · Kotuk securities
partialWe didn't just buy this company to stay at that level. So we have much larger plans ... more and more acquisition complementing hiring more people ... expanding into other technologies as well. ... total backlog ... one of the orders that I see is going up to 24 months. ... something will be 12 months, something will be 18 months, something will be 6 months.
