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
42%
Numeric claims
0
Consistency
—
Question ledger
Ravi Swami Natan · Aventespa
evasiveit's a quarter-to-quarter variation will always happen. So we are not seeing any decline or slowdown in the pipeline of the orders that we have. So I think it continues to be as strong as it has been and growing as well.
Ravi Swami Natan · Aventespa
partialit's a combination of the price increase that we did the realization has been fairly good... yes a combination of volume as well as the top line from the price increase.
Ravi Swami Natan · Aventespa
evasiveany inflation has to be passed on to the customers... if commodity still doesn't behave well obviously there'll be forthcoming price increases... power most of the business we have the PVC clauses which is price variation clause.
Ankur Sharma · HDFC Life
evasiveas CG we are not really worried about that even if Chinese players come in. Important is level playing field... with the level playing field we have to be operationally efficient and then we can compete with anybody.
Ankur Sharma · HDFC Life
evasivedata center is one of the key vertical for us... we have been working on this for last two years religiously... we are of firm opinion that the risking strategy of being domestically strong as well as keep divesting a bit on the outside India as well.
Mahesh Bendri · LIC mutual fund
directnext 5 years up to 29 I don't see a concern that this sector will not grow unless something catastrophic happens... the way government is expanding infrastructure power generation so I don't see anything slowing down up to 2029.
Mohit Kumar · ICIC Securities
directYes, almost.
Atul Tari · JP Morgan
evasiveI would say with the backlog that we have future is bright... I not be able to tell you exactly what my backlog margins are but there's a very disciplined process of order intake.
Atul Tari · JP Morgan
directthe mini plant which we call M1 has already started commence its activity. I think in next two quarters we should start sales out of that on a small scale... the new plant M2 should be ready by end of December 2026.
Escapor · Jeff
evasiveWe have not seen anything like that till now for sure... nobody can predict what will happen after one year important is how do we flex our muscles in the gym to be prepared for the worst case scenario.
Adita Mongoya · COTCH Institutional Equities
partialabout one-third of the capacity is our collaboration with renaissance so they have that's part of agreement so they will pick it up and there are a lot of discussion going on.
Adita Mongoya · COTCH Institutional Equities
directexports for power has already started picking up... the order pipeline for exports has gone up by more than 50% in the last nine months. April till December last year to April till December this year we are more than 50% on the exports bookings.
