Cochin Shipyard · 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
67%
Numeric claims
5
Consistency
contradicted
Question ledger
Deepak Krishnan · Kotak Institutional Equities
evasiveI'm not in a position to paint any financial figures out of both these associations at this stage, but these are very critical, very important, and with a long-term view for our organization... Overall, we are talking about anything between three to five years for these things to actually mature and come.
Deepak Krishnan · Kotak Institutional Equities
declinedIAC-2. Again, we are not in a position to convey anything. I can say that there are no fresh developments to report. That is all I can say. I think we are hopeful, but we are not in a position to hazard a guess on the timelines.
Deepak Krishnan · Kotak Institutional Equities
directShip repair last year... we may not have that much margin coming from ship repair this year. Still, ship repair will do a decent performance this year, maybe around INR 1,500 crore levels. The margin may not be at the level of what you have seen last year. ... Shipbuilding also... around 10% - 2% normally. ... Around 15% on a PAT margin levels.
Naman Jain · Kotak Institutional Equities
directTop line, for the current year, from where we were last year, it should be considered 14%-15% top line growth.
Naman Jain · Kotak Institutional Equities
directWe hope we should be able to get into about, in about the initial 18 to 24 months, we should go to about INR 250 crore of extra revenue. In full-blown condition, we go to about INR 600+ crore.
Naman Jain · Kotak Institutional Equities
partialWe have already completed almost INR 3,250 crore of CapEx cycles... Going beyond that double... crossing that threshold and moving forward is where we'll invest the CapEx now. ... We are talking about that capex, which we'll invest over the next, let's say, five years or so.
Dhanraj Tolani · Individual Investor
partial14 vessels are under various stages of repair in the ISRF. ... the total strength of ISRF is 82 ships per year. ... on the new dry dock, we are not in a position to talk about a utilization factor kind of a thing. ... It is actually being utilized to the full right now.
Sachin Maniar · 3P Investment Managers
directINR 13,700 crore, 14 vessels spread across two projects. One project is in ASW Corvette, which is about... The remaining fourth out of INR 13,700 crore is a project called the Next Generation Missile Vessels.
Sachin Maniar · 3P Investment Managers
directThere are two projects, both about INR 10,000 crore, for which bids have been submitted. ... the large projects are what is the MCMV, the Mine Countermeasure Vessel, the P-17 Bravo Vessel, the LPD.
Harsh · Toro Wealth Managers LLP
directThe year before, we had the aircraft carrier building. Last year, we had the aircraft carrier repair also. The margin was slightly higher side. This year, we don't have such large projects. The EBITDA will be around 20%. That's what we guide overall.
Rupam Jaiswal · Investwell Agents
directWe are expecting to do about INR 1,500 crore of ship repair revenue in FY 2026.
Rupam Jaiswal · Investwell Agents
evasiveWe have the Master Ship Repair Agreement with the U.S. Navy. There are discussions ongoing, but we are probably not in a position to comment. We haven't concluded any ship repair engagement with them as of today.
